Hello Freelancers,
We need a stock portfolio manager for our joomla website.
This is what we need:
- 3 email users lists (add, remove, modify)
- Send an email to users list (chose one of lists) when something changed in this portfolio
- we already have an html template and we want to use it
- allow us to add, modify stocks from a portfolio:
- add stock from a list
- input price
- take profit price (display also % between input / take profit)
- stop loss price (display also % between input / stop loss)
- date (actual date by default)
- when save -> send email to users list (chose which one)
- backend Portfolio with somes features (just for admin level):
- tabulate the portfolio
- modify take profit from our portfolio + email sent
- modify stop loss from our portfolio + email sent
- close a position + email sent
- Advanced Portfolio Statistics (registered users only):
- tabulate the total stocks
- see opened positions (date, input date, output date ...)
- publish advanced portfolio history statistics (public visitors just when a transaction is closed):
- tabulate each closed position (date, input date, output date, input price, output price ...)
- Total Gains/losses etc..
- posibility to see all the emails alerts (just for closed positions)
- javascript widget: year performance, month perf, week perf, number of actual possitions
- a module to publish year performance, last 5 transactions, best Gains, worst losses
Please contact us for more information.
Regards