Development of Value Investing Algorithm SaaS

Investing Formulas is a specialized SaaS platform designed to democratize complex financial analysis by automating value investing algorithms using real-time market data. We developed a robust system capable of processing thousands of publicly listed companies to generate actionable investment "screeners" and portfolio tracking tools, effectively removing technical barriers and human error from fundamental analysis.

The technical core of the project features a high-fidelity calculation engine integrated with massive financial APIs, ensuring absolute precision in every executed formula. To guarantee the business model's operational viability, we designed a comprehensive 360º backoffice that allows the client’s team to manage subscriptions, access levels, business metrics, and the integrity of financial data from a single, centralized hub.

The result is a scalable, production-ready solution that transforms raw market data into strategic investment decisions. By blending a fluid user experience with a powerful backend infrastructure, we enabled the client to run a fully automated recurring business while providing their users with a clear competitive edge in the stock market.