INVESTMENT MANAGER PORTAL – integrated tool with 3 major parts below:
1. Develop web based tool for proprietary portfolio management converting an existing excel based tool.
(A) Equities (OPTIONAL - up to 10 markets/different currencies):
The web based tool should permit upload of trades in excel/csv format, upload of price list, option to(or not) incorporate daily interest on inventory of securities, permit short sale recording vs normal (long sale),
(B) Bonds /Tbills/Money market Instruments - investment amount, date invested, accrued interest till date, investment liquidation date
2. Web based Clients portal with client email address as user name and password.
Show Summary Investment by
(a) Section to record equity investment
(b) Section to record tbills investment
(c) Section to record loan taken
(d) To show client investment amount, date invested, accrued interest till date, investment liquidation date, generate email notification to client on
3. Dealers Stats (convert excel based tool to web-based) Web based tool ability to hold database of past price list and incorporate technical indicators
To be able to select stocks and see performance over time (index), select industry and see performance over time, select stocks and see trading pattern, high-low (average, standard deviation)
21 freelancers are bidding on average $856 for this job
Hi dear employer, I am expert in web development and can create your system from excel to web. Please share your excel sheet so that I can see its functionality. Thanks
Hello. I have read your project description carefully. I have rich experiences [login to view URL], c# programming and excel. I have interest in your project, Contact me please, Thanks.