Savvy
We built an ESG investment tracker in 14 days for Savvy. Users use AI to match them with mutual funds that suit their sustainable preferences. They can track the ESG impact of their portfolio.
What we worked on
Application development Morningstar finance integration Custom plugin for enhanced calculation Custom python flask backend integration Portfolio visualisation with charts
Year completed
2024
Background
Savvy is a Techstars funded startup for ESG investing. They needed to build an MVP portfolio tracker to present it to their client. The goal of this project is to get the first users, gather feedback, and check the viability of their product.
Challenges
The Savvy team had already developed a prototype of an algorithm that matched users with mutual funds based on a survey they completed. We needed to integrate that algorithm. Furthermore, we needed to find a cost effective way to fetch mutual funds data and then calculate the value of user portfolios. Finally, the application had to follow the highest SOC2 and GDPR standards to be able to integrate with a bank at a later stage.
Outcome
We delivered a fully functional product in 14 days. All integrations function as desired by the client. Savvy have expressed their gratitude for being responsive to their requirements and meeting all deadlines.
