Front-end Sub-system

1.      User Registration – (Registration is by Invitation only)

1.1.     Terms and Conditions

1.2.     Register for Individuals/Enterprieses

1.3.     Register for Trading Account

1.4.     Subscription Plan if any – (Set by an Admin)

2.      Forgot Password

3.      Login

4.      Home Page

 4.1.     Markets/Charts

4.2.  RSS Feeds/Syndication Of News

4.3.     Invite People/Trusted Investors

4.3.1.     Dashboard

5.      Newsletter

5.1.     Registered or non registered users can opt out of

Newsletters

6.      Search

6.1.     Quick Search for

6.1.1.     People
6.1.1.1.    by Executive Position
6.1.1.2.    by Search Name
6.1.1.3 by Corporate Representation
6.1.2.     Groups (Enterprise)
6.1.2.1.    by Keyword
6.1.2.2.    Browse all Groups
6.1.2.3 Partners (Banks, Corporate Partners)

6.1.3.     Events
6.1.3.1.    by Sector

6.1.3.2.    Browse all Events

6.1.3.3 Events by Region
6.1.4.     Stocks
6.1.4.1.    by Symbol
 6.1.4.2.    by exchanges
6.1.4.3 by industry
6.1.4.4 by price
6.1.5.    News
6.1.5.1.    Financial News (Locally)
6.1.5.2.    Financial News (Internationally)
6.1.5.3 Breaking News
6.1.5.4 Blogs
6.1.6.     Portfolio
6.1.6.1.    by Investors
6.1.6.2.    by Networth
6.1.6.3 by successful trades
6.1.7.    Rates
6.1.7.1.  Defined by banks' interest rates
6.1.7.2.  Personal Financila Budgeting
6.1.7.3 Personal Positions

6.1.8.  Emerging Markets
6.1.8.1.    Regional Performance (Best to worst
companies)
6.1.8.2.  Performance divided by sector/industry

6.2.     Advance Search

6.2.1.     Narrow down search with more parameters

6.3.     Display Search Results

6.3.1.     Single Line Description

6.3.2.     Detailed Description

7.      My Profile
7.1.     View Profile
7.1.1.     View Investor Profile Information
7.1.2.     View Activity Feed

7.1.3.     View Contact Information

7.1.4.     View Corporate Information
7.1.5.     View Virtual Trades Of Any Individual
 7.1.5.1.    View Outperforming Funds (Funds that
outdo the market)

7.1.5.2.    Bulk upload (with ActiveX)

7.1.6.     View Videos

7.1.6.1.    Upload New Video

7.1.7.     View Favourite Investors

7.1.7.1.    Upload Comparison Chart

7.1.8.     View Industry Reports

7.1.8.1.    Upload New Report
7.1.9.  View connected traders/friends
7.1.10. View Groups
7.1.11. View Brokerage Platforms
7.1.12. View Courses
7.1.12.1.Add New Course

7.1.12.1.1. Select Complexity/Description

7.1.12.2.Save Course

7.1.13.             View My Blog

7.2.     Edit Profile

7.2.1.     Edit Details if Required

7.2.2.     Save
8.      My Friends

8.1.     List Friends

8.1.1.     by All
8.1.2.     by Recently Updated
8.1.3.     by My Fellow Traders
8.1.4.     by Other Friends
8.1.5.     by Friends met through Friends
8.1.6.     by Groups
8.1.7 by following certain friends

8.2.     View Friend Profile/Details

8.2.1.     Name
8.2.2.     Geographic Location
8.2.3.     Any Further Details
 8.2.4.     Photos of a Friend
8.2.5.     Videos of a Friend
8.2.7.     Stock Picks of a Friend
8.2.8.     Closely Watched Stocks
8.3.     View Friends of a Friend.

8.4.     Send a Message to Friend

8.5 Ability to search stcoks and see people who have

certain stocks in their portfolio and trading all the stocks
8.6.     View Social Timeline

8.6.1.     View Friend Details

8.7.     Edit Friend Details
8.8.     Search Within Friends
8.9.     Remove Friend
9.      My Charts
9.1.     View Your Charts
9.2.     View Your Friend Charts
9.3     View Friends Profile

