I need to create a portfolio log for several customers that can be used for reporting too.
That means having information of the shares bought/sold, weight of portfolio for costumer, change in price, units for each trade and in conjunction too, dividends and expenses...
Is this something you have worked on?
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Excel VBA Expert with 2+ years of experience. Relevant Skills and Experience Excel VBA Expert Proposed Milestones $150 USD - Full Price with 10 days revision.
I have done this kind reporting before. Just a sample you can see in my showcase I completed yesterday. so in your case it's possible to create it. we can discuss more on chat