Re-Create Stock Analysis Spreadsheet on Excel

I need someone who's very experienced with Microsoft Excel and also knowledgeable about the Stock Market (analysis, charts/graphs, valuation formulas, etc.) to re-create a stock analysis spreadsheet. The entire spreadsheet process (formulas, how the data gathered from internet sources, etc.) will be turned in to me at various stages so I can understand and re-create the spreadsheet by myself.

Furthermore I'd like to enhance various portions of the spreadsheet (real time data, user friendly, faster calculations, visually appealing layout, etc.). Alongside this process of re-creating this spreadsheet (12 tabs), I would like an organized outline for the formulas used and exactly how the data from Yahoo! Finance/Reuters/Bloomberg/etc. was input. This outline should be turned in as a doc/pdf and should be concise and easy to read so even a novice can figure out how to re-create the spreadsheet.

The end goal is to create a better version of this spreadsheet for personal use. This means it should be easy to navigate and use, should not have any bugs/glitches in calculations, faster calculations, visually appealing, etc. If there is a way to customize the spreadsheet for certain types of traders (long-term vs short-term traders) where you simply click which you are and the spreadsheet reconfigures to better suit your needs that would be highly ideal. Again, this is why I'm looking for someone who's both skilled at Excel and knowledgeable about stocks. Someone who can turn this Stock Analysis spreadsheet into more of a melting pot of Stock Analysis & Stock Strategies spreadsheet.

This combination should be more user friendly: Depending on the ticker's various valuations and overall history, there should be a "buy", "hold", or "sell" recommendation that I would like to delve into.

I have attached an image of the 1st tab of the spreadsheet so you can see how the spreadsheet actually works and hopefully we can work together to make this a much more robust Stock tool. Thanks for your time and I hope to work with you soon.

Skills: Anything Goes, Data Entry, Data Processing, Excel, Research

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About the Employer:
( 0 reviews ) Los Angeles, United States

Project ID: #4511837

14 freelancers are bidding on average $920 for this job


MBA, PMP having advanced excel skills with good understanding of stock markets. Have created valuation and financial forecast for companies in excel. Looking forward to hearing from you.

$1237 USD in 20 days
(132 Reviews)

adding real time data will be a challenge, but we can do it

$1578 USD in 20 days
(32 Reviews)

Let us discuss in detail about the project

$736 USD in 12 days
(32 Reviews)

I am specific to financial analysis, modeling and backtesting using excel and other softwares.

$833 USD in 10 days
(15 Reviews)

An experienced Statistician with sound experience in STATA, SPSS, EVIEWS, R, Excel and have worked on many similar projects and have the expertise to complete the project.

$750 USD in 3 days
(23 Reviews)

Transform the existing spreadsheet into your desired power tool. Quantitative Finance. Excel. VBA. Portfolio Optimization. Option Pricing and Risk (if you like/want).

$1111 USD in 30 days
(7 Reviews)

i have extensive experience in developing custom Excel applications, as you can see from my past projects. I can do this project and help you understand the details so you can enhance it in the future.

$666 USD in 14 days
(15 Reviews)

hello,can you kindly check pm.

$526 USD in 3 days
(25 Reviews)

I am very interested in this project.

$888 USD in 3 days
(1 Review)

Hi, as Management Accountant with ample experience in both, excel and vba and a solid background in finance I am the perfect match for your project. Please let me know more about the scope of the project, so that I can More

$833 USD in 15 days
(6 Reviews)

Hi, I have backgrounds in management accounting and IT and have a previous background as a technical business analyst in capital markets. I can think of two alternatives to do this. 1. Create an excel application (as y More

$1666 USD in 14 days
(1 Review)

PMP certified with MBA, proficient in excel reports.

$777 USD in 10 days
(1 Review)

100% Job Satisfaction will be provided. Check PMB Thanks.

$277 USD in 7 days
(3 Reviews)

I have worked on simmilar reports and dashboard creation for quite a few engagements.

$1000 USD in 20 days
(0 Reviews)