Serene

Serene is a tool to help novice investors mitigate their risk. By analyzing the market volatility of their investments, Serene helps insulate our users from financial uncertainty.

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Why Serene?

Investing during times of economic hardship and uncertainty can be daunting, especially given the vast amount of stock information and analyses that are generated each and every second. We wanted to create a platform that displays only the most prescient information to the given user based on their personal finances and investment goals. It's our hope that no one feels too busy or too uninformed to start investing, and we created Serene to help bridge that gap.

Sleep Soundly with Serene

Serene securely and easily connects to clients financial accounts - from IRAs to 401ks to CDs, and conducts a comprehensive analysis of our client's exposure to market volatility. Using our visualization dashboard, our clients can see where all their assets are in a glance and how they've been performing. Using our advisory engine, clients can get recommendations on what parts of their portfolio they should consider divesting from and investing into based on their portfolios volatility and personal risk aversion.

Serene empowers informed decision-making, and is an investment in our clients' peace of mind.

The Nuts & Bolts

Serene is a web application built on node.js. Serene accesses client financial data through Plaid's secure API and uses client investments to query Alpha Vantage's securities and financial APIs. After ingesting this data, Serene uses a straightforward statistical model to measure client holdings against their risk aversion, recommending our clients to make financial decisions that would make them feel most secure.

Challenges we ran into

APIs can get complicated fast. Especially when working with Plaid's API, we had to work through a long and arduous process to retrieve client and server access tokens to ensure the safety of our client's financial data.

Visualizing data can be equally difficult, especially when the focus is on novice investors. We spent a long time discussing how much data we should present our users to help inform their decision-making without overwhelming them.

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