Realist is a mobile trading and investment app. It allows users to grow their wealth through smart, goal-based investing, thanks to real-time market data tracking, portfolio personalization, and full goal customization.
The client expected advanced portfolio personalization level, secure banking and KYC, pre-trade analytics, and real-time trading execution.
While users efficiently configure portfolios, allocate investments, and manage multiple goals, the app provides smooth performance, real-time updates, secure transactions.
Benefits
Advanced Features for Clear Decisions
Build a portfolio that reflects your values: include or exclude assets, adjust sectors and regions, and invest exactly how you want.
Set up recurring contributions for each goal and let the app handle transactions automatically — consistent growth without the hassle.
Benefit from real-time pre-trading and execution algorithms that mitigate risk, prevent slippage, and simplify your decision making.
Advanced Trading Made Simple
Goal-based investing and automated contributions. Simple. Powerful. All-in-one.
Discover the app
We integrated Fourthline as a third-party KYC provider. The verification flow is standard and quick:
Thanks to intuitive visualization — with each goal presented as a separate card and its own investment flow — users can clearly track allocations and avoid confusion in managing their funds.
Get it on
Get it on
Automate recurring investments by setting up scheduled contributions for each goal. Invest regularly while keeping full control over timing, amounts, and strategy.
Discover the app
Users select investment parameters and allocate funds across industries, assets, and other criteria using adjustable distribution settings.
All selected assets, regional and sector allocations, and ESG preferences are visualized in one place, making it easy to understand how funds are distributed.
Higher-tier plans allow more goals, advanced portfolio personalization options, and greater control over regional, sector, and ESG settings.
Fully customizable notifications: quarterly reports, personal finance updates, and key investment insights keep users focused on the result.
Get it on
Get it on
Integrated real-time Lambda-based calculations to quantify effective leverage and expected market impact.
Our backend automatically adjusts position sizing based on Lambda sensitivity to prevent over-leveraging.
Uses order flow intensity modeling to maximize fill rates and execution speed in volatile markets.
Full-cycle design and development process for Realist mobile app
The team refined the initial design concept and defined a modular, scalable system capable of supporting multiple investment goals and real-time market data.
Every screen and interaction was carefully planned based on user journey analysis. All data and controls are organized logically — from initial verification and goal setting to portfolio adjustment and fund transfers.
Engineers worked on the core trading engine with Lambda-driven execution, providing precise calculations of trade sensitivity, dynamic exposure adjustments, and optimized fill rates.
All features were thoroughly tested on both iOS and Android devices using multiple methods to ensure maximum reliability. The team verified correct real-time trade calculations, dynamic exposure adjustments, accurate transaction processing.
The app was deployed with full regulatory compliance and rigorous backend validation. A soft launch allowed initial users to test features under real market conditions, while real-time monitoring ensured transaction accuracy, portfolio synchronization.
Final Results
The platform is fully prepared to support additional assets, new indices, and growing user volumes. Its modular architecture, decoupled services, and horizontally scalable backend ensure that new features and users can be added without affecting system stability.
All trade execution, Lambda-driven sensitivity calculations, and portfolio simulations were validated end-to-end. The system now consistently delivers precise investment data, allowing users to manage complex goal-based strategies with confidence.
The backend was delivered fully modular and scalable, supporting multi-tenant architecture and multiple simultaneous investment goals. Real-time trade calculations, dynamic exposure adjustments, and transaction processing now operate reliably under heavy load, providing a stable foundation for future expansions.
Technologies
