Client Overview
A financial services client required a custom options trading tool that could empower both novice and experienced traders to design, test, and optimize trading strategies. The goal was to simplify complex derivatives trading while providing real-time risk and reward insights.
70
%
Faster Strategy Testing
50
%
Increase in User Engagement
2
x
Faster Decision-Making
3
x
More Strategies Tested
The Challenge
- Traders lacked a simple way to visualize outcomes of custom strategies.
- Manual calculations slowed down decision-making, leading to missed opportunities.
- Needed integration with historical data for accurate forecasting and backtesting.
- The platform had to be user-friendly and secure, ensuring accessibility across devices.
What we did
- Custom Strategy Builder: Developed a flexible interface where traders can create and refine options strategies.
- Forecasting Engine: Integrated historical market data to simulate scenarios and project potential outcomes.
- Risk-Reward Analysis: Designed in-depth calculators to highlight breakeven points, max profit/loss, and probability of success.
- User Experience: Built an intuitive, responsive UI to make complex trading decisions easy and accessible.
- Performance & Security: Optimized the backend for low-latency calculations and enforced strong security measures for financial data.
The Results
- Enabled traders to make informed, data-backed decisions quickly.
- Reduced the learning curve for new investors while giving advanced traders sophisticated analysis tools.
- Improved trading efficiency with real-time forecasting and easy-to-read dashboards.
- Enhanced user engagement and trust with a reliable, secure platform.
Technologies we used to support the platform
React.js
Python
Node.JS
Historical market datasets
APIs
Encrypted data handling
secure authentication
AWS
GCP
