Stock & bond trading management database software created using Microsoft Access.
Did you know you don't need to move to SQL/Server to run and manage your Access database on the net. There are many alternative solutions. Among them are Amazon's AWS cloud services and various hosting services in nearly every state.
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
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.