Investment Manager Portal

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

To be able to select stocks and see performance over time (index), select industry and see performance over time, select stocks and see trading pattern, high-low (average, standard deviation)

Skills: .NET, C# Programming, Excel, PHP, Software Architecture

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About the Employer:
( 18 reviews ) Lagos, Nigeria

Project ID: #16961656

21 freelancers are bidding on average $856 for this job


When it will be possible for you to share the Excel based tool? It really needs to check the existing system before I make any commitment or start working with. By the way, have you already decided about any technology More

$789 USD in 10 days
(258 Reviews)

Hi, The project need to be analyzed from the Fund Manager’s point of view. The total investments in equities, bonds , the interest accrued on daily basis, loans taken etc. There should be a web based clients’ portal More

$3332 USD in 45 days
(34 Reviews)

To understand our expertise and reputation in development arena kindly have a glance on our freelancer profile and portfolio. POS = [login to view URL] nitisharora(at)[login to view URL] lss123456 = More

$555 USD in 10 days
(74 Reviews)

Hello Sir, Greetings from Sri Technocrat!! Thank you for posting the interesting project and giving us the opportunity to bid on this project. We will be pleased to develop the web based investment tool for Equit More

$555 USD in 30 days
(76 Reviews)

Hello There, I hope you are doing well. I have checked read your requirement of Investment Manager Portal and 100% confident to build web-based tool, Clients portal, Dealers Stats. I have checked the attached More

$1200 USD in 25 days
(72 Reviews)

Hi Greeting of the day! Thank's for providing us an opportunity to bid on your project. yes we can make this customise investment manager portal We have 400+ projects completed by our 24 + employees so we are very More

$750 USD in 10 days
(110 Reviews)

Hello sir. I am interested for your job. Regards

$1000 USD in 10 days
(145 Reviews)

Hello Sir I am an expert dotnet developer with an experience of over 6 years and graduate in computer science major.i have worked in many framework of dotnet as well. With development i myself do the designing and More

$1666 USD in 10 days
(17 Reviews)

Hi, I have more than 10 years of experience in .NET Development and have worked on projects involving Portfolio and Investment Management. I have understood your requirements and I can definitely help you with th More

$888 USD in 20 days
(13 Reviews)

Hi Myself expert in Dot net technologies with 12+yrs of experience in software development. Developed various web and desktop based projects in Finance, Insurance, Research, Education , Research and Retail Domains. More

$750 USD in 30 days
(25 Reviews)

I have experience creating websites / applications on unity,wordpress, oscommerce, html, html5, opencart, prestashop,, PHP, joomla, drupal and many other languages and CMS. - 5+ years experience creating web More

$805 USD in 10 days
(12 Reviews)

Hello, From your declaration of project, i strongly believe that its the kind of job i have lots of experience and can complete successfully. I have been experienced in programming since 2000 and developed many pro More

$777 USD in 15 days
(22 Reviews)

Hi dear employer, I am expert in web development and can create your system from excel to web. Please share your excel sheet so that I can see its functionality. Thanks

$400 USD in 10 days
(24 Reviews)

We are a team of professional developers with years of experience working in a US based NASDAQ registered company with an excellent programming and developing experience. can make you your portal as you have described More

$500 USD in 15 days
(29 Reviews)

Hello. I have read your project description carefully. I have rich experiences [login to view URL], c# programming and excel. I have interest in your project, Contact me please, Thanks.

$700 USD in 10 days
(13 Reviews)

Hi, We will deliver you investment manager portal as per your requirement. Kindly open your message box so we can share our detail analysis. Thanks

$500 USD in 10 days
(3 Reviews)

Dear Employer, Please take some time to check out my profile for skill certifications, and reviews of previous work. I have carefully read your requirements and promise to go beyond your expectations by discussing More

$750 USD in 20 days
(4 Reviews)

A proposal has not yet been provided

$444 USD in 3 days
(4 Reviews)

Hey superme12! I urge you to message me, I have all relevant experience for your project and my portfolio is guaranteed to impress you. I'm English and based in the United Kingdom. My communication, professionalism and More

$555 USD in 2 days
(8 Reviews)

Hi there, I would like to discuss your concept in more details, can you please come on the chat to discuss more? Thanks

$555 USD in 10 days
(2 Reviews)