About Freeman Capital:
Freeman Capital Management is an investment management company that provides automated and semi-automated forex investment strategies to the general public. www.freemancapital.co
We are looking for someone to join our team to build and maintain the program described below. We are an organization that is built out globally and we work together very well. Must understand that we are a growing organization so work may start off slower and pick up. We are looking for someone who can grow with us.
Currently our customers do not receive any reporting on the performance of their investments. We need to create and send them reports as they have requested, either weekly or monthly. We currently do this process manually but we want to know if it is possible to do it automatically and if so what would be required to automate all or parts of the process.
We are looking for a program(s) that would do the following for us:
1. Either auto download the performance data from our internal reporting systems or we feed it the raw data for the time period required. This data is currently stored on a windows machine in a program that we access with a remote desktop connection.
2. Do the performance calculation for that time period
3. Input the performance into one of several template reports (a report for negative performance, positive and very positive results)
4. Send the report to the individual investor via email
5. FYI, we are adding (and hopefully not but possibly removing) investors every week. So the system would need to recognize a new investor and include them in the batch process.
If it is not possible to have the whole process automated, please indicate what steps can be automated and what data do you need to execute
Software We Currently Use to Execute This Process:
1. Remote Desktop (access internal data reporting)
2. Google Docs (performance calculation for investors and time period)
3. Gmail (send out reports)
You can build a program that can access or run on the remote desktop, download the data for each open account for the time period via the preference of the investor, do the calculation and send out via email account. It would be wonderful if the data can be access on the web as well.
If the perfect solution is not available, then please tell me what is and we can go from there. This can be programmed in the language that you recommend, looking for you to propose the best, fastest, lightweight way to execute this idea.
Can you help us?