Find Jobs
Hire Freelancers

Create an Investment Porfolio Spreadsheet

$30-250 USD

Mbyllur
Postuar over 5 years ago

$30-250 USD

Paguhet në dorëzim
I recently started an investment plan including various mutual funds and I would like an advanced excel spreadsheet created to track the portfolio's progress. The spreadsheet will need to include a dashboard, advanced formulas, tables, graphs, inputs to enter expenses and monthly contributions, etc., inputs to add new mutual funds and stocks that I purchase, and more.
ID e Projektit: 17543836

Rreth projektit

37 propozime
Projekt në distancë
Aktive 6 yrs ago

Po kërkoni të fitoni para?

Përfitimet e ofertës për Freelancer

Vendosni buxhetin dhe afatin tuaj
Paguhuni për punën tuaj
Përshkruani propozimin tuaj
Është falas të regjistrohesh dhe të bësh oferta për punë
37 freelancers are bidding on average $155 USD for this job
Avatari i Përdoruesit
Hello, I can help with you in your project Create an Investment Porfolio Spreadsheet I have more than 5 years of experience in Accounting, Business Analysis, Excel, Finance, Financial Analysis. We have worked on several similar projects before! We have worked on 380+ Projects. Please check the profile reviews. I can deliver your job with in your deadline. Please ping me for more discussion. I can assure the 100% job satisfaction. Thanks,
$160 USD në 3 ditë
4,9 (373 përshtypje)
8,1
8,1
Avatari i Përdoruesit
Hello, I’m an Excel expert and I would like to help you with your project. Please send me a message so that we can discuss more.
$200 USD në 5 ditë
4,9 (450 përshtypje)
7,8
7,8
Avatari i Përdoruesit
Greetings! I am a Mutual fund distributor and a specialist in Excel. I am keen to help you on the project. Look forward to hear from you. Thanks, RRC
$250 USD në 10 ditë
4,9 (140 përshtypje)
7,6
7,6
Avatari i Përdoruesit
Dear client, I have sound knowledge in Excel and I have previously carried out a number of projects in excel using macros and formulas. I ensure you will be happy after hiring me. Kindly contact me. Roy
$200 USD në 3 ditë
4,9 (429 përshtypje)
7,2
7,2
Avatari i Përdoruesit
Hello, I am an experienced Data Analyst with advanced excel skills. I can deliver you quality work really fast. Please check my portfolio to see my work. Thanks!
$166 USD në 3 ditë
4,9 (54 përshtypje)
6,7
6,7
Avatari i Përdoruesit
Hi there, Your investment portfolio project sounds very interesting and I would love the opportunity to explore this further with you because I feel I would make a great fit. I have over 17 years of corporate experience working in Excel creating advanced automated dashboards, reports and calculators which included beautiful graphical displays of data/information. I enjoy creating complex algorithms using Excel formulas to extract meaningful conclusions from Excel data, and automating tasks in Excel is one of my favorite things to do. I specialize in data visualization which I feel would also be an asset to this project. I now operate my own Excel based home business 100% full time using the skills I've obtained throughout my corporate career. I have a few portfolio items on my Freelancer home profile if you want to take a look, and I have a more detailed file with numerous screen shots of my work as well – I can send it over for your review if you’d like. Are you currently using any type of Excel model to track your investments? Perhaps we could go over more of the "process flow" that you desire for the document as well and then I can determine the best way to model out the solution. Hopefully I can hear more and we can collaborate! Thanks either way and all the best, Shaun
$200 USD në 3 ditë
5,0 (94 përshtypje)
6,6
6,6
Avatari i Përdoruesit
Hi, As you want development of advanced Excel tool for management of your investments of mutual funds, that includes dashboard, graphs, formals and data entry sheet, I will build one perfect for you. I have many years of experience in Excel,data analysis, pivots and VBA macros etc. I have finished many such projects. Please give me this opportunity to work on your project. Quality work with high accuracy and 100% customer satisfaction is guaranteed. Thanks and regards, Mohan
$194 USD në 7 ditë
5,0 (91 përshtypje)
6,2
6,2
Avatari i Përdoruesit
Hi, I am an advanced excel expert. Moreover, I am a Chartered Accountant / CPA having more than 10 years experience in creating above type of reports. Please check my profile for more review and feedback as I did similar work on past.
$150 USD në 3 ditë
4,7 (130 përshtypje)
6,8
6,8
Avatari i Përdoruesit
Hello, I am Luis and it will be my pleasure to help you with this project. I have experience with Excel and Visual Basic as you could see in my reviews. I would like to help you to develop your Excel application. Please contact me by chat and then we could discuss better your project! Kind regards, Luis Romero
$100 USD në 15 ditë
5,0 (150 përshtypje)
5,8
5,8
Avatari i Përdoruesit
1. Expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. 2. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Experienced MBA Finance as well. 3. Your project will be delivered on time with high standard 4. Assistance will be provided with number of clarifications until client satisfaction
$150 USD në 5 ditë
4,5 (108 përshtypje)
6,2
6,2
Avatari i Përdoruesit
