endorsedOngoing

Financial Database & Stock Valuation Platform for Investment Firm

Services Covered:

API Development • Website Development • UI/UX Design

Industry

Financial Services

Duration

25 months

Budget

Confidential

Start Date

1 July 2024

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

83/100

Strong

Project Capability Score (PCS) estimates how capable Meduzzen is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

New York City, United States of America

Project Summary

Meduzzen built a financial database for an investment firm that sources structured company financial data via the SEC EDGAR API and supports downstream valuation tools. They architected and deployed the backend on AWS and delivered a Google Sheets add-on, a signup website, and a stock valuation website. The vendor met 100% of milestones and delivered the original scope; the engagement has since evolved into an ongoing development partnership with continued product expansion.

Key Challenges

Build a financial database using the SEC EDGAR API
Create a Google Sheets add-on to pull live financial data into spreadsheets
Develop a stock valuation website (Stock Investor's Edge) with a proprietary scoring methodology

Project Deliverables

Financial Database (SEC EDGAR Integration)
AWS Infrastructure and backend
Google Sheets Add-On
Add-On Signup Website
Stock Valuation Platform (proprietary scoring website)

Project Solution

Meduzzen designed and built a comprehensive financial database by integrating the SEC EDGAR API to capture structured financial data across companies. They architected and deployed backend infrastructure on AWS to support the database, APIs, and applications. The team developed a proprietary Google Sheets add-on to pull live financial data into spreadsheets and created a signup/onboarding website for the add-on. They also designed and built a full-featured stock valuation website around a proprietary scoring methodology incorporating financial statements, earnings data, and analyst estimates.

Project Outcome

100% of project milestones met and all original scope deliverables completed and launched.
All systems live and fully functional in production (database, add-on, and both websites).
Active, growing user base with ongoing user onboarding.
Ongoing investment and platform expansion (development of v2 and v3 of the valuation website).
Evolved into a long-term continuous development partnership (two years in).

Platforms

Cloud
Web

Tech Stack

Amazon Web Services (AWS)
REST API

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Meduzzen has successfully completed the project, meeting 100% of the milestones and delivering all the original scope's deliverables. The team has been flexible, adapting to the client's evolving needs. They've also been responsive, turning around requests within the same week.”
Chris G.
CEO
Date: 06/19/2026