Requirements from application:
Objective: We recommend a stock portfolio and clients will be able to buy all those stocks in mentioned proportion in a single click.
1. We have recommended a portfolio of stocks, in fixed proportion. Some stocks will be purchased later.
2. Total minimum fund amount is fixed, some will be used for buying presently recommended stocks in given proportion, and remaining cash will be utilized in next few months for buying stocks that will be declared few days before buying.
3. Since, there is a fixed minimum fund size, client would specify a multiple of that minimum size.
4. Each stock will have a price range for buying, only those stocks will get purchased at the current market price that are within buying range when a client clicks to buy. For those stocks that are outside the buying range, SW will wait and as soon as the price comes within buying range, it will buy them. It may wait for say 30 days.
5. Same process will be followed for selling
6. Similarly, if we add new stocks, clients will be intimated automatically by email and SMS and if they ok it (this is not clear, how would they okay), again same buying process would be followed.
7. Clients should be able to see their portfolio, and modify it also on their own, i.e. they can buy other stocks, buy different proportions than what we recommend.