Hello there! I can build a smart excel templates to perform returns on portfolio and enable you to adjust it as per your requirement. This excel sheet will come with automation feature and would be easy to navigate and use. With regard to fees - pay me "only" when you are satisfied with my work else don't :) So please come to chat and discuss in detail about your requirements. Regards, Yogesh
$205 USD në 7 ditë
5,0 (37 përshtypje)
5,4
5,4
Avatari i Përdoruesit
hi! let me help you with your project. Just share with me additional details for the project and I will make it happen. thanks FYI! making tracking database, graphs, tables and advanced functions is what I do.
$215 USD në 7 ditë
4,9 (47 përshtypje)
5,1
5,1
Avatari i Përdoruesit
Hi, This is Gopal. I am a book-keeper and accountant. I have gone through your project description and understood. Kindly note that I have been working in Accounting, Tax, Audit and Finance function for more than 5 years. Hence, I have expertise on SAP, Tally ERP9, Quick Books, MYOB, ZOHOBOOKS, XERO, MS Access, MS Word, PowerPoint and MS Excel. Recording daily transaction or Book-keeping, Maintaining Books of Accounts, Reconciliation and finalisation of accounts are major areas of my job profile. I would like to draw your kind attention on few of my excel skills:- Maintaining and organizing data, Data Management, Data Entry. Formula development, VLOOKUP, HLOOKUP, LOOKUP, IF, INDEX, SUM. Pivot Table Development and Management Process Improvement Develop and implemented standard operating procedures to bridge data gaps and resolve related issues. Imported and exported data from text files, saved queries, or databases; used automatic outlining, inserted subtotals, created advanced filters, and used database functions. Designed, recorded, and executed macros to automate data entry inputs. Formatted spreadsheets and workbooks for print, document reproduction, and presentations. Hence, I request you to grant me an opportunity to serve you by executing and finishing the project giving my level best and so that I could establish myself on this platform though I am new at freelancer. Looking forward for your positive response. Thanks
$155 USD në 3 ditë
4,6 (32 përshtypje)
5,4
5,4
Avatari i Përdoruesit
Hello there, I am an excel analyst with more than 6 years of experience working with clients across the globe on data driven decision making. Please ping for further discussion. Best, Yash
$250 USD në 3 ditë
4,3 (12 përshtypje)
5,2
5,2
Avatari i Përdoruesit
Hello I would be able to help with your project. I have over 10 years experience with excel/vba in the financial services industry where we often tracked the performance of investment manager funds, so I believe I have the perfect experience for this task. My role was in actuarial mathematics which deals with timing of cashflow payments and allows for interest payments accurately so I understand the requirements of tracking timing of contributions etc. I hope to hear back from you soon so we can discuss the features you require for your spreadsheet. Kind regards Steve
$250 USD në 7 ditë
5,0 (8 përshtypje)
4,0
4,0
Avatari i Përdoruesit
Dear Client: If you are in the searching of right FREELANCER for your project then you are at the RIGHT place. Welcome to MY Profile. Urgent Services of Data Entry Web Search Document Formatting Creating Excel Sheet Microsoft PowerPoint etc ……………..
$100 USD në 3 ditë
4,5 (12 përshtypje)
3,8
3,8
Avatari i Përdoruesit
i understand your requirements. i will give you that excel sheet also with advance formula and graph...
$30 USD në 1 ditë
5,0 (8 përshtypje)
2,9
2,9
Avatari i Përdoruesit
Hi there, . Let me introduce myself, I am Cost and Management Accountant by profession. Having extensive knowledge of Quick Books (Online, Desktop Version). Know the accurate usage of Excel. Have some samples for you of my previous work to check my quality and accuracy. I am open for questions you may ask any questions about my Certification and Experience of the work. Currently I am preparing myself to become CERTIFIED FINANCIAL ANALYSIT. I can do this before your deadline and with professional accuracy. Positive reply will be highly appreciated. Thanks in advance
$111 USD në 8 ditë
5,0 (2 përshtypje)
2,5
2,5
Avatari i Përdoruesit
Hello, Greeting of the day! I love to take this opportunity and get your job done. I have best experience in data processing and capable to get this work done as per your expectation. Kindly ping me for further communication. Looking forward to hear back from you. Regards, Firoj
$55 USD në 3 ditë
0,0 (0 përshtypje)
0,0
0,0
Avatari i Përdoruesit
I have a good experience in similar work. Please check my LinkedIn profile for detail view. Thank you!
$155 USD në 3 ditë
0,0 (0 përshtypje)
0,0
0,0

Rreth klientit

Flamuri i BERMUDA
Sandys, Bermuda
4,9
5
Mënyra e pagesës u verifikua
Anëtar që nga tet 29, 2017

Verifikimi i klientit

Faleminderit! Ne ju kemi dërguar me email një lidhje për të kërkuar kredinë tuaj falas.
Ndodhi një gabim gjatë dërgimit të email-it tuaj. Ju lutemi provoni përsëri.
Përdorues të regjistruar Punë të postuara
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Po ngarkohet shikimi paraprak
Leja u dha për Geolocation.
Seanca e hyrjes ka skaduar dhe ke dalë. Hyr sërish.