Two mobile devices that show the CAPinside Depot upload.
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Portfolio Upload

CAPinside offers a wide range of functions for financial advisors, professional and private investors to provide them with the best possible support for all questions relating to investment funds.

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Two mobile devices that show the CAPinside Depot upload.

The Challenge

The CapInside platform enables users to create sample portfolios to analyze the performance of existing investments or potential new investment products and ensure a balanced portfolio composition. In order to enable users to easily and quickly display their current investments on CAPinside as well, we have developed the deposit upload function. This function makes it possible to upload existing portfolios via image or PDF, and the individual positions are automatically recognized and recorded.

Our Services

Google Cloud Vision Integration
Customer Journey Modelling
UX / UI Design
Front-end development
To implement the depot upload to CAPinside, we have integrated the OCR service through Google Cloud Vision. For this purpose, we have created an interface that allows users to upload images or PDF files. The uploaded files are automatically processed and the ISINs they contain are recognized and extracted. A portfolio is then created from this information.
Abstract presentation of Google Cloud migration, which leads to more efficient and error-free maintenance
In order to make the depot upload as easy as possible for users, we first outlined the required steps of the upload process and then designed them in such a way that the Intuitive and quick operation can take place. Close collaboration between the design team and front-end developers was important so that we could provide a flawless and appealing feature.

The Result

By integrating the depot upload on the CapInside platform, we were able to improve the user experience. The automatic recognition and processing of uploaded portfolios saves users valuable time and significantly reduces the error rate. This enables them to map their existing investments quickly and efficiently on CAPinside and to start analyzing them immediately. CAPinside thus not only supports its users in managing their portfolios, but also makes a significant contribution to optimising their investment strategies.
An iMac and a mobile device, which both show the fully uploaded depot in the form of a CAPinside sample portfolio
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