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Portfolio Control therefore covers the need of the people who need a powerful tool to manage their share portfolio.
- Secure and also anonymous accounts. Why anonymous ? Because when you manage your portfolio online, you'd rather no one knew who you are, rather than be able to track this information to you. Or maybe because you manage someone else's portfolio and their privacy is so important that the less anyone knows, the better.
- Reports, reports, and more reports. The Monty Python would not say it any better. Monitoring data, numbers, changes, is a report thing. When data needs to be queried, sorted, compared, over time, by value and percentage, and with specific needs in mind. Reports that can be customized, but with templates, reports that can be saved, archived, exported... So we designed, from our customers' requirements, all these database driven reports that take ages to compile manually, and that stock brokers need to be able to read 10 times a day, giving 30 seconds of their time only. Things that can be done quickly by computers but need to be smart and well designed.
- Headlines, alerts and RSS feeds.There is little time to browse the web the way it should be. Too much information, everywhere. This is what alerts are for. All this information gets delivered to you automatically.
- Content. In order to ensure that the visitors of the portal use it as a source of information, that Search Engines index it and bring people to you, we created a section which you can populate with articles, training, general information, all the texts that get people to read and learn more. This may be closed, with only a restricted access to a few writers, or open, where people can submit articles and be read by others. As a matter of fact, there is quite a lot of content about
Together, all these features can cover a wide range of uses, and they are the core of a community portal. This time, Portfolio Control was customized to be finance oriented. What next? What will YOU need?