Portfolio Management Software for Indian stock markets

Closed

Description

Inviting experienced developers with experience in [url removed, login to view] (or C#) and MS Access to develop a portfolio management software for the Indian stock markets.

Developer pre-requisites

+ Knowledge of [url removed, login to view] and databases.

+ Knowledge of Indian stock markets, BSE (cash) and NSE (cash, futures and options).

+ Based in India, and accessible via Skype and phone.

+ Robust, error-free and fully documented source code.

A general overview of the requirements is as follows :

+ MDI style UI with menus and tool-bars.

+ Treeview on the left side (Explorer style) that displays Clients and sub-accounts.

+ Context menus wherever applicable.

+ Use data-abstraction so that database can be easily switched from MS Access to MySQL in the future.

+ Use plug-in / framework so that various data-sources can be easily extended. E.g importing contract notes, querying stock prices etc.

Features :

Clients and Accounts :

+ Create Clients (uniquely identified by Client Name).

+ Create Trading sub-accounts for each Client (uniquely identified by sub-account name)

+ Create (automatically) a cash account for each trading sub-account. Proceed from sale of shares is credited to cash account, and purchase of shares is debited to the linked cash account. So each trading sub-account has a linked cash account.

+ Ability to transfer money in/out of linked cash account.

+ Ability to add expense / income category. E.g. demat charges, auction charges (loss), auction payment (credit) etc.

Trade Entry :

+ Enter trades in a Client (sub-account) manually, or via importing contract notes from broker. E.g. Buy / Sell, Quantity, Brokerage, STT etc.

+ Recommend using a plug-in architecture for importing contract notes so it is extensible in the future to different brokers.

+ Adjustment for options expiring worthless, or exercised.

Data Synchronizing :

+ Refresh prices from free data-source (NSE, BSE and Yahoo! Finance). Use plug-in architecture for extensibility to different sources.

+ Store prices of stocks in portfolio in database to show daily equity / account value (store daily bhavcopy of BSE and NSE)

+ Store only EOD prices of futures and options in the portfolio to avoid data bloating.

Reporting :

+ Display open positions of each client through reports or in a window.

+ Capital gains report, MTM reports etc.

+ Reports to display total brokerage paid, STT paid etc, and category-wise expense.

+ Reports can be exported to Excel or PDF (use open-source PDF library)

Others :

+ This is a single user application, so a single login screen is sufficient.

+ Management features like data-backup and restore.

+ Use open-source components whenever possible e.g. ZedGraph control for charting.

+ Should work for BSE (cash stocks), NSE (cash stocks, futures and options).

+ No need for MCX, commodities, mutual funds etc.

Detailed requirements document will be provided to only to shortlisted candidates. If you have any questions feel free to send me a message.

Skills: .NET, C# Programming, Financial Markets, Microsoft Access, Visual Basic

See more: yahoo framework, yahoo finance overview, yahoo-finance, work management software, vb programming software, vb net programming for money, vb.net developers, vb net data entry, ui reporting, ui developer india, sub contract data entry, software for developers, software for c++ programming, software for architecture, software developer overview, software application requirements document, software application developers, sharp developers, sell through reports, sell through report, sell programming code, programming with databases, programming questions in c#.net, programming portfolio, programming in excel 2013

Project ID: #5022915

18 freelancers are bidding on average $1949 for this job

csharpdotnettech

sir we are expert at Data Scraping, Web Bots, .Net, C#, php, html, css developer(among Top 10% programmers at Odesk with 91% percentile) you can watch our work on our website as well as on youtube to see our profess More

$11110 USD in 30 days
(16 Reviews)
5.0
sinharavi

Hi, I read your requirements, i am ready to the work. I am having 6+ year of experience in ASP.NET, MVC, C#.NET, VB.NET, MS SQL Server 2008 R2/2005, WCF Service, WCF REST Service, Javascript, JQuery, CSS. Please let me More

$750 USD in 30 days
(20 Reviews)
5.0
murtaza1981

Hi, An ASP.NET,c#,vb and SqlServer expert here. Please feel free to discuss the project with me so that i can wrap it up in a timely manner as per your requirements. I would like to highlight following qualities of m More

$2500 USD in 60 days
(12 Reviews)
4.6
ultrasonicsoft

Hi, Hope you find this message in good health. I have all required skill set including knowledge of NSE n BSE. I have done many desktop and website projects. Kindly contact me to discuss further. Thanks!

$2222 USD in 40 days
(9 Reviews)
4.3
esadeghi59

I have over 10 years experience in .NET & ready to start working. My services are fast & reliable and you can trust me to do your project.

$560 USD in 3 days
(6 Reviews)
4.3
toxicman

ready to discuss ready to discuss ready to discuss ready to discuss ready to discuss ready to discuss

$555 USD in 3 days
(5 Reviews)
3.2
ranganathp

Can help... I am an Expert... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Can start right now...

$4000 USD in 45 days
(2 Reviews)
3.0
Jimnik

Hello, I'm C++ programmer. About me: http://www.jimnik.narod.ru/aboutme_eng.html Best Regards, Dmitry

$750 USD in 7 days
(1 Review)
2.9
necipbaran

Hi.im from turkey.i work a company that has lots of employee.we built similar projects which u want.thnks

$555 USD in 3 days
(0 Reviews)
0.0
ananth86

Hi, I have 1.5+ year experience in software development, I had invested in stock market too and I know how Indian market works. The timing of Indian stock market- BSE + NSE opening and closing. Currently I am worki More

$555 USD in 3 days
(0 Reviews)
0.0
LightITGroup

Greetings! a. We are experienced developers in creating web applications (.NET MVC C#) with integrations of different external systems(payment systems, web services, dataproviders) b. Have expirience in building f More

$555 USD in 3 days
(1 Review)
0.0
matoliamk

Dear Sir, I Have six years experience in .NET Programming and I have a person with 20 year experience in Stock Market Trading. I am based at Jaipur, India and working on similar Stock Market Project. If you prov More

$666 USD in 30 days
(0 Reviews)
0.0
irshadwazid

Hello, Thanks, for giving us a chance to bid on your project. Please check private message box for more details. We are WebGloabalIt is an (ISO 9001:2008) (ISO 27001:2005) certified company who have throught 5 More

$698 USD in 15 days
(0 Reviews)
0.0
softflowsystems

We have been developing a lot of back office applications for Share Brokers including big names in Share Market viz. ShareKhan, Asit C Mehta, Bonanza etc to name a few. We have developed Share Brokers Back Office A More

$3333 USD in 30 days
(0 Reviews)
0.0
venkatreddyc

We have looked into your detailed requirements and will deliver a quality solution for Portfolio Management Software for Indian stock markets. Ping us for more details.

$1666 USD in 30 days
(0 Reviews)
0.0
Prateekagra

Hi i have very good knowledge and stock market software even i am also developing for the same tell me when tell me when we can discuss it

$2222 USD in 20 days
(0 Reviews)
0.0
AptsTeam

Dear Reader, Thanks for reading our Proposal. Well. We apts team representing a company called Aptsindia a professionally managed Web design Co from india. We have more than 150 Professionals who are ready to suppo More

$666 USD in 25 days
(0 Reviews)
0.0
GSairam

Hello, I have experience in developing technical analysis tools for Indian stock market. Software development is my part time job. At present i am doing my project in .net. I can develop .net desktop applications as More

$722 USD in 15 days
(0 Reviews)
0.0
getwebsolutionsl

Hello, We have gone through your requirement and are confident that we can successfully execute the project within the timeline. We are an established Web Design and Development Company having a defined and qualitat More

$1546 USD in 30 days
(0 Reviews)
0.0