Stanford Coin & Bullion

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Problem

Stanford Coin & Bullion uses the IntelliQuote system to calculate portfolio values for their clients. However, the staff had to look up each coin for each client and manually input the daily price into a spreadsheet for reporting purposes. With hundreds of portfolios having any number of coins, this became a very time consuming task.

Solution

Vega Development wrote a custom Portfolio Valuation System that calculates daily pricing data and generates the reports automatically for the Stanford staff. Vega harnessed the power of IntelliQuote's application programming interface (API) to provide the answer to "How much is each coin worth?"

Technologies used include:

  • SQL Server 2005
  • Visual FoxPro 9.0
  • Web Services