DEVELOP AN INVESTMENT PROFILE MANAGEMENT SYSTEM (IPMS) – A FINANCIAL TOOL TO ASSIST INVESTOR ANALYZE THE CURRENT STOCK TRADING ACTIVITY

 

BY

 

TAN BOON TECK

 

ABSTRACT

 

            This project will focus in developing an “Investment Profile Management System”, which is a comprehensive portfolio management and technical analysis system for dealers or brokers to manage investors in the stock market. It develops an investor profile and implements a wealth management strategy. It is essential for investor to be aware of market conditions at all time. This system is covered with wealth management principles as time horizons, diversification, asset allocation, portfolio immunization, trust, risk tolerance and analysis. The system will enhance the communication between brokers and investors, The IPMS is used by more than one user, so there is a need to study about client/ server architecture. This is because the database of the user profile needs to be located in the server and the client just needs to connect to the server to retrieve useful information.

 

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B. A. (Hons) In Business Information Technology

August 2003

Number: 2