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RE: Portfolio Manager



PureBytes Links

Trading Reference Links

Best bet....contact www.rinasystems.com and have them do a custom build-out
of their base product for you....
should cost you less than $50k


> -----Original Message-----
> From: cwest@xxxxxxxxxxxx [mailto:cwest@xxxxxxxxxxxx]
> Sent: Wednesday, March 28, 2001 9:49 AM
> To: Omegalist
> Subject: Portfolio Manager
>
>
> I've look for a portfolio manager that has features similar to the
> following, but to no avail. Before initiating a cooperative project to
> envelope several tools and apps to do the job, I'm interested in hearing
> experiences of others, and receiving suggestions for additional features.
>
> Initial Features:
>
> Multiple client accounts
> 1000's of transactions (trades) per account
> Include stocks, options, futures, (and anything else)
> TCP connection to realtime data, or EOD at least
> Allow user-written complex analysis (risk adjusted basis and it's inverse
> for example)
> SQL or Access datastore
> asp pages for clients to view and/or generate knowledge, and upload
> transactions
> performance analysis within TS or TradeLab (have heard too much about the
> latter for quite a while!)
>
> Hope to hear from many of you. If it makes sense to move this
> discussion to
> a webboard or another list, please say so, and I'll set it up
>
> Colin West
> cwest@xxxxxxxxxxxx
>
>