Develop a custom personal finance and portfolio management tool in excel

Zamknięty Opublikowano Oct 4, 2015 Płatność przy odbiorze
Zamknięty Płatność przy odbiorze

I am looking for a professional who can develop a custom based excel to manage my personal expenses and investment portfolio management tool.

My requirement is below:

- Create a template for capturing personal expenses

- Personal expense graphs - Year, Month, Category wise spending charts

- Portfolio management tracker with all set of calculations for the below categories

- Equities

- Mutual funds

- National Pension Scheme

- All kind of company and bank deposits

- Bonds

- Provident Fund

- Other categories will let you know.

- Importantly this excel tool should calculate all set of interest calculations as well

- Reporting requirements will be given later

Excel Rynki finansowe Planowanie finansowe Badania finansowe Badania Inwestycyjne

Numer ID Projektu: #8609904

O projekcie

13 ofert Zdalny projekt Aktywny Nov 10, 2015

13 freelancerów złożyło ofertę za ₹9368 w tym projekcie

shikhamehta

Hey, I have done several similar templates and have extensive experience in portfolio management. I can create the desired template. Can you explain your requirements in detail so that I may assess the effort requir Więcej

₹20000 INR w ciągu 15 dni
(89 Oceny)
6.1
raghav1101

Hi, I would love to work on this project. I am a chartered accountant (CPA equivalent) with 5 years of experience in the field of accounts and finance. I have 8 years of experience in Microsoft Excel including working Więcej

₹7368 INR w ciągu 4 dni
(65 Oceny)
5.9
someka

I am mostly online. Just drop me a message so that we can discuss further about pricing and job details.

₹1700 INR w ciągu 3 dni
(41 Oceny)
4.7
abhiman1985

I am very proficient in MS EXCEL and can complete the task requested as per your requirements. I have complete numerous expense tracking models in the past and you can have a glimpse of them in my portfolio.

₹12500 INR w ciągu 15 dni
(1 Ocena)
2.9
kaushal2512

- Qualified chartered account with 3 years of experience - advanced user of microsoft excel and power point - strong analytical skills - currently working with financial planning and analysis department of a MNC

₹5555 INR w ciągu 3 dni
(1 Ocena)
1.2
rkolur

my skills sets and experience of working with banks will help deliver the project in time with good quality work.

₹13333 INR w ciągu 3 dni
(0 Oceny)
0.0
sandiprajguru

I intend to bid for the same based on my vast prior experience as a freelancer in this field. I have proven track record of around 4 years and quality of my work has received appreciated by my customers. I am very goo Więcej

₹8000 INR w ciągu 3 dni
(0 Oceny)
0.0
prateekagar

I am a qualified Chartered Accountant and Company Secretary having 6-7 years of working experience in finance, accounts, audit, taxation, etc. I have my few clients for whom I handle their personal accounts including Więcej

₹11111 INR w ciągu 10 dni
(0 Oceny)
0.0
Akhil12sharma

A proposal has not yet been provided

₹6666 INR w ciągu 2 dni
(0 Oceny)
0.0
prendzov

ill do it fast and precise, I am Excel expert, using macros and other advanced functions. all will be done in time and according to agreement. I can start immediately.

₹7777 INR w ciągu 3 dni
(0 Oceny)
0.0
pedrobertoni

Hi, I am an expert in excel spreadsheets, and I would like to help you to organize your finances. And with it you will can analyse your expenses to check where to save and invest your money.

₹7777 INR w ciągu 3 dni
(0 Oceny)
0.0
thundervolt1989

A proposal has not yet been provided

₹11111 INR w ciągu 5 dni
(0 Oceny)
0.0
AsafPinhas

Hi, I have a lot of experience creating excel based tools for budget tracking and creating dashboard to keep the picture clear. My work method includes a short interview with the customer to fully understand his n Więcej

₹8888 INR w ciągu 7 dni
(0 Oceny)
0.0