Risk analysis of financial instruments and investment portfolio management
An advisor platform that helps investors be fearless.
Techstack
- React
- Node.js
- Puppeteer
- AWS (S3, Lambda, SQS)
Time
- 2.5 years
Our Team
- 2 Frontend Developers
- Backend Developer
- Tech Lead
- Proxy Product Owner
Business Challenge
Investing is a marathon, not a sprint. Or so the old adage goes. Just as with any successful race, investing needs so much hard work upfront. Before deciding on a proper asset allocation, investors have to carefully consider lots of different factors, just as required return, liquidity needs, and most importantly, risk tolerance. For the average investor, definitions like "moderately conservative" or "aggressive" may sound confusing. They don't necessarily help. Riskalyze supports decision making by providing personalized financial reports that enable investment advisors to record a quantitative evaluation of their customers' risk tolerance. Riskalyze lets anyone invest fearlessly.
Creating meaningful products is what we do.
What we did
Scope of work
Web Development
Creating a new report system.
Project Management
Guiding the product lifecycle.
Our Goal
Development of an advanced financial report system and dashboard for FinServ client.
Our work
Riskalyze, being one of the first biggest projects in MasterBorn, provided us with opportunities to grow and learn. As a team, we took our first steps in the FinTech industry. Riskalyze trusted us to create a brand new reporting system.
Our team cooperated closely with Riskalyze's technical team (they even came to meet us in Wrocław)! A designated product owner attended our retrospective meetings, ensuring that we were always on the same page.
This professional reporting system exceeded client expectations and continues to support financial advisors in identifying investment risk.
What we did
Functionality
React to PDF conversion
Combining single PDF pages
Report templating
Possibility to batch reports
What we did
Rendering reports in serverless backend (using Puppeteer)
Integration with the Riskalyze API (efficient and question-optimized)
It was a pleasure to work on a project stable enough that the entire team was comfortable with it. It allowed us to explore new solutions and get every detail right.
Łukasz Krzyżański
MasterBorn Tech Team Lead
The Outcome
Based on the existing system that determines investment risk, we developed multiple advanced reports — graphs, summaries, statistics, etc. We took data straight from the Riskalyze system and packed them into clear and user-friendly PDF files.
A well-coordinated team of professionals
Collaboration on the code (code reviews)
The client was impressed with how fast end efficient we work
What We Learned
We faced several hurdles while working on Riskalyze. First of all, it was an unusual use of React (and Puppeteer)! We also put a lot of effort into PDF conversion, because not all functionalities could be used, there were no interactive elements, and we had a lot more unexpected factors to take into account. But unpacking these challenges made us work together to come up with unique solutions.
Riskalyze was a valuable project, both from a technical and business perspective.
It was also quite a challenge, and it boosted our area of expertise.
Przemek Królik
CTO MasterBorn
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