Back to all work

Project dossier

Apex78

Public · Completed engagement

Financial education and investment platform

A financial education and investment platform combining investment management, educational rewards, an affiliate ecosystem, and AI-powered financial assistance.

Period
February 1–April 15, 2026
Role
Software Architect & Lead Developer
Access
Public project
README.md

Project brief

Connect education, investment products, rewards, partner referrals, and knowledge-grounded financial assistance in one product architecture.

Contribution recordResponsibility by type

What I engineered, architected, and led

Responsibilities are separated to show direct implementation, system design, and coordination clearly.

Personally engineered

  • Developed the financial calculation engine, investment management system, and affiliate and referral engine.
  • Participated directly in backend implementation.
  • Integrated a RAG-based AI financial mentor using books and articles as knowledge sources.
  • Worked on CI/CD and deployment infrastructure.

Architected

  • Designed the overall system, database, and backend architecture.
  • Designed the investment, rewards, referral, and knowledge-grounded AI systems.

Led or coordinated

  • Served as lead developer.
  • Coordinated frontend development with the frontend team.