In Progress

Create a Portfolio Log using VBA

Hi,

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...

well. everything

Is this something you have worked on?

Skills: Accounting, Data Entry, Excel Macros, Excel VBA, Risk Management

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About the Employer:
( 0 reviews ) Stavanger, Norway

Project ID: #15100477

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hernaufrago

Hello. I'm an economist that work on the financial industry in a rating agency. I have work with excel and google spreadsheets to build a log and tracking spreadsheet that followed mainly mutual funds investment with More

$111 USD in 7 days
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18 freelancers are bidding on average $141 for this job

schoudhary1553

I have the good knowledge in the Visual Basic. I have deliver lot of projects . Please allow me to serve this job. Relevant Skills and Experience I have more than 5 years of experience in the the same field Proposed More

$200 USD in 3 days
(138 Reviews)
6.9
$100 USD in 2 days
(97 Reviews)
5.8
P0L

Hello, I’m an Excel expert and I can help you with your portfolio log. Are you available to discuss? Stay tuned, I'm still working on this proposal.

$200 USD in 3 days
(63 Reviews)
5.6
ksriniravi

Thanks for inviting me to bid. I have few questions that I would like to discuss. Can you please initiate a chat? Relevant Skills and Experience 18 years experience in using Excel as part of daily work life. In the pr More

$100 USD in 3 days
(29 Reviews)
5.4
The24CarrotsInc

A proposal has not yet been provided

$40 USD in 2 days
(12 Reviews)
3.6
AhmedHassan1122

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.

$150 USD in 3 days
(8 Reviews)
3.2
umeshdhanwal

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

$220 USD in 7 days
(1 Review)
2.2
furqanahmed55

Hello, I graduated from Boston University USA. I have a lot of experience with excel development. I never miss work and always deliver on time. My personal qualities are: - Detail Oriented, as handled many s More

$250 USD in 1 day
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3.5
$155 USD in 3 days
(1 Review)
0.0
$155 USD in 10 days
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0.0
fritz0328

I have already created a Financial Reporting Tool created in Access and Excel so I assure you if a quality service delivery Relevant Skills and Experience Visual Basic, Excel, Access Proposed Milestones $155 USD - Sy More

$155 USD in 5 days
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saintmh

Hi, I'm a statistical & Business intelligence engineer, check my profile and don't hesitate to contact me, I have a set of skills that can provide value to your work . Relevant Skills and Experience I have created som More

$155 USD in 3 days
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0.0
Slavik159

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$30 USD in 2 days
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$155 USD in 3 days
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dharmeshmurawat

I am Full Time Expert Techno-Functional Freelance Analyst having in-depth Experience in various programming languages Relevant Skills and Experience - Excel - Word - Powerpoint - Outlook - MS Access Proposed Mileston More

$155 USD in 3 days
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AsmosHarp

Hi there, I'm an Aussie now living in Calgary, Canada. Relevant Skills and Experience I've done a fair bit of VBA professionally on much more complicated tasks and this will be fun. Proposed Milestones $10 USD - Cons More

$50 USD in 2 days
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