An Online User Interface for Tracking Stock Portfolios

Joseph B. Hess

12 June 2003

Abstract:

Currently, an abundance of websites offer online services to track the performance of stock portfolios. However, the most comprehensive options to this effect may require a fee and usually do not provide advice tailored to the investor. Additionally, the online environment is often subjected to undesired amounts of clutter and advertising, distracting users from their main purpose and unnecessarily complicating the online experience. An online user interface offers wide-ranging analysis of stock performance and counsel on managing the portfolio based on a concurrent study in technical analysis and other strategies used to predict stock movements. This project represents the confluence of the convenience of other online interfaces, the personalized guidance typically reserved for other media, the efficiency of data storage in databases manipulated by simple query languages, and basic principles of the design of user interfaces in order to create a single destination for viewing past performance, current conditions, and future possibilities.