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Excel - Spreadsheet & Database of Stock Trades & Portfolio

Bids 
31
Avg Bid
$152 USD
CLOSED
  • Project ID:

    600276
  • Project Type:

    Fixed
  • Budget:

    $30-$250 USD

Project Description:

I want an accounting database built in Excel. It is to be used for documenting stock trades (Buy, Sell, Sell Short, Cover Short Trades) as well as have some functionality for miscellaneous accounting items like interest, payments for fees, etc. Something like a general ledger. It should have buy and sell buttons in the spreadsheet so that when i document a trade, the ledger is updated and the holding shows up in the portfolio of holdings. It should also allow me to select which lot of shares I am selling or buying depending upon the date and price. It is basically a portfolio management tool that I can tweak and modify accordingly. I have a sample that i will send you can begin to work of that. In addition, I will continually re tweak the sheet as we progress.

Skills required:

Accounting, Business Analysis, Data Processing, Excel, Finance

Additional Files:

1-Freelancer.xlsx

Project posted by:

tkaridis United States
(1 Reviews)

Last seen:

Public Clarification Board

1 messages


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All Bids ()

wsh2 United States
wsh2
United States From United States     Gold Member     Offline
$500 in 5 days 
0
over 2 years ago
4.8

4.9

13 Reviews
86% Completion Rate
Greetings Conneticut from Pennsylvania.. tkaridis writes: " Something like a general ledger." Every General Ledger has a Journal supporting it. The Journal reflects transactions over time. The General L... more
Greetings Conneticut from Pennsylvania.. tkaridis writes: " Something like a general ledger." Every General Ledger has a Journal supporting it. The Journal reflects transactions over time. The General Ledger is a snapshot of those transactions at one given moment in time. MsExcel is an excellent tool for presenting and working with snapshots (G/L). Unfortunately, it is not as good a tool when it comes to tracking transactions (Journalising), for this functionality you should really consider using MsAccess. For an application such as this, MsAccess and MsExcel work very well together and providing both the functionality AND flexibilty you require. Hello my name is Bill.. I am a MsAccess, MsExcel, SQL, VBA, VB.Classic, VB.Net, VBScript, and Windows programming Expert, Leader and Mentor [screenname:wsh2] at www.vbcity.com and www.experts-exchange.com. I have successfully completed quite a few GAF projects, so you can find additional references for me here: http://getafreelancer.com/users/feedback_172391.html I have a good understanding of the concepts, principles and vocabulary of investment/finance. I am not a heavy trader, but have been known to dabble. I have 25+ years of hands-on Programming and Business Information System experience with an emphasis on accounting, sales and manufacturing applications. I have, at times, also performed as a corporate controller. I have a BS in Accounting with a Marketing Minor and graduated college with the highest of honors. I am located in Easton PA USA (halfway between Philadelphia and New York City). American English is my only language. I look forward to assisting you in achieving all of your goals in this endeavor. Respectfully, Bill.  less
Johir08 Bangladesh
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Johir08
Bangladesh From Bangladesh     Offline
  Foundation EUFreelance.com Member
$250 in 7 days 
0
over 2 years ago
4.9

4.6

6 Reviews
58% Completion Rate
Interest to your job. Please check PM.
tagesgeld Indonesia
tagesgeld
Indonesia From Indonesia     Offline
$250 in 20 days 
0
over 2 years ago
5.0

4.2

1 Review
100% Completion Rate
Hi, I am interested for this job. I am an Indonesian, dipl-inform. degree holder from german university. Please consider my bid. Thanks and best regards alex
SoftSandila Pakistan
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SoftSandila
Pakistan From Pakistan     Offline
  Foundation Freelancer.co.uk Member
  Freelancer Orientation (85%, 99th percentile)
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  General Freelancer Orientation (90%, 98th percentile)
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$99 in 3 days 
0
over 2 years ago
5.0

