03 / Work

Ballast

One place for every insurance policy and fund a client holds, and a portal for the independent advisor who looks after them.

Type: Web app, installable: policies, funds, advisor portal
For: Clients and independent financial advisors in Hungary
Role: Design and build
Year: 2026
Status: In beta

Ballast fund page: a year of daily prices for a sample equity fund with moving averages and Bollinger bands switched on, beside the indicator panel. — Daily prices with the indicators advisors use

Ballast client dashboard: portfolios, active policies, upcoming events and notifications, a portfolio chart, the latest policies and the dates ahead. — A client’s whole picture on one screen

Ballast policies list: three sample policies with their status, search, a status filter, export and a button to add a policy. — Every policy, whichever insurer

Screenshots of the app running on sample data and synthetic fund prices. The names are changed.

The problem

People who work with an independent financial advisor often hold policies from several insurers and funds from several managers, each with its own paperwork. Clients needed to see all of it in one place, and their advisors needed the same picture before every review.

What I built

An installable web app for clients and a portal for their advisors, in Hungarian and English. A policy is added by uploading its PDF: the text is read, scanned pages through OCR, and the fields are filled in. Fund prices arrive every day from six sources and drive charts with technical indicators, fund comparisons and a savings-plan backtest. A needs-assessment wizard, reminders by email, Viber or push notification, and reports in PDF or Excel complete it.

What changed

Ballast is in beta. The daily price run reports every fund it could not update, with the reason, and warns when a source goes stale. 383 automated tests cover the API and the price pipeline, and every push to the main branch deploys to the server.

Private project. The name is changed, everything else is as built.