Investment App Development Company
SkyInfitech is an investment app development company that builds secure, easy-to-use investment apps and platforms for fintech startups, wealth managers, investment firms and financial platforms. We help your users see all their investments in one place, understand how their money is allocated, track performance against their goals and act with confidence.
From portfolio tracking and asset allocation to reports, market data, notifications and a powerful admin panel, our investment app developers build custom products around your business model, whether you serve first-time investors, high-net-worth clients or your own advisory team.
We build investment apps for clients in India, the USA, Australia and global markets.
What Is Investment App Development?
Investment app development is the design and development of mobile and web applications that help people and businesses invest, track and manage their wealth. Unlike a trading app built for frequent buying and selling, an investment app focuses on the bigger picture: long-term portfolios, asset allocation, goals, performance, reporting and, for businesses, client management.
A modern investment platform can cover many asset classes, such as stocks, ETFs, mutual funds, bonds, fixed deposits, gold, retirement accounts and alternative investments, and bring them together in one clear view.
Built for frequent trading
A trading app focuses on frequent buying and selling with live charts and fast orders.
Built for long-term wealth
An investment app focuses on long-term portfolios, goals, allocation, performance and reporting.
Who We Build Investment Apps For
Investors
Self-directed investors who want one place to track and grow their portfolio.
Wealth managers
Advisors and family offices managing many client portfolios.
Fintech startups
Teams launching new investing, savings or robo-advisory products.
Investment firms
Asset managers, distributors and advisory firms digitising client service.
Financial platforms
Banks, brokers and super-apps adding investment features for their users.
Key Features of Our Investment Apps
Investment Dashboard
The dashboard is the first thing users see, so it must be clear and reassuring. It shows total net worth or portfolio value, invested amount, current gains, today's change, allocation at a glance, progress toward goals and important updates. Widgets can be personalised, and the design adapts for beginners and experienced investors alike.
Portfolio Management
Users see every investment in one place, across asset classes and accounts:
- Holdings with quantity, average cost, current value and returns
- Grouping by asset class, account, goal or family member
- Manual entries for assets held elsewhere, such as property or fixed deposits
- Transaction history, including buys, sells, SIPs, dividends and interest
- Multi-account and family portfolio views
For wealth managers, the same module lets advisors view and manage many client portfolios from one screen.
Asset Allocation
Asset allocation shows how a portfolio is spread across equity, debt, cash, gold, real estate and other asset classes, plus sector, market-cap and geography breakdowns. Users can set a target allocation and see how far they are from it. The app can highlight concentration in a single stock or sector and suggest rebalancing actions based on rules your business defines.
Performance Tracking
Accurate performance numbers build trust. We calculate absolute returns, annualised returns, XIRR for regular investments, time-weighted returns where needed, and gains split into realised and unrealised. Users can compare performance against benchmarks and see returns by asset, account and time period. AI-powered portfolio insights can be added to explain changes in plain language.
Reports and Statements
Investors and advisors need reports they can download, share and file. We automate:
- Portfolio summary and holdings statements
- Capital gains and tax reports
- Transaction and income (dividend and interest) reports
- Performance reports with returns and benchmark comparison
- Branded client reports for wealth managers, in PDF and Excel
Reports can be generated on demand or scheduled monthly or quarterly and emailed automatically.
Market Data
Live and end-of-day prices keep portfolio values up to date. We integrate market data for stocks, ETFs, indices, mutual fund NAVs, bonds, commodities and currencies, along with fundamentals, news and corporate actions. Data is cached smartly so the app stays fast and data costs stay under control.
Notifications
Timely, relevant notifications keep users engaged without overwhelming them:
- Portfolio changes, price alerts and goal milestones
- SIP or recurring investment reminders and confirmations
- Dividend, interest and maturity updates
- Rebalancing suggestions when allocation drifts from target
- Statements ready, KYC updates and account messages
Users control which notifications they receive via push, email, SMS or WhatsApp.
User Profiles and Onboarding
A strong user profile makes the app personal and compliant. We build:
- Simple sign-up with mobile or email OTP and social login
- KYC and identity verification flows for your region
- Risk profiling questionnaires that classify investors as conservative, moderate or aggressive
- Financial goals, such as retirement, education or a home, with target amounts and dates
- Family or joint accounts with role-based access
- Bank account and nominee management
API Integration
Investment apps depend on reliable connections to financial services. Our API integration work covers:
- Brokers and trading APIs for buying and selling stocks and ETFs
- Mutual fund and investment transaction platforms for lump-sum and SIP orders
- Account aggregation and statement import to pull holdings from other accounts, with user consent
- Market and fund data providers for prices, NAVs and fundamentals
- KYC, identity and e-sign providers for onboarding
- Payment gateways and banking APIs for funding and recurring payments
- CRM, accounting and back-office systems for investment firms
Admin Panel
The admin panel lets your team run the platform smoothly:
- User and KYC management with approval workflows
- Client portfolios, transactions and request tracking
- Advisor and relationship-manager assignment for wealth firms
- Model portfolios, product catalogue and fund lists
- Content, notifications and campaigns
- Reports, analytics and business dashboards
- Roles, permissions and audit logs
Security and Compliance
- Two-factor authentication, biometric login and device binding
- Encryption in transit and at rest
- Role-based access control and full audit logs
- Consent management and privacy controls for personal and financial data
- Secure API gateway, WAF and regular penetration testing
- Workflows designed to support regulatory requirements such as SEBI rules for advisors and distributors in India, SEC and FINRA in the USA, and ASIC in Australia
- Alignment with data-protection laws such as India's DPDP Act
Types of Investment Apps We Build
Portfolio tracking apps
One view of all investments across accounts and asset classes.
