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An Online User Interface for
Tracking Stock Portfolios

Quarter I | Quarter II | Quarter III | Quarter IV

Quarter IV

08 April 2003—19 June 2003

Week 1

Goals

  • To rewrite overwritten code
  • To plan for Quarter IV

    Entries

    07 April 2003—I immediately set to work of rewriting the code for portfolio.php, accidentally overwritten in the frenzy at the end of Quarter III. Additionally, taking into account the lessons of this unfortunate experience, I made copies of other essential programs.

    08 April 2003—I restored full functionality in the result of the interface, displayed in portfolio.php, excepting the calculation of net worth of individual holdings because these data were artificially calculated in the previous iteration. Future work will provide the opportunity to correct this deficiency.

    10 April 2003—I established two overriding objectives for my work in Quarter IV: completing as many of the goals for the interface as possible and accounting for my efforts in a technical paper. Specific goals, including frames of time, will be set upon receiving a preliminary set of expectations from Mr. Latimer.

    Easter Holiday: 14 April 2003—18 April 2003

    Week 2

    Goals

  • To begin adding functionality to the interface
  • To begin administrative work for Quarter IV

    Entries

    21 April 2003—I examined the requirements for Quarter IV. Prodigious amounts of code, coupled with a lengthy technical paper, are the main requirements. Other stipulations include various administrative tasks similar to those performed throughout the year, an oral report, an examination of tecnical papers, and various optional assignments.

    22 April 2003—I began to edit fn.php to display more data on the interface. A special table for the technical data and some market data will be made and the formatting of other elements will change as needed in order to preserve the crisp features of the current version of the interface.

    24 April 2003—I spent time working on my technical paper, adding some information about the iterative process used during this year in order to complete the project.

    Week 3-5

    Goals

  • To continue adding functionality to the interface
  • To continue administrative work

    Entries

    28 April 2003—I worked on portfolio.php, preparing a set of tables to display the data obtained from the MySQL database and from Yahoo! Finance.

    29 April 2003—I continued working on portfolio.php. Calculating the net worth is difficult because the price is not a string on which mathematical operations can be performed. Some manipulation of the string was fashioned to get results for net worth for quantities of 100 shares.

    01 May 2003—I continued writing my technical paper, continuing to describe the work that I have performed and beginning to describe some of my findings in research.

    05 May 2003—I made some modifications to fn.php in order to accomodate the features of the interface as coded in portfolio.php. The new formatting function was changed to display additional data in two column rather than just one.

    06 May 2003—I continued my work on the techincal paper, revising the abstract, introduction, purpose, and results to reflect changes made since these items were last written.

    08 May 2003—I made major progress on the interface. All features for a portfolio's current status are present. Formatting issues remain.

    12 May 2003—I made a preliminary draft of my oral report. I made minor changes to fn.php and portfolio.php to display changes in green for positive and white for negative, rather than white for both.

    13 May 2003—I analyzed some technical papers in order to have a better understading of the expectations for mine.

    15 May 2003—INTERFACE COMPLETE!

    Weeks 6-9

    Goals

  • To complete the technical paper
  • To complete all written assignments

    Entries

    SPECIAL NOTE, 19 May 2003—I have decided to stop making daily entries to the journal in order to concentrate fully on achieving the objectives outlined above. The technical paper will be written gradually, encompassing all aspects of this project, and the written assignments will be completed at various times over the next month.

    16 June 2003—PROJECT COMPLETE!

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