Portfolio Management Tracking Tool

  • Status Closed
  • Budget $15 - $25 USD / hour
  • Total Bids 14

Project Description

I am looking to enhance an existing spreadsheet. The spreadsheet is a tracking tool for a portfolio of assets across regions and products, both cash and derivative instruments. I will send the sample. I am looking to streamline the daily/weekly process of updating it and enhance the reporting tools so that they are easily transferred to a presentation format. This is basic busy work to start and will build from there.

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