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Updated: 02/18/2007
Client Portfolio Viewer
- &"Client View&" gives your clients an update real-time picture of their account. Each time your client accesses their account on your site this script will update the stock quotes and provide a real time picture of your client''s holdings. Each client has access to only their account and portfolio through a login routine. If the client has lost or can''t remember their password the script will automatically resend the password to the client via email. This snapshot will show your client details such as the number of shares they own, the amount paid and the current value of those holdings. It will also show the total value of all holdings in the account. The backend or &"admin&" section of this script allows the manager or administrator to add/edit clients and their portfolios.
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- FreeBSD
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