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Portfolio Management

You will find this project interesting if you're interested (or want to learn about) the Stock Market.

The goal is to build a Portfolio Management System that supports a number of users. Each user's holdings (including stock held and cash available) are tracked by the software. The user may manually specify "buy" and "sell" orders at any time, and may also deposit/withdraw cash.

Some of the users will model individual investors, while other users will model automatic trading models. A number of statistical models have been proposed that attempt to find patterns in the way the markets move. Some other non-statistical models (e.g, value investing) can also be incorporated into the software.

The software will be tested and executed on historical stock marked data available on a number of websites (eg, Yahoo Finance).


Desired Features:

  • Real-time quotes: Interface with Yahoo Finanace (or a similar service from Google/MSN) to retrieve real-time quotes for stocks.
  • Visualization: The performance of portfolios/stocks should be displayed in charts. Hopefully, with cool-looking 3-D bar graphs...
  • Database integration: Historic stock data should probably be stored in a database, for easy retrieval.
  • Time travel: It should be possible for users to go back in time and change their portfolios, and then watch what happens as time is fast-forwarded (this is an optional feature, but would be really cool if implemented).



Team Members

Kshitiz Malik

If this sounds interesting to you, please email me: netid: kmalik1



Links to this Page

  • Class projects last edited on 2 April 2008 at 5:20:59 pm by vpn3-144241.near.uiuc.edu
  • 2007 project ideas last edited on 12 July 2007 at 6:42:49 pm by masquerade.micron.com