Financil portfolio consolidation/view

This project received 33 bids from talented freelancers with an average bid price of $141 USD.

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Project Budget
$30 - $250 USD
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Project Description

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.

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