Objective:
Develop a web application to showcase a personal stock portfolio with subscription-based access for clients. The application will focus on recording and displaying trade information and performance metrics without integrating actual trade execution.
Key Features:

1)User Authentication:
Admin login for portfolio management
Client login with subscription-based access

2)Portfolio Management:
Add new stocks to the portfolio
Record opening trades (stock name, quantity, buy price, date)
Record closing trades (sell price, date)
Edit or delete trade records

3)Portfolio Display:
Table view of current holdings
Historical view of closed positions
Columns: Company name, quantity, buy price, current price, % return, buy date

4)Performance Metrics:
Calculate and display overall portfolio performance
Individual stock performance
Time-based performance (e.g., monthly, quarterly, yearly returns)

5)Subscription Management:
Implement tiered subscription plans (e.g., monthly, quarterly, yearly)
Payment integration for subscriptions
Access control based on subscription status

6)Data Visualization:
Charts and graphs to illustrate portfolio performance
Asset allocation breakdown

7)Responsive Design:
Ensure the application is accessible and functional on various devices

8)Current Price Updates:
Allow manual updates of current stock prices or use webscrapping for current price.
Option to set up scheduled reminders for price updates

9)Notifications:
Email and sms alerts for any change in portfolio, also subscription renewals, expirations.

Budget: $1,000

Posted On: August 13, 2024 10:13 UTC
Category: Full Stack Development
Skills:Web Design, Web Development, Bubble.io

Country: Pakistan

click to apply