Phase 2 Investment Tracking

Project Needs below reports and additional functionality: **Accumulation Report:** Contains several columns from projected investment value and actual investment value. Do not use the Age & Distribution columns in the example. In order to accommodate the MM Balance column in the report, a new field for user entry on Main! next to Contribution/Withdrawal needs to be added called "MM Balance". "Actual Value" in this section should change to "Investment Value". In the listBox, actualValue should reflect "Ending Balance" which is the sum of Investment Value + MM Balance. This report should show each quarterly period from the start date until the end of the contribution life cycle. It should contain a header as displayed in the example. **Distribution Report:** Almost identical to Accumulation Report... except this detail reports the distribution cycle information. Ignore the Age and Additional Investment columns. **Progress Report:** This report summarizes the current quarter going back for 3 previous quarters. A chart with increments every two weeks shows actual vs. projected. A header is needed as is a display message if the current deviation between actual and projected is greater than the absolute value of 5%. Journey Complete is the percentage progress from startDate to endDate. **Other Changes:** Add button to clear all data to setup a new client. Auto populate listBox on open. Ability to import data from previous worksheet. ## Deliverables 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform Win XP Pro S2