Microsoft-Based Web App For Portfolio Management
About Project
The application uses the market data and the portfolio's holdings to calculate the MTM profit or loss for the portfolio. The calculation is performed in real-time as the market data updates, providing users with real-time insights into their portfolio performance. In addition, users can execute trades, such as buying and selling stocks, directly from the application. The application validates the trade before execution and updates the portfolio and MTM data accordingly.
Web
Platform/OSFinance
Category
Brief
We studied the application's specific requirements, including the types of assets to be tracked, the data sources to be used, and the desired features and user experience.
Choose the appropriate technologies: As a Certified Microsoft Gold partner we suggest the right technologies for the application and implemented the data model, including the classes and entities representing the portfolio and the market data. The developer should use a library such as Quantlib to implement the MTM calculation and integrate it with the data model and the application's other features. Brainers utilize Artificial Intelligence (AI) and Machine Learning algorithms to identify
Highlights
The application calculates the MTM profit or loss for the portfolio based on the current market data and the portfolio's holdings, providing users with real-time insights into their portfolio performance. The application also provides real-time market data on the stocks, bonds, or other assets held in the portfolio, allowing users to make informed decisions about their investments. It also provides a user-friendly interface that allows users to easily view and manage their portfolios, make trades, and view reports and charts.
We implemented the system with security in mind to protect user data and financial information, and it's also been designed to handle numerous users and a large amount of data.
Case StudyFeatures
Portfolio management:
Users can view and manage their portfolio, including adding and removing positions, viewing current holdings, and updating the number of shares or units.
Real-time market data:
The application provides real-time market data on the stocks, bonds, or other assets held in the portfolio.
MTM calculation:
The application calculates the MTM profit or loss for the portfolio based on the current market data and the portfolio's holdings.
Trade execution:
Users can execute trades directly from the application, such as buying and selling stocks.
Tech Stack
Angular
Microsoft SQL Server
.Net core
ReactJs
AWS
