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Excel - Spreadsheet & Database of Stock Trades & Portfolio  

Excel - Spreadsheet & Database of Stock Trades & Portfolio is project number 600276
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Status: Cancelled

Selected Providers: -

Budget: $30-250

Created: 01/28/2010 at 12:56 EST

Bid Count: 31

Average Bid:
$ 152

Ends: 02/02/2010 at 12:56 EST

Project Creator: tkaridis United States
Employer Rating: 10/1010/1010/1010/1010/1010/1010/1010/1010/1010/10 (1 reviews)

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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.



Additional files submitted: (Files are only available for logged in users)
1-Freelancer.xlsx

Messages Posted:1 View project clarification board Post message on project clarification board

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125

-

3 days

Sat, Jan 30, 2010


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.
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99

-

3 days

Sat, Jan 30, 2010


$99 my price. thank you, ss
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500

-

5 days

Thu, Jan 28, 2010


Greetings Conneticut from Pennsylvania.. tkaridis writes: " Something like a general ledger." Every General Ledger has a Jou...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.
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75

-

3 days

Fri, Jan 29, 2010


Hello Ready to start right now. Please see your PMB for details. Thanks
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600

-

10 days

Sat, Jan 30, 2010


Hi, I am Prakash Rastogi, from Sarvodaya Institute of Software (www.sisoft.in) located at New Delhi - India. We are group senior professiona...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.
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250

-

7 days

Fri, Jan 29, 2010


Interest to your job. Please check PM.
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30

-

1 day

Fri, Jan 29, 2010


i have sent you some attachments file. check and pm me if you want.
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250

-

20 days

Thu, Jan 28, 2010


Hi, I am interested for this job. I am an Indonesian, dipl-inform. degree holder from german university. Please consider my bid. Thanks and ...more
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
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150

-

4 days

Sat, Jan 30, 2010


I can do this job excellently
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30

-

3 days

Sun, Jan 31, 2010


Hi Iam very much interested in your project and can deliver it on and before time
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30

-

3 days

Fri, Jan 29, 2010


Hi, I read your requirements and can finish the work within the period. Regards venkat.
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30

-

1 day

Thu, Jan 28, 2010

(No Feedback Yet)


Hi, I am an experienced professional with 15 years of working background. I have excellent excel and reporting skills, besides English la...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
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200

-

3 days

Thu, Jan 28, 2010

(No Feedback Yet)


I am interested in your project. My bid is for 200/day and the number of days depends on your tweaks.
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50

-

7 days

Thu, Jan 28, 2010

(No Feedback Yet)


I have done a similar project in past.Can show you that if you want to see.
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225

-

7 days

Thu, Jan 28, 2010

(No Feedback Yet)


26 years in business world! Numerous similar Excel projects in the past, can turn this one around quickly and accurately.
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200

-

5 days

Thu, Jan 28, 2010

(No Feedback Yet)


I am intrested for that and this is my filed
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30

-

31 days

Thu, Jan 28, 2010

(No Feedback Yet)


k we will do this projects.
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150

-

3 days

Fri, Jan 29, 2010

(No Feedback Yet)


Hello; Am an accountant by profession and I love this sort of work. Please try my services and you will love it. Thanks
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150

-

4 days

Fri, Jan 29, 2010

(No Feedback Yet)


Hello, are you looking for an Excel Expert? If yes, then please see your PM....
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30

-

2 days

Fri, Jan 29, 2010

(No Feedback Yet)


i am an experienced charted accountant,i can do that task i am agreeing with your terms,contact with me soon.
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50

-

2 days

Fri, Jan 29, 2010

(No Feedback Yet)


hi iam interested to do the work effectively.
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200

-

5 days

Fri, Jan 29, 2010

(No Feedback Yet)


Please see my PMB
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125

-

23 days

Fri, Jan 29, 2010

(No Feedback Yet)


Hi please go through my pmb
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250

-

10 days

Sat, Jan 30, 2010

(No Feedback Yet)


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 ru...more
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.
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146

-

2 days

Sat, Jan 30, 2010

(No Feedback Yet)


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. aft...more
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
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50

-

4 days

Sat, Jan 30, 2010

(No Feedback Yet)


Depending on the needs you have mentioned , i am sure to complete in 4 days time with 50$
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100

-

7 days

Sun, Jan 31, 2010

(No Feedback Yet)


Hi I am chartered accountant in India. I am a stock trader & have good understanding of your business.I feel your database will requir...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.
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150

-

25 days

Sun, Jan 31, 2010

(No Feedback Yet)


we sure that we will do the project within time
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200

-

4 days

Mon, Feb 1, 2010

(No Feedback Yet)


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 solu...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.
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150

-

20 days

Mon, Feb 1, 2010

(No Feedback Yet)


plse give me the project. i can complete the work before the above mentioned days
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100

-

7 days

Tue, Feb 2, 2010

(No Feedback Yet)


Hi, I have good experience of security analysis and portfolio management. You please send all your project details and requirements to wo...more
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.
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