Build me a Small Investment Portfolio Tracker on Excel

$30-250 AUD

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περίπου 3 χρόνια πριν

$30-250 AUD

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Hi, I need a small portfolio tracker in excel to manage investments. A few key requirements are: 1) Data Input Form - A form to update the base dataset of investments (e.g. term deposits, mutual funds, stocks etc.). This form will allow to add, update or remove an investment (I will be able provide the details of what all information will need to be tracked for each investment type, estimated 30-40 fields). 2) Information for two of these investment types will need to be updated based using publically available data online (maybe more in future). 1) Stocks - Provided by Microsoft as standard excel functionality in latest version, and 2) Mutual Funds - I will provide link to text database 3) Dashboard - An interactive dashboard to provide summary views of current investment performance. I can provide all the detail of what all summary views will be required. Could you suggest if you will be able to pick this work up, and what is the estimated turnaround time?

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11 freelancers δίνουν μια μέση προσφορά $109 AUD για αυτή τη δουλειά

@PERPETUAL0

Hello there Are you want bassed ur data or live data ? i read it the des Its easy for me thanks iluas

$120 AUD σε 2 ημέρες

4,8

(28 αξιολογήσεις)

4,0

@AnuradhaVM

Hi, Greetings! ✅checked your project details. I can help build Small Investment Portfolio Tracker on Excel. I have completed the M.SC. (Statistics) . I Have 4 years of experience with Data entry, Data analysis, and MIS Management. I have strong analysis, and Excel/google sheet skills and am able to provide solutions to most Excel/google sheet problems, including VBA programming. If you work with me you will get good value for your money and a flexible approach to carrying out your work. I am great with deadlines and I will keep you updated throughout the process and the quality of my work is high. Please Ping me the chat box for further discussion Thank you

$150 AUD σε 7 ημέρες

5,0

(15 αξιολογήσεις)

3,8

@arunimamotiwala

Hi Sir/ maam I have 6 years of experience in the industry with BIG 4 companies in financial consultancy firms. My job involved complex excel formulae and creating dashboards for analysis. I would be able to complete the task faster than others, given my speed. I give heavy weightage to quality of work and would ensure minimal errors in my deliverables. Key excel skills I have, which are required for this task: Data Analysis Conditional formatting Pivot tables Complex Formula building typing speed - 50wpm. I am new to freelancer and would love to get a chance to work with you. You may take a look at my LinkedIn profile for authenticity. (Arunima Motiwala) Regards, Arunima

$250 AUD σε 7 ημέρες

5,0

(1 αξιολόγηση)

2,5

@GANGA5646

I have 8+ years experience in Accounting with excel.. I can share some of template to understand my knowledge.. let us discuss in detail.. please share your details in chat...

$30 AUD σε 3 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Annie2468

I have made a fully functioning Point Of Sale system on excel with the use of macros and VBA. I have also worked as a data analyst for 6 months where most of my work was with automated excel documents and summary dashboards and charts. I am also a graduate of BBA in finance and have done financial analysis on excel previously.

$40 AUD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@sudheerforMSPBI

Hello, I am very much familiar with your requirement and I have these kind of projects earlier. Please ignore about my experience about freelancer. But I am very much sure that I will complete your requirement with ease.

$100 AUD σε 10 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Naotcud

I have 7 year experience with EXCEL,VBA. I promise to apply with dead line for you,and make you satisfied. Let's contact with me.

$100 AUD σε 4 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@accaadeel

Hey There! I have 10 years of experience in the accounting and finance department working at all levels. My key expertise is in reporting and analysis of data in business activity and accounting Environment activities. What makes me perfect for this project because I am working on excel for the past 9 years and I am much more familiar with data analytic reports, financial modeling, and analyses. Looking forward to your response Best Regards Adeel Javaid

$100 AUD σε 2 ημέρες