International Research Journal of Engineering and Technology (IRJET)
e-ISSN: 2395-0056
Volume: 13 Issue: 01 | Jan 2026
p-ISSN: 2395-0072
www.irjet.net
ONLINE TRADING AND PORTFOLIO MANAGEMENT SYSTEM WITH ADVANCED FEATURES PROF. M. D. CHOUDHARI1, YASHODHAN P. THOTE2, KARAN B. BHAGAT3 1,2,3Artificial Intelligence and Data Science K.D.K. College of Engineering Nagpur, India
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Abstract - The rapid advancement of digital technologies has transformed traditional financial markets into highly accessible online ecosystems. Online trading and investment management platforms enable retail investors to participate in stock markets with real-time data, faster transactions, and improved transparency. Despite these advantages, challenges such as insecure transactions, lack of transparency, complex portfolio management, and regulatory compliance continue to hinder user trust and system reliability. This review paper presents a comprehensive analysis of an Online Trading and Portfolio Management System with Advanced Features. The proposed system is designed using the MERN stack (MongoDB, Express.js, React.js, and Node.js) to ensure scalability, flexibility, and responsiveness. Secure authentication is implemented using JSON Web Tokens (JWT), while real-time market data APIs facilitate live price updates and virtual trade execution. The system also supports portfolio tracking, transaction history management, and administrative monitoring. By integrating modern web technologies with robust security mechanisms, the platform aims to provide a transparent, efficient, and secure trading environment. This paper further discusses research gaps, comparative analysis, system methodology, projected outcomes, and future research directions aligned with emerging Fin Tech trends. Key Words: Online Trading, Investment Management, Fin Tech, MERN Stack, Secure Transactions, JWT Authentication, Portfolio Management
I. INTRODUCTION The financial trading landscape has evolved significantly with the emergence of online trading platforms, reducing dependency on physical brokerages and manual processes. Investors can now access real-time stock prices, execute trades instantly, and monitor portfolio performance through web and mobile applications. This digital shift has democratized market participation, particularly for retail investors. However, the development of online trading systems introduces several technical and security challenges. These include ensuring secure user authentication, protecting sensitive financial data, managing volatile real-time market feeds, and complying with regulatory standards such as SEBI guidelines. Additionally, many existing platforms lack intuitive user interfaces and advanced analytical tools, making them difficult to use for beginners. The Online Trading and Portfolio Management System with Advanced Features aims to address these challenges by integrating secure authentication, real-time data handling, and user-centric design into a unified platform. This review evaluates existing research, identifies gaps, and proposes a comprehensive system architecture suitable for academic and prototype-level implementation
II. LITERATURE SURVEY Recent studies highlight the growing importance of secure, scalable, and user-friendly online trading platforms. Patel and Mehta (2024) emphasized the use of JSON Web Tokens (JWT) for securing REST ful APIs in Fin Tech applications. Their research demonstrated that JWT-based authentication improves session security and scalability compared to traditional server-side sessions. Wang et al. (2021) explored real-time financial data integration using REST ful APIs and Web Socket technologies. Their work highlighted challenges related to API rate limits, latency, and data consistency, which directly impact trading accuracy during high market volatility. Alpha Vantage API documentation further explains practical approaches to accessing real-time and historical market data for trading simulations. From a frontend perspective, Kumar and Sharma (2024) analysed the relationship between responsive user interface design and investor engagement. Their findings showed that intuitive dashboards, real-time charts, and simplified
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