Simple Investor App
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Simple Investor App

Your personal AI-powered market guide. Instead of overwhelming you with endless charts and news, it delivers only the insights that matter and shows exactly how they affect your portfolio.
Mobile Development
340+
Implemented projects

Project

Client
Simple Investor App
Industry
Fintech
Services
Front-end Development, Back-end Development, DevOps, Delivery, Support, QA Testing
Links

With interactive simulations, smart forecasting, and intuitive tools, the app empowers you to test scenarios, explore opportunities, and make confident investment decisions.

Business Challenges

Defining a clear app structure for complex financial insights, ensuring usability for non-expert investors, and balancing AI-driven forecasts with trustworthy, transparent UX.
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Collaboration

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Goals & objectives

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01/ Deliver clear insights on global events and portfolio impact through intuitive UX.

02/ Build interactive features (comments, alerts, simulations) to keep users active in the app.

03/ Present AI-driven forecasts with clear explanations to increase user confidence.

04/ Create a scalable design system to enable new features (subscriptions, referrals) and long-term user loyalty.

Solution

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Planning Stages

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Discovery

Analyzing what to do

Active communication with Stakeholders

Define competitors and market positioning

Gather business requirements

Prioritize features and outline scope

Provide detailed charts and workflows

Design

Starting with UI/UX design

Create wireframes and low-fidelity flows

Develop UI/UX concepts aligned with brand

Build interactive prototypes for testing

Apply design system for consistency

Validate usability with early feedback

Development

Starting with development

Set up project architecture and environment

Implement core functionality iteratively

Integrate AI and data sources

Ensure responsive and secure code

Test features continuously

Delivering

Delivering the product to end users

Finalize QA and bug fixing

Optimize performance across devices

Prepare release documentation

Launch to end users via stores

Collect feedback for improvements

Support & growth

Product improving

Ongoing bugs fixing

Adding new features

Plan of future releases

‍

Technologies used

Front-end
React Native
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Plaid
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Typescript
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OneSignal
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Sentry
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Adapty
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Mixpanel
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Nest.js
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MongoDB
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Prisma ORM
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AWS Lambda
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Amazon S3
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OneSignal
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Sentry
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OpenAI Backend
technologies icon
CI/CD
technologies icon
Back-end
React Native
technologies icon
Plaid
technologies icon
Typescript
technologies icon
OneSignal
technologies icon
Sentry
technologies icon
Adapty
technologies icon
Mixpanel
technologies icon
Nest.js
technologies icon
MongoDB
technologies icon
Prisma ORM
technologies icon
AWS Lambda
technologies icon
Amazon S3
technologies icon
OneSignal
technologies icon
Sentry
technologies icon
OpenAI Backend
technologies icon
CI/CD
technologies icon

Features

Key features focus on seamless trading, real-time market insights, and robust security to deliver a reliable and user-friendly investment experience.
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AI digest

That’s where AI Digest for Today proves its value. Each day, it analyzes the past 24 hours of market developments, identifies the most relevant events, and outlines their impact on your portfolio. The result is a concise, AI-driven briefing that helps you focus on decisions rather than searching through information.
invest-1

Portfolio AI Insight

With Portfolio AI Insight, you always know where you stand. It shows your current portfolio positions, tracks every change in the last 24 hours, and uses AI to flag risks and give you smart tips. With these insights, you stay informed and in control without the need for manual tracking.
invest-2

Assets

Assets gives you a clear view of every coin in your portfolio. With a single tap on Assets Details, you unlock News AI Summarize – an intelligent feed that explains what’s driving the price of each coin. The AI not only highlights the key factors but also links to original news sources and historical context, so you can see how similar events influenced the market before. It’s a smarter way to understand the “why” behind every market move.
invest-3

Market Snapshot

Market Snapshot gives you a real-time overview of the entire crypto market. With Asset Details, AI breaks down what drives the price of each coin, revealing the factors behind every movement and how they interact. Switch to Portfolio view, and you’ll see the same AI analysis focused only on your holdings – personalized insights into how different events and trends are shaping your coins. You can also set custom time periods, and the AI will trace which factors influenced your portfolio over that span, helping you spot patterns and make better-informed decisions.
invest-4

Simulator

Simulator lets you ask the big “what if?” questions about your portfolio. With just one click, AI models the possible outcomes and visualizes the forecast – so you can see the impact before it happens. Choose from ready-made scenarios or create your own custom ones; either way, you get powerful foresight that turns uncertainty into strategy.
invest-5

AI Chat

AI Chat is your personal investment assistant, ready to answer any question in real time. AI combines insights from your portfolio with trusted external sources to give clear, data-driven answers. It’s like having an expert analyst always at your side – fast, reliable, and tailored to you.
invest-6

AI digest

That’s where AI Digest for Today proves its value. Each day, it analyzes the past 24 hours of market developments, identifies the most relevant events, and outlines their impact on your portfolio. The result is a concise, AI-driven briefing that helps you focus on decisions rather than searching through information.
Read more
Read less
invest-1

Portfolio AI Insight

With Portfolio AI Insight, you always know where you stand. It shows your current portfolio positions, tracks every change in the last 24 hours, and uses AI to flag risks and give you smart tips. With these insights, you stay informed and in control without the need for manual tracking.
Read more
Read less
invest-2

Assets

Assets gives you a clear view of every coin in your portfolio. With a single tap on Assets Details, you unlock News AI Summarize – an intelligent feed that explains what’s driving the price of each coin. The AI not only highlights the key factors but also links to original news sources and historical context, so you can see how similar events influenced the market before. It’s a smarter way to understand the “why” behind every market move.
Read more
Read less
invest-3

Market Snapshot

Market Snapshot gives you a real-time overview of the entire crypto market. With Asset Details, AI breaks down what drives the price of each coin, revealing the factors behind every movement and how they interact. Switch to Portfolio view, and you’ll see the same AI analysis focused only on your holdings – personalized insights into how different events and trends are shaping your coins. You can also set custom time periods, and the AI will trace which factors influenced your portfolio over that span, helping you spot patterns and make better-informed decisions.
Read more
Read less
invest-4

Simulator

Simulator lets you ask the big “what if?” questions about your portfolio. With just one click, AI models the possible outcomes and visualizes the forecast – so you can see the impact before it happens. Choose from ready-made scenarios or create your own custom ones; either way, you get powerful foresight that turns uncertainty into strategy.
Read more
Read less
invest-5

AI Chat

AI Chat is your personal investment assistant, ready to answer any question in real time. AI combines insights from your portfolio with trusted external sources to give clear, data-driven answers. It’s like having an expert analyst always at your side – fast, reliable, and tailored to you.
Read more
Read less
invest-6
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Our Clients Say

They were flexible and eager to attend to all our business needs.

Oleksandr Dovgopol

Co-Founder
XO.UA
They are good guys who are nice to work with.

Artem Kokhan

Co-founder
Bairro
They think differently and utilize cutting-edge technologies and ideas.

Oleksander Shiryaev

CEO
Riro ABM Cloud
They quickly resolved challenges, even complex ones, and offered various solutions.

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