Shareholder Finance Management Dashboard
To design a smart account for managing finances and accounts for shareholders, here are the details that the system should include: ### 1. **Basic Information:** **Account Holder's Name:** Each user should have a unique name to identify the account. **Account Number:** A unique identifier for the account. ### 2. **Stock Management:** **Purchased Stocks:** A list of all stocks purchased by the account holder. Number of stocks purchased. Purchase date. Purchase price. **Categories of Purchased Stocks:** Bronze category. Silver category. Gold category. Platinum category. Diamond category. **Category Statistics:** Number of stocks purchased for each category. Distribution percentage among different categories. ### 3. **Profitability:** **Stock Profits:** Total profit. Profit per stock. **Profitability Analysis:** Graphs showing monthly and yearly performance. Profit comparison across different categories. ### 4. **Timers:** **Monthly Timer:** Automatically updates every month to refresh profit reports. **Yearly Timer:** Automatically updates every year to refresh profit reports. ### 5. **Stock Handling Options:** **Selling Stocks:** Sell stocks to 'TAMKEEN' company. Specify selling price and calculate profits or losses. **Additional Purchases:** Ability to purchase more stocks within different categories. ### 6. **Reports and Analytics:** **Analytical Models:** Interactive graphs. Detailed reports on stocks, profits, and losses. **Purchase History:** Display tables and chronological data for each purchase. ### 7. **Additional Options:** **Notifications and Alerts:** Alerts when stocks rise or fall by a certain percentage. Notifications for important dates. **Account Customization:** Adjust categories or reorder data. **Performance Summary:** Provide a weekly or monthly summary of the portfolio’s performance. ### 8. **User Interface:** **Interactive Dashboard:** Easy to use. Contains all statistics and data. **Filtering Options:** To simplify the search for stocks and categories. ### 9. **Shareholder Profits Table:** | **Stock Type** | **Stock Value** | **Monthly Returns** | **Annual Returns** | | | | | | | Bronze Stocks | $4,000 | $100 | $1,200 | | Silver Stocks | $8,000 | $220 | $2,640 | | Gold Stocks | $12,000 | $345 | $4,140 | | Platinum Stocks | $16,000 | $480 | $5,760 | | Diamond Stocks | $20,000 | $600 | $7,200 | This design provides shareholders with all the tools they need to manage their finances, monitor their profits, and make informed financial decisions.
