Cross-Platform Investment Portfolio Management App with AR Integration

Medium Priority
Mobile Development
Investment Securities
👁️20393 views
💬912 quotes
$25k - $75k
Timeline: 12-16 weeks

Our SME in the Investment & Securities industry seeks to develop a cutting-edge mobile application to empower investors with real-time portfolio management and visual data insights through AR integration. This project targets both tech-savvy millennials and seasoned investors looking for innovative ways to manage their investments.

📋Project Details

As a growing company in the Investment & Securities sector, we recognize the demand for a modern, intuitive application that simplifies portfolio management. Our goal is to create a cross-platform mobile app using technologies like React Native and Flutter, with ARKit integration for augmented reality features that enhance user engagement. Users will have access to real-time data visualization in AR, AI-powered personalized investment advice, and seamless IoT connectivity for smart alerts. The app will be designed with user-centric features such as customizable dashboards, secure login via Firebase, and integration with the latest AI models through Core ML. The project will span 12-16 weeks, focusing on a robust and scalable solution to cater to both individual investors and small financial advisors seeking efficient tools to manage multiple client accounts.

Requirements

  • Develop a cross-platform application with a focus on user-friendly UI/UX
  • Integrate AR features for enhanced data visualization
  • Implement AI-powered investment advice capabilities
  • Ensure data security and user privacy with Firebase
  • Create seamless IoT connectivity for smart alerts

🛠️Skills Required

React Native
Flutter
ARKit
Core ML
Firebase

📊Business Analysis

🎯Target Audience

The app targets both young, tech-savvy millennials who prefer interactive and visual data tools, and experienced investors seeking advanced portfolio management solutions.

⚠️Problem Statement

Investors lack a comprehensive, engaging platform for real-time portfolio management and data visualization, limiting their ability to make informed decisions quickly and efficiently.

💰Payment Readiness

The target audience is ready to pay for solutions due to the increasing complexity of managing diverse investment portfolios and the desire for competitive advantages through cutting-edge technology.

🚨Consequences

Failing to address this need could result in lost opportunities for investors to optimize their portfolios, leading to potential revenue losses and decreased market competitiveness.

🔍Market Alternatives

Current alternatives include traditional investment apps that lack AR features and personalized AI-driven insights, limiting user engagement and advanced decision-making capabilities.

Unique Selling Proposition

Our app differentiates itself by combining AR-powered data insights with AI-driven personalized investment advice, offering a unique blend of technology and finance.

📈Customer Acquisition Strategy

We will engage in targeted marketing campaigns focusing on digital channels popular among millennials and partner with financial advisors to reach a broader audience, leveraging social media and financial forums.

Project Stats

Posted:July 21, 2025
Budget:$25,000 - $75,000
Timeline:12-16 weeks
Priority:Medium Priority
👁️Views:20393
💬Quotes:912

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