Excel Expert to program Private investment tracking, reporting and trending

$250-750 USD

Terminado

Publicado

hace más de 4 años

$250-750 USD

Pagado a la entrega

I have started but over my head to develop an easy to use and update tracking ledger that for private equity investments that can track balances and report out per IRR using XIRR, support updates and new investments and toggle off but retain data on closed investments. This is NOT stock tracking this in Private equity investing. I have included some spreadsheet work and a sample of my NON Integrated way I track today but need it all in an integrated ledger and need summary reporting and trending etc as outlined on the Spec tab. This spreadsheet should provide for a Ledger of both active and closed investments Track each investment with non routine periodic updates for New capital invested, capital returned, dividends returned, dividends reinvested and Updated Investment NAV value Report balances by Each investment By investment class By investment Type By investment entity report IRR on each investment using Excel XIRR function for Each investment Investment Class Investment Type Investment entity Provide weighted value of each investment to portfolio and weighted value of class to portfolio and type to portfolio with pie chart graphics Trend graphs and tables for Balances and IRR for Each investment Investment category Investment Type Produce individual investment reports and summary investment reports Be able to toggle active investment only or closed investments only or both Dashboard for reporting Data entry updating and loading new investments and monthly status must be user friendly for NON excel user

Software Architecture

ID del proyecto: 20950667

Información sobre el proyecto

22 propuestas

Proyecto remoto

Activo hace 5 años

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@sevillajk01

hi! let me help you. I offer high quality and accurate output with fast turnaround time. Just message me to talk more details on your project. Hope you will consider me, thanks.

$250 USD en 7 días

5,0

(27 comentarios)

4,5

22 freelancers están ofertando un promedio de $501 USD por este trabajo

@schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Please visit : https://www.freelancer.com/u/schoudhary1553 I have excellent command over English. I am a hard worker, productive and worthy of your attention I hope, I would be the right candidate for this post. Awaiting an affirmative response from you. Kinds Regards, Sandeep

$500 USD en 7 días

4,9

(359 comentarios)

8,0

@esalem

Hi, I am interested in your project and like to talk with you about it. Send to me a message to start the discussions.

$750 USD en 7 días

4,9

(43 comentarios)

7,5

@P0L

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$500 USD en 5 días

4,9

(319 comentarios)

7,3

@elqueabandona

Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the projects, i do everything, that's why i only take what interests me and i can do it effectively. It is a complex project that requires time and dedication. Look at the comments that employers have left me, that is my greatest satisfaction. Best regards

$500 USD en 7 días

4,9

(237 comentarios)

6,9

@vsprybhanu

Hi, My name is Virendra. I am experienced Data Analyst and Macro Developer. I have read your instructions carefully. I have excellent knowledge and experience of creating User Form, Command Button, Drop Down, Radio Buttons, List Boxes etc. in excel VBA. I also have expertise in Manipulating and Exchanging Data in Multiple Sheets, Using Advanced Formulas, Critical Programming, Developing System for Management and Creating Reports. I have done mostly Excel VBA Programming jobs. So, I can do this job nicely. Ready to start, please message me to discuss your project in more details. Thanks, Virendra

$400 USD en 7 días

4,8

(90 comentarios)

5,7

@bhupendrayadav

I am postgraduate (MBA) in finance with more than 5 years of experience in financial modeling, financial analysis, advanced excel based models and tools, VBA automation. I have completed similar projects, please have a look at my portfolio for more details. I have previously worked for Ernst & Young also for financial modeling and model automation. You can get your work done with highest quality at lowest price. Please Initiate chat to discuss detail.

$700 USD en 5 días

4,9

(34 comentarios)

5,2

@rIbrarahmed

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 myself for this project. please contact with me. Thanks.

$250 USD en 1 día

4,7

(25 comentarios)

4,8

@paulodayto08

Hi Good Day! A serious freelancer here. I want to help you to improve your existing tool. Please message me to discuss what are the enhancement that we can apply to your existing tool. Please consider my bid. I've done a lot of Reports and Templates using MS Excel. I can use my expertise in VBA Macro do it quickly and accurately. Message me anytime to discuss. With my experience as a VBA Macro developer for 8 years I can give you the high quality tool that can generate accurate result that you wanted using MS Excel. I am also a Project Management Analyst for 8 years in Accenture which given me the knowledge of creating quality dashboards and financial reports for our Clients. Please message me anytime to discuss more about this project. I am willing to help you out and show you my expertise. Thank you!

