I have several brokerage accounts and would like to summarize and generate relevant reports monthly. I need an input interface for every account on a monthly basis to track pertinent historical information. Each account is divided into stocks, bonds, cash and equivalents, private equity and hedge funds. Certain categories are subdivided into international and domestic investments and Private Equity must keep track of committed capital and drawdowns. Also, I would like reports that total all holdings and by category and generate graphs which detail allocation by class. In addition I want to track returns for specific investments.
## 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).
* * *This broadcast message was sent to all bidders on Friday Nov 30, 2007 1:52:45 PM:
In attempt to better define this project a zip file containing an excel spreadsheet with a narrative, sample data, and input and output sheets is now available. Please look over the attachment, if you need to change your bid please do so or if you have any questions or comments please feel free to send them. This spreadsheet should give a better idea of the expectations for the project.
## Platform
Access - windows vista