Real-time market data · Orders & portfolios · Broker & exchange APIs · Built for market-open peaks
Trading and Investment Platform Development
Trading and investment apps for stocks, mutual funds, crypto and wealth management: onboarding, real-time market data, orders, portfolios and reports, integrated with licensed brokers and exchanges.
Investment apps are judged in the first minutes after markets open. Prices must update instantly, orders must go through, and portfolios must be right to the last decimal.
Codersarts trading and investment platform development builds apps that stay fast at market open and integrate with the licensed brokers, exchanges and fund platforms behind them.
What Is a Trading or Investment Platform?
A trading or investment platform lets users open accounts, view market data, place orders and track portfolios for stocks, funds, bonds or crypto. It connects to licensed brokers, exchanges or fund platforms for execution, and includes onboarding, KYC, real-time prices, order management, portfolio and tax reports, alerts and research.
Brokerage and investment advice are regulated activities, overseen by bodies such as SEBI in India and the SEC and FINRA in the US. Platforms usually operate under their own license or a licensed partner. We build the technology; your legal advisers confirm the model.
Who This Is For
Brokers and wealth managers modernizing apps
Fintech startups building investment products
Mutual fund and SIP platforms
Robo-advisers and portfolio tools
Crypto and digital asset platforms (where permitted)
What We Build
Onboarding
Account opening, KYC and risk profiling. See KYC and AML verification.
Market data
Real-time and historical prices through data vendor and exchange feeds.
Orders
Market, limit and stop orders, SIPs and order tracking through broker APIs.
Portfolios
Holdings, returns, capital gains and statements.
Watchlists and alerts
Price alerts, news and research.
Scale at market open
Real-time systems that handle spikes. See real-time systems.
Admin and compliance
Audit trails, reports and back-office tools.
Platform Types
Type | Key features | Key integration |
|---|---|---|
Stock trading app | Live prices, orders, charts | Broker or exchange APIs |
Mutual fund and SIP app | Fund discovery, SIPs, goals | Fund transaction platforms |
Robo-adviser or wealth app | Risk profiles, model portfolios, rebalancing | Custodian and broker APIs |
Common Platform Problems We Fix
Problem | Usual cause | Fix |
|---|---|---|
App freezes at market open | Not built for spikes | |
Stale prices | Polling instead of streaming | |
Portfolio values wrong | Calculation errors | |
Account takeovers | Weak authentication |
How Much Does a Trading or Investment App Cost?
Cost depends on asset types, data feeds, order complexity and integrations. Data and broker fees are separate.
Scope | Typical timeline | Typical cost |
|---|---|---|
Mutual fund or SIP app MVP | 3 to 5 months | $40,000 to $90,000 |
Stock trading app with live data | 5 to 8 months | $90,000 to $200,000 |
Multi-asset platform with advisory tools | 8 to 12 months | $200,000 to $450,000+ |
What changes the cost: asset classes, data feeds, broker and exchange integrations, charting, advisory features, platforms and peak load.
Ranges are typical for a global team. Your price is fixed after scoping, before any work starts.
Ways to Start Small
Starting point | Best for | From |
|---|---|---|
Checking capacity for market open | $199 | |
A ranked bug list for an existing platform | $199 | |
Ongoing fixes with a fixed budget | $290 for 10 hours |
How We Work
Define. Assets, partners, license model and users.
Design. Onboarding, trading and portfolio journeys.
Build. Apps, data, orders and portfolios.
Integrate. Brokers, exchanges, KYC and payments.
Test. Calculations, peak load and security.
Launch. Monitoring at market hours and support.
What You Receive
Investor apps on web and mobile
Market data and order integrations
Portfolio and reporting
Load and security test results
Documentation and code ownership
Example Engagement: Mutual Fund App for a Wealth Firm
An illustrative example based on the pattern we see most often. Client details are kept confidential.
The situation: A wealth management firm handled SIPs and redemptions through forms and email.
What we did:
Built a mobile app with risk profiling, fund discovery and SIPs
Integrated a fund transaction platform and KYC provider
Added portfolio statements and capital gains reports
The result: Clients managed investments themselves, and the firm's operations team handled far fewer manual requests.
Mistakes to Avoid
Testing only outside market hours
Calculating returns without tests
Polling prices too often
Launching without clarity on license and partner model
Why Codersarts
Payments, security, cloud and AI engineers in one team
Money movement designed for correctness, not just the happy path
Fixed-price tasks for small jobs, so you can start without a large contract
Plain-language documentation for partner and bank reviews
You own all code, data and accounts
Frequently Asked Questions
Do we need a license to build a trading app?
Usually you or a partner need a brokerage or relevant license. Confirm with your legal advisers.
Can you integrate with brokers?
Yes, through broker and exchange APIs available in your market.
How do you handle market-open traffic?
Streaming prices, caching, autoscaling and load testing before launch.
How much does it cost?
A fund or SIP app MVP typically costs $40,000 to $90,000.
Related Pages
KYC and AML verification: investor onboarding.
AI fraud detection: protecting accounts.
Fintech solutions: every fintech service in one place.
Build an Investment App That Holds Up at Market Open
Tell us about your products and partners, and we'll plan your platform.