Devam Ediyor

Convert Finance Stock Valuation Excel Spreadsheet to Web App

I have an excel file where users enter the stock ticker and the excel spreadsheet will calculate all sorts of financial information on that particular company.

The excel add in automatically scrapes the value (numbers and text) from a number of defined websites. It loads all these numbers into excel to perform calculations as mentioned above.

Below are two videos I have posted of how it works.

[url removed, login to view]

[url removed, login to view]

The objective is to create a very simplified version of this spreadsheet to a web based application. One that doesn't rely on excel or a user installed excel add-on.

Some other websites that have this web app are listed below.

[url removed, login to view] (must be better than this. The lowest standard)

[url removed, login to view] (ok standard but need better design and usability than this one)

[url removed, login to view] (more in line with what I have in mind)

A couple more that I will pass on if you are interested in the project.

I can also send the spreadsheet for you to look at. Most of the infor, formulas and excel calculations will be locked though.

The main objective is to offer the spreadsheet that I have in a simplified and user friendly manner via a web app on my wordpress site.

I have my own VPS and if I need to load any additional software onto my server, I can also look into it.

===============================================
Included detailed requirements. Also attached a microsoft word file of the requirement which also includes images.

The body of the requirement is a follows
===============================================
Convert Finance Stock Valuation Excel Spreadsheet to Web App

1 FUNCTIONAL AND DATA REQUIREMENTS
1.1 FUNCTIONAL REQUIREMENTS.
To create a web based application where a user enters the stock ticker to calculate and display various financial numbers and graphs of a public company.
Based upon certain numbers and a few user inputs, the web app shall perform financial analytic calculations and several stock valuation modeling techniques whenever a stock ticker is entered.
The web app shall scrape content from sites such as Google finance, Yahoo finance, Reuters.com, Advfn.com and Morningstar.com
Web app will be running off a Linux VPS server.
The application will be based off an already completed excel spreadsheet. The spreadsheet uses an Excel add-in that scrapes web content to make retrieval of numbers automated.
The web app should also display a section with news links from Yahoo finance on the stock.
The web app shall allow the user to switch through tabs to view different sections of the stock analysis.
View the video in the link below to see exactly how the current excel spreadsheet works.
http://www.youtube.com/watch?v=uGVOZZRT_tk
Below are some live sites that offer similar web apps.
• http://www.valuecruncher.com/companies/82 (VERY similar to what I have in mind. On the site, click the “Discounted Cash Flow Analysis” link to display the items that the web app should cover)
• http://www.gurufocus.com/fair_value_dcf.php (must be better than this. The lowest standard)
• http://www.valuepro.net/index.shtml (ok standard but need better design and usability than this one)
• http://www.stock2own.com/StockAnalyzer.aspx (more in line with what I have in mind)



1.2 DATA REQUIREMENTS.
• No specific code language preference but it must run off a Linux VPS server.
• The web app must be able to be integrated into a wordpress blog.
• The site where the app will run is http://www.oldschoolvalue.com

The link below displays exactly how the current spreadsheet looks like and what type of data is displayed.
http://www.scribd.com/doc/33818057/OSV-Stock-Valuation-V20100702
The actual spreadsheet will be sent to the programmer.
On the excel spreadsheet there are many tabs but below are the required data requirements for the web app
Dashboard (pg 1/10 from the pdf link above)
• Purpose is to display an overview and summary of the stock analysis.
• Shall display company overview of the stock (e.g. http://finance.yahoo.com/q/pr?s=JNJ)
• Must display valuation numbers. These are the numbers that the app will calculate based off different valuation models.
• Must display the historical price vs DCF intrinsic value chart.
• Shall display Key Statistics
• Shall display Valuation ratios
• Remove the spider graph in the top right corner.
Financial Statements (pg 2/10)
• Must be displayed
DCF Valuation (pg 3/10)
• Shall display the top half of the spreadsheet only before the “5 yr multi year performance”
• Must allow users to change values with input.
• User input will override the automatic default value.
Graham Valuation (pg 4/10)
• Shall display only the top two tables. The table starting with “Shares Out” and “Current Price”
Earnings Power Value (pg 5/10)
• This financial model shall be left out of the web app.
Net Net (pg 6/10)
• Web app shall display as it is shown on the PDF. A basic model that should look like the financial statement and allow user input in the yellow boxes.
Pio (pg 7-8/10)
• This tab will display the calculated values for the past 10 years or as many years as applicable.
• The text shall not be included. Only the tables with the values shall be displayed.
Competitors (pg 9/10)
• The user must be able to enter up to 5 other stock tickers to compare alongside the original stock ticker that the user entered when first running the app.
• Preferable to allow user to switch between numerical view and graphical view.
• Shall be sortable by clicking on a statistic name.
Charts (pg 10/10)
• Shall display charts for different statistics.
• App shall only display one graph.
• User should be able to select a number of statistics via a check box to compare statistics. E.g. refer to the below image.


