By Matt Abar on 4/15/2008 9:43 AM

I hesitate to even call this a milestone. We needed something simple to flesh out how the Calculation structure works. And Mike and I have written rates of return so often we could almost do it in our sleep. It took about a week, with much of it being spent perusing my library of rate of return books, looking for new formula tricks (there weren't any).

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By Matt Abar on 4/9/2008 4:15 PM

We've been waiting for the development framework to be completed before adding staff. It's getting close and should be solid enough by May or June. So we're starting our search for two Denver-based positions. All of the positions come with stock, salary based on experience, and all the fun and excitement of working with a cutting-edge, fully funded startup company.

• Director - Professional Services
• Senior Developer - Microsoft C# .NET

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By Matt Abar on 4/2/2008 1:42 PM

Our strategy for feature implementation is to take the hardest features, and those most likely to change our database/object structure, and implement those first. We recently discovered that the Portfolio/Account views were going to be difficult to implement, so we put cost accounting on hold. This is a long post because the concept is very tricky and positively impacts many areas of the software.

There are two separate "views" of the data in FinFolio, one to represent the legal system-of-record data (Account view) and one to mirror the firm's view of the client positions (Portfolio view). This lets us maintain the integrity of the system-of-record data and preserve the layout for data imports, while allowing advisors to specify a completely different reporting structure that can be used for modeling and printing client reports.

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