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Financil portfolio consolidation/view

need hep with project to create a snapshot view of multiple financial portfolios. Data from various portfolios will be entered monthly and expect a final total portfolio view across various asset classes. Can possibly done on excel but open to suggestions.

Skills: Accounting, Excel, Finance, Financial Markets, Microsoft Access

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About the Employer:
( 1 review ) Kowloon, Hong Kong

Project ID: #1567929

31 freelancers are bidding on average $145 for this job

bharanisrihari

Hello, Excel VBA expert here. Please chek PM for details. Thanks!

$200 USD in 4 days
(57 Reviews)
6.3
ETNASoftware

I have couple of developers who would be perfect fit with extended technological background & experience with financial software development & telecom. Examples of work: [url removed, login to view] My firm, ETNA Softw More

$30 USD in 1 day
(1 Review)
5.0
shikhamehta

Hey, I am working on portfolio performance reporting project for one of the largest wealth management companies of the world and am completely aware of features, methods, nuances and challenges in performance reporting More

$150 USD in 14 days
(47 Reviews)
4.9
best4best

I am an Excel expert and can implement your idea/design in user friendly Excel template.

$200 USD in 4 days
(55 Reviews)
4.9
rohitpithisaria

Hi.. I am a Certified Professional (Equivalent to CPA).

$50 USD in 2 days
(15 Reviews)
4.7
winnet21

I have programming experience management software, very happy to work with you

$100 USD in 7 days
(10 Reviews)
4.7
ethicalboy

Please see what I said.

$100 USD in 3 days
(20 Reviews)
4.3
matsol

I have read your requirements and I can design the application. Please check your PM for my bid details.

$50 USD in 5 days
(9 Reviews)
4.2
braghunath

Your requirement can be met with an application developed in MS Access. I have been developing applications in MS Access since the year 2003. I can take up this project immediately. Thanks [url removed, login to view]

$270 USD in 15 days
(3 Reviews)
4.1
sanca12

Hi I am from investment banking field and very interested in your job. Kindly let us know the more details of your project

$100 USD in 2 days
(5 Reviews)
3.4
SajjadHussain14

Plz Check PM

$200 USD in 10 days
(2 Reviews)
3.2
ochristo

Programmer here with 5 years experience in the financial industry (investment management, trading). With the custom excel programs I've created, this will be no problem (hence 1 day turnaround).

$150 USD in 1 day
(7 Reviews)
2.9
sehgals

hi plz send me more details in pm...!

$60 USD in 5 days
(5 Reviews)
2.2
BhushanPhadnis

5 years of experience of working on excel. Please check your PM for more details

$50 USD in 3 days
(5 Reviews)
2.4
bhavyabhatia23

Hi, I have done my graduation in business administration(Finance and Marketing) and now into my Masters in Commerce.I also have certificates from the National Stock Exchange on various topics such as Financial Marke More

$120 USD in 15 days
(0 Reviews)
0.0
gailgoh

I am financially-trained. We can discuss more on how to obtain the information that you need. Hear from you soon!

$300 USD in 5 days
(0 Reviews)
0.0
nallum

I have more that 20 years development experience with programs including Excel, Access and others. I program in languages such as VBA, SQL, PHP, ASP, HTML. If you choose me then when you show me the data I will give y More

$200 USD in 5 days
(0 Reviews)
0.0
nawan007

I am an accountant in Pakistan, I know the finance markets, I have my own portofolio as well, and I have worked a lot in excel. I would love to take up this project. Please contact me.

$65 USD in 2 days
(0 Reviews)
0.0
BestProjectMaker

i AM ready to do this work

$100 USD in 7 days
(0 Reviews)
0.0
devbrasil

At Your service.

$100 USD in 10 days
(0 Reviews)
0.0