2 LOOK, FEEL AND USE REQUIREMENTS
2.1 USER INTERFACE REQUIREMENTS
Dashboard
• No user input required. Everything should be generated automatically.
• Values and graph will only change when the user makes changes in other tabs.
Financial Statements
• No user input required. Everything should be generated automatically.
DCF Valuation
• User input is required for the following
o Enter new shares outstanding value
o enter new growth value
o change the Free Cash Flow (FCF) that is used in the DCF model calculation
Graham Valuation
• User must be able to edit the EPS (earnings per share)growth rate
• User must be able to enter a new EPS value
Net Net
• User must be able to edit the default values of the balance sheet.
• Keep the same interface as the spreadsheet for this Net Net model.
Pio
• No user input required.
Competitors
• User must be able to enter up to an additional 5 stock tickers
• Preferable to allow switch between numerical and graphical view
• Table must be sortable based on the statistic clicked.

Charts
• User must be able to select any of the statistics from the Competitor tab.
• The selection will then be drawn on one single graph.
2.2 EASE OF USE REQUIREMENTS
Purpose of the web app is to make it as easy to use as possible.
2.3 EASE OF LEARNING REQUIREMENTS
Should be a low learning curve.
Initial input of just 1 ticker shall start the calculation process.
3 PERFORMANCE REQUIREMENTS
3.1 SPEED REQUIREMENTS
Speed is also critical. All calculations must be completed within 5-8 seconds.
3.2 CAPACITY AND SCALABILITY REQUIREMENTS
Web app must be scalable for future additions and revisions.
4 OPERATIONAL REQUIREMENTS
4.1 EXPECTED TECHNOLOGICAL ENVIRONMENT REQUIREMENTS
• Linux VPS server
• Expert in excel and VBA
• Must understand financial modeling
• Convert Excel VBA, formulas and calculations in the Excel spreadsheet to a web app
• Web app code language preferably PHP
• Web app MUST be integrated to a wordpress blog site. http://www.oldschoolvalue.com
4.2 SUPPORTABILITY REQUIREMENTS
Must support all major browsers. IE, firefix, Chrome, Safari, Opera
5 LEGAL REQUIREMENTS
All rights must be released once project is complete. All coding, dummy code, dummy files, mockups, images must be surrendered to prevent possibility of future legal issues.
6 CONSTRAINTS AND ASSUMPTIONS
6.1 SOLUTION CONSTRAINTS
6.2 EXTERNAL FACTORS
6.3 ASSUMPTIONS
7 FUTURE REQUIREMENTS
Will require maintenance, bug fixes and expansion once project is complete

=============================
Wanted to clarify a very important point.
The objective of the project is not to run excel on a web server and then output the results.

The objective is to create a web app that performs the same function as the spreadsheet.

The web app should not run the excel spreadsheet for every user.
Web app should compute the algorithms directly.
===================================

Beceriler: Excel, PHP, Visual Basic, Web Scraping, WordPress

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İşveren Hakkında:
( 1 değerlendirme ) Mercer Island, United States

Proje NO: #732454

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Hi, We can do this for you. HIGH QUALITY guaranteed.

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Hello sir, i have send you a pm.

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