$300 USD en 3 días

4,9

(34 comentarios)

4,4

@dineshmore

Will create application for this. Hi Myself expert in Dot net technologies with 14 yrs of experience in software development. Developed various web and desktop based projects in Finance, Insurance, Research, Education , Research and Retail Domains. Worked in technologies : Asp.net Mvc5.0/4.0/3.0 and Asp.net webforms 4.5/4/3.5/2.0 with c# as programming language, C#.net, wcf, webservices & web apis, Sql server, bootstrap, jquery, javascript, ajax, xml, json, linq, entity framework, ssrs & crystal reports, telerik & devexpress controls. Let me know your requirement in details. Payment terms: 1. 20% milestone release on awarding project. 2. 20% milestone release on phase1 Development 3. 20% milestone release on phase2 Development 4. 20% milestone release on Uat signoff. 5. 20% milestone release on project closure and source code handover. Awaiting for positive response. Thanks and Regards..

$750 USD en 30 días

5,0

(4 comentarios)

3,8

@theukwebexpert

Hello there! My name is Chris, I'm a UK based and native English speaking web developer and app expert with 10 years experience building and maintaining complex web apps/websites/software I've built and maintained applications/sites for large companies such as Coca Cola, Deutsche Bank, Easy Jet, Barclays, Vogue, Menzies, NHS, US & UK Government My specialist skills include: PHP, Javascript , MYSQL, Bootstrap, BackBoneJS, React, Angular, SEO, Digital Marketing, Laravel, IONIC, WooCommerce, Moodle, Shopify, WordPress, Drupal, New Website Builds, Search Marketing, Graphic Design, NGINX, Apache2 I'm highly motivated, results driven and personable individual with a keen eye for details and getting projects finished in a quick timescale, whilst still delivering a world class customer experience. Chris Fairman

$750 USD en 2 días

0,0

(0 comentarios)

0,0

@LovablboyAjeet

Hello, I have gone through your project description and understood what has to be done in this task and can give you a complete assurance that I can do the job. I have sound experience in performing such kind of work as I have done lot of project of similar kind in the past. I think I can assist you in getting this task done with more focus on quality and getting it delivered on time. Regards, AJEET

$500 USD en 7 días

0,0

(0 comentarios)

0,0

@snokrek99

Hi, I'm new freelancer, looking a job. I'm working as officer secretary at Dhaka Medical College Alumni trust since 2014. I Have good knowledge about Microsoft Office, Data processing, Data entry And Internet Brows. I'm punctual about time. I'm ready for your project.

$500 USD en 7 días

0,0

(0 comentarios)

0,0

@shimakhamisalmuq

I wish you hire me

$555 USD en 10 días

0,0

(0 comentarios)

0,0

@saulgutman

35 años de experiencia

$666 USD en 10 días

0,0

(0 comentarios)

0,0

@sridharmak

As i am currently doing my projects on data entries and as a data analyst i woukd be abke to complete your work effectively with the given time period Relevant Skills and Experience Done projects on food suppliers data in my college and doing projects on data analysis

$277 USD en 8 días

0,0

(0 comentarios)

0,0

@Rajneesh4

We have done similar template for a private equity house based out of Saudi. The sheet is fully flexble and tracks the portfolio performance.I'm sure i can accomplish this task for you.

$666 USD en 10 días

0,0

(0 comentarios)

0,0

@asimkhan28

Dear Valued Client, We believe you require a best excel based solution implementing both macros and advance formulas to your solution. Looking forward to get your confirmation and provide our best quality solution. Thanks MAK

$650 USD en 7 días

0,0

(0 comentarios)

0,0

@ArtAryana

I am fully skilled in what you defined as a project. efficiency and accuracy is very important for me. i have a strong desire to work hard and perform well.

$250 USD en 5 días