Segmaster [archive] — Wealthsigma fund advice & trading

Opening note

Segmaster was built under the early startup Wealthsigma. The product initiative is discontinued; [archive] in the title means no ongoing development or offering.

Business context

In fund and wealth workflows, relationship managers must explain what a client holds, how products behave, and what compliant next steps look like—while artifacts still live across email, PDFs, and multiple custodian portals. End-clients also want one place to see positions, expected-return style context, and a clear path if they intend to adjust or trade.

What Segmaster aimed to do

Segmaster was a mobile-first app for centralized fund viewing and trade-adjacent workflows (not a generic ticker app):

• For bankers / RMs: chain holdings, return views, and suitability / risk-assessment style flows (see registration flow in the repo) into a followable, explainable path—less ad-hoc screenshots and back-and-forth.
• For clients: use structured screens and charting (e.g. Syncfusion in the codebase) to understand where money sits and how it has behaved, while signaling intent inside the same app for RM follow-up.

The product bet was to unify information and process first, then deepen trading—aligned with what the team could ship at the time.

Engineering snapshot

• Client: Flutter app plus internal packages (platformservice, webrequests, …), GetX/Provider, sqflite for local/cache use cases.
• API tier: Python service (backend_wsservice) in front of the app; architecture docs separate user/log stores from financial datasets (Azure Cosmos DB appears in diagrams) with Nginx + Dockerized DB assets.
• Ops / internal: a small TypeScript admin web (webapp_admin) for configuration and content.

Technology stack

mobile:
  - Flutter
  - Dart
  - GetX
  - Provider
  - Syncfusion Flutter Charts
  - sqflite
  - flutter_secure_storage
backend:
  - Python
  - REST API
  - MySQL
  - Azure Cosmos DB
  - Redis
ops:
  - Nginx
  - Docker Compose
admin:
  - Node.js / Express (webapp_admin)

Archive disclaimer

The Wealthsigma / Segmaster initiative has ended. This write-up reflects the repository and docs as they stood and is not an offer, solicitation, or investment advice.