Re-Create Stock Analysis Spreadsheet on Excel

  • Status Closed
  • Budget $250 - $750 USD
  • Total Bids 16

Project Description

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.

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