cat ~/production/retail-investment-fund-platform/REPORT.md

Retail Investment Fund Platform

Mobile-first investing: complete identity verification, get approved, put money into managed funds with a stated return, and watch profit accrue into an in-app wallet.

role Tech Lead, Backendtimeline 2025category platformclient A retail investment business

Problem

An investment business wanted retail customers to be able to put money into managed funds from a phone. That means identity verification with a human approval step, a wallet tracking contributions and accrued profit separately, and enough rigour that an amount is never wrong.

Approach

Built the verification and approval flow as an explicit gate, so no money moves before an admin has approved an identity. Funds carry a stated return percentage, investments accrue profit into a wallet, and every balance movement is a ledger entry rather than a field being edited.

Outcome

A complete retail investment flow from identity verification to profit accrual, with money handling that can be reconciled rather than trusted.

3.7kApplication code · lines
GatedVerification · approval before money moves
architecture --explain

How it's built

Verification approval gates every money path. Wallet balances are derived from ledger entries, so a balance can always be recomputed from its history.

Ledger entries rather than editable balance fields

A balance you can edit is a balance you cannot audit. Deriving it from an append-only history means any discrepancy has a traceable cause.

More writes and a computed read, in exchange for being able to answer where a number came from.

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