[All systems](https://mybb.ai/systems/) # 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 ## What we built - The app - The assistant - The admin console The system, drawn with sample data. We never show a client’s own screens. ## 01 Overview 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. ## 02 The 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 **How the assistant behaves** It can describe any feature and highlight the next button. Five sensitive buttons it only explains, it never gives advice, and the person takes every action. ## 03 How 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 end** From the first commit to the hardened app. 1. 01 **Foundation and core features** **5 weeks** 2. 02 **The assistant** **7 weeks** 3. 03 **Audit and hardening** **1 week** 4. 04 **Best-practices sweep** **1 week** ## 04 How it works **How a trade happens** Join, choose, trade, and ask for help at any point. 1. Step 01 **Join** **Sign up and verify** A short questionnaire, then a document check. 2. Step 02 **Choose** **Pick an asset** Its price, chart and daily change before any order. 3. Step 03 **Trade** **The fee shown first** The estimate and the fee before confirming. **Confirm with a code** A second factor where it is needed. 4. Step 04 **Track and ask** **The portfolio updates** In-app trades and outside holdings together. **Ask the assistant** It explains and highlights the next step. **Trade** ### Buy and sell The estimate and the fee shown before every confirmation. **Portfolio** ### Everything in one view Cost basis and profit and loss, with holdings from elsewhere added by hand. **Calculators** ### Plan before you buy Regular buying over time, and what a past purchase would be worth today. **Course** ### Learn inside the app Video episodes in chapters, with progress saved. **Assistant** ### 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 ## 05 The 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. | Before | After | | --- | --- | | Holdings spread across apps and spreadsheets | One portfolio, outside holdings included | | Help meant asking a person | An assistant on every screen, in Hebrew or English | | Identity checks by hand | Built-in verification with a review queue | | Sensitive admin actions by one person | Two-person approval, with a fresh code for every change | | Learning material only in English | A video course and articles inside the app | ## 06 Key figures **3** platforms from one codebase **70** course episodes in five chapters **82** on-screen targets the assistant can point to **2,684** automated tests across the server, web and mobile ## 07 Technology What the system runs on, for the technical reader. Cloud AWS PostgreSQL Redis Encrypted backups AI Claude Vector search in PostgreSQL Apps Next.js React Native NestJS TypeScript Integrations A market data provider An identity verification provider Card payments How we build A shared monorepo Jest Vitest Playwright Deploys that roll back on their own ## 08 What comes next Next, trading connected to a licensed execution partner. ## 09 About ### 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](https://mybb.ai/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.](https://mybb.ai/start/) 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](https://mybb.ai/start/) Prefer to talk first? Email [welcome@mybb.ai](mailto:welcome@mybb.ai) --- Source: [A digital-asset trading app | Our work | MYBB](https://mybb.ai/systems/trading-app/)