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Trading, portfolios and learning in one app.

Trading, portfolio tracking, calculators and a course in one app, with an in-app assistant that explains every feature in the user’s language.

Client
A digital-asset trading app
Industry
Consumer finance
Connects to
Market data, identity checks, card payments, email
The system, drawn with sample data. We never show a client’s own screens.

01Overview

One app on the web, iPhone and Android to buy and sell, follow a portfolio, run calculators and take a video course, with an assistant on every screen that explains the feature in front of you and highlights the button to press next.

01

The app

Trade, portfolio, calculators, course and settings on the web, iPhone and Android.

02

The assistant

Knows every screen, answers in the user’s language and points to the next step.

03

The admin console

Identity review, an approvals queue, fresh codes for sensitive changes and account recovery.

02The challenge

Buying, tracking and learning in different places.

Buying, holding, tracking and learning sat in different apps, spreadsheets and videos, mostly in English. Help meant asking a person, and sensitive admin actions rested on one person alone.

What the client wanted to achieve

One place for the whole journey

Buy, hold, track and learn without leaving the app.

Help on every screen

Answers in the user’s language, tied to the screen they are on.

No single point of trust

No sensitive admin action rests on one person.

Every screen in both languages

Hebrew from right to left and English, on the web and on mobile.

How it worked before

  • Trading, tracking and learning in separate tools
  • Help material mostly in English
  • Admin actions approved by one person

03How we built it

  1. 01

    One codebase, three apps

    Web, mobile and server share their calculators, copy and types.

  2. 02

    A map of every user flow

    Sign-up, verification, buying, selling and the portfolio written up for each platform, with the gaps between them.

  3. 03

    A knowledge base of every screen

    One file per feature, each in the same sections, including what the assistant must never say.

  4. 04

    An assistant that points to the right button

    A map of every on-screen target, so it can highlight the next step; sensitive buttons it explains but never presses.

  5. 05

    A full audit before scale

    Every workflow reviewed and every finding fixed in stages.

  6. 06

    Two-person approval for admin actions

    The requester, the approver and the affected user must be three different people, with a fresh code for every change.

  7. 07

    A best-practices sweep

    Security, privacy, mobile hardening and backups, each worked through as its own stream.

About six months, end to endFrom the first commit to the hardened app.

  1. 01Foundation and core features

    5 weeks

  2. 02The assistant

    7 weeks

  3. 03Audit and hardening

    1 week

  4. 04Best-practices sweep

    1 week

04How it works

How a trade happensJoin, choose, trade, and ask for help at any point.

  1. Step 01Join

    Sign up and verifyA short questionnaire, then a document check.

  2. Step 02Choose

    Pick an assetIts price, chart and daily change before any order.

  3. Step 03Trade

    The fee shown firstThe estimate and the fee before confirming.
    Confirm with a codeA second factor where it is needed.

  4. Step 04Track and ask

    The portfolio updatesIn-app trades and outside holdings together.
    Ask the assistantIt explains and highlights the next step.

Buy and sell

The estimate and the fee shown before every confirmation.

Everything in one view

Cost basis and profit and loss, with holdings from elsewhere added by hand.

Plan before you buy

Regular buying over time, and what a past purchase would be worth today.

Learn inside the app

Video episodes in chapters, with progress saved.

Help on every screen

In Hebrew or English, pointing to the button to press next.

What protects every account

  • Two-person approval for sensitive admin actions
  • A fresh code for every privileged change
  • One-time codes that cannot be used twice
  • Logged access to personal data
  • Login lockout and sign-out everywhere
  • An audit log that cannot be edited
  • Encrypted backups with a tested restore
  • App lock and a screen-capture block on mobile

05The outcome

One app on three platforms, in two languages: trading, the portfolio, calculators and a course, with an assistant that explains each screen and never acts on the user’s behalf.

BeforeAfter
Holdings spread across apps and spreadsheetsOne portfolio, outside holdings included
Help meant asking a personAn assistant on every screen, in Hebrew or English
Identity checks by handBuilt-in verification with a review queue
Sensitive admin actions by one personTwo-person approval, with a fresh code for every change
Learning material only in EnglishA video course and articles inside the app

06Key figures

3platforms from one codebase
70course episodes in five chapters
82on-screen targets the assistant can point to
2,684automated tests across the server, web and mobile

07Technology

What the system runs on, for the technical reader.

Cloud
AWSPostgreSQLRedisEncrypted backups
AI
ClaudeVector search in PostgreSQL
Apps
Next.jsReact NativeNestJSTypeScript
Integrations
A market data providerAn identity verification providerCard payments
How we build
A shared monorepoJestVitestPlaywrightDeploys that roll back on their own

08What comes next

Next, trading connected to a licensed execution partner.

09About

About the client

A consumer finance app for people who buy and hold digital assets and want to understand what they own. We name a client only with their permission.

About MYBB

MYBB builds systems around how a business already works. We diagnose it with MYBB ROIQ, build the system, launch it with the team and keep running and improving it.

All systems

Questions about our work.

Can you build something like this for my business?

Each system here was built around one business. Answer the 10 questions, and within 48 hours your growth plan shows what we would build for yours.

Why don’t you name the clients?

We name a client only with their permission. Until then, each system is described by the kind of business it serves.

Are these the real screens?

They are redrawn with sample names and numbers. We never show a client’s own screens or data.

My business is in a different industry. Does that matter?

No. We start from how your business works, not from a template for its industry.

Will we have to replace the tools we use?

We start with what already works. The system may keep some of your tools, connect them, and add what’s missing.

Who decides what the AI does?

We agree with you where AI helps and where a person reviews, decides or approves. Those rules are part of the blueprint.

Who runs the system once it’s built?

We do, with your team. We keep running it and improving it as your business changes.

How is the price set?

By the scope, the connections and what the rollout needs. The price is in the blueprint, and nothing is built before you approve it.

Complex products, simple to use.

We build apps where trading, money and learning meet, clear to every user in their own language. Whatever your product needs, we can build it.

Start with MYBB ROIQ

Prefer to talk first? Email welcome@mybb.ai