Digital Financial Manager - Requirements Document Provided
$250-750 USD
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)
Nº del proyecto: #5281131
Sobre el proyecto
19 freelancers están ofertando un promedio de $4960 por este trabajo
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