Portfolio Management App Development

I’m building a finance-focused mobile and web app whose core purpose is portfolio management. The first release must allow me to add, edit, and remove stock and IPO positions from a central admin console, then have those changes instantly reflected for every end-user.

Key points you should know before we start:
• Asset scope is limited to stocks and upcoming IPOs for now, but the codebase should be modular enough to bolt on bonds, crypto, or other instruments later.
• Every action—price updates, corporate-action entries, dividend postings, even user portfolio edits—will be performed exclusively through the admin panel. No self-service trading interface is needed in this phase.
• Although the admin governs all data, users still need a clean dashboard that shows their current holdings, cost basis, and basic performance metrics.

Tech stack is your choice as long as:
1. The data layer can ingest real-time or near-real-time market feeds without vendor lock-in.
2. The front-end (React Native, Flutter, or similar) remains easily skinnable so we can resell the white-label version later.
3. Security best practices (OAuth2, encrypted storage, audit logging) are baked in from day one.

Deliverables:
1. Admin web portal with role-based access.
2. User iOS/Android app plus minimal web view.
3. REST or GraphQL API documented in OpenAPI format.
4. Source code in a private Git repo, with CI/CD scripts and setup notes that let me spin up staging on a fresh VPS in under 30 minutes.

If you’ve shipped a finance or trading product before, or you already have a reliable market-data integration in your toolkit, you’ll move to the front of the line. Let’s discuss timeline and milestones so I can get this into beta quickly.