I am a portfolio manager of my client. I have 5-10 staff to monitor the client portfolio. I want to develop software where
1) my client could do/see:
a) Request by the web application to get access to the system.
b) Portfolio stock wise cost, market value, profit, or loss on the real-time price
c) Intrinsic value of the stock they held based on earning model.
d) Technical indicators and chart of the stock they choose,
e) Financial data of the stock they choose, with comparison( stock to stock, period to period)
f) All financial ratios of the stock they choose.
g) could see fear and confidence meter
h) Stock held report by Mutual fund
2) My staff could :
see all the features available to the client's
portfolio status report ( cost, value, profit, loss) of the assigned client to them.
Communication: chat email, SMS, call, and recording.
get a consolidated report of their trade order.
assign action ( like trade is done, order assigned, etc)
get consolidated report updated by the action taken and new request received.
Financial and trading data into the system.
Key in stock wise other information material for trading, evaluating, through the key in the window.
3) Administrator: could do/see
all facilities available to Clients and staff
assign/edit, block access to clients, staff for specific periods of time.
get users to register with their status( active, passive), last logged in, last activity.
approve client online/offline request
enroll portfolio officer and assign the specific client to them
client wise stock holding with cost, market value, Profit, loss along with the name of staff assigned
trading data ( open, close, high low, average, total amount, total shares) will be uploaded by us for the technical chart and/or API to the data source that can be provided.
Financial report of stock ( income statement, balance sheet, cash flow statement) will be uploaded by us.
Stock held by the mutual fund will be uploaded by us.
Other Fundamental information of the stock will be input by us. the window should be developed.
Bids are requested by the experienced freelancer on such a project.
9 freelancers are bidding on average $2433 for this job
Hi, I have experience of building trading bot tool using kiti API. In that project, I used to monitor portfolio also. I'm sure I can help you with this project. waiting for your response :-)