SignalSigma: Analytics-Driven Investment Platform for Finance Professionals
Discover smarter investment decisions with SignalSigma—real-time analytics, optimized portfolio insights, and better asset allocation.
How we helped SignalSigma build a high-performance investment platform that puts real-time analytics and asset allocation at the forefront.
About Project
SignalSigma is a powerful investment platform designed for finance professionals. It helps analysts monitor and manage every asset class with precision. At its core is the Portfolio dashboard—a central hub that gives a clear view of performance, exposure, and key metrics.
The Portfolio dashboard brings everything together in one place. It uses proprietary data models to surface insights quickly. Analysts can explore asset class trends, compare strategies, and make faster decisions with confidence.
Lumitech cooperated with the client to create a powerful investment platform for finance professionals and real-world profitability from scratch.
Interesting Facts
Our client is a talented and experienced investor from Romania, who has resided in London for years. He started his career by building an agriculture business (a tomato farm) and selling his products in hundreds of supermarkets throughout the country. Sooner, he became a professional investor with a large number of properties in commercial real estate.
Lumitech customer is not only an enterprising financial adviser with a broad commercial skill set but also a talented product owner. Before specifying his requirements on the application, he carefully investigated the market and potential competitors.
The final product is related to both financial and blockchain niches, where Lumitech is proud to be an expert in.
Client Request
The client was highly demanding, detail-oriented, and extremely experienced in his field. From the very beginning, the customer had a clear vision and stayed actively involved throughout the entire process.
We worked closely together, with frequent calls and deep discussions, covering everything from product logic to interface nuances. The collaboration was intense but incredibly engaging and professionally rewarding for the Lumitech team.
The main idea of the product was to create a convenient and professionally looking platform for investors, finance, real estate, blockchain, and other experts. According to the client, the interface should include the following options:
Dashboard
Portfolio
Stock Screener
Watchlist
Strategy
Moreover, the platform should contain numerous filters to make the processes of investment research, investment and risk analysis, financial and market data research, as well as portfolio analytics methods, more efficient.
The reason is that both a common private investor and finance advisors should have an opportunity to use diverse research and metrics tools for productive work.
Core Features
1. Portfolio
The Portfolio dashboard is the central command center of SignalSigma. It gives analysts a complete, real-time view of positions, performance, and exposures across all asset classes. Built for clarity and speed, it combines critical tools in one place:
Risk Explorer Visualize and assess portfolio risk across multiple dimensions. Drill into volatility, drawdowns, and exposure to different market conditions to make informed, risk-aware decisions.
Factors Analyze the portfolio's sensitivity to key risk factors such as interest rates, inflation, credit spreads, or custom-defined drivers. Understand what’s really influencing performance.
Sectors Break down exposures and performance by industry sectors. Quickly identify concentrations, sector rotation effects, and underperforming areas of the portfolio.
Orders and Trades Monitor historical and real-time execution activity. Track open orders, recent trades, and trade impact to maintain a clear view of execution quality and portfolio adjustments.
Using the Portfolio menu, you can Rebalance Portfolio, Simulate Trade, and try other advanced analysis tools.
2. Watchlist
The Watchlist feature helps analysts stay on top of market opportunities and risks by tracking key assets and indicators in real time. It provides focused monitoring across multiple dimensions:
Stocks Keep an eye on selected stocks, monitor price movements, volume, and news. Quickly spot trends and changes that might affect your portfolio or new investment ideas.
Factors Follow important market risk factors and economic drivers that impact asset prices. Stay informed about shifts in interest rates, volatility, credit spreads, and other key variables.
Sectors Track sector performance and sentiment to identify emerging trends or potential risks.
It is important to note that the Watchlist option and other menus are customizable, so that users can adjust the platform’s settings according to their needs.
3. Stock Screener
The Stock Screener helps analysts quickly find stocks that meet specific investment criteria. Using customizable filters and advanced data points, users can narrow down the universe based on fundamentals, technical indicators, valuation metrics, and more. This tool speeds up research and uncovers opportunities that fit your unique strategy.
4. Strategy
The Strategy module allows analysts to design, test, and refine investment approaches with ease. Using historical data and proprietary models, you can simulate portfolio performance under various market scenarios. This helps validate ideas, optimize allocations, and build confidence before deploying capital.
Summary
Lumitech truly enjoyed working with the client to create the unique SignalSigma platform. The client’s high standards and deep expertise helped us shape a product that truly serves finance professionals.
The collaboration with our customer was close and productive. Frequent discussions and careful attention to detail allowed us to cover every important aspect of this advanced financial and analytical product.
If you’re ready to turn your unique idea into a powerful, game-changing solution like SignalSigma, contact us today — we’re eager to make it happen.
