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.
31 freelancers are bidding on average $145 for this job
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 B.Raghunath
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).
Hi Sir, I have 6+ years experience in Fund Accounting, Portfolio reporting, Investor Reporting, Asset classification in portfolio, etc... Kindly refer my PM for further details Regards, Sureshbabu N
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.