Online Financial Consultant

This software solution serves as a substitute for human financial consultancy services, providing advice on which financial instruments (ETFs) to sell or buy in order to achieve a specific financial goal.
Java, Elasticsearch, AWS
20 man/year


Investing in financial instruments can be challenging, especially for those without investment experience, and it carries potential risks. To mitigate these risks, individuals often seek the assistance of financial consultants. However, a common challenge is knowing how to choose an affordable yet professional consultant.


We addressed this challenge by developing an online financial consultancy service. Using stock market data and recommendations from professional financial consultants, the online financial advisor system offers personalized recommendations on what to sell and buy on a daily basis to reach predefined financial goals. The system includes components for portfolio monitoring and financial analysis, providing broad functionality for automating all investment activities. It has been working consistently for many years.