TradeStops users have access to different sets of tools depending on their subscription plans: As the widgets got positive feedback from users, Itransition’s team added similar dashboards to other products within the ecosystem. For displaying all investments, Itransition’s team developed a dashboard that includes a set of widgets displaying total gain, daily gain, positions in the green zone, the performance of all equities, portfolio risk quotient, and other metrics. Integrated with multiple stock data service providers, the solution allows users to continuously track equities, funds, indices, and options in the USA, as well as get data on equities in Canada, the UK, Australia, and Germany.Īs soon as portfolios are built, users can estimate and manage their investments by leveraging tracking, investment analysis, and alerts features. TradeStops supports almost every US-based brokerage services and the majority of Canadian ones, with new brokerage services added upon users’ requests. It helps individual investors make informed decisions based on actual stock data, with their investment portfolios imported from online brokers in one click or created manually. The core product of the ecosystem, TradeStops, is a web application for automated investment portfolio management based on the proprietary TradeSmith trading strategies. The software provides individual investors with financial technology tools to monitor investments, analyze stock behavior, and manage investment risks. The solution delivered by Itransition is a suite of web, desktop and mobile applications that process global stock trading data. In addition to the investment management platform, Itransition went on to deliver a desktop tool for financial statistics visualization, a mobile application for investment portfolio management, a web portal for cryptocurrency investment management, and other products that altogether form a multifunctional ecosystem covering all aspects of equity and cryptocurrency investment management. Itransition’s understanding of the financial market and experience in financial software development became the decisive factor for the customer to entrust the project to our team.Īs the project was evolving, the customer was voicing new ideas for additional products, and the project scope gradually expanded. The customer’s major goal was to attract 20,000 active users at first and strengthen the company’s position on the US investment management market. The company came up with the idea of launching an investment portfolio management platform, their flagship product today, more than a decade ago. Their products help create custom equity portfolios, monitor the market changes, and make a profit by selling or buying at the right time. Our customer, TradeSmith, is one of the largest US-based providers of online investment and market research tools for individual investors and traders.
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