Modern Stock Analysis Platform (Next.js + Financial APIs)

Замовник: AI | Опубліковано: 14.11.2025
Бюджет: 50000 $

SUMMARY We're seeking an expert development team to build a modern stock analysis platform for retail investors. This is a 6-8 month project requiring experience with Next.js, TypeScript, PostgreSQL, and financial data APIs. The platform will display comprehensive financial metrics (income statement, balance sheet, cash flow, ratios, growth rates with 10+ years historical data), automated proprietary stock rankings, DCF valuations, advanced screeners, interactive charts, and portfolio management. We prioritize feature completeness and accuracy over speed—this is financial software people will use for investment decisions. Fixed price contract with milestone-based payments. We're open to both agencies and freelancer teams. Must have proven fintech/SaaS experience with live portfolio examples. Please provide realistic pricing in your proposal. DELIVERABLES Project Type: Full-Stack Web Development Experience Level: Expert • Est. Duration: 6-8 months • Budget: Fixed Price (Please provide your best offer - we value quality and realistic timelines) • Talent Type: Agency or Individual Freelancer with Team What We're Building A modern stock analysis platform for retail investors featuring automated proprietary rankings, fundamental valuations, advanced screening tools, and beautiful data visualization. Our Priority: Feature completeness and accuracy over speed. We're building financial software people will use for investment decisions—quality is non-negotiable. Team Structure: We're open to both registered agencies and individual freelancers who work with a dedicated team. Please clearly outline your team structure in your proposal. Core Features Phase 1: MVP (8-10 weeks) • User authentication & account management • Dashboard with search, recently viewed stocks, portfolio overview • Company profile pages with comprehensive fundamental data: • Income statement metrics (Revenue, EBITDA, Net Income, EPS, margins) • Balance sheet data (Assets, Equity, Debt, Cash) • Cash flow metrics (Operating CF, Free Cash Flow) • Key ratios (ROE, ROA, P/E, P/B, EV/EBITDA, etc.) • Growth rates (1Y, 3Y, 5Y for revenue, earnings, etc.) • Historical data visualization (10+ years where available) • Basic proprietary ranking system (5-10 factors) • Various DCF valuation models • Portfolio & watchlist management Phase 2: Advanced Features (10-12 weeks) • Advanced stock screener with customizable filters • Full ranking system (growth, value, quality, momentum factors) • Sector-adjusted rankings & peer comparisons • Historical rank tracking + backtesting • Comprehensive valuation models (DCF, multiples) • Additional metrics & analysis: • Insider transactions data • Institutional ownership • Analyst estimates vs actuals • Segment/geographic revenue breakdown (where available) • Dividend history and yield calculations • Interactive charts & data visualization • News feed & earnings calendar • Enhanced portfolio analytics Phase 3: Testing & Launch (6-8 weeks) • Comprehensive QA & financial calculation validation • Performance optimization • Security audit • Production deployment • Complete documentation Tech Stack Requirements Frontend: • Next.js 14+ (React with TypeScript) • Tailwind CSS • React Query (TanStack Query) for state management • Recharts or Chart.js for data visualization • React Table for data grids Backend: • Node.js/Express OR Python/FastAPI • PostgreSQL database • Redis for caching • Background jobs (Bull/Celery) for daily ranking calculations • Financial Modeling Prep (FMP) API integration DevOps: • Frontend: Vercel or Netlify • Backend: AWS or Railway • CI/CD pipeline with automated testing • Staging + Production environments What Makes This Project Unique 1. Proprietary Ranking Algorithm: We will provide the ranking methodology, factor selection, and weighting logic (documented in Excel/specification). The development team will implement this logic in code, making it scalable, performant, and backtestable. Experience with translating business rules into efficient algorithms is essential. 2. Financial Accuracy: All calculations (DCF, PE ratios, growth rates) must be precise and validated against known benchmarks 3. Data-Heavy Performance: Platform will handle thousands of stocks with real-time filtering, sorting, and updates 4. Long-Term Partnership: This is not a one-off project. We need a team that will maintain and enhance the platform post-launch Must-Have Experience • 2+ years with Next.js and TypeScript • Previous work with financial data APIs (FMP, Alpha Vantage, IEX Cloud, etc.) • Portfolio with minimum 2 fintech/SaaS projects (live URLs required) • PostgreSQL & complex data modeling • Automated testing (Jest, Cypress, or similar) • Strong attention to detail for financial calculations • Excellent communication in English Bonus Points: • Experience implementing complex scoring/ranking algorithms from business specifications • Knowledge of fundamental analysis & valuation methods (to understand the domain) • Previous work with financial analysis platforms • Experience with data visualization libraries • Can suggest technical best practices for backtesting and performance optimization What We're Looking For in Your Proposal Please include: 1. Portfolio Links - 2+ relevant projects with brief descriptions 2. Relevant Experience - Specific examples of financial/data platforms you've built 3. Team Structure & Capacity • Are you an agency or freelancer with a team? • Who will work on this project? (Names, roles: Frontend/Backend/DevOps/QA) • Team members' experience levels • Full-time availability or part-time allocation? 4. Technical Approach - How would you structure the ranking algorithm? Database schema considerations? 5. Timeline - Your estimated breakdown by phase with key milestones 6. Pricing • Your total project cost with detailed breakdown • Payment milestone structure (and whether this includes all team members) • Note: Please provide honest, realistic pricing based on the scope. 7. Testing Strategy - How will you ensure financial calculation accuracy? 8. Communication Plan - Single point of contact? How do you manage client communication? Please start your proposal with: "I have reviewed the full project scope and understand this is a 6-8 month commitment focused on quality over speed." What We Provide • Clear project requirements & detailed brief (for shortlisted teams) • Ranking methodology specification (factor selection, weighting, calculation logic) • Regular communication (weekly check-ins minimum) • Access to FMP API account • Design guidelines & branding assets • Prompt feedback and milestone approvals Deal Breakers • Generic proposals without portfolio links • No prior experience with financial APIs • Teams that prioritize speed over quality • Inability to commit to full timeline • Poor communication or delayed responses during interview Next Steps 1. Submit your proposal with all requested information 2. Shortlisted teams: 30-min video interview + technical discussion 3. Finalists: Small paid test task (2-3 hours, $200-300) 4. Contract & kick-off Looking forward to finding the right team to build something great together! Additional Information • Payment Method: Escrow milestone payments via platform • NDA required before sharing detailed project brief • We expect 80%+ test coverage for critical features • Code ownership transfers upon final payment • Post-launch support period included (2-4 weeks) Questions? Feel free to ask in your proposal—we prefer teams that ask thoughtful questions over those who just bid.