Rebalancing portfolio excel sheet

Closed Posted 5 years ago Paid on delivery
Closed Paid on delivery

I have to create a rebalancing (assets) excel sheet for 5 portfolios.

The idea is to create an excel that tells you when a costumer has more or less % assets than the protfolio model. Then it hilights the customers tntat has excess ir lack of X assets and tells you how much to sell or buy

Data Entry Excel Excel Macros Finance Financial Analysis

Project ID: #17344837

About the project

34 proposals Remote project Active 5 years ago

34 freelancers are bidding on average $110 for this job

schoudhary1553

Hi there..... Warm Greetings We came along with your request for Rebalancing portfolio excel sheet and we reviewed your project description. We'd like to help you with confidence and satisfying results... We h More

$140 USD in 3 days
(257 Reviews)
7.5
ksriniravi

Greetings! Being a full time freelancer working exclusively on Excel based projects, I work on developing such Excel based solutions every single day. As a Freelancer, I cannot initiate a chat - if you can initiate More

$80 USD in 3 days
(144 Reviews)
6.5
renesontiongson

Pleasure to help you. Excel automation is my masterpiece in my accounting field. Feel free to message me to start the job. Thank you so much.

$40 USD in 1 day
(71 Reviews)
5.4
edgardiaz70

From the business point of view, thanks to the MBA, I have been able to develop myself in the economic and financial analysis of the projects in particular and of the companies in general, allowing me to carry out busi More

$30 USD in 1 day
(22 Reviews)
4.7
lherreraz

Hi there! I read the project's description and I'm sure that I can help you with this. I have a large experience working with advanced Excel, using formulas, functions, graphs, pivot tables and Macros using VBA. I p More

$50 USD in 2 days
(15 Reviews)
3.8
cranius

Hi there, can you please provide me a sample of how you want the final result to look? I have several experience with manipulating results with formulas and then highlighting something through conditional formatting. More

$49 USD in 3 days
(9 Reviews)
3.5
raghavajay3

Hi, I have worked on a similar problem, would you like to discuss further. There are various ways we can have an approach to the problem

$155 USD in 7 days
(1 Review)
2.4
MrChips4

I specialize in working with large data sets in conjunction with customized formulas to edit and manipulate the data to achieve the desire outcome for you. I am thorough, accurate and very customer service oriented. I More

$166 USD in 3 days
(2 Reviews)
1.5
antoinepal

Hello, I am an experienced Data Analyst with advanced skills in Excel. I can give you quality work, just give me the opportunity to show you what i can do. Thanks!

$155 USD in 3 days
(1 Review)
0.7
ITspecialist247

Hello, Thank you for your job posting. Your job post has caught my attention because I'm a data entry, and web search specialist. I have comprehensive experience in data entry, and web search. I’m a hard working, fast More

$160 USD in 3 days
(1 Review)
0.8
KASERP

Hey! I'm KASERP I have reviewed your complete job description. I have fully understood your requirements and I fulfill all the qualifications required for this project. Quality work is my Priority. Let’s discuss More

$50 USD in 3 days
(0 Reviews)
0.0
MohammadAdel95

I have no thing to do these days except this work...........so i think i can do this job as soon as possible.....also i have great skills in writing and organizing data , so i will do the work perfectly , thanks

$155 USD in 1 day
(0 Reviews)
0.0
Nkillerchouhan

I will be done this work on time

$111 USD in 3 days
(0 Reviews)
0.0
thulapam64

An incisive professional with over 29 years of experience in – Finance, Accounts, Costing, Management information, ISO documentation, Business Development, Corporate and Retail Financing, Credit Administration, Branch More

$222 USD in 3 days
(0 Reviews)
0.0
odruh

I understand you need a guiding table, which will notify the amount of investment to buy or sell. I've already prepared similar tables. As I have experience in this matter I can help you on this subject effectively. More

$110 USD in 3 days
(0 Reviews)
0.0
tsisystems

TSI Systems is a global software outsourcing company that has done many projects for our clients in USA, Australia and Europe. Our employees are very proficient in automation tasks with excel and VB macros. All our de More

$155 USD in 3 days
(0 Reviews)
0.0
reea5

Hello, Im Reema from Pakistan. I'm highly interested in doing this job for you. I assure you 100% satisfaction and quality work in limited time period. You will be glad to see my amazing work. Hope you will give me a c More

$111 USD in 3 days
(0 Reviews)
0.0
CWRU23

This project seems relatively straightforward. I believe I can complete it within 1 day of you assigning it to me.

$100 USD in 1 day
(0 Reviews)
0.0
CAPINASIA

I have done similar workings for Insurance investments, which helped the client in increasing the RoR by 1%(of which our company got 0.03% as fees. We can track the investments using CUSIP ID and create one workshee More

$111 USD in 5 days
(0 Reviews)
0.0
SuatCelebi

Hello, i'm a former audit senior specialist in a big4 audit firm and i'm currently working as a financial analyst. This will be my first appointment around here so little bit of warm-up will be fine to get along i gues More

$35 USD in 0 days
(0 Reviews)
0.0