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Software Introduction

In today’s digital age, investing and trading in the stock market has become easier and more accessible than ever. Our Stock Market App & Web Portal is designed to provide a complete solution for individuals who want to invest, trade, and learn about the financial markets — all from one platform.

This system works across both mobile (app) and desktop (web portal), allowing users to manage their accounts anytime, anywhere. It includes a User Panel, where investors can complete KYC, link their Demat account, buy/sell stocks, subscribe to plans, refer friends, and much more. On the other side, there’s an Admin Panel that controls and monitors the entire system — from verifying KYC to managing subscription plans and resolving support tickets.

Our Solution

User Panel (App & Web Portal)

The user panel is designed to be intuitive, informative, and responsive — catering to both beginner and advanced traders. The platform serves as a one-stop solution for all trading and investment needs, from onboarding to active trading and accessing premium market intelligence.

1. Sign Up & Login

  • + Secure Access: Users can register using their email address or mobile number, with verification done via password or OTP authentication.
  • + Multiple Login Options: Traditional password-based login and OTP-based instant login options provide flexibility.
  • + Session Security: Secure encryption standards ensure the user's credentials and session tokens are protected.

2. KYC Completion (Mandatory)

  • + Compliance Requirement: Users must complete KYC before they can trade or subscribe to services.

3. Demat Account Linking

  • + Broker Integration: Users can link their existing Demat accounts with supported brokers through broker APIs.
  • + Seamless Access: Once linked, users gain the ability to execute trades without leaving the app.
  • + Authentication: Brokers may require additional consent or 2FA during linking for compliance.

4. Trade: Buy or Sell

  • + Real-Time Trading: Users can buy and sell equity stocks, ETFs, and other instruments.
  • + API-Powered Execution: Trades are executed via integrated broker APIs with live price feeds.
  • + Order Types: Supports market, limit, stop-loss, and intraday trading orders.
  • + Trade History: Users have access to full historical trade logs and real-time order status (pending, completed, failed).

5. Basket

  • + Curated Baskets: Users can invest in pre-defined stock baskets created by experts based on themes (e.g., EV, Pharma, Large Cap).
  • + Diversified Investment: Encourages better portfolio management through structured themes.
  • + Rebalancing: Optional feature for baskets to be automatically adjusted based on market conditions or strategy updates.

6. Packages

  • + Premium Plans: Users can subscribe to monthly, quarterly, or annual plans offering extra features.
  • + Value-Added Tools: These may include trading signals, advanced charts, in-depth analysis, and expert calls.
  • + Subscription Management: Users can view plan details, validity, renewals, and upgrade options.

7. Plan Status & Notifications

  • + Dashboard View: Users can easily view their current plan, expiry date, and next billing date.
  • + Push Notifications: Regular updates on trading activity, plan status, and account alerts.
  • + Market Alerts: Real-time news, watchlist changes, and trade confirmations are sent through push/SMS/email.

8. Refer and Earn

  • + Referral Program: Users can invite others using referral codes or links.
  • + Earnings System: Users earn rewards in the form of wallet credits, discounts, or cash on successful sign-ups and purchases by their referees.
  • + Referral Dashboard: Tracks invites sent, pending referrals, successful conversions, and total earnings.

9. Blogs & News

  • + Educational Content: Regularly published blogs on investing tips, market movements, and trading psychology.
  • + Market News Feed: Real-time news about stock movements, economic events, and expert opinions.
  • + Multimedia: Articles may include images, videos, charts, and downloadable PDFs.

10. Help Desk Support

  • + Multi-Channel Support: Users can raise support tickets, chat with the help desk, or use WhatsApp integration.
  • + Ticket Categories: Options include issues related to plans, trading, KYC, referral rewards, and more.
  • + Response Tracking: Users receive ticket status updates, resolution history, and feedback options.

Admin Panel

The Admin Panel is the backbone of the application. It ensures seamless operation, governance, and monitoring of all user activity, content, and trades.

1. User Management

  • + User Directory: Admins can view a searchable list of all registered users.
  • + Actions: Edit user details, block/unblock accounts, reset passwords, and manage user access.
  • + Activity Logs: Track login attempts, device IPs, and user engagement metrics.

2. KYC Verification

  • + KYC Queue: View pending, approved, and rejected KYC submissions.

3. Plan & Package Management

  • + Subscription Plans: Create and update premium subscription packages and their pricing tiers.
  • + Basket Management: Admins can define stock baskets, assign strategies, and update holdings.
  • + Trial Plans: Option to configure and monitor free trial periods for new users.

4. Trade Monitoring

  • + Trade Logs: View a real-time feed of user trades with filters (symbol, price, user ID, broker).
  • + Error Tracking: Capture failed trades with detailed error messages and timestamps.

5. Support Ticket Handling

  • + Ticket Dashboard: View incoming help desk tickets sorted by priority, date, or category.
  • + Ticket Assignment: Admins can assign tickets to support agents and track SLA compliance.
  • + Response Templates: Use canned responses to accelerate resolution times.

6. Notifications Management

  • + Notification Center: Create and schedule push notifications, emails, and SMS campaigns.
  • + Audience Segmentation: Target users based on activity, plan status, or referral usage.
  • + Automated Alerts: Trigger alerts on events like KYC approval, trade confirmation, or subscription expiry.

7. Blog & News Post Management

  • + Content CMS: Admins can add, update, or delete blogs and news posts.

8. Referral Program Management

  • + Referral Reports: View top referrers, referral conversion rate, and pending rewards.