case study

Streamlined Data Pipeline Leads to Better Stock Market Analysis for A Leading Stock Trading Company

The Client

The client operates a popular stock trading platform that enables users to gain in-depth insights across Canadian, EU, Australian, and US markets. Based on accurate data forecasting, the platform empowers traders to decide whether they want to buy, hold, or sell. The client also provides self-managed investors with tools to analyze Australian and international shares, ETFs, and indexes. Experienced traders utilize the platform to access real-time market data and leverage their advanced charting tools. By using the platform, younger investors can also easily navigate through the self-guided interface to simplify trading.

Industry

Finance

Tech Stack

Node.js, .NET Core, MongoDB, Vue.js, React JS, HTML5, CSS3

Country

Australia

Business Need

The client had a prototype of the type of stock analysis they wanted, as their previous outdated platform created roadblocks for conducting precise stock market analysis across Canada, Australia, the EU, and the U.S. The legacy system created operational gaps, lacked scalability, and was unable to handle analyzing huge volumes of incremental data.

Modernize Legacy Architecture

The legacy architecture was unstable and unable to efficiently manage huge volumes of real-time data. The client required a scalable platform that could handle large amounts of data without compromising user experience.

Solve the Data Accuracy and Synchronization Issues

Data gaps and missing updates often produced incomplete stock data. Because the client’s previous platform lacked scalability, synchronizing both historical and incremental data, along with changing stock prices, was an issue. The client aimed to ensure a consistent data flow and resolve discrepancies in reports, dashboards, and live charts.

Simplify Payment Administration

The payment workflow was disjointed and had static components; the client sought a platform that was secure, automated, and capable of handling transactions with ease.

the challenges

Incorporate Third-Party Tools

The old platform did not provide easy access for clients to track user profiles, payments, and registrations. They wanted a system that would enable them to integrate with CRM platforms and other payment gateways without much hassle.

Improve User Management and Security

Data security was at risk due to numerous concurrent logins from various locations. To protect the user data and prevent any unauthorized access, the client required an authentication system on the new platform.

Enhance Data Tracking and Marketing Visibility

The existing setup lacked structured analytics for user behavior. The client sought to capture key user interactions and accurately measure performance metrics.

Upgrade Charting and Visualization Features

Chart interactions were not functioning as intended. The client sought smoother and more responsive data visualization to facilitate traders' effective interpretation of stock trends.

Fix Report Download and Export Functions

The company reports generated by the system were often incomplete, as they would only download partial content. The client required a reliable solution for developing and exporting full reports for performance analysis.

Build a Consistent Data Pipeline and Analytics Framework

To support fast and reliable market insights, the client sought to establish a streamlined data pipeline capable of efficiently processing, transferring, and visualizing large datasets.

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Solution

Capital Numbers understood the client’s requirements and leveraged the prototype to create an entirely new application with enhanced UX design. Our experts developed a new platform for the client, making it easy to use and scalable for real-time data processing.

Resolved Data Gaps and Synchronization Issues

The team debugged data inconsistencies and missing entries within the existing database. Since there was limited documentation, Capital Numbers examined the codebase to understand the data structure, built new background jobs to fill in missing records, and scaled the new platform to enable real-time data analysis and provide accurate stock analyses.

Optimized Transactions

The payment process included static elements that caused irregular updates to stock prices. We redesigned the entire flow, tested all components, and integrated Webhooks to automate updates for payment status, card management, and stock changes.

Integrated Third-Party Tools

To help the client track registrations and payments more effectively, our experts integrated Pipedrive. The team studied the tool’s documentation, mapped the payment process, and configured the integration to capture outcomes for every new registration.

solutions

Enhanced Account Security with Multi-Login Prevention

To avoid multiple logins from different devices using the same credentials, the team implemented an IP-based validation system. Each successful login recorded the user’s IP address and invalidated any earlier sessions, preventing unauthorized access.

Implemented Google Tag Manager and Data Layer

For better tracking and analytics, we implemented Google Tag Manager along with a Data Layer. The team modified the platform to easily capture unique events, such as first-time logins and user interactions, that were previously untracked.

Fixed Company Report Downloads

We designed the new platform to enable the client to complete multi-page PDF creation and downloads without missing any essential data.

Streamlined the Data Pipeline

We streamlined the data pipeline, resolving synchronization issues, optimizing performance, and enabling the quick analysis of high-volume market data.

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Screenshots

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Results

Capital Numbers successfully delivered a user-friendly and scalable stock market analysis platform that supports:

Result Bullet

Live stock details and real-time insights.

Result Bullet

Heat signature visualizations for quick data interpretation.

Result Bullet

Optimized data pipelines for handling and visualizing large datasets.

Results
Result Bullet

Comparison tools to analyze multiple stocks simultaneously.

Result Bullet

Automated alerts based on user-defined trading rules.

Result Bullet

A live chat feature to provide immediate support to users.

Benefits

Leveraging our expertise, our client achieved the following benefits from the new and optimized platform:

Result Bullet

There was no delay when users logged into this platform to analyze stocks before trading. As the platform is now scalable, it can analyze real-time data and provide users with accurate information promptly.

Result Bullet

Trading became more precise with the availability of real-time data and automated alerts, which helped guide traders in making timely decisions.

Result Bullet

Greater user engagement with a more intuitive and responsive interface.

Result Bullet

Less manual effort with automation through analysis and reporting.

Result Bullet

Greater data security with controlled login access and improved session management.

Conclusion

Capital Numbers successfully upgraded the client’s outdated prototype into a scalable, data-driven stock market analysis platform. We built a robust data pipeline that supports real-time stock analysis across multiple global markets. Addressing business challenges, we helped the client optimize data accuracy, transaction flow, and security. The new platform features responsive visualizations and automation that simplify trading and decision-making. With these improvements, the client can now deliver accurate market insights and secure transactions to users, strengthening reliability and trust in their platform.

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    Frequently Asked Questions

    Based on the information provided about Capital Numbers, here arefive frequently asked questions (FAQs) and their answers

    We offer a wide range of services, including:

    • Digital Engineering: Custom software development, enterprise systems, automation tools.
    • Web Development: Dynamic websites, e-commerce platforms, CMS solutions.
    • Mobile App Development: iOS & Android apps, cross-platform solutions, app maintenance.
    • QA (Quality Assurance): Automated and manual testing for error-free software.
    • Cloud Engineering: Cloud migration, cloud infrastructure management.
    • Data Engineering & Analytics: Data integration, data warehousing, data visualization, predictive analytics.
    • AI/ML/GenAI: AI-driven analytics, machine learning solutions, generative AI applications.
    • UI/UX Design: User interface design, prototyping & wireframing.
    • Emerging Tech: AR/VR development, blockchain development.

    We offer two distinct engagement models:

    • Project-Based Development: Tailored solutions for defined goals, ideal for short-term projects.
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    • USA
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    We have received numerous awards, including:

    1. Clutch Top 1000 B2B Companies
    2. Financial Times High-Growth Companies
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    We were founded in 2012.

    We are ISO 9001 and ISO 27001 certified, demonstrating quality and data security standards.

    We create dynamic websites, e-commerce platforms, and manage content with user-friendly solutions.

    We develop iOS & Android apps, cross-platform solutions, and provide ongoing maintenance.

    We offer data integration, warehousing, visualization, and predictive analytics for data-driven decisions.

    We offer AI-driven analytics, machine learning solutions, and generative AI applications for various needs.

    Innovation, quality, client satisfaction, integrity, and teamwork are core values that guide our operations.

    We aim to become a global leader in digital solutions, continuously innovating and empowering businesses with cutting-edge technology.

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