ROR - Vertotrack

Executive Summary

This is an investment tracking application with multiple roles involving in it. Authorized members of registered companies are allowed to declare the stocks and dividends for the company and also can manage users or investors of the company. Authorized members of companies can also see the google charts(3D pie chart) for investors and investments in their respected companies.

An investor can buy the stock of a particular company or more than one company also. They also have the flexibility of receiving the dividend via cheque or they can choose to re-invest the earned dividends. Investors can download or print or email the certificates of their investments at any time. They can also generate the statement for their transactions. Application also generates the annual report for a company and generates an excel sheet on the fly with the flexibility of choosing the fields to be exported.

It also involves Amazon S3 for file storage and heroku for deployment. The application also involves Behavioral driven development using rspec with support of factory_girl and shoulda_matchers. Company manager can able to generate the statements of multiple investor at time. Admin or company manager can able to customize the layout of the certificate using a text editor.We have used mandrill for sending email through application.

About our Client

Finance Company

Industry

Finance

Technologies

Ruby on Rails (ROR)