10.  My Videos
10.1. View Your Videos

10.2. View Your Friend(s) Videos(s)

10.2.1. View Videos Added by Friend
12.  My Reports

12.1. View Your Report Collections

12.2. View Your Friend(s) Paper Collection(s)
12.2.1. View Papers Added by Friend
12.2.2. View Friends Profile
12.3. Create New Report Collection
12.3.1. Enter Name, Category, Description
12.3.2. Visible To
12.3.2.1.Everyone
12.3.2.2.My Groups/Co-traders
12.3.2.3.My Friends
12.3.3. Upload Paper(s)
12.3.4. Bulk upload (with ActiveX as in Facebook)
12.3.5. Confirm Details
13.  My Groups
 13.1. List Groups Added
13.2. View Group Details
13.2.1. Name of the Group
13.2.2. Map/Location Details
13.2.3. Description of A Group
13.2.4. Contact Info of Creator
13.2.5. All Members In a Group
13.2.5.1.View Members Details/Profile
13.2.6. All Recent Discussions in a Group
13.2.6.1.Post a Comment
13.2.7. Report Group As
13.2.7.1.Inappropriate or have Pornographic
Picture/Confidential Data
13.2.7.2.Inappropriate or have Offensive Content in
its Profile
13.2.8. Edit Preferences for a Group
13.2.8.1.Email Preferences
13.2.8.2.Visibility
13.2.9. View All Related Groups
13.2.10.   Remove This Group
13.3. Create New Group
13.3.1. Enter Name of a Group
13.3.2. Select Type
13.3.2.1.Common Interest
13.3.2.2.Activity
13.3.2.3.Organizations
13.3.2.4.Sports
13.3.3. Confirm Details
13.4. Browse Groups At/From your Network
13.5. Display Groups
13.5.1. By All
13.5.2. By Organizations
13.5.3. By Activity
13.5.4. By Common Interest
13.5.5. By Sports
13.5.6. By Sponsored
13.6. Search Group
13.6.1. Group Search
13.6.1.1.Keyword
13.7. Search Results
13.7.1. View Group
13.7.1.1.View Group Details
13.7.2. Join Group
14.  Events

14.1. List all Events

14.2. View Latest Events
14.3. View Events By Calendar Date
 14.4. Display Events
14.4.1. View Event Details
14.4.1.1.Event Day, Date, Time, Type
14.4.1.2.Event Description
14.4.1.3.Event Creator Details
14.4.2. View Postings to an Event
14.4.3. Report Event
14.4.4. Add Event to My Events
14.4.5. Send Message to all Members Listed for an Event

14.4.6. Reserve your Place for an Event

14.5. Create a New Event

14.5.1. Enter Event Details

14.5.1.1.Event Name
14.5.1.2.Event Type
14.5.1.3.Date of Event
14.5.1.4.Time of Event
14.5.1.5.Location Details
14.5.1.6.Notes Regarding Event
14.5.1.6.1. Short Description of the event
14.5.1.6.2. Detailed description of the event
14.5.1.7.Images if Any
14.5.1.8.Number of Places
14.5.2. Confirm Details
14.5.3. Submit
15.  Trading/Brokerage Platforms
15.1. List all Platforms
15.2. View Latest added Platforms
15.3. View Pros/Cons

15.4. Display Brokers

15.4.1. View Broker Details
15.4.1.1.Brokers Location (City, Street)

15.4.1.2.Broker Description
15.4.1.3.Wiki-like page description about broker(s)

15.4.2. View Postings by a Broker

15.4.3. View Images related to a Broker
15.4.5. Add Broker Testimonials/Credentials to My
Network
15.4.6. Send Message to all Members Listed for an
existing group/personal network
16.  My Messages
16.1. List All Incoming Messages
 16.2. List All Outgoing Messages
16.3. View Message Details
16.3.1. Message Status
16.3.2. Photo of Member To/From Message
16.3.3. Profile of Member To/From Message
16.3.4. View Message Subject
16.3.5. Date/Time of Message
16.3.6. Read Message
16.3.7. Reply to Message
16.3.8. Delete Message
16.4. Quick Search for a Friend to send New Message
16.5. Select Messages By Status to
16.5.1.       Permanently Delete Selected Messages
16.5.2.       Mark Selected Messages as ‘Seen’
16.5.3.       Mark Selected Messages as ‘New’
17.  My Blog
17.1.       Name
17.2.       Description
17.3.       New Post
17.3.1.       Title
17.3.2.       Body
17.3.2.1.      Image
17.4.       RSS Output
18.  My Account
18.1. View Your ICQ/MSN Link – (This will connect your
Profile to your online Profile)

