Financial Advisory Platform Web Developer
Budget: ₹75,000 – ₹150,000 INR
I am looking for a skilled web developer or a team to build an MVP for a financial advisory platform. The application will allow users to register, complete a static financial profiling questionnaire, connect multiple broker accounts, and view actionable insights about their investments. The platform will also include an AI-powered chatbot for financial queries and document analysis.
The core requirements for the MVP include:
Key Features:
1. User Management:
- User registration, login, and profile management.
- Secure sessions with automatic logout after inactivity.
2. Static Questionnaire:
- A predefined set of financial profiling questions.
- Logic to categorize users into predefined investment groups (e.g., Conservative, Moderate, Aggressive).
- Display recommended asset allocations based on the user’s group.
3. Dashboard:
- Display the user’s assigned investment group and corresponding asset allocation.
- Integrate with multiple broker accounts (e.g., 5paisa, Zerodha).
- Aggregate and categorize portfolio data from all connected accounts into asset classes (e.g., equities, bonds, mutual funds).
- Provide actionable insights by comparing the user’s actual investments with their recommended allocation:
- Identify over-invested or under-invested categories.
- Suggest adjustments (e.g., “Reduce equities by ₹X” or “Increase bonds by ₹Y”).
4. AI-Powered Chat Support:
- Integration with OpenAI for conversational chatbot functionality.
- Chatbot to answer financial questions and provide insights based on the user’s profile.
- Document upload functionality to analyze financial documents (e.g., payslips) and offer tailored advice.
5. Broker API Integration:
- Support for connecting multiple broker accounts.
- Fetch portfolio data (e.g., holdings, real-time values) from APIs like 5paisa and Zerodha.
- Aggregate data and categorize it into predefined asset classes.
6. Admin Panel:
- Manage user accounts.
- Update static questions and predefined investment groups.
Requirements:
- Experience in building web-based applications.
- Familiarity with integrating third-party APIs (e.g., broker APIs for portfolio data).
- Knowledge of secure user authentication and data encryption.
- Ability to create interactive dashboards with dynamic data visualization.
- Experience with AI-powered chatbots (OpenAI integration preferred).
Deliverables:
1. Fully functional web application with user management, questionnaire, dashboard, and AI chat.
2. Broker API integration to fetch, aggregate, and categorize portfolio data.
3. Clear visualization of investment recommendations and actionable insights.
4. Admin panel for managing content and users.
Preferred Qualifications:
- Previous experience with financial or investment platforms.
- Familiarity with APIs from brokers like 5paisa, Zerodha, etc.
- Strong UI/UX design skills for creating intuitive dashboards and interfaces.
The core requirements for the MVP include:
Key Features:
1. User Management:
- User registration, login, and profile management.
- Secure sessions with automatic logout after inactivity.
2. Static Questionnaire:
- A predefined set of financial profiling questions.
- Logic to categorize users into predefined investment groups (e.g., Conservative, Moderate, Aggressive).
- Display recommended asset allocations based on the user’s group.
3. Dashboard:
- Display the user’s assigned investment group and corresponding asset allocation.
- Integrate with multiple broker accounts (e.g., 5paisa, Zerodha).
- Aggregate and categorize portfolio data from all connected accounts into asset classes (e.g., equities, bonds, mutual funds).
- Provide actionable insights by comparing the user’s actual investments with their recommended allocation:
- Identify over-invested or under-invested categories.
- Suggest adjustments (e.g., “Reduce equities by ₹X” or “Increase bonds by ₹Y”).
4. AI-Powered Chat Support:
- Integration with OpenAI for conversational chatbot functionality.
- Chatbot to answer financial questions and provide insights based on the user’s profile.
- Document upload functionality to analyze financial documents (e.g., payslips) and offer tailored advice.
5. Broker API Integration:
- Support for connecting multiple broker accounts.
- Fetch portfolio data (e.g., holdings, real-time values) from APIs like 5paisa and Zerodha.
- Aggregate data and categorize it into predefined asset classes.
6. Admin Panel:
- Manage user accounts.
- Update static questions and predefined investment groups.
Requirements:
- Experience in building web-based applications.
- Familiarity with integrating third-party APIs (e.g., broker APIs for portfolio data).
- Knowledge of secure user authentication and data encryption.
- Ability to create interactive dashboards with dynamic data visualization.
- Experience with AI-powered chatbots (OpenAI integration preferred).
Deliverables:
1. Fully functional web application with user management, questionnaire, dashboard, and AI chat.
2. Broker API integration to fetch, aggregate, and categorize portfolio data.
3. Clear visualization of investment recommendations and actionable insights.
4. Admin panel for managing content and users.
Preferred Qualifications:
- Previous experience with financial or investment platforms.
- Familiarity with APIs from brokers like 5paisa, Zerodha, etc.
- Strong UI/UX design skills for creating intuitive dashboards and interfaces.