View Full Version : a portfolio manager

Jul 3, 2010, 03:35 AM
I want to make a portfolio manager to manage my trade and stock, can you give some suggestion? which template can be started as a prototype?

Jul 3, 2010, 06:35 AM
Sounds interesting, but I think you'll have to tell us a little about what general layout and functionality you were considering including before anybody will be able to give you any suggestions.

Jul 3, 2010, 07:01 AM
Well, I have some idea as below:

security model
portfolio model
trade model

in trade model, there is attribute as below:
portfolio code
start date
end date
trade type
stock code
start price
end price

in portfolio model:
security company code
portfolio code
portfolio name

in security model:
security code
security name
margin buying rate
margin selling rate

Jul 3, 2010, 04:33 PM
Where do you intend to get the data from, and what format will it have? Xml?

Jul 4, 2010, 03:28 AM
The stock data is to download from web and unzipped it to some binary files in Library/Cache folder.

The zip file just plain text for one day stock data, so that the updating should be done every day if you want the newest data.

I hope the first view like in picture, what kind of view controller and view should be used? my plan is to use a UITableView and a UIView, but I hope the head of table can be fixed and not scroll, what can I do?