Excel - Spreadsheet & Database of Stock Trades & Portfolio

I want an accounting database built in Excel. It is to be used for documenting stock trades (Buy, Sell, Sell Short, Cover Short Trades) as well as have some functionality for miscellaneous accounting items like interest, payments for fees, etc. Something like a general ledger. It should have buy and sell buttons in the spreadsheet so that when i document a trade, the ledger is updated and the holding shows up in the portfolio of holdings. It should also allow me to select which lot of shares I am selling or buying depending upon the date and price. It is basically a portfolio management tool that I can tweak and modify accordingly. I have a sample that i will send you can begin to work of that. In addition, I will continually re tweak the sheet as we progress.

Skills: Accounting, Business Analysis, Data Processing, Excel, Finance

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About the Employer:
( 1 review ) Norwalk, United States

Project ID: #600276

30 freelancers are bidding on average $141 for this job


Interest to your job. Please check PM.

$250 USD in 7 days
(7 Reviews)

Hi, I am interested for this job. I am an Indonesian, dipl-inform. degree holder from german university. Please consider my bid. Thanks and best regards alex

$250 USD in 20 days
(1 Review)

$99 my price. thank you, ss

$99 USD in 3 days
(9 Reviews)

Hello Ready to start right now. Please see your PMB for details. Thanks

$75 USD in 3 days
(8 Reviews)

Hi Iam very much interested in your project and can deliver it on and before time

$30 USD in 3 days
(4 Reviews)

We have 30+ strong team and ready to start work. All persons highly experienced and work fast. Choose me and get work done on time.

$125 USD in 3 days
(1 Review)

Hi, I am an experienced professional with 15 years of working background. I have excellent excel and reporting skills, besides English language. I am keen to offer my service as per given terms. Please revert back t More

$30 USD in 1 day
(0 Reviews)

I can do this job excellently

$150 USD in 4 days
(0 Reviews)

plse give me the project. i can complete the work before the above mentioned days

$150 USD in 20 days
(0 Reviews)

Am computer IT by profession, i have 12 years experience in IT. Hence ready to handle any field in it and be able to produce a positive solution for the betterment of your company. To enable to me meet the job deadline More

$200 USD in 4 days
(0 Reviews)

we sure that we will do the project within time

$150 USD in 25 days
(0 Reviews)

Hi I am chartered accountant in India. I am a stock trader & have good understanding of your business.I feel your database will require VBA programming in excel I can do that as I have done VBA programming as well b More

$100 USD in 7 days
(0 Reviews)

Hi, I am Prakash Rastogi, from Sarvodaya Institute of Software ([login to view URL]) located at New Delhi - India. We are group senior professionals and have consulted business plan development assignments. We shall be able More

$600 USD in 10 days
(0 Reviews)

Depending on the needs you have mentioned , i am sure to complete in 4 days time with 50$

$50 USD in 4 days
(0 Reviews)

just give me the details on the rows and columns entry and i will make the simplest excel entry for [login to view URL] format is free of charge. after which my payment is 147 [login to view URL] me at

$146 USD in 2 days
(0 Reviews)

Hai We have been into this work for the past one year. I assure You that the work will be delivered with in stipulated time. More over we running an organisation which will be helping the poor with the money we earned.

$250 USD in 10 days
(0 Reviews)

Please see my PMB

$200 USD in 5 days
(0 Reviews)

Hi please go through my pmb

$125 USD in 23 days
(0 Reviews)

I am interested in your project. My bid is for 200/day and the number of days depends on your tweaks.

$200 USD in 3 days
(0 Reviews)

i have sent you some attachments file. check and pm me if you want.

$30 USD in 1 day
(2 Reviews)