ETF WordPress Plugin Development

============================ ### IMPORTANT RULES ### ============================ -> DO NOT USE A LOCAL ENVIRONMENT. You will work directly on OUR DEV DOMAIN. (It is a safe clone of the site and/or a brand-new DEV Environment, separate from live. UpdraftPlus backups are available.) -> ONLY APPLY if you are a TRUE CODING PROFESSIONAL. -> I VALUE QUALITY AND PRECISION OVER SPEED. I’m not outsourcing this because I lack skill – I simply don’t have time. I’ve been building websites for over 20 years and will PERFORM A CODE REVIEW. If I see sloppy work, this will be the LAST job you get from me. If you do GOOD work, I pay FAIRLY and TIP GENEROUSLY. -> I appreciate people who THINK AHEAD. If you see a smarter or cleaner solution – TELL ME. I'm happy to change direction when the result is better. -> THIS IS A partly FIXED-PRICE JOB. If we notice that someone bid low just to start a conversation and then tries to renegotiate afterwards, that person will quickly end up on our BLOCKLIST. No EXCEPTIONS! We know exactly how much work this involves, and we know what we're willing and able to pay. You don't have to like that — but if you don’t, please simply DON’T BID. -> We instantly spot lazy, automated copy/paste proposals. If you don’t reference the project or show that you’ve read the full brief, we won’t even respond. We’re looking for professionals who take the time to understand what’s needed. ============================ ### PROJECT OVERVIEW ### Please note: This plugin is currently being built for a specific client. However, future plans include: -> Offering a **free version** under the label of [login to view URL], with limited functionality. -> Providing a **premium version**, available via [login to view URL] and unlockable via license key. You do NOT need to implement licensing or multi-version logic in this phase — but your code structure should allow for future extension. ============================ We want to rebuild this tool as a WordPress plugin: -> [login to view URL] However — we DO NOT want a clone. The goal is a custom plugin with: -> Nearly identical features and similar layout/design, but not a pixel-perfect copy. -> Backend input fields to easily enter API keys and credentials. -> Frontend integration via shortcode (to embed the tool anywhere). -> Modern color pickers and UI options in the backend for quick design adjustments. -> Shortcode [etf_backtest] for embedding into posts/pages. ============================ ### CORE FUNCTIONS TO IMPLEMENT ### ============================ These are the key features and logic flows expected: -> **Basic Settings Panel**: ability to store and edit multiple API credentials. Simple authentication test built-in. -> **Search Component**: autocomplete field where users can search ETFs by name, symbol or ISIN. -> **ISIN → Ticker Mapping**: include support for internal lookup table or external API mapping. -> **User Input**: investment amount (e.g. €100,000), ISIN or ticker, date range. -> **Comparison View**: allow user to select two or more ETFs and show performance comparison in table and chart. -> **Performance Chart**: value growth over time, drawn using [login to view URL] or Highcharts. -> **Drawdown Zones**: visually highlight events like 2008 or 2020 (shaded areas). -> **Chart Interactivity**: hover effects, tooltips, zoom functionality. -> **Yearly Breakdown Table**: annual return values including best/worst years. -> **Key Metrics**: display expense ratio, volatility, etc. -> **Export Option**: optional CSV or PDF download. -> **Fallback Messaging**: show notice if data for ISIN/ticker is unavailable. -> **Optional Suggestions**: fallback tickers if ISIN is unsupported. -> **Custom ETF Lists**: load predefined ETF sets (e.g. US ETFs). -> **Responsive Layout**: full mobile/tablet compatibility. ============================ ### DESIGN & UX NOTES ### We expect a **proactive, clean UI concept** without needing detailed guidance from our side. We don’t have the internal resources for design direction. Please initiate a proper design phase — ideally in **Figma**, so we can review and coordinate with the client interactively before implementation. ============================ -> Clean, neutral layout. Similar to zendepot but slightly more modern. -> Color accents should be editable via WP backend pickers. -> Use clear, understandable field labels (no jargon). -> Disable/hide unfinished features. -> All outputs should be SEO-friendly and accessible. -> Smooth validation and helpful error messages for invalid input. -> Zoom-based review before finalizing frontend UX. ============================ ### TECHNICAL REQUIREMENTS ### ============================ -> Charting Library: [login to view URL] or Highcharts -> Init Plugin Boilerplate: PHP, JS, CSS (clean architecture) -> Enqueue scripts responsibly (WP best practices) -> Cross-browser tested (Chrome, Firefox, Safari) -> Mobile & Tablet tested (responsive layout) -> Optimize chart & data loading times -> Sanitize all inputs, secure all API requests -> Edge case testing: malformed ISIN, empty results, incomplete data -> Troubleshooting guide for common backend/user issues -> Internal version control (GitHub repo setup encouraged) ============================ ### CLIENT FEEDBACK TO CONSIDER ### ============================ -> Avoid confusing terms like "Time period" – use "Investment start/end". -> Default intelligently — don’t overload the UI with fields. -> Allow dynamic color assignment per ETF. -> Hide tabs/options that aren’t ready yet. -> Hover states and interactivity must feel responsive. -> Use typographically clean fonts, enough spacing. ============================ ### API PROVIDERS TO CONSIDER ### ============================ We've found a few potential APIs to fetch ETF data. These are just examples – we expect YOU to: 1. Tell us which APIs you recommend and why. 2. Show us that you’ve compared options. 3. Suggest better ones if applicable. - [login to view URL] - [login to view URL] - [login to view URL] - [login to view URL] - [login to view URL] ============================ ### DELIVERABLES ### ============================ -> Fully functioning plugin ready for staging/testing -> Admin settings page (API keys, visual settings) -> Frontend form + shortcode functionality -> Documentation (EN) for end user and admin -> Troubleshooting Guide (common issues & how to fix) -> Versioned GitHub repo (optional but preferred) ============================ ### TIMELINE & COMMUNICATION ### -> Completion expected within **2–3 months** from assignment date. -> Weekly **Zoom meetings** required to review progress, clarify questions, and provide feedback. -> Clear, fluent English communication is essential. Please ensure a **quiet, interruption-free environment** during calls. ### QUESTIONS? ### ============================ If you need screenshots or want to clarify anything before starting — JUST ASK. Looking forward to hearing from you. Best, Jens

Projekt-ID: 39633061