18.2. View Details

18.2.1. Name
18.2.2. Email
18.2.3. Password
18.2.4. Occupration/Preferred Investment Portfolio
18.2.5. Time Zone
18.3. Edit Details
18.3.1. Request Confirmation
18.4. View Latest Trends with Pulse – (It shows all popular
stocks and trends)
18.4.1. Select Geographic Location
18.4.2. Select Brokerage Account
18.4.3. Compare Your Trade Listings with Selected
Traders
18.4.4. View Top 10 Listings
18.4.5. View all Current Trends
18.5. Deactivate Your Account
19.  My Privacy
19.1. Basic Settings
 19.1.1. List Privacy Levels

19.1.1.1.      Normal
19.1.1.2.      Reserved
19.1.1.3.      Paranoid
19.1.1.4.      Custom
19.1.2.       Select Privacy Level
19.1.3.       Save Settings
19.1.4.       Block Person

19.1.4.1.      Enter Name

19.1.4.2.      Confirm
19.2. Advance Settings
19.2.1.       Select who can see you in searches
19.2.1.1.      All
19.2.1.2.      Restricted to
19.2.1.2.1.      People at your Organization
19.2.1.2.2.      Your Friends of Friends in your
network
19.2.1.2.3.      Only your Friends
19.2.2.       Select who can see your Profile
19.2.2.1.      People in your network
19.2.2.2.      Your Friends of Friends in your
organization
19.2.2.3.      Only your Friends
19.2.3.       Select what do you want to show in your
Profile – (Checkbox to select more than one option)

19.2.3.1.      Your Friends/Associates

19.2.3.2.      Your Last Login Details
19.2.3.3.      Your Courses
19.2.3.4.      Your wall
19.2.3.5.      Your Groupie Status
19.2.3.6 Your favourite wikis

20.  Announcement/Advertisement
20.1. List all Announcements
20.2. View Announcement Details
20.2.1.       View Related Announcements
20.2.2.       Post Comments on an Announcement
20.3. Post an Announcement
20.3.1. Enter Announcement Details
20.3.2. Select Groups
20.3.3. Select Timeline for an Announcement
20.3.4. View Pricing
20.3.5. Select Payment Method
20.3.5.1.Credit Card
20.3.5.2.Check/DD (Approved by Admin from Admin
Sub-system)
 20.3.6. Preview Details
20.3.7. Accept Terms and Submit Listing
21.  Change Password
22.  Logout
23.  View Different Banners and Links
24.  Static Pages
24.1.       Testimonials
24.2.       About Us
24.3.       Jobs
24.4.       Contact Us
24.5.       FAQ
24.6.       and more
25.  Help and Inquiries
25.1.       Post and Track Inquiries (Help desk)
25.2.       Help Section

Administrative Sub-system
1.      Settings
1.1.     Free Trial Days

1.2.     Announcement Listing Fees and Duration Management

1.3.     Advertisement Listing Fees and Duration Management

3.      Capacity Management

3.1.           List Capacity Packages

3.2.           Modify Capacity Package
3.3.           Add Capacity Package
3.3.1.                 Name
3.3.2.                 Size
3.4.           Set Default Capacity Package
3.5.           List Users per Capacity usage
4.      Manage Geographical Data
4.1.     City
4.1.1.     Add City
4.1.2.     Delete City
4.1.3.     Modify City
4.1.4.     List Cities
4.1.5.     Search Cities
4.1.6.     Activate/Deactivate Cities
5.      Manage Users
5.1.     Add User
5.2.     Delete User

5.3.     Modify User

5.4.     Search Users
5.5.     List Users
 5.6.     Sort Users by Paid/Free
5.7.     View Details/Profile of a User
5.8.     View Announcements of a User
5.9.     View Groups of a User
5.10. View Photos of a User
5.11. View Message of a User
5.12. View Videos of a User
5.13. View Papers/Analysis Reports of a User
5.14. View Trades of a User
5.15. Activate/Deactivate Users
6.      Manage Groups/Organization
6.1.     Sort Groups/Organization by City
6.2.     Add Groups/Organization
6.3.     Delete Groups/Organization
6.4.     Modify Groups/Organization
6.5.     Search Groups/Organization
6.6.     List Groups/Organization
6.7.     Activate/Deactivate Groups/Organization
7.      Accounts
7.1.     View Pending Invoices
7.2.     Search Pending Invoices by Date Range and User
7.3.     View Overdue Invoices
7.4.     Search Overdue Invoices by Date Range and User
7.5.     View Invoice History
7.6.     Search Invoice History by Date Range and User
7.7.     Projections for Future Date Range
8.      Manage Announcements
8.1.     Sort Announcement by User
8.2.     Add Announcement
8.3.     Delete Announcement
8.4.     Modify Announcement
8.5.     Alerts on Duplicate Listings
8.6.     Search Announcement
8.7.     List Announcements
8.8.     Activate/Deactivate Announcement
8.9.     Manage Announcement/Newsletter Pricing based on
groups in which it has to be posted
9.      Newsletters
9.1.     Add Newsletter Template
9.2.     Delete Newsletter Template
9.3.     Modify Newsletter Template
9.4.     List Newsletter Templates
9.5.     Search Newsletter Templates
9.6.     Integrated with WYSIWYG
9.7.     Send Newsletter
9.7.1.     Select a Template
9.7.2.     Choose Users
9.7.2.1.    All Subscribed Users
9.7.2.2.    Particular User Type
9.7.2.3.    User Search
 9.7.3.     View and Customize Newsletter
9.7.4.     Send Newsletter
9.8.     View Sent Newsletter and Recipient Log
10.  Manage Content