3.5

8 Reviews
66% Completion Rate
$99 my price. thank you, ss
KellogITSolution India
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KellogITSolution
India From India     Online
  Foundation EUFreelance.com Member
$75 in 3 days 
0
over 2 years ago
4.7

3.3

6 Reviews
47% Completion Rate
Hello Ready to start right now. Please see your PMB for details. Thanks
indyaportal India
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indyaportal
India From India     Gold Member     Offline
  Foundation LimeExchange Member
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$125 in 3 days 
0
over 2 years ago
5.0

1.7

1 Review
91% Completion Rate
We have 30+ strong team and ready to start work. All persons highly experienced and work fast. Choose me and get work done on time.
bhogal67 India
bhogal67
India From India     Offline
  Foundation LimeExchange Member
  Foundation EUFreelance.com Member
$30 in 3 days 
0
over 2 years ago
3.2

1.0

1 Review
57% Completion Rate
Hi Iam very much interested in your project and can deliver it on and before time
deepikabirla Mexico
deepikabirla
Mexico From Mexico     Offline
$100 in 7 days 
0
over 2 years ago
Hi, I have good experience of security analysis and portfolio management. You please send all your project details and requirements to work on. Regards. Deepika.
regipbabu India
regipbabu
India From India     Offline
  Foundation LimeExchange Member
$150 in 20 days 
0
over 2 years ago
plse give me the project. i can complete the work before the above mentioned days
Adhiambo Kenya
Adhiambo
Kenya From Kenya     Offline
$200 in 4 days 
0
over 2 years ago
Am computer IT by profession, i have 12 years experience in IT. Hence ready to handle any field in it and be able to produce a positive solution for the betterment of your company. To enable to me meet the job deadline... more
Am computer IT by profession, i have 12 years experience in IT. Hence ready to handle any field in it and be able to produce a positive solution for the betterment of your company. To enable to me meet the job deadline, I'll be able to work extra hours since am online 24hrs. less
mathi124 India
mathi124
India From India     Offline
$150 in 25 days 
0
over 2 years ago
we sure that we will do the project within time
kamleshdatt India
kamleshdatt
India From India     Offline
$100 in 7 days 
0
over 2 years ago
Hi I am chartered accountant in India. I am a stock trader & have good understanding of your business.I feel your database will require VBA programming in excel I can do that as I have done VBA programming as we... more
Hi I am chartered accountant in India. I am a stock trader & have good understanding of your business.I feel your database will require VBA programming in excel I can do that as I have done VBA programming as well but I will have to understand your requirement in detail.  less
Sarvodaya Guyana
Sarvodaya
Guyana From Guyana     Offline
  General Freelancer Orientation (85%, 95th percentile)
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$600 in 10 days 
0
over 2 years ago
0.0

0.0

0 Reviews
45% Completion Rate
Hi, I am Prakash Rastogi, from Sarvodaya Institute of Software (www.sisoft.in) located at New Delhi - India. We are group senior professionals and have consulted business plan development assignments. We shall be able ... more
Hi, I am Prakash Rastogi, from Sarvodaya Institute of Software (www.sisoft.in) located at New Delhi - India. We are group senior professionals and have consulted business plan development assignments. We shall be able to assist you in getting this done. Trust me we will give you best quality at an affordable cost. Look forward to work for you. Thanks and Regards, Prakash.  less
RachRathi India
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RachRathi
India From India     Offline
$50 in 4 days 
0
over 2 years ago
Depending on the needs you have mentioned , i am sure to complete in 4 days time with 50$
cyrusapollotompo Philippines
cyrusapollotompo
Philippines From Philippines     Offline
  Foundation EUFreelance.com Member
$146 in 2 days 
0
over 2 years ago
just give me the details on the rows and columns entry and i will make the simplest excel entry for you.sample format is free of charge. after which my payment is 147 dollars.email me at
SriramMellapaka India
SriramMellapaka
India From India     Offline
$250 in 10 days 
0
over 2 years ago
Hai We have been into this work for the past one year. I assure You that the work will be delivered with in stipulated time. More over we running an organisation which will be helping the poor with the money we earned.
cognitive46 Pakistan
cognitive46
Pakistan From Pakistan     Offline
$150 in 4 days 
0
over 2 years ago
0.0

