Stock & bond trading management database software created using Microsoft Access.
Below is a screen copy of the main client management screen where individual
investments are entered either manually or automatically by programmatically
reading clearing house electronic reports.
The database manages all details of stock and bond account and allows year-end adjusts for profit loss balancing for tax
optimization.
Another examples of individual security trade analysis. In this case we
are dealing with the buying and selling of bonds for customer accounts.
The database also produces complex analysis of bond maturities over time by
month and account.
