Civic Infotech

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Financial Products

Personal Portfolio Management System
Year	:	1992, 1993
Size(Man Months)	:	24
Role	:	System study with the help of related brokers, System Design as a team of four members, Development of the software and Installation and Maintenance at different user sites.
Company	:	Day Tech Designs, Swastik Consultancy Services
Language / O.S.	:	Clipper and 'C' / DOS-Multi User Location: Ahmedabad
Description	:	This is a packaged software ,was developed to maintain records of personal investments like shares, different debentures, fixed deposits, bullions, insurance policies etc. This software provides total investment with all bifurcations, yield, investment worth at maturity so one can plan for probable income of coming years. It also provides worth at market price for a required duration of time, investment v/s market worth, analysis of types of investment graphically as well as in report format, market price fluctuations and so many other features. This software had got very vast client base of around 6800+ installations, so to prevent software piracy software lock is also made by our company.
Main Feature	:	User Defined Alerts of Scripts High / Low, So when daily Script Prices updated it will alert only the scrip which matches to user's High Low alert. Also Yearly indexation entry is there so users Capital Gain tax considered accordingly. Also various user defined graphs can be generated once company balance sheet entered into data. So, person can keep watch on the fundamentals of the companies. This graphs represent different 30 kinds of analysis form profit before tax to PE ratio etc. A single report gives all investment in different instruments like newissue, shares, debentures, gold, assets, LIC ,PPF, Indira Vikas Patra etc with their market value,also gives .Actual profit/Gain & Short term /Long Capitalized gain. Generates 300+ standard reports & plus thousands of user defined reports based on this standard reports. Many utilities like printing like cut & paste in Dos format, Multiple user defined New Issue Form printing software.