Building a stand-alone prototype/calculator for face-to-face demonstrations of a complete investment process. This tool will allow for private investors to customize their personal investment portfolio according to their risk tolerance, saving goals and investment preferences whereby an investment portfolio consists always of multiple modules (sub-portfolios).
In total the investment process builds on 13 steps.
(The investment process and its embedded calculators are available on an excel sheet for reference).
To start with and to get to know each other, you would build the first step, in particular:
1) Based on an existing algorithm, allocate different investment modules to build portfolios aligned with predefined investor profiles.
2) Allow for manually adding/deleting modules to/from the portfolio proposal above under 1)
3) Allow for manually editing the module weights.
4) Highlight breaches of portfolio rules based on existing algorithm and investor profile.
I will introduce you to the overall investment process to ensure all steps are properly connected.
I have a clear preference for developers from Eastern Europe to allow for physical meetings if required.
Timelines are tight, only developers with affinity to finance and ready to free up significant time in the coming weeks should respond.
The indicated price below covers just the above step.