Develop a custom personal finance and portfolio management tool in excel
₹1500-12500 INR
Dibayar saat pengiriman
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
ID Proyek: #8609904
Tentang proyek
13 freelancer rata-rata menawar ₹9368 untuk pekerjaan ini
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 Lebih banyak
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 Lebih banyak
I am mostly online. Just drop me a message so that we can discuss further about pricing and job details.
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.
- 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
my skills sets and experience of working with banks will help deliver the project in time with good quality work.
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 Lebih banyak
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 Lebih banyak
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.
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.
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 Lebih banyak