Wealth management apps
Client portals and advisor tools for wealth managers and family offices.
Mutual fund and SIP apps
Fund discovery, lump-sum and SIP investing, and goal tracking.
Robo-advisory platforms
Risk profiling, model portfolios and rule-based rebalancing.
Goal-based investing apps
Plan, fund and track goals such as retirement or education.
Multi-asset investment platforms
Stocks, ETFs, bonds, gold and alternatives in one product.
Stock investing apps
Long-term equity investing; for active trading, see our stock trading app development services.
Android, iOS and Web
We build investment apps for Android and iOS, plus responsive web platforms and advisor portals. All channels share one secure backend, so portfolios, goals, reports and notifications stay in sync on every device.
Technology Stack
Our Investment App Development Process
Discovery
Understand your users, products, asset classes, business model and regulations.
UX and UI design
Design clear dashboards, portfolio views, onboarding and reports, tested with real users.
Architecture
Plan data models, calculation engines, integrations and security.
Development
Build mobile apps, web portals, backend and admin panel in agile sprints.
Integration
Connect market data, brokers or transaction platforms, KYC and payments.
Testing
Verify return calculations, reports, security and performance.
Launch and growth
Release to app stores and web, monitor usage and add features over time.
Estimated Development Timeline
Portfolio tracker MVP
What's included: Dashboard, portfolio, allocation, performance, basic reports
Investment app
What's included: Onboarding, KYC, investing flows, notifications, reports, admin
Wealth management platform
What's included: Advisor portal, multi-client, model portfolios, branded reports, integrations
Investment App Development Cost
The cost depends on:
- Platforms: Android, iOS, web and advisor portal
- Asset classes and the number of integrations
- Transaction features versus tracking only
- Complexity of performance calculations and reports
- Onboarding, KYC and compliance requirements
- Admin, advisor and multi-client features
- Design complexity and expected user volume
Get a free, detailed estimate
Share your idea and we'll send a free, detailed estimate.
Investment App Development in India, USA and Australia
India
Investment app development company in India for mutual funds, stocks, SIPs and goal-based investing, with KYC and SEBI-aware workflows.
USA
Investment app developers for the USA, building portfolio, wealth and investing apps with SEC and FINRA-aware design.
Australia
Investment app development for Australia, including portfolio and wealth apps aligned with ASIC requirements.
Why Choose SkyInfitech for Investment App Development?
Fintech experience
We understand portfolios, returns, KYC and financial integrations.
User-friendly design
Complex financial data presented simply.
Accurate numbers
Return and allocation calculations tested carefully.
Secure and compliant
Security and privacy built in from day one.
Full ownership
You own the source code and IP.
Long-term partner
Support, upgrades and new features after launch.
Frequently Asked Questions
What is investment app development?
Investment app development is building mobile and web apps that help users invest, track portfolios, understand asset allocation, monitor performance and receive reports, often across multiple asset classes.
How is an investment app different from a trading app?
A trading app focuses on frequent buying and selling with live charts and fast orders. An investment app focuses on long-term portfolios, goals, allocation, performance and reporting.
Which asset classes can the app support?
We can support stocks, ETFs, mutual funds, bonds, fixed deposits, gold, retirement accounts and manually tracked assets, depending on your business and integrations.
Can you build an app for wealth managers and advisors?
Yes. We build advisor portals with multi-client portfolios, model portfolios, branded reports and client communication tools.
How long does it take to build an investment app?
A portfolio tracker MVP takes about 2–4 months, a full investment app 5–7 months, and a wealth management platform 7–10 months.
How much does investment app development cost?
Cost depends on platforms, asset classes, integrations, transaction features, reporting and compliance needs. Share your requirements for a free, detailed estimate.
Do you build investment apps for the USA and Australia?
Yes. We build investment apps and platforms for clients in India, the USA, Australia and other markets.
Will we own the source code?
Yes. You receive full ownership of the source code and intellectual property.
Disclaimer
SkyInfitech is a software development company. We build investment software and tools; we do not provide investment advice or guarantee any investment returns. Investments are subject to market risks.
Explore Our Trading Software Solutions
Need more than one product? Explore our other trading and investment software development services.
Let's Build Your Investment App
Tell us about your users, products and goals. Our fintech team will share a clear plan, timeline and estimate for your investment app or platform.
