Evaluating bids

Build a Dashboard for Excel Portfolio Management Sheet

Published on the July 26, 2024 in IT & Programming

About this project

Open

I have a Stock Portfolio Management Excel Sheet that includes details such as my stock portfolio, daily/monthly P&L, and daily transactions. I need assistance with verifying and improving the Excel formulas and creating a comprehensive dashboard for better data visualization. Additionally, I'm open to implementing a script that can automate data retrieval from my brokerage account and update the Excel sheet accordingly. If you have the necessary skills and are interested in this project, please feel free to reach out. Thank you!

Skills Preferred:
- Proficiency in Microsoft Excel
- Knowledge of stock finance (preferred but not mandatory)
- Scripting language (preferred but not mandatory)
- Web development (optional, for discussing potential migration to a web-based solution)

Category IT & Programming
Subcategory Web development
What is the scope of the project? Small change or bug
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
Roles needed Designer

Delivery term: Not specified

Skills needed

JavaScript MySQL PHP Python VBA Microsoft Excel Power BI

Want to start working on this project?

Log into your Workana account or Register today. Boost your freelance work!