Mutual Fund Research

This program was incorporated within a larger project that rolled out to the desktop of local retail sales personnel. The user had the ability to set each mutual funds performance against benchmarks that were imported from external sources. The capability to create customized benchmarks by blending the standard benchmarks on a percent basis exists to more closely simulate the makeup of each fund. Research documents are stored and tagged to each mutual fund and can be display, as well as the components of each fund, to the customer on a real time basis. This application was designed in Visual Basic with Oracle as the backend database.