0.0

0 Reviews
7% Completion Rate
I can do this job excellently
gauravnandan India
gauravnandan
India From India     Offline
  Foundation EUFreelance.com Member
$125 in 23 days 
0
over 2 years ago
0.0

0.0

0 Reviews
0% Completion Rate
Hi please go through my pmb
lukeabraham United States
lukeabraham
United States From United States     Offline
$200 in 5 days 
0
over 2 years ago
Please see my PMB
owais211 Pakistan
owais211
Pakistan From Pakistan     Offline
  Foundation EUFreelance.com Member
$30 in 1 day 
0
over 2 years ago
0.0

0.0

1 Review
20% Completion Rate
i have sent you some attachments file. check and pm me if you want.
kypavijay India
kypavijay
India From India     Offline
$50 in 2 days 
0
over 2 years ago
hi iam interested to do the work effectively.
shazi786 Pakistan
shazi786
Pakistan From Pakistan     Offline
$30 in 2 days 
0
over 2 years ago
0.0

0.0

0 Reviews
0% Completion Rate
i am an experienced charted accountant,i can do that task i am agreeing with your terms,contact with me soon.
ilyaskazi India
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ilyaskazi
India From India     Offline
  Foundation LimeExchange Member
  Foundation EUFreelance.com Member
$150 in 4 days 
0
over 2 years ago
0.0

0.0

1 Review
0% Completion Rate
Hello, are you looking for an Excel Expert? If yes, then please see your PM....
kenathunvenkat India
kenathunvenkat
India From India     Offline
  Foundation LimeExchange Member
$30 in 3 days 
0
over 2 years ago
0.0

0.0

0 Reviews
33% Completion Rate
Hi, I read your requirements and can finish the work within the period. Regards venkat.
Abbydebbie Kenya
Abbydebbie
Kenya From Kenya     Offline
$150 in 3 days 
0
over 2 years ago
Hello; Am an accountant by profession and I love this sort of work. Please try my services and you will love it. Thanks
creativecastle India
creativecastle
India From India     Offline
  Foundation EUFreelance.com Member
$30 in 31 days 
0
over 2 years ago
k we will do this projects.
waelelsantawy Egypt
waelelsantawy
Egypt From Egypt     Offline
$200 in 5 days 
0
over 2 years ago
I am intrested for that and this is my filed
TeeNMe United States
TeeNMe
United States From United States     Offline
$225 in 7 days 
0
over 2 years ago
0.0

0.0

0 Reviews
0% Completion Rate
26 years in business world! Numerous similar Excel projects in the past, can turn this one around quickly and accurately.
alfaas India
alfaas
India From India     Offline
$50 in 7 days 
0
over 2 years ago
I have done a similar project in past.Can show you that if you want to see.
Dakotakeith United States
Dakotakeith
United States From United States     Offline
  Foundation Freelancer.co.uk Member
$200 in 3 days 
0
over 2 years ago
I am interested in your project. My bid is for 200/day and the number of days depends on your tweaks.
vishnusri2010 India
vishnusri2010
India From India     Offline
  Foundation EUFreelance.com Member
$30 in 1 day 
0
over 2 years ago
Hi, I am an experienced professional with 15 years of working background. I have excellent excel and reporting skills, besides English language. I am keen to offer my service as per given terms. Please revert back t... more
Hi, I am an experienced professional with 15 years of working background. I have excellent excel and reporting skills, besides English language. I am keen to offer my service as per given terms. Please revert back to me if interested. Thanks, Revathivishnu less