A SaaS Platform for Financial Data Visualization

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Project Duration:

2 Years (Development: 9 months, Testing: 6 months)

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Technologies Used:

Ember.js, Ruby on Rails, AWS (EC2, S3)

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Overview:
FundCo was a significant undertaking that spanned two years, aimed at simplifying the interpretation of Morningstar financial data for everyday investors. As a co-founder, I drafted the technical specifications for this SaaS company, enabling users to easily compare mutual funds and securities. The platform was designed to help users make informed financial decisions by presenting complex data in a straightforward, user-friendly manner.

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Key Features and Technologies:

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• Modern Web Frameworks: Utilized JavaScript and Ember.js to create a responsive and intuitive user interface.
• Backend Processing: Leveraged Ruby on Rails for robust server-side operations and efficient data handling.
• Cloud Infrastructure: Employed AWS EC2 for flexible, scalable computing capacity and AWS S3 for reliable data storage and management.
• Complex Data Integration: Focused on integrating and presenting complex financial data in an accessible format, requiring detailed and intricate technical specifications.

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Achievements and Impact:

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• User Engagement: Successfully registered over 15,000 users within eighteen months, demonstrating strong market fit and user interest.
• Funding and MVP Development: Secured $150,000 in funding and developed the MVP in collaboration with a partner in Poland, underscoring our commitment and capability in bringing the project to fruition.
• Technical Specification: Authored a comprehensive technical specification that dealt with the complex integration of financial data, ensuring accuracy and usability of the information.

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Conclusion:
Despite the project’s eventual liquidation due to my health conditions, FundCo demonstrated the potential impact of well-executed financial data visualization tools in assisting users with their investment decisions. The experience garnered through this project highlighted our ability to handle complex, market-driven technology solutions effectively.