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Online customer portfolio tracking tool

$100-500 USD

종료됨
게시됨 16년 이상 전

$100-500 USD

제출할때 지불됩니다
Details of customer's financial portfolio (mutual fund investments, share holdings, insurance plans, real estate, gold, etc) would be available in MS Excel, CSV or MS Access format for upload every day. We need to build an online secure (https) interface where the customer can login, navigate through the entire portfolio and view numbers, tables and graphs of the same. Thus, the basic task is server side programming - to display raw data in various formats (tables, numbers or graphs) for the customer. The output is a navigable customer interface section. The customer information would NOT change real time (ie we do NOT want real time stock price updates, etc) - they are in the form of an end-of-day file uploads into the server. The Buyer expects that the only calculations that will need to be done at server-end would be simple additions and multiplications, data sorting and lookups. More complicated analysis would not be required, as they would be done offline and the raw data file would be provided ready-made for end-of-day update To get an idea of the kind of analytics we need, bidders may refer to [login to view URL] Interested bidders can create a free dummy login there and view some of the functionalities - we want something similar, though it need not be real time. The Buyer would provide the Seller with the input and output formats for each of the screens of the portfolio mentioned above. The output would be in the form of numerical tables (e.g. list of stocks held), or as a line graph (e.g. movement of portfolio value with time). We expect the customer output pages to be ~15 in number, with 2-3 different analyses possible in each page. The database size would be ~10,000 customers at the most. Each customer may have any number of financial holdings, though the average is not expected to be more than 5-7 per customer. ## Deliverables 1) Complete and fully-functional working programmes in executable form, complete source code of all work done and working HTML (supported by various scripts running on server or client side) of all the output pages. 2) Deliverables must be installed by the Seller in ready-to-run condition in the linux server that hosts the Buyer's website and customer login area. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. After transfer of materials and completion of payment, seller should agree to destroy all programmes and data files regarding this project from his system and under no circumstances use them in any future setting(No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). 4) Please note the same input and output formats as given in the attached zip file. While the input format is likely to remain similar across various pages, the output formats would differ - what is shown in the file is a numerical table, while we would also require graphs (line-graph, column graph, scatter plot, etc) in some cases. 5)It should be possible to sort output page (which typically shows transactions or holdings as in the attached file) by date, by value, by type, etc. Thus, in the same output shown, each of the column headers would be clickable - to enable sorting by that header. 6. The following are the minimum set of pages required, the format for each of these pages would be supplied separately once the work has begun a) A page where customer can login using a secure https interface. His password will be compared in the stored database. A provision for emailing password will be made in case customer forgets the password. b) Mutual fund, Stock, Insurance, Real estate, gold, cash, international investments and others - in clickable format as described above (1 page each). c) Analysis of customer portfolio by liquidity, by risk, by sector and by type (again 1 page each, with raw data that will be directly supplied as an end-of-day update). d) Both the above views in graphical form, as well as a graph for movement of customer portfolio over time. e) Comprehensive portfolio view of the above, with comparison with benchmark (again the raw file will be directly available, only display is to be modified accordingly). f) Entry of transactions by customer in each of the above - that would get stored into the database (1 page each). Note that this is a customer entry as against simply a view - so the data input from the user needs to be taken here. g) A page for "Customer next steps" indicating upcoming actions and deadlines for the customer - again this data would be supplied in the CSV or DBF format. 7. Any or all of these pages should also be in print friendly format, so that customers may fire printouts in standard A4 sized paper without having to modify settings and dimensions every time. 8. In case there are any doubts with any of the above, please bid in first round without indicating amount - the Seller may clarify their doubts before placing the formal bid with the amount. The Buyer would want to avoid any ambiguity and subsequent dispute due to incorrect or incomplete understanding of the problem. 9. Buyer reserves the right to either ask the seller to upload the files to the Buyer's server directly by giving access to the same; or to ask for the files to be mailed to the buyer whereby he will upload them himself. 10. It would be preferable (though not necessary) if the seller has a temporary server host where he can demonstrate the working of the programmes to the buyer remotely. Please indicate in the bid whether you would be able to provide such a demonstration. However, whether or not the seller provides this, the project would only be considered complete when the code runs on the buyer's server successfully. The above is only a means to speed up the testing and iteration process. ## Platform Currently the Buyer's system runs on a linux server. The files are in CSV format, but can be made available in DBF or Excel formats as necessary. The Buyer already has a basic version of the querying running on our server using CGI script. The Buyer wants the querying code in either CGI (perl / python) or any of the database querying languages (mySQL, SQL, etc). All bidders should indicate their choice along with the bid - clearly stating their preferred form of database for holding the raw data (DBF/Excel/CSV/text) and the preferred coding language for the querying, graphs and analytics (perl/C/java/asp/SQL etc). Code should run on client platforms that are IE6 or higher or Mozilla Firefox.
프로젝트 ID: 3163759

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국기 (INDIA)
India
5.0
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2월 28, 2007부터 회원입니다

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