With the rise of retail investing, more individuals are taking control of their financial future by investing in stocks, bonds, funds and other assets. This has driven demand for easy-to-use investment apps that provide portfolio tracking, research tools, news feeds and more. Rather than using an off-the-shelf solution, ambitious investors may want to build their own custom investment app tailored to their needs. Here are some tips on key features to consider when designing your own investment analysis and tracking application centered around the keywords custom investment app.
Enable easy portfolio tracking with custom investment app
A core function of any investment app is the ability to easily track your holdings across various accounts and asset classes. Your custom investment app should aggregate positions held with brokers, 401ks, IRAs and other locations into a consolidated view. Useful features include showing total portfolio value, asset allocation breakdowns, realized and unrealized gains/losses, income generation and more. Advanced analytics like risk metrics, custom benchmarks and scenario analysis can also be added.
Research tools and customizable screens with investment app
Serious investors spend lots of time analyzing potential opportunities. Your investment app can assist by providing screening tools to filter on fundamentals, technical factors, sectors, geographies and more. Customizable criteria will allow users to specify their own filters tailored to their strategy. Detailed research profiles on individual securities should include financials, valuation ratios, earnings forecasts, insider activity, news sentiment and technical indicators. Play around with different visualizations like charts, tearsheets and heatmaps to best communicate insights.
Incorporate news and data feeds in investment app
Timely access to news, research and market data is critical for investment decisions. Your custom investment app should integrate relevant feeds on news affecting specific companies and sectors, earnings releases, economic indicators, analyst opinions and more. Allow users to customize which publications, data sources, key markets and asset classes to follow. Advanced features like sentiment analysis, anomaly detection and natural language generation can automate insights from unstructured data feeds.
Mobile access and seamless experience with investment app
Today’s investors want information on-the-go. Ensure your investment app is designed mobile-first, optimizing for small screens and native gestures. Offline access, background syncing and fast load times will provide a seamless UX. Biometric login like fingerprint or face ID integrates security while minimizing friction. Customizable notifications and watchlist alerts keep users updated on critical events impacting their portfolio.
By focusing on portfolio tracking, research tools, news analysis and mobile access, you can build a custom investment app tailored specifically to your needs as an investor. The key is ensuring ease of use while allowing for deep analysis and customization. Approach development incrementally, seeking regular user feedback to create the best possible investing experience centered around the keywords custom investment app.