Advanced Mutual Fund Analysis Platform
Summary
Freelancer Client is hiring: Advanced Mutual Fund Analysis Platform.
Location: Remote
Here’s the updated and more professional version of your project requirements with all your new additions clearly structured.
Requirements:
• ## Project Overview
• Need a modern full-stack mutual fund and investment analysis web platform with real mutual fund data, responsive UI, analytics, comparison tools, calculators, and portfolio insights.
• The platform should support genuine API-based data only (no mock/demo data).
• --
• React.js or Next.js
• Tailwind CSS
• Responsive dashboard UI
• Smooth animations and modern finance-style interface
Nice to have:
• --
• # Authentication Features
• Google Authentication
• Email/password login
• JWT/session management
Skills: JavaScript, Python, Node.js, React.js, API, MongoDB, Continuous Integration
Budget: $12500–$37500 USD
Source: Freelancer Client via Remote / Online. Apply on the source website.
Original
Here’s the updated and more professional version of your project requirements with all your new additions clearly structured.
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Mutual Fund Web Platform – Detailed Project Requirements
Project Overview
Need a modern full-stack mutual fund and investment analysis web platform with real mutual fund data, responsive UI, analytics, comparison tools, calculators, and portfolio insights.
The platform should support genuine API-based data only (no mock/demo data).
---
Tech Stack Requirements
Frontend
* React.js or Next.js
* Tailwind CSS
* Responsive dashboard UI
* Smooth animations and modern finance-style interface
* Mobile + desktop optimized
Backend
* Node.js + Express.js
* REST API architecture
* Authentication system
* Data pipelines and scheduled updates
Database
* MongoDB
Database should store:
* User profile data
* Fund data
* NAV history
* Historical returns
* Holdings
* Comparison data
* Watchlists/bookmarks
* Calculator history (optional)
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Authentication Features
Need:
* Google Authentication
* Email/password login
* JWT/session management
---
Mutual Fund Categories
1. Equity Funds
Need categories:
* Large Cap
* Mid Cap
* Small Cap
* Flexi Cap
Initially need:
* Minimum 100+ funds for equity section
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2. Commodity Funds
Need categories:
* Gold Funds
* Silver Funds
* Mixed Commodity Funds
---
3. Debt Funds
Need subcategories such as:
* Short-Term Debt Funds
* Long-Term Debt Funds
(Additional debt categories can be added later.)
---
Fund Data Requirements
Need genuine live/API-based mutual fund data only.
Each fund should contain:
* Fund name
* Category
* NAV
* Returns
* Expense ratio
* AUM
* Risk level
* Holdings
* Fund manager details (if available from API)
* Historical performance
* Fund description/basic information
No mock data.
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NAV & Market Data Updates
Need automated backend pipeline/system for:
* NAV updates every 1–2 days
* Historical NAV storage
* Market indices updates daily (if possible)
Should support:
* scheduled jobs/cron jobs
* API fetching
* automatic DB updates
---
Return Graphs & Analytics
Need graphical return analysis for:
* 1 Month
* 6 Months
* 1 Year
* 3 Years
* 5 Years
Need charts/graphs for:
* growth trends
* historical performance
* return comparisons
---
Fund Comparison Feature
Users should be able to compare:
* returns
* risk
* expense ratio
* holdings
* NAV growth
* historical performance
---
Portfolio Overlap Feature
Need overlap analysis between funds:
* common holdings detection
* overlap percentage
* visualization/graph if possible
---
Calculators Required
Need minimum 5 calculators:
* SIP Calculator
* Lumpsum Calculator
* CAGR Calculator
* Goal-based Calculator
* Return/Profit Calculator
---
User Profile Data
Need basic user information:
* Name
* Email
* Date of Birth
* Location
* One-line bio/about
* Saved/watchlist funds
---
Database Storage Requirements
Long-Term Mostly Static Data
Need DB collections for:
* 5-year return history
* fund details
* historical analytics
* categories
* fund manager details
* static fund metadata
This data changes rarely and should be stored long-term.
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Frequently Updating Data
Need periodic updates for:
* NAV values
* holdings
* market indices
* latest performance metrics
---
User Data Storage
Need storage for:
* profiles
* bookmarks/watchlists
* preferences
* comparison history
---
Deployment Requirements
Need complete deployment support:
* frontend deployment
* backend deployment
* MongoDB setup
* API environment setup
* domain integration
* SSL/security configuration
Preferred platforms:
* Vercel
* Render
* AWS
---
Developer Requirements
Looking for experienced Full-Stack Developer with skills in:
* React/Next.js
* Node.js backend
* MongoDB
* API integration
* Finance/investment dashboards
* Deployment & production architecture
* Data pipelines/cron jobs
* Clean scalable architecture
---
Development Expectations
Project should be:
* modular
* scalable
* production-ready
* API-driven
* responsive
* clean folder structured
* GitHub-managed
Need long-term collaboration for future improvements and additional modules.
Location & Details
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