In Progress

Create Excel Workbook

Bergen Trading AS is a stockbroker specialising in investments for wealthy private clients. Clients expect regular reports on how their portfolio of investments is performing and updates on the profits or losses they have made.

The spreadsheet needs to be flexible to assist in the real-time tracking of the value of a portfolio of shares held by the clients of Bergen Trading AS.

Upon opening an account, clients provide an initial payment of at least $100 000 which will be split between cash and the recommended portfolio of shares.

The spreadsheet needs to contain a list of shares held by the client, the number purchased and the original purchase price.

As an environmentally focused firm, investments in the portfolio is split into “Green” and “Non-Green” stocks, and ensures clients that a minimum of 40 % of the client’s portfolio will be invested in Green stocks at any one time. Stocks when chosen for addition to the portfolio are deemed “Green” or “Non-Green” by the user.

Multiple shares may be purchased in each stock at different times and for different prices. The current valuation of all the shares owned in any one company should be represented by the spreadsheet. Current valuations must be sourced from a suitable source.

It must be easy for users of the spreadsheet to indicate that a stock has been purchased and the purchase price. It should also be easy to sell all or part of the client’s portfolio at the current market price. The spreadsheet must track transactions and the current portfolio of any one client, and its valuation.

The spreadsheet should present a dashboard summarising the portfolio of shares that the client has invested in. It should show the performance of the portfolio against standard market indexes for the period in which the fund was invested. The dashboard should show the proportion of Green and Non-Green assets in any one portfolio. This summary must be viewable in browsers and it must be easy to e-mail the summary to the clients registered e-mail address.

The workbook must be flexible enough and well enough documented so that changes can be made in the future.

You will not be considered for this task unless you confirm you have read the description by starting your application with the phrase “Water bottle”.

Skills: Excel, Excel VBA, Excel Macros

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About the Employer:
( 1 review ) OS, Norway

Project ID: #26539875

Awarded to:


"Water Bottle" I can definitely help you with developing such a dynamic and automated Excel based tool. I am a professional Financial Analyst and Excel expert holding years of experience in utilizing advance level tool More

£40 GBP in 1 day
(70 Reviews)

15 freelancers are bidding on average £137 for this job


Water Bottle Completed numerous similar projects in the past and always impressed the clients with my excellent solutions.  Expert in . Net, Python, VB, MS Office, Access/Excel/Word/Outlook, Database, complex Formul More

£167 GBP in 3 days
(72 Reviews)

hi, I am very good in Excel vba, macro, chart etc. if you want to see my excel skills i can share with you some of my work on excel. I understand the value of deadline and do not compromise on quality. I feel fit myse More

£100 GBP in 1 day
(17 Reviews)

Water Bottle I can help you with this. My multi-disciplinary skills make me the best candidate for this work. I am currently pursuing CFA. I am a chartered accountant with an Engineering background in Computer science More

£250 GBP in 7 days
(9 Reviews)

I am intrested in this project and i am ready to do it for you.I have 8+ Years of experience in Excel, i can make any reports with Automation, data cleaning , data extract, Visualization Dashboards in excel with 100% a More

£75 GBP in 1 day
(5 Reviews)

--------------------I CAN START RIGHT AWAY------------------ EXPERT IN EXCEL Dear client, I can help you with your project of data entry in excel, VBA, excel macros, VB, building an excel file, excel dashboard, pivot t More

£50 GBP in 7 days
(3 Reviews)

Hi Greating to all am from pakistan I'm very much interested to work on the project. I can type your content. I understand the project requirement. Please get in touch to discuss more details. I’m able to start work o More

£135 GBP in 7 days
(0 Reviews)

Sir please give the project i have already complete this type work so please sir provide the detail

£135 GBP in 7 days
(0 Reviews)

I can do data entry on time and I can work on various concepts with Excel, the Excel form program, and you can count on me

£22 GBP in 1 day
(0 Reviews)
£150 GBP in 3 days
(0 Reviews)

Good day, I have read your brief and I fully understand the requirements. I can have read this done for you and even extend to add a user log in feature if you desire.

£200 GBP in 7 days
(0 Reviews)

“Water bottle”. dear esteemed client, I am certified in Microsoft Excel, with a 10 years of experience in it. I have done similar projects like this. Your demands are fully matching up with my skills and passion. I wi More

£100 GBP in 5 days
(0 Reviews)

“Water bottle” Hi There, I am interested to take up this responsibility and i am confident that i can automate all your trading activity including your clients portfolio of investments. We can always have an option to More

£250 GBP in 7 days
(0 Reviews)

Water bottle I have worked on a similar project before. I can show you the demo also in 3-4 days. Do let me know if you are interested.

£250 GBP in 7 days
(0 Reviews)

Water bottle Hello Man. how are you today? may I introduce myself as simply? I am an Excel, VBA, office programming expert. I worked on much local logic and network project. so your project will be very clear and eas More

£135 GBP in 7 days
(0 Reviews)