10.1. Manage Static Pages

10.1.1. Add Static Pages
10.1.2. Delete Static Pages
10.1.3. Modify Static Pages
10.1.4. List Static Pages
10.1.5. Integrated with WYSIWYG Editor
10.2. Manage Help
10.2.1. Manage Help
10.2.1.1.Add Topics
10.2.1.2.Delete Topics
10.2.1.3.Modify Topics
10.2.1.4.List Topics
10.2.1.5.Search Topics
10.2.1.6.Integrated with WYSIWYG Editor
10.2.2. Manage Email Templates
10.2.2.1.Renewal Email
10.2.2.2.Welcome Email
10.2.2.3.Order Product Email
10.2.2.4.Other Email Formats
10.2.2.5.Integrated with WYSIWYG Editor
11.  Manage Inquiries/Help Desk
11.1. List Open Inquires
11.2. List Closed Inquires
11.3. Reply to Inquires
11.4. Close Inquiry
11.5. Update Status of an inquiry
11.6. Display an Inquiry replies in thread format
12.  Advertiser Management
12.1. Manage Advertisers
12.1.1. Add Advertiser
12.1.2. Delete Advertiser
12.1.3. Modify Advertiser
12.1.4. List Advertisers
12.1.5. Search Advertisers
12.1.6. Sort by Country
12.1.7. View Banners of an Advertiser
12.1.8. View Statistics of an Advertiser
12.1.9. View Statistics of an Ad by an Advertiser
12.1.10.   View Statistics of a Banner by an Advertiser
12.1.11.   Activate/Deactivate Advertisers
12.2. Manage Banners

12.2.1. Add Banner for a Advertiser

12.2.2. Delete Banner for a Advertiser
 12.2.3. Modify Banner for a Advertiser
12.2.4. List Banners
12.2.5. Activate/Deactivate Banners
13.  Change Password
14.  Update Profile
15.  Logout
 Explanation with comments

1. Only registered users can invite others?

(Y/N)
2. This will the case as we run through Beta.
Enables gradual user adoption and feedback
for us to improve before we launch for
general public.

1. Different functionality provided for

individuals/enterprises
2. Multiple logins possible for enterprises
users/single login for individual.
1. Open brokerage account, with present
portflio, ability to integrate into search
engine to search on stocks/funds in the
portflio.
2. Market news, performance of stocks
tracked directly integrated into dashboard to
enables investors to keep abreast of news
affecting thier portfolio
Enables real-time data of stocks and funds;
achieved through partnerships with financial
instutions,wire services
(https://us.etrade.com/e/t/toolsandresearch
) Nominal Fee for service used.
1. Password retrievel is using any security
question or using username?
2. The retrieved password will send to the
user email?(Y/N)
1. Login Name and password created
automatically after successful registration or
the registration form has the fields to enter
username and password
2. Able to achieve login into brokerage
account from personal account; add
news/feeds directly on page (something like
iGoogle)

1.User will be able to toggle boxes, with

personalized dasboard, search engine
centralized at the top. Results to be
displayed as tables for the convinence of
users to read and access information. (For
illustration, see Spreadsheet 2, "Search
Results")
Charts based on different markets;
comparisons across different markets with
search functionality. (For illustration, see
Spreadsheet 3, "ChartPrices")

Crawler to crawl various sites related to

company news as listed on the exchange.
Blogs, RSS Feeds,Micro-blogs,
Registered users can invite Friends from
various channels, like Facebook, Twitter,
enabling user adoption and growth.
Investors can follow trades of people whom
have proven to have a history of profitable
trades.
WatchList: enables investor to set prices of
stocks to buy and sell at expectant prices;
updates automated with predictive price set
functionality (using AI)

Receive updates of trades/breaking news;

able to receive news of any stock which is
tracked. Paid subscription where we provid
analysis of detailed stocks, funds and so
analysis comments. Similar to picks made
by CNBC.com/analysts made by banks on
"buy" or "sell"
Option not to subscribe or different levels of
subscription (for different complexity)

Core Search (General Search/Executive

Search)

Name of Executive, GeoLocation

Firm Working For and Location of Firm

Branded to promote partner's services, sell

products to target our audience network;
revenue sharing agreement.

Private banking, Wealth Management,

Investment Banking

Stock Symbol
NYSE, LSE, SGX, differenrt markets
Trade stocks in different industries
Above/below analyst's estimate

Local news,newswires
Partners with top US financial news

News, Dealroom

Most likely watched,most active

buyers/sellers

For illustration, see Spreadsheet 4,

"Sectors".
For illustration, see Spreadsheet 3, "Chart
Prices" (breakdown by week, month)

Detailed search enabling user to add

additional filters. Addition of filtering
technology to provide more refined results
according to a user's expectations.

Search results to be displayed in table

format; with linkages, references from
various other sites.e.g. Wikipedia
Pagination for the result page (set results
for each page)

Description of results with images and

references; integrated wth multimedia in
results to give more comprehensive results.

Stocks,Portfolio
Shows real-time trade activity of individual
at any given time
All given contact information
Organization the person works for
Best Trades Of A Person
Risk Ratio,bar charts plotted against the
current performance of funds. (For
illustration, see Spreadsheet 5, "Risk
Return")
Able to upload entire findings of trades,
report analysis

Track breaking news using tubemogul from

different financial sites.(size, count) to
upload
Provision to play Videos

Compariosn to difffeerent maket, stcoks

traded in peronal portflio to those traded by
the experts.

Analysis of stock in different indutry

Network with other fellow traders
Similar Interest Groups
Trading Platforms

Learn different courses (over web platform)

Nature of courses (how complex they are)

Save Courses to ve revisited later, courses

saved on dashboard
Integrated with wordpress; Blogger, Twitter
and other publishing platforms.

Standard Personal Details/Brokerage

Platforms Used/Markets Traded

Ability to network with other traders and

befriend other traders with mutual interest

Friends Of Similar Interest

Referral (Trusted Connections)

(Yammer like functionality) Enterprise level

capability
See what stocks one is following

Restrictions implemented to show friends

list
Any provision to send message to Friends of
a Friend with out the approval from the
friend

How Markets/Stocks/Funds vary change

over time and comparison graphs
accordingly (e.g. Dow Jones weekly,
compared to previous financial year)
Financial Earnings of companies present and
past year.

Remove friend from friends list

Technical Analysis

View analysis by friends

View friend's analysis and corresponding
charts

Need to play video in website, video player

will be provided by the client; view breaking
news of any financial news; partnership with
companies who have relationships with
news wires.

Research papers provided by portal

(complimentary or paid)
Ability to flag inappropriate content

Ability to search for events from engine; and

ability to see who is attending and buy
tickets. Targeted contextual ads to be
delievered on the engine itself
For corporations to leverage on our
audience to target them for industry specific
events

Table Presentation Of Results will enable

greater clarity for novice traders to choose
which platfor to trade on.

Location, years of establishment in the

industry; industry ac

Allow information to be edited by user, can

be tracked to specific IP; changes monitored
and uploaded to system admininstrator
Allows instant communication with traders,
friends and with the ability to search, view
news about shares and any analyst
viewshttp://about.reuters.com/product
info/messaging/

Updated on weekly/hourly/daily basis;

extremem filter basis

Select how you compare to the stocks u

trade and funds you may buy
Set Filters on what you want to be private
and what is available to be viewed by all or
only those in ur netwok

Block Spammers/Remove people who are

not contributive to your network

Those in groups/network
Using principle, "birds of similar feathers"
flock together.

Become fans of favourite

investors/institutions
Provide permission for Admin to change this
days

Number of users for each application

(limited to load factor)

Delete permanently from database or

change the status?
Allow users to target specific
niches/organizations
Need a content management system to
change the page contents,

This module needs Menu management

This module needs Menu management

Advertising/Text-linked adverts explained:

how they work, how cost per impression is
calculated.