Equities portfolio reporting tool in excel

Dear Sir/Madam, thank you for the detailed project brief. I have over 12 years of experience in financial analysis and accounting involving Excel and VBA, personal history of investments in stocks and funds as well trading in futures and spot currencies. I'd be glad to help you with this and other modules that you want to work on. Thank you!

A proposal has not yet been provided

Hello! Being a Chartered Accountant I would love to work on this project, I hold Masters Degree of Economics as well and I am 100% sure, I can do this project professionally. You can check my reviews for my quality and reliability. Looking forward to hear from you soon Thanks! http://www.freelancer.com/u/xazoo.html

Hi, I can prepare such sheets. Let's discuss the details. Thank you

Dear, Regarding my qualifications, I hold a Master's degree in Electrical Power Systems and a Bachelor's degree in Engineering (Electrical) and I've been using Matlab/Excel/VBA for 5+ years. Regarding The project: I am an expert in excel/VBA. Please check my portfolio/profile/reviews. Please more info in PM if you are interested. Thank you. :) I await your reply. With Kind Regards Boris

Hello sir... I provide very fast work & guarantee you 100% satisfaction and my expertise lies in quality service and delivery on Time kindly if you wants high quality work then as soon as possible discuss me. Please give me chance to prove myself. Thank u!

Hi, I'm experienced in Financial analysis, Accounting and Economics, Project Management and Academic writing. Ready to complete your projects: 1) Writing Business Reports - Business Plan, Investment Memorandum, Financial Performance ... 2) Developing Financial model, Business valuation, Financial Projections 3) Designing and estimation of Econometric models 4) Essays writing in Finance, Economics, Accounting, Business, Management, International trade... Accroding to the established formatting and referencing rules. Our team's qualification as well as experience and diversity in skills that we can offer makes us a dynamic source for meeting almost all your requirements.

Hello! I am a highly qualified business professional, currently doing my doctorate in economics and have tons of writing experience, I am very much excited and deeply interested in bringing laurels to your assignment, please assign me this task without any hassle and you will experience quality work on time. I am 100% Sure, you will award me all your writing tasks once you witness the quality of this task. Thanks!

THANK YOU FOR INVITING TO BID FOR YOUR ASSIGNMENT Snapshot About Me: I am a Financial and Statistical Research Analyst. As a analyst my spectrum of work includes valuation of any financial products (stocks, debt securities etc), corporate project and prepare a report based on analysis. I also do Statistical Analysis using spreadsheet and multiple Statistical concepts.I also help finance, mathematics and statistics students in completing their assignment. In short I am a complete package for any one who has a job related with Finance and Statistics. Professionally I have approximately 5 years of experience as Quantitative Developer, Corporate Finance Manager, Research Associate for Equity and Fixed Income Securities and Consultant for some of the Global Investment Banks and Consulting firms. Academically I am MBA in Finance and Strategy. Besides that I am MS in Finance and Statistics with Distinction. CFA level-2 candidate, CAIA Level-2 candidate, GARP certified FRM candidate, Microsoft certified Excel Specialist.

Hi, This is Santhosh from India.I am a Business Management Graduate with Computer Science engineering background who is passionate about Data, Mathematics and Technology. I have worked in few data analytics projects involving SAS & R. Also I have worked on many projects involving Excel (Pivot Table, Macros) and VBA. I am relatively new to freelancing so I don't have many projects to showcase in this site. I just very recently completed a project which involved creating a Excel dashboard reporting of Client's Financial Investments. I can share more details on this project if you can get in touch with me.I am willing to share a screenshot of the Financial reporting dashboard/report I made for this client. I understand that this first module involves providing a Clients Statement Holding Report at a particular day/date. I believe I have enough expertise to complete this project with you being 100% satisfied. Looking forward to hear from you. Thanks & Regards, Santhosh Kanna

A proposal has not yet been provided

hello concern, i am interested about your job. i have lot of time to do this job. with regards salakuzzaman

Hi, I have completed such work and very familiar with trading ( experience and education). Moreover i do investment for which i have developed my own excel spreadsheet. thanks

A proposal has not yet been provided

A proposal has not yet been provided

I have perused the Excel workbook attached to the Project and think I am the right candidate for the project. I am an Independent Financial Adviser and distributor of Mutual Fund Schemes registered with Association of Mutual Funds of India and a long term investor in Indian capital markets. I generate periodic reports of client portfolios with updated data. My specialties includes Investment Analysis, Wealth Management, financial Analysis & modeling, Excel and Banking, I possess advanced skills in MS Excel including writing formulas like VLookup, