Case Study Info

Investment Planning Software

.pdfInvestment planning software.pdf

The Challenge

Softage must create an advanced securities portfolio management system.

Solution Overview

We design a smart toolkit to manage stock and fixed income portfolios for clients, with the goal of helping them make informed investment planning decisions. A forecasting module contains built-in models to project securities prices with given securities/country risk parameters.

This includes custom history analysis, along with custom forecasting reports and charts. The program supports intra-day and end-of-day analysis, and an Accurate Stock Quote Forecaster predicts stock prices, with the ability to back-test. Users can generate a technical analysis summary report for multiple indicators, including tracking of portfolio and accounts yields.

Tool & Technologies

C#.NET, MS SQL 2000