Automated Investment Portfolio Manager
Budget: $30 – $250 USD
Request for Quote (RFQ)
Automated Portfolio Management Backend Development
Project Overview
We are seeking an experienced backend developer or small development team to build an automated portfolio management platform for a personal investment account.
The system will automatically manage portfolio allocations, monitor positions, execute trades, and maintain audit logs based on configurable investment strategies.
Please provide a detailed quote, estimated timeline, and proposed technical approach.
Project Objectives
Develop a backend automation service capable of:
* Retrieving account balances and portfolio positions.
* Allocating 70% of available cash to investments while maintaining a 30% cash reserve.
* Maintaining a configurable 5% portfolio allocation to SpaceX exposure or a designated proxy investment.
* Monitoring portfolio performance and dynamically reallocating capital.
* Ranking stocks using multiple market signals.
* Executing trades automatically according to strategy rules.
* Maintaining detailed audit and transaction logs.
Required Features
1. Portfolio Allocation Engine
* Calculate target allocations based on available cash.
* Maintain configurable allocation percentages.
* Support future strategy modifications without code changes.
2. Position Monitoring
* Continuously evaluate open positions.
* Support configurable stop-loss and risk thresholds.
* Automatically liquidate and replace positions when conditions are met.
3. Stock Ranking Engine
The ranking engine should support configurable signals, including:
* Momentum
* RSI
* Trading volume
* Volatility
* Recent price performance
* Analyst ratings (if available)
Example output:
{
"ticker": "NVDA",
"score": 94.2
}
4. Daily Automation
The system should execute automatically every trading day at 09:30 AM ET and perform:
1. Fetch balances
2. Retrieve positions
3. Review portfolio risk
4. Exit positions meeting sell criteria
5. Re-rank securities
6. Reinvest available capital
7. Rebalance portfolio allocations
8. Generate execution logs
9. Store trade history
5. Risk Controls
The platform must include:
* Market-open verification
* Duplicate order prevention
* Configurable maximum position sizes
* Daily loss limits
* Rate-limit handling
* Failure recovery and retry mechanisms
* Comprehensive audit logging
Technical Requirements
Preferred stack:
* Backend: Node.js (NestJS preferred)
* Database: PostgreSQL
* Queue/Cache: Redis (optional)
* Infrastructure: Docker
* CI/CD: GitHub Actions
* Monitoring: Grafana, Prometheus, or CloudWatch
Alternative implementations in Python or Go will also be considered.
Architecture Requirements
The system should use a broker abstraction layer so trading logic remains independent of the brokerage implementation.
Example:
interface BrokerAdapter {
connect(): Promise<void>;
getAccount(): Promise<Account>;
getCashBalance(): Promise<number>;
getPositions(): Promise<Position[]>;
placeBuyOrder(
ticker: string,
amount: number
): Promise<Order>;
placeSellOrder(
ticker: string,
quantity: number
): Promise<Order>;
}
Important Note
Cash App currently does not provide a public trading API. Please explain in your proposal how you would address brokerage integration and whether you recommend migrating execution to a broker that provides an official API.
Deliverables
* Complete source code
* Backend API/services
* Portfolio allocation engine
* Stock ranking engine
* Trade execution module
* Scheduler/cron jobs
* Database schema and migrations
* Audit logging system
* Configuration management
* Deployment documentation
* Docker configuration
* Setup and installation instructions
Proposal Requirements
Please include:
1. Relevant experience with algorithmic trading systems.
2. Experience integrating brokerage APIs.
3. Recommended architecture and technology stack.
4. Estimated timeline.
5. Fixed-price quote or hourly estimate.
6. Examples of similar projects completed.
7. Post-launch support availability.
We are looking for a long-term development partner with strong backend and fintech experience.
Automated Portfolio Management Backend Development
Project Overview
We are seeking an experienced backend developer or small development team to build an automated portfolio management platform for a personal investment account.
The system will automatically manage portfolio allocations, monitor positions, execute trades, and maintain audit logs based on configurable investment strategies.
Please provide a detailed quote, estimated timeline, and proposed technical approach.
Project Objectives
Develop a backend automation service capable of:
* Retrieving account balances and portfolio positions.
* Allocating 70% of available cash to investments while maintaining a 30% cash reserve.
* Maintaining a configurable 5% portfolio allocation to SpaceX exposure or a designated proxy investment.
* Monitoring portfolio performance and dynamically reallocating capital.
* Ranking stocks using multiple market signals.
* Executing trades automatically according to strategy rules.
* Maintaining detailed audit and transaction logs.
Required Features
1. Portfolio Allocation Engine
* Calculate target allocations based on available cash.
* Maintain configurable allocation percentages.
* Support future strategy modifications without code changes.
2. Position Monitoring
* Continuously evaluate open positions.
* Support configurable stop-loss and risk thresholds.
* Automatically liquidate and replace positions when conditions are met.
3. Stock Ranking Engine
The ranking engine should support configurable signals, including:
* Momentum
* RSI
* Trading volume
* Volatility
* Recent price performance
* Analyst ratings (if available)
Example output:
{
"ticker": "NVDA",
"score": 94.2
}
4. Daily Automation
The system should execute automatically every trading day at 09:30 AM ET and perform:
1. Fetch balances
2. Retrieve positions
3. Review portfolio risk
4. Exit positions meeting sell criteria
5. Re-rank securities
6. Reinvest available capital
7. Rebalance portfolio allocations
8. Generate execution logs
9. Store trade history
5. Risk Controls
The platform must include:
* Market-open verification
* Duplicate order prevention
* Configurable maximum position sizes
* Daily loss limits
* Rate-limit handling
* Failure recovery and retry mechanisms
* Comprehensive audit logging
Technical Requirements
Preferred stack:
* Backend: Node.js (NestJS preferred)
* Database: PostgreSQL
* Queue/Cache: Redis (optional)
* Infrastructure: Docker
* CI/CD: GitHub Actions
* Monitoring: Grafana, Prometheus, or CloudWatch
Alternative implementations in Python or Go will also be considered.
Architecture Requirements
The system should use a broker abstraction layer so trading logic remains independent of the brokerage implementation.
Example:
interface BrokerAdapter {
connect(): Promise<void>;
getAccount(): Promise<Account>;
getCashBalance(): Promise<number>;
getPositions(): Promise<Position[]>;
placeBuyOrder(
ticker: string,
amount: number
): Promise<Order>;
placeSellOrder(
ticker: string,
quantity: number
): Promise<Order>;
}
Important Note
Cash App currently does not provide a public trading API. Please explain in your proposal how you would address brokerage integration and whether you recommend migrating execution to a broker that provides an official API.
Deliverables
* Complete source code
* Backend API/services
* Portfolio allocation engine
* Stock ranking engine
* Trade execution module
* Scheduler/cron jobs
* Database schema and migrations
* Audit logging system
* Configuration management
* Deployment documentation
* Docker configuration
* Setup and installation instructions
Proposal Requirements
Please include:
1. Relevant experience with algorithmic trading systems.
2. Experience integrating brokerage APIs.
3. Recommended architecture and technology stack.
4. Estimated timeline.
5. Fixed-price quote or hourly estimate.
6. Examples of similar projects completed.
7. Post-launch support availability.
We are looking for a long-term development partner with strong backend and fintech experience.