Digital Financial Manager - Requirements Document Provided

Cerrado Publicado Jan 3, 2014 Pagado a la entrega
Cerrado Pagado a la entrega

From a high level: Collecting data from an Open API and building a database, running calculations, and providing an interface for users to search the information.

I'm looking to build a financial management web tool power by a backend database. The initial data would be standard financial data for all publicly traded companies and ETF's. The initial data source will be the Yahoo Finance API, however, a longer term permanent solution will be consider at the successful completion of this project. Functionality will need to be built to updated/clean the database on a regular basis, and run calculations (industry averages, etc).

The web interface must be extremely clean and simple, with basically 5 areas (screener, watch list, portfolio, research, and optimizer)

- Screener (database search function): and would function like [login to view URL] but with a cleaner/simpler interface

- Watch List: a list of securities the user is tracking

- Portfolio tracker: a list of securities the users is tracking with specific allocation numbers and portfolio metrics (expected returns, share ratio, beta, VaR)

- Research Page: security attributes (limited in this project)

- Optimization: running mean-variance optimization function (solver library required). You can download an excel implementation of this at [login to view URL] The web tool should function just like this spreadsheet.

The optimization function is the critical element of this project. If this can get implemented successfully phase 2 & 3 of this project will be funded.

Other basic functionality:

-user accounts

- saving watch list and portfolios

- covariance calculations done on over 5k securities (target ... looking to see what's possible)

Full documentation is critical.

There is a strong desire to develop and deploy this on Amazon's AWS platform, using Apache and MySql. If there are technical or business reasons why this is not a good idea, i am willing to listen.

I need someone that has experience and can optimize the solution the first time. Someone who understands when data should be stored in the DB, or calculated on the fly to maximize performance and minimize costs.

I have attached a requirements document. I have put as much information as possible to help clarify the vision, but it will definitely not be a enough. I am also looking for someone with good communication skills. This will be a collaborative effort, and if communication is lacking, this will definitely not succeed the first time.

PLEASE - do not bid until you have at least reviewed the requirement document.

Critical Success Factors:

1. Successfully implement the optimization function (solver required)

2. Very simply and clean interface (i.g. [login to view URL])

3. Creation of a database that is successfully updating data regularly (daily/weekly/monthly)

HTML Java JavaScript MySQL Diseño de sitios web

Nº del proyecto: #5281131

Sobre el proyecto

19 propuestas Proyecto remoto Activo Feb 9, 2014

19 freelancers están ofertando un promedio de $4960 por este trabajo

leadconcept

Kindly ignore the bid amount & time-line, it is just a placeholder, as we still need to analyze your requirements more in depth & discuss with you. -------- Dear Sir, I have read your Project Description and read Más

$773 USD en 60 días
(104 comentarios)
9.0
MobileUnity

I am working on website and custom logo design currently for three Australian companies and one Italian pharmaceutical consulting firm. I am also optimizing a Chicago-based trolley rental company on a monthly basis. I Más

$26500 USD en 180 días
(70 comentarios)
7.2
creatorul

Hello, Do you want the tool for personal use or resell? Regards, Daniel

$10526 USD en 40 días
(62 comentarios)
6.8
chinbochen

Hello, I'm a Java, J2EE application developer with over 10 years experience myself, I have a small java development team, we have plenty of experience developing J2EE web applications, we are ready to get this project Más

$5670 USD en 90 días
(25 comentarios)
6.0
onevishsolution

Hello, Warm regards from OneVish team! I am Manohar Prasad with One Vish Technologies Pvt. Ltd; an Software & Web Development Company based in India with ISO 9001-2008 certification. I have gone through your r Más

$2777 USD en 60 días
(1 comentario)
0.0
brij2103

Hi, I am an experienced in native PHP,Zend(1,2),CI,Cake,jQuery. -Python(Django) -core Java Repository: GIT,SVN HMVC in Zend,codeigniter as well as getter's and setters like coding standards Coding Style:- Más

$777 USD en 10 días
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2.6
cuchi12

I haveplenty of experience building financial applications and I' m very confident that I'm the right person to do this job. I like to deliver a project plan and some documentation that give us some support so we coul Más

$2777 USD en 30 días
(1 comentario)
0.0
misosoph

I have developed systems like this already. This should be a relatively straightforward project. I am open to swapping the cash project price with equity if I believe in the business model. I know FinTech is a hot mark Más

$15555 USD en 40 días
(0 comentarios)
0.0