My fantasy of wealth management business

I want to build a business in wealth management sector.

Is there an equivalent entity of Regulated Investment Company (RIC) in Vietnam?

Some interesting UI/UX that inspired me to implement


  • distribution of assets asset-distribution
  • history of transactions history-of-transaction
  • list of account, bird view list-of-accounts
  • list of accounts, detail view list-of-accounts-in-details


Portfolio Performance

TopHat Finance

  • personal finance app, free, local only
  • SPA on GitHub Pages with no backend, where all data is stored in browser storage (plus a Dropbox sync option, as a backup)
  • discussion in Hacker News

Players in the market

Robo advisor



  • Titan invests you like an active manager, with the personalization of an advisor in your pocket.
  • currently only available to U.S. citizens
  • Management fee
    • ≥$10,000 Net Deposits: 1% AUM Per Year
    • <$10,000 Net Deposits: $5 per month


  • robo advisor dedicated to crypto investment
  • CryptoSimple is registered as a Digital Asset Service Provider (DASP) by the French Financial Markets Authority (AMF)
  • Related:

Investing app, Funds


  • Personalized financial planner
  • 100% free
  • Hacker News discussion


  • invest in art


  • Generate passive income from investing into franchise

  • discover and invest in alternative assets, such as wines, game trading cards, artwork, etc.

Fundsmith equity fund

  • Investment strategy: looks for companies generating high returns on capital and operating in sectors driven by a large number of everyday, repeat events and transactions, such as consumer staples and medical consumables. It avoids emerging technology firms, owing to their inherent unpredictability; it also avoids firms in heavily cyclical industries, such as airlines and real estate. Fundsmith also looks for companies with an established competitive advantage.
  • Youtube | Fundsmith

Brokerage trading app


  • trading platform for stock, etf, derivatives, crypto


  • Analysis and trading
  • multi-asset coverage: forex, cfd, crypto, digital assets, stocks, options
  • Pricing starts at USD 40/month. Free plan available


  • Crypto Trading Terminal
  • Pricing starts at USD 42/month. 21-day free trial only
  • backed by Y Combinator. Discussion on Hacker News

Brokerage apps for non-US residents to invest in US companies


  • founded: 2020
  • asset type: stocks
  • can buy fractional share


  • founded: 2007
  • asset type: stocks, etf, crypto, cfd
  • can buy fractional share


  • backed by Futu Holdings Ltd.
  • 2022-06-06, currently only open for residents in Hong Kong, Macao, Taiwan, Singapore, Japan, Malaysia
  • tradable markets: US, China, Hong Kong, Singapore

Tokenized commodities, securities


  • tokenized precious metal like gold, silver, platinum


  • Tokenize real-world assets
  • Asia’s first fully licensed and regulated digital financial ecosystem for security tokens and assets
  • Licensed in two jurisdictions (Hong Kong and Labuan, Malaysia), Fusang operates a fully licensed and regulated digital ecosystem which includes Fusang Exchange, Asia’s first regulated stock exchange for security tokens.


Investment research platform

OpenBB terminal

Quiver Quantitative


  • financial data and analytics platform for researching stocks and understanding market trends
  • pricing starts at USD 25/month, with a Free tier available

Stock Unlock

  • investment education and analysis platform
  • pricing starts at USD 7/month, with 14-day free trial without credit card requirement

Simply Wall St

  • investment stock analysis platform
  • pricing starts at USD 10/month, with a limited Free plan

TIKR Terminal

  • investment stock analysis platform
  • pricing starts at USD 20/month, with a Free plan for US data feeds

Discounting Cash Flows

  • dedicated to Fundamental Stock Analysis. Offer 30+ years of Financial Data for public Companies for FREE. Focus in Business Valuation, or determining the intrinsic value of a Company
  • Thoughts: indie developer, so data accuracy is questionable


Charles Schwab


  • Portfolio Tracker

Gorilla Terminal


  • all-in-one stock screener and backtesting tool for the DIY investors

Data API provider


  • API service provider for Stock and Crypto Trading
  • Pricing starts at USD 9/month. Has free plan
  • US stocks and etf only
  • Paper trading is a real-time simulation environment where you can test your code. You can reset and test your algorithm as much as you want using free, real-time market data. Paper trading simulates crypto trading as well. Paper trading works the same way as live trading end to end - except the order is not routed a live exchange

IEX Cloud

  • Pricing starts at USD 19/month. Has free plan

Alpha Vantage

  • Has addon for spreadsheet apps
  • Premium plan starts at USD 50/month. It also has Free API key for consumers


  • Different Pricing for stocks, currencies and options. Has free plan



  • Build and deploy programmatic trading algorithm


  • open-source quantitative research, unified API for research, backtesting, and live trading


  • cloud platform and software-as-a-service designed specifically for programmatic trading



  • a no code platform for creating and investing with rules-based trading strategies. It's basically algo-trading without Python or Excel. They have dozens of pre-made investing templates. But you can also build your own strategy
  • Composer removes the subjectivity of buying breakouts and then having to make decisions during the heat of the moment. I’m all about rules-based investing
  • With Composer you can create, backtest and invest in your own quant strategy - no code, spreadsheets or Terminal required


  • no code platform for algo trade
  • pricing starts USD 20/month for algo trading. Free for manual trading


  • Create advanced automated trading strategies without coding
  • pricing starts at USD 89/month. Free for demo trading account


  • pricing starts at USD 50/month. Free demo only
  • Build automated algorithmic trading strategies with no coding required


  1. topic.investment