Skip to main content
web 2016

OnLedger Portfolio Management

OnLedger is a financial portfolio management tool allowing users to create portfolios, invite other users to their portfolios, and view others' portfolios. Developed REST APIs for various operations consumed by Web, iOS, and Android applications.

Client: OnLedger Inc.

Technologies Used

Spring MVC Hibernate MySQL AWS Elastic Beanstalk REST API
OnLedger Portfolio Management

What is OnLedger Portfolio Management?

OnLedger was developed as a modern portfolio management platform for individual investors who wanted better tools to track and share their investment strategies. The platform needed to work seamlessly across web browsers, iOS devices, and Android phones, requiring a robust API-first architecture.

I was responsible for designing and developing the complete REST API layer that powers all client applications. The API handles everything from user authentication and portfolio CRUD operations to real-time portfolio valuation and historical performance tracking.

One of the unique social features of OnLedger is the ability to share portfolios with other users. Investors can invite friends or followers to view their portfolios, creating a social investing experience where users can learn from each other's strategies. I implemented granular permission controls so users could choose exactly what information to share - from full transparency to anonymized performance metrics only.

The API was designed with mobile clients in mind, implementing efficient pagination, caching strategies, and optimized payloads to ensure snappy performance even on slower network connections. I used Spring MVC for the API layer with Hibernate for data persistence in MySQL.

The application was deployed on AWS Elastic Beanstalk, providing automatic scaling to handle traffic spikes during market hours when user activity peaks.

What does it do?

  • REST API powering portfolio creation, sharing and viewing for a financial portfolio management product
  • Single API consumed by web, iOS and Android clients
  • Users can invite others to their portfolios and view portfolios shared with them
  • Deployed on AWS Elastic Beanstalk with Apiary-managed API documentation

How was it built?

This project leverages Spring MVC, Hibernate, MySQL and 2 more technologies to deliver a robust and reliable solution.

Related Projects

MeAndMyBooks CRM
web

MeAndMyBooks CRM

Book rental service CRM with multi-role admin module for managing rentals and customer interactions.

Deutsche Telekom MMS Portal
web

Deutsche Telekom MMS Portal

JSF/PrimeFaces portal enabling customers to access and view their MMS content including text, images, and videos.

Donation & Kiosk Platform
web

Donation & Kiosk Platform

Comprehensive donation platform with kiosk integration, management system, and Stripe payment gateway for community organizations.

Interested in a Similar Project?

Let's discuss how I can help bring your ideas to life with a custom solution tailored to your needs.

Start a Conversation
Chat on WhatsApp