Bluequbit - The beginnings of a project by enthusiasts
The story begins with a small group of friends who shared the same frustration: having to
open five tabs, three applications, and multiple spreadsheets to know the status of their
portfolio. Each had their own system: screenshots, handwritten notes, more or less updated
Excel files. The result: a confused vision, urgent decisions, and the constant feeling of
chasing information.
A first prototype emerged as a makeshift dashboard, connected to a
few trading accounts. It was neither pretty nor perfectly stable, but it already allowed
answering a simple question: “What is my overall risk right now?”. It wasn't yet a product,
just an in-house tool. However, as soon as it was shared with other investors, it became
clear that it met a real need.
This handcrafted phase lasted longer than one might
imagine. It was necessary to learn to connect data streams, manage errors, and display
information without saturating the screen. Little by little, functionalities were added:
historical visibility, performance tracking, highlighting the most sensitive positions,
without ever losing sight of the initial objective: to make decisions more conscious, not
more impulsive.
Bluequbit Platform - From internal tool to complete platform
The transition from a private tool to a solution open to other users was a key moment. It was
no longer enough for the system to work “reasonably well” for a handful of accounts. It had
to be made robust, clear, documented, capable of supporting very different profiles, from
the curious novice to the seasoned investor.
This transformation involved rethinking the
technical architecture: securing connections, strengthening backups, structuring the code to
be maintainable over time. The team grew with the arrival of additional developers, cloud
infrastructure specialists, and analysts capable of translating investor needs into concrete
functionalities. Each new version was tested across varied market scenarios, with periods of
high volatility, calm phases, and prolonged trend sequences.
Concurrently, work on the
interface was necessary. A powerful but unreadable tool remains useless. Screens were
organized around simple questions: “What's happening in my portfolio?”, “Where are my main
risks located?”, “What recent events have changed the situation?”. This logic guided the
complete redesign, prioritizing readability, information hierarchy, and consistency across
different modules.
Bluequbit Trading - Structuring decision-making in the markets
One of the strong drivers in the project's evolution has been the desire to combat impulsive
decisions. Many investors know this reflex: buying or selling under the effect of a sudden
movement, a comment on social networks, or a misinterpreted macroeconomic announcement. The
tool was therefore designed to encourage preparation rather than reaction.
Concretely,
this translates into pre-established scenarios: defining in advance the conditions for
entering an asset, where to place a protection level, when to reduce or completely exit a
position. The analysis modules don't just show graphs; they invite reflection on the “plan”
before volatility escalates. The investor retains control but benefits from a framework that
reminds them of the rules they themselves have set.
The project also integrated
portfolio-wide analysis functionalities. Instead of looking at each position in isolation,
the user sees their exposure by asset class, region, currency, or theme. This helps avoid
certain unintentional concentrations, which are frequent when positions are accumulated
without placing them in a global context.
Bluequbit Canada - Building a framework tailored for local investors
Even though the platform may appeal to users from multiple regions, particular attention has
been paid to the needs of Canada-based investors. In practice, this means considering the
local currency, deposit habits, working hours, but also the regulatory framework applicable
to financial services.
Support has been structured to respond in French and English, with
an understanding of local banking specificities. Screens display balances in a familiar
currency, reports are written in clear language, and documentation emphasizes practical
aspects directly concerning residents of the country.
This local anchoring is not limited
to the interface. It is reflected in the way we communicate with users: detailed
explanations of risks, reminders of good diversification practices, highlighting the
importance of a progressive approach rather than sudden and excessive commitments. The goal
is to provide long-term support, not to push for action at all costs.
Bluequbit Trading Platform - Towards the next steps of the project
The project's history is not static. Each new wave of users brings its share of suggestions,
constructive criticism, and unexpected use cases. Some ask for more technical indicators,
others prefer simplified reports, some want more automation tools, others insist on the need
to retain a significant degree of manual control.
The next steps are precisely built upon
this diversity. The team is working on paths better suited for beginner profiles, with
contextual explanations, concrete examples, and clear warnings about risks. In parallel,
more advanced functions continue to be developed for users who wish to go further in
analysis or in structuring their strategies.
In all cases, the line remains the same:
prioritizing quality over quantity. It's not about stacking features for the sake of it, but
about strengthening a foundation that truly helps to better understand what one is doing in
the markets, without reducing them to a few overly simple promises.
FAQ
Why was the project initially
launched?
It was born from the frustration of a group of investors who spent too much time tracking their positions with scattered tools. The idea was to centralize key information in one place, to better visualize overall exposure and risks.
How did the project transition from a personal tool to an
accessible platform?
This transition happened gradually, as more investors began using it. It required strengthening the infrastructure, clarifying the interface, and implementing stricter testing procedures to ensure stability and security.
What role do users play in the project's
evolution?
User feedback is of central importance. Many improvements have come from concrete requests: better readability of reports, new portfolio views, alert adjustments, or simplification of certain screens. Each suggestion is studied to see how it can be integrated into the product.
Was the project designed from the outset for multiple asset
classes?
Initially, the focus was primarily on digital markets. Very quickly, it became necessary to integrate other asset classes, as many users manage cryptocurrencies, currencies, derivatives, and listed securities simultaneously. The tool has therefore been extended to reflect the reality of these portfolios.
How did the Canadian context influence
development?
The local context played a role on several levels: choice of payment methods, interface language, transparency expectations, support needs. Regulatory and banking specificities were also taken into account in the product design and in the way risks are communicated.
What are the priorities for the project's
future?
The priorities are to continue improving ergonomics, to offer increasingly useful analysis tools without making them opaque, and to strengthen user support at every stage of their journey. The objective remains the same: to provide a reliable environment for those who wish to approach investment with method and clarity.