The client is a fund manager. The goal is to have a secure zone to which investors log in to see the value of their investment, where the fund in which they own units, the quantity of units, and the total $ value of units owned (investment value) is listed - could be entire history or just one line being current value.

A simple web app won't work, because that would show the same value to all customers. What I'm looking for is kind of the functionality of cases, or orders - being able to provide a customer specific case or order within the secure zone - but pertaining only to the customer's holdings in a specific fund.

The closest I've gotten is by creating a catalogue called Funds, and a product called for example, Resources Fund One, allocating a price of say $20,000 (being per unit $ value).

I manipulated the order layout thus:

<table class="order-list" width="100%" cellspacing="0" cellpadding="0">

    <tbody>

        <tr>

            <td><strong>{tag_ordername}</strong></td>

            <td> <span class="date">{tag_createdate}</span></td>

            <td><span class="total">{tag_invoicetotal}</span></td>

        </tr>

    </tbody>

</table>

and inserted it in the secure zone member page:

Investments held:

{module_order,a,,Default}

and manually created an order for a customer, specifying how many units of the product Resources Fund One purchased, to show on customer login:

Investments held:

Create date could instead be last update date. The order name (which in this case is also the manually typed product name) has a system link to invoice (I can edit the invoice to output some other data - like fund details perhaps), but to update customer investment values, my client will have to manually create a new order, or edit the existing order for every single customer, typing in the fund name, unit value and number of units held, each time, for every single customer. The margin for human error is too great. It needs to be a system update.

So I don't think using the product and order process is going to work. Although how that module outputs to the member landing page is what I want.

The web app module looks like it could best serve this purpose, but I'm stuck on how to make this work in terms of customer-specific output and updating of unit $ value.

Ideally, the client will update the unit $ value in a single web app item field (a different web app item for each fund) once each day, and that automatically updates customer data in the secure zone to reflect the new value of customer holdings.

Hope I'm making sense. Any ideas?

Or.... would I just do a new web app item every single day, and have the output be module_webapp,latest,1? That would at least give current value per unit. If I have to write some javascript for equation, can I inlude the module_webapp,latest,1 within the javascript as one of the computable values?

Has anyone else done something similar? Any experience in coding javascript using modules?

Many thanks.