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About.aspx
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<%@ Page Title="About" Language="C#" MasterPageFile="~/Site.Mobile.Master" AutoEventWireup="true" CodeBehind="About.aspx.cs" Inherits="Analytics.About" %>
<asp:Content ID="BodyContent" ContentPlaceHolderID="MainContent" runat="server">
<div class="row">
<div class="col-md-6">
<h4>Reson behind developing Portfolio Analytics</h4>
<ul>
<li>While researching on multiple website's to manage my investment portfolio as well as do market research,
I realized that none of them offer following features:
<ul>
<li>Consolidated portfolio valuation graph that can be compared against market indices</li>
<li>Transaction based portfolio management</li>
<li>Country agnostic stock portfolio- I wanted to have a portfolio that can include stocks from US as well as Indian stock market</li>
<li>Allow SIP transactions for mutual fund to be maintained in exactly the same way the fund house is executing the transaction</li>
<li>Define & adjust parameters for strategy graphs to help customize different technical indicators</li>
<li>Show each graph on separate window so as to easily compare them</li>
<li>Importing existing portfolio</li>
<li>Useability was a big issue as well, as most of the existing applications lack simplicity of use.</li>
</ul>
</li>
</ul>
</div>
<div class="col-md-6">
<h4>Why develop new financial market data access API?</h4>
I researched through various open source libraries to access market data and understood their advantages, benefits as well we limitations.
I concluded that none of them are really free & provide the data that is useful & real-time.
That drove me to a conclusion that in order to build a application to facilitate research of market data and maintain portfolio,
I will need to first build a suite of API that will fetch real-time market data for both stock as well as mutual funds.
<ul>
<li>API that provides real-time as well as historical stock & mutual fund data
<ul>
<li>Search a stock symbol belonging to any global stock market</li>
<li>Get quotes for any stock symbol belonging to any global stock market</li>
<li>Get current as well as historical daily & intra-day pricing data- open, high, low, close, volume</li>
<li>Get current and historical market index data for over 30+ market indices</li>
<li>Get tech indicator data based on current as well as historical market data</li>
<li>Search mutual funds available from specific fund house</li>
<li>Get latest as well as historical NAV data</li>
</ul>
</li>
</ul>
</div>
</div>
<h4 class="text-center">Portfolio Analytics - List of Features</h4>
<div class="row">
<div class="col-md-3">
<h4>Technical differentiating features</h4>
<ul>
<li>No third party API license required</li>
<li>All historical market data is cached to improve performance</li>
<li>Graphs can be downloaded as gif files</li>
<li>Ability to import existing CSV format data</li>
</ul>
<h4>Portfolio Manager- Add, edit, delete or research</h4>
<ul>
<li>Search & add stocks or mutual funds</li>
<li>Maintain date-wise purchase transactions including SIP</li>
<li>Edit or delete selected transaction</li>
<li>Get real-time quotes</li>
<li>Consolidated portfolio valuation graph</li>
<li>Import existing stock portfolios</li>
</ul>
</div>
<div class="col-md-3">
<h4>Portfolio Valuation graph</h4>
<ul>
<li>Shows performance for each of your investment in a single view</li>
<li>Highlights cumulative purchase transactions, as on date cost Vs valuation</li>
<li>Compare portfolio performance against market indices</li>
<li>Choose specific investments for comparative graph</li>
</ul>
</div>
<div class="col-md-3">
<h4>Standard stock indicator graphs</h4>
<ul>
<li>Daily (Open/High/Low/Close/Volume)</li>
<li>Intra-day (Open/High/Low/Close/Volume)</li>
<li>Simple moving average-SMA</li>
<li>Exponential moving average-EMA</li>
<li>Volume Weighted Avg Price-VWAP</li>
<li>Relative strength index-RSI</li>
<li>Stochastic oscillator-STOCH</li>
<li>Moving average convergence/divergence-MACD</li>
<li>AROON</li>
<li>Average directional movement index-ADX</li>
<li>Bollinger Bands</li>
</ul>
</div>
<div class="col-md-3">
<h4>Advance combination graphs for stocks</h4>
<ul>
<li>Price Validator - VWAP Vs Intra-day</li>
<li>Crossover - SMA100 Vs SMA50 Vs Daily </li>
<li>Trend Reversal - MACD Vs EMA12 Vs EMA26 Vs Daily</li>
<li>Momentum - RSI Vs Daily</li>
<li>Gauge Trends - Bollinger Bands Vs Daily</li>
<li>Buy-Sell - Stochastics Vs RSI Vs Daily</li>
<li>Trend Direction - ADX Vs DX Vs +DI Vs -DI Vs Daily</li>
<li>Price Direction & Strength: Daily Vs -DMI Vs +DMI</li>
</ul>
</div>
</div>
<%--<div class="row">
<div class="col-md-4">
<h4>On-line and Off-line mode</h4>
<ul>
<li>On-line mode works with real time data accessed using Alpha Vantage API</li>
<li>Off-line mode works with downloaded stock data</li>
</ul>
</div>
<div class="col-md-4">
<h4>Download data for off-line operation</h4>
<ul>
<li>Configure & download data for all indicators as well as daily and intra-day pricing</li>
<li>Allows for optimized analysis without any delay in accessing real-time data</li>
<li>As Tech Indicators work off historical data, this is a key feature for deciding your portfolio strategy prior to trading session</li>
</ul>
</div>
<div class="col-md-4">
<h4>Integration with Alpha Vantage API & Yahoo Finance API</h4>
<ul>
<li>Default operation is with Alpha Vantage free API service and/or using Yahoo finance API</li>
<li>Free API provided by Alpha Vantage has limitation of 5 calls per minut & 500 calls in a day</li>
<li>You can use a your own Alpha Vantage key to remove this restriction</li>
<li>Get your <a href="https://www.alphavantage.co/premium/">Alpha Vantage API access key</a></li>
</ul>
</div>
</div>--%>
</asp:Content>