Abstract:

This is a Stock & Portfolio Management System software application which is used for maintaining stock trading information. This application consist all different company’s shares list and customers list who are handling major transactions like purchasing and selling of shares.

This Stock & Portfolio Management System application will contain the companies, its shares, agents, and customers’ information. The software application “Stock and Portfolio Management” is providing an interface among the agents, companies, and customers. It will give proper updated information and real market information for every 5 minutes like that.

In current scenario we are having lot of online trading portals but all these portals are providing communication between administrators, organization people and stock brokers but they are not providing any interface between organizations to customers so that no customer can view their own information. This is not providing Performance calculation comparison to BSE and Nifty. The customer unable to get the updated details of his shares frequently. For this the customer need to depend on the other modes. And the customer can’t get the transaction details and commission details.

Modules:

 Management Module:

This module deals with the administrator roles. Admin is nothing but the stock exchange employee. This module is able to add, update, and delete the new/existing company details. Able to add, update, and delete the company shares information. It gives access to the agents/brokers. Able to generate the reports based on criteria.

Stock Agent / Broker Module:

This module is to register in this application and get access from the admin. Able to view the companies list and their shares information. To get the customers and to view the customer’s information like sales, purchase details.

Customers Module:

It registers in this application. Able to view the agents/brokers information and their track record. It also views the companies list and their share information. Able to purchase new shares of a particular company and  to sell the purchased shares. Able to view, update his details as well as history details.

Software Requirements:

Language                                :           Java

Web technologies                   :           JEE (Servlets/JSP)

Front-end Design                    :           Html, CSS, JSP

Database                                 :           Oracle 10G

Scripting                                  :           JavaScript, Ajax

Browser                                    :           IE 6.0/ Mozilla

Operating System                     :           Windows/Linux