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
Hello Sir
I have seen the screenshots attached and i have read the requirements also.
Sir as per requirement and as per screenshots, the allocated budget for this project is low.
This project budget may range from $3000.
Please open the chat box so we can discuss about requirements, timeline and budget.
Thanks
Hi there,
I've read your project description and i can provide you a web development based on these specification. It will require a team rather than just an individual to give you a perfectly working application.
The budget and time line will be according to the final specification /modules you will agree upon.
We can discuss details in personal messages, if you are looking to get this project done professionally.
Looking forward to hear from you.
Regards,
Zeeshan Ahmed
Hello,
I read your requirements of Investment manager portal, with three parts, i.e. equities, bonds, and client portal.
I can develop it for you.
I have 7 years of experience in web development and have completed many of the projects.
I have knowledge of following technologies:
PHP FRAMEWORK: #CODEIGNITER #LARAVEL #CAKEPHP #SMARTYPHP
CMS : #WORDPRESS #MAGENTO #DRUPAL #OPENCART #JOOMLA
JAVASCRIPT: #ANGULARJS #EXPRESSJS #NODEJS ##VUEJS #BACKBONEJS #D3JS #REACTJS #MONGODB
DESIGN : #HTML #CSS #BOOTSTRAP #JQUERY #JAVASCRIPT #AJAX #PHOTOSHOP #LOGO
PAYMENT GATEWAY INTEGRATION
API INTEGRATION
ERP
CRM
Thanks
Hi there!
I have read what you exactly need, however I would like to ask you a few questions. Please feel free to ping me anytime so we can have a detailed discussion. Thanks