2. Y 2 Money About the application Need for the application Development methodology Software tools Current project status

3. About the Application Y 2 Money – Acronym for You and Your Money It’s a portfolio management application enabling clients to efficiently manage their portfolio and finance’s. Completely online and accessible from anywhere. Supporting both PC and Mobile versions of the app, for ease of use. User friendly GUI, complete with charts and other visual interfaces. Y 2 Money

4. About the Application The application can be used to track Stocks, Mutual funds, Options, Currencies, 401(K) accounts, IRA accounts. The client can setup automatic Dollar-Cost Averaging SIP’s (Systematic Investment Plans) Support to calculate the short-term and long-term capital gains on the various assets in the portfolio Charts are extensively used to enhance the presentation to the client, for easy analysis. Live quotes, and research links to various news feed will keep the client updated about his/her holdings. Y 2 Money

5. Need for the Application Recession is causing people to rethink their finances. People want to be in control of the financial future, and tools enabling them to do so are in demand. Not much competition in the portfolio management domain. Spread of smart phones leads to increased usage of personal productivity applications. Y 2 Money

6. Development methodology Will use the Waterfall methodology Why is it suitable for the current application Deliverables for each phase of the project Coding and documentation Standards followed Best practices Y 2 Money

7. Software Tools Development tools –Java –HTML Change Control tools –Subversion Testing tools –Mostly manual testing undertaken Y 2 Money

8. Current Project Status Requirements gathering phase Finalizing the Business Requirements Document Need to start on the Design phase, and prepare the Functional and Technical design documents. Design phase will also involve the preparation of test cases, and obtaining an sign-off for all documents. Y 2 Money

9. Thank You, Pooja Kortagere. Questions..?