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Finance & Investment

Investment Markets

Live market data for people who notice when a number is wrong

  • Web Platform
  • 2024
  • 16 weeks
<250ms price update to screen
5 data providers unified into one feed
99.95% uptime through launch year

Investment Markets gives high-net-worth investors a single platform for live market data, curated opportunities, and portfolio analytics. We built the web platform end to end — real-time data streaming from multiple providers, portfolio tooling, and the security posture an audience like this quietly expects.

Investment Markets — project overview
01 The Challenge

One stale price and this audience closes the tab for good

Investment Markets serves high-net-worth investors evaluating private and public opportunities — an audience that already has a Bloomberg terminal open on the next screen. The platform had to stream high-frequency market data to the browser and keep it correct under load, because a chart that lags by thirty seconds isn't a minor bug to these users; it's a reason to never come back.

Trust was the real product. Portfolio values, allocation data, and deal documents for this clientele demand a security posture most marketing-adjacent web builds never think about — and the whole thing still had to feel fast and composed on a phone at an airport gate.

02 The Approach

Treat the data path as the product and the UI as its proof

We started where the risk was: the data path. Before designing a single screen we prototyped the streaming layer against real provider feeds, measured end-to-end latency, and forced the failure cases — a provider going silent mid-session, two providers disagreeing on a price, a reconnect after a dropped connection. The interface came second, because a beautiful chart of wrong numbers is worse than no chart.

Scope followed the same logic. Launch covered live market data, the curated opportunity pipeline, and portfolio tracking — the three things an investor checks daily. Everything speculative was deferred until the platform had earned the audience's trust with the basics.

03 The Build

Five provider feeds in, one consistent stream out

A Node.js streaming layer ingests five financial data providers, normalizes their formats, deduplicates overlapping instruments, and publishes one consistent feed over WebSockets. On the client, Redux-Saga manages the subscription lifecycle — connect, backfill, reconcile, resume — so a dropped hotel-wifi connection recovers without a page reload or a phantom price. Median update latency landed under 250ms from provider tick to pixel.

The front end is Next.js with server-side rendering for the content and discovery pages — which kept the public side fast and indexable — while authenticated dashboards hydrate into fully live React views. Charting virtualizes aggressively, so a portfolio page with a dozen live instruments stays smooth on a three-year-old laptop.

04 Security & Trust

Built to a compliance-shaped standard, documented so auditors can verify it

Security here is layered and boring, which is the correct aesthetic: least-privilege IAM across AWS, secrets in a vault rather than config files, encryption at rest and in transit, short-lived sessions with step-up authentication for sensitive actions, and audit logging on every read of portfolio data — not just writes. Deal documents live in access-controlled storage with expiring, watermarked links rather than permanent URLs.

We were straight with the client about where our job ends: we are engineers rather than auditors, so we built to the controls that common financial compliance frameworks expect and documented every one of them, then pointed their counsel to specialists for formal certification. When that review came, it was a checklist-matching exercise rather than a remediation project — which is precisely what the documentation was for.

05 The Results

A launch year with five nines of composure and zero data incidents

The platform held 99.95% uptime through its launch year, with no security incidents and no data-integrity escalations — the two failure modes that would have ended the relationship with this audience. Price updates stayed under the 250ms budget even during earnings-season traffic spikes, and the provider-failover logic absorbed two upstream outages that users never saw.

The business result followed the technical one: investor accounts grew steadily on referrals — the only acquisition channel that works in this segment — and average session depth kept climbing, because the dashboard was fast enough to replace the morning spreadsheet ritual rather than supplement it.

06 Handover

Their team ships weekly on infrastructure they fully own

We handed over the platform with architecture documentation, provider-integration runbooks, and a security controls register their compliance advisors work from directly. Investment Markets owns every repository, credential, and data contract. Their in-house team took over feature development after a three-week paired transition and has shipped weekly since.

We remain on a light retainer for the two things worth keeping specialists for — onboarding new data providers and the annual security review. Everything else, they run. The best compliment came six months in: they added a sixth provider without us, using our runbook, and we found out afterwards.

Inside the Product

Built With

Next.js Node.js React AWS Redux-Saga
Our users notice a wrong number faster than any monitoring tool. In a full year, nobody caught one. That is the entire review.
Chief Executive · Investment Markets

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