03 / INVESTMENT APP · ARGENTINE MARKET
Flowix-bot
A platform designed around how I manage investments and currencies: portfolios, holdings, transactions and payments in one interface.
I designed and developed Flowix as a personalised platform to organise my investments and the currencies I use. It brings together information usually scattered across a broker, spreadsheets and reminders through a web app, an API and a Telegram bot. It focuses on stocks, bonds, CEDEARs and other Argentine market instruments. The planned integration uses the IOL invertironline REST API; it is not a direct connection to BYMA.
PRODUCT DECISIONSOne portfolio, one context
Holdings, transactions, fees and schedules share a coherent flow. Compact cards, aligned sizes and smooth transitions help preserve context when reviewing each investment.
Recording is not trading
Local transactions are separate from submitting broker orders. Amounts and symbols are validated on the server, and imported data requires reconciliation and confirmation.
Control before automation
Data and conversations belong to the authenticated user. Session controls, a second factor, read-only mode and an emergency stop are implemented; private connectivity and automated trading remain disabled.
Iterating with evidence
The delivery material reports 343 backend tests and 70 frontend tests passing on 2 November 2026 using test data and providers. These are project-reported results, not an independent audit or evidence of investment returns.
Each user, their own information
The server checks which portfolios, transactions, events, conversations and strategies belong to the authenticated person. The assistant uses only their authorised context, and the interface discards pending responses from a previous session. This is logical isolation within the application, not a separate database or AI model for each person.
Towards an app in 2027
I plan to introduce Flowix as an app for the Argentine BYMA market in 2027, with multiuser support and improvements to the design and tools. The prototype already includes multiuser mechanisms and isolation tests. Launch depends on completing validation, integrations and operational preparation; the distribution format is still to be defined.
About the prototype and its limits
Functional local prototype. Holdings, transactions, schedules and user controls are implemented; live IOL connectivity, the external AI provider, email and public deployment still require validation. Screenshots show a demonstration without accounts, balances, real trades or an active feed. The assistant uses profile and memory; no proprietary model was trained.
MY CONTRIBUTION
I designed the controls around the currencies I manage and developed the platform’s functional sections with AI assistance and vibe coding. I defined portfolio and holdings organisation, user separation and pre-trade rules, reviewing the interface and behaviour through iterations and tests. Ant Design Pro provided the visual foundation, components and frontend technical structure. The financial logic, workflows and tools are specific to the design of Flowix.