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Version 3.1

04 March 2003

The Description (25 February 2003) and Scientific Method (25 February 2003) provide background information for interpreting the information below regarding the current status of my project. One can view the present version of the project by using the PHP form on the home page. [NOTE: This feature has been removed with the advent of the interface.—Joseph Hess (01 April 2003)] The interface now provides various pricing and technical data for the stock symbol entered by the user. Specifically, these measures include current price (in dollars), its change from the start of the current session (both in dollars amd in percent) relative to the closing price from the previous session, P/E Ratio (Price / Earnings), PEG (P/E Ratio / Growth), Earnings (in dollars), Market Capitalization (in dollars), Volume for the current session (in shares), and Average Volume for a single session.

Below is a demonstration of a modified version of the interface available on the home page. Version 3.1 reflects the results obtained in Iteration V, completed on 10 December 2002. Note that the current levels (in points) and change from the start of the current session (both in points amd in percent) of the major American indices are provided in addition to the information pertaining to the two listings.

In the future, the feature shown above will be incorporated into a separate interface providing details on sample accounts. The final result is an online financial manager that provides detailed analysis of stock movements and personalized advice, presented according to the aesthetic preferences of the user. Thorough research in the technical and financial aspects of the project allow the combination of the online user interface and the analytical program to give users reliable suggestions in the uncertain world of portfolio management.

Another version of the project, to be produced later during this quarter will separate the interface from the portfolio, creating sample accounts for sample users. Features will gradually be added to the interface in order reach the desired level of functionality. Versions in Quarter IV will include conclusions reached by the concurrent project of Nick Shelly.