Virtual Portfolio Contest Overview
Scope of the project – To provide a platform that allows users to register for an account and participate in the Marketocracy Virtual Portfolio Contest(s). The platform would utilize the current Marketocracy logo, but should be designed with an exciting, gamified look. The platform would include the following features:
- In General:
- A landing page that would show the leader board for each contest running, a login button for existing users and a sign-up button for new users, and spaces for changeable headers and text that can be changed in the administrator’s dashboard.
- A stock ticker feed that will supply prices to base trades on – limited to stocks traded on the US markets, Bonds, ETFs & Mutual Funds.
- A Leaderboard for each contest running that would show every participant’s standing in the contest with username, current ranking, current value of the portfolio, and current return %. Also, the average of all participants within each contest. This should be viewable for all participants logged in, and on the home page with the top 5-10 participants for anyone not logged in.
- A FAQ / Contest Rules page with a link on the Contest Home page and the ability to change / add to the rules as we need to update or add for different contests.
- Should be hosted at contest.marketocracy.io
- Should have the same header and footer links as the .io home page
- Ability for contestant’s portfolios to have dividend payments added in automatically on a stock’s dividend pay date based on a holding on the stocks ex-date, and to have other adjustments made such as stock splits, special dividends, etc…
- Automated weekly emails should be generated for all users with the top ten of the leaderboard of any contest they are participating in with a link to the full leaderboard and if a contestant is logged in, their standings on the leaderboard should be highlighted. The automated emails will be noted in the “terms and conditions” with the option for the contestant to change the frequency of the emails to daily, monthly or opt out of the emails altogether.
- When a contestant makes a trade (Buy or Sell), they should receive a confirmation.
- Ability to make a manual adjustment in a contestant’s portfolio if something goes awry or is missed.
- A system for preventing “BOTS” from logging in and spamming the system and to prevent web scrapers (AI) from downloading our data/IP.
- When someone signs up, they need to acknowledge our terms and conditions which should be openable in a pop up from a link in the box where they have to check that they accept our terms and conditions. The terms and conditions should be a pdf document that the administrator can upload as needed whenever we need to update it.
- The contest should be impressive in a mobile format since so many use their phones so much. Mobile version should look like the future application to be derived from the contest in the future.
- Contest home page should be optimized for Search Engines.
- For the Administrator:
- A Dashboard where an administrator can:
- Set up a new contest and set a start date and end date and amount of virtual currency (in US Dollars) that each participant would start with. Settings would also include the ability to include some rules such as, “The opening size of any one position may not exceed 25% of the portfolio, and any additional purchases of a position must not take that position over 25% of the portfolio”, and these rules would have to be checked for as a contestant makes a buy trade.
- Change Headlines and text on the landing page.
- Ability to upload a pdf as the contest rules for each contest running.
- Email all contestants at one time.
- Run reports
- Reports for each contest that can be run by the administrator that include:
- Top holdings by number of participants
- Top holdings by value
- Positions with the biggest gains by % of return that includes WTD, MTD, YTD, Since Inception and LW, LM, LY where L = Last.
- Positions with the biggest losses by % of return
- All positions held by all contestants with the number of contestants holding them.
- All positions held by all contestants with the percentage of contestants holding them. (can be combined with the above).
- The leader boards should also show a benchmark index(es) including the S&P 500, DJIA, and NASDAQ.
- For the User:
- A filter that would block a user from setting up an obscene name
- A password rest mechanism for registered users
- The ability for users to join more than one contest at a time
- The ability for contestants to create more than one portfolio within a contest for a price. The first model is free, each additional portfolio must be paid for and the price of those additional portfolios should be able to be determined by the administrator when a contest is set up, as they may vary depending on the value of prizes offered. Example – for our first contest, the first portfolio is free and if someone wants a second portfolio it costs $10, a third one costs $20 and three is the limit. Additional models should be easily viewed via a dropdown or by other easy means.
- A user dashboard that shows each contest the user has signed up to participate in, or available to participate in, and for each contest, the available virtual dollars that are available to invest, current holdings including ticker, # of shares held, current value of the position and buttons to buy or sell positions.
- A trading screen that allows contestants to buy and sell positions at limit prices or as market orders.
- A button for contest rules to pop open from a pdf.
Proposals must be submitted by Monday, Sept. 22, 2025 12:00 Noon EST
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