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A social finance app that lets investors share portfolio performance and holdings with their circle, bringing transparency and community to personal investing.

Social Investment Portfolio App

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● WHAT WE DID

OVERVIEW

Investing can feel isolating. Most portfolio tracking apps focus on numbers but ignore the social dimension of how people actually talk about money with friends. The Hyve team wanted to change that by building a platform where investors could share what they own, how they're performing, and celebrate wins together.
Industry
Fintech / Social Finance
Deliverables
Social Feed, Privacy Controls, Portfolio Sync, Push Notifications, Onboarding Flow, Friend Graph
Stack
Bubble.io, Financial Data APIs, Push Notifications
Category
Fintech
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The Challenge

The biggest hurdle was balancing openness with privacy. Users needed granular control over what they shared and with whom, without sacrificing the real-time data feeds that made the app feel alive. Connecting to live market data while keeping the experience lightweight and mobile-first added another layer of complexity.

The Solution

Revex built Hyve as a mobile-first social finance platform with a privacy-first architecture. Users connect their accounts, set visibility controls at the holding level, and share performance snapshots with their circle. A real-time feed surfaces portfolio milestones and commentary from the people they follow.
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Social portfolio feed showing holdings and performance from followed users, Privacy controls by holding and account level, Real-time performance snapshots and milestone highlights, Follow and friend graph for building your investor network, Push notifications for portfolio milestones and friend activity, Onboarding flow with brokerage account connection
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