Requirements:
Must work on local WAMP server and generate a PDF statement which is similar to the attached.
We are able to format the data (listed below) to help you.
You will be available via skype
Full PDF with company Logo and Footer will be provided to the winning bidder.
PDF Statement Generation For Data Stored On Tables:
Variables/Selection by user:
• Account Number
• Statement Date
Portfolio type available by account number
Subscription entries are available by date and account number
Withdrawal entries are available by date and account number
Fees and charges are available by date and account number
Current valuation available by date and account number
Profit and loss % to be calculated by Subscriptions – (Withdrawals + Fees and Charges) and the percentage difference from the Current Valuation
All to be calculated by two decimal places
Each client also has ownership % by date and account number (hidden from statement).
Pages for different holding types/items/stocks per page:
• Cash
• FTSE 350
• Fixed Income
• Fund Holdings
• Small Cap Holdings
• Cash Movements and Charges
All holdings are available by date and portfolio type.
Each holding has a holding type, quantity/balance by date and valuation by date.
To calculate Balance and valuation for client for each active holding entry during the date, the total balance and valuation of the holding is to be multiplied by the ownership % by date for the client.
What I understand that you already have a database and I need to build the query to extract the report with the desired info and generate the PDF for those reports.
Relevant Skills and Experience
I have extensive experience in Web Development.
Joomla, Magento, PHP Framework(Yii2) etc.
Proposed Milestones
$277 USD - All
Hello Sir/Mam
Relevant Skills and Experience:
We are the No1 leading company in those field and you can query our profile to read our
reviews and over millions voice over artist in worldwide languages....
Proposed Milestones:
155 - Milestone project
For any query please consult our profile on https://www.freelancer.com/u/benni25.html
Hello Client,
I have read the description which explains what you are looking for. I would suggest if we could connect to disuss the issues quickly and take things forward.
Regards,
Supriya Narute