Asset Allocator

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.

Habilidades: Finanças, Arquitetura de software, Desenvolvimento de Software

Veja mais: prototype reference, prototype builds, module calculator, developers face, calculator architecture, architecture calculator, algorithm tool, corporate governance principles based rules based, xml based rules engine, developing xml based rules engine, interspire product based rules, asset based factoring, infosys asset based pricing, rules ncaa point based bracket system, e107 profile based, drupal profile based search

Acerca do Empregador:
( 2 comentários ) Basel, Switzerland, Switzerland

ID do Projeto: #8561905

Concedido a:


A scientist with PhD degree who has advances knowledge and expertise in mathematics, statistics, programming (Python, Matlab,Mathematica, Spreadsheets) and development of financial models of various complexity will do Mais

€550 EUR em 7 dias
(2 Comentários)

4 freelancers estão ofertando em média €665 para esse trabalho


Hello, I am a Freelance Consultant based out of India. I can make myself available in your timezone to ensure that the requirements are understood and we may talk over a con-call if required. Prior to setting up Mais

€1000 EUR in 21 dias
(213 Comentários)

Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 250 projects. Please look at the feedback left by my employers to know more about my work. Wai Mais

€500 EUR in 10 dias
(70 Comentários)

Hi, I am interested in your calculator and now I study Economics and finance at the university. I want to ask, if you have closer idea in which programming language do you want to implement this stand-alone calculato Mais

€611 EUR in 20 dias
(0 Comentários)