The client wanted to build a next-generation trading platform that allows investors to manage stocks and cryptocurrencies from one unified system, while also leveraging AI-driven trading intelligence. Investors were frustrated by juggling multiple platforms — one for stock trading, one for crypto — and lacked intelligent tools to analyze markets in real time.
The goal was to create a single intelligent trading hub that connects directly to Interactive Brokers (IBKR) for equities and to Crypto.com and Coinbase for digital assets, providing seamless multi-asset trading with AI-assisted decision-making.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Challenge
- Multi-Exchange & Broker Integration
Integrating IBKR for stocks and Crypto.com + Coinbase for crypto required handling completely different APIs, settlement systems, authentication models, and compliance layers. - Real-Time Market Data & Execution
AI trading models needed live price feeds, order books, and execution feedback from all three platforms to act instantly. - Automated Trading Risk Control
AI-driven trades had to respect portfolio limits, stop-losses, and regulatory constraints. - Portfolio Unification
Users needed a single dashboard that reflects positions and performance across IBKR, Crypto.com, and Coinbase. - Security & Compliance
Brokerage-grade security, KYC, and encrypted API connections were mandatory.
Solution Delivered
We built a multi-asset trading platform integrated with:
- IBKR (Interactive Brokers) for global stock trading
• Crypto.com for digital asset trading
• Coinbase for crypto liquidity and custody
The platform includes an AI trading engine that continuously analyzes real-time market data, volatility, trends, and technical indicators. Users can enable AI-driven trading modes or trade manually.
All balances, positions, and performance metrics from IBKR, Crypto.com, and Coinbase are synchronized into a single portfolio view.
Key Capabilities
AI Trading Engine
Machine-learning models detect trading opportunities and automatically execute trades.
IBKR Stock Trading Integration
Trade US and global equities, ETFs, and derivatives.
Crypto.com & Coinbase Integration
Buy, sell, and hold cryptocurrencies across two major exchanges.
Unified Portfolio Dashboard
Combined view of stocks, crypto, profit/loss, and exposure.
Real-Time Market Feeds
Live pricing, charts, and indicators across all connected platforms.
Automated Risk Controls
Stop-loss, trade limits, and AI safety rules.
Transaction History & Reporting
Full audit trail across all brokers and exchanges.
Outcome
The platform delivered a true multi-asset AI trading ecosystem. Users no longer needed multiple apps to manage their investments — stocks and crypto were unified into one intelligent system. AI-driven strategies improved trading efficiency, reduced emotional decision-making, and gave investors a powerful, professional-grade trading experience across the USA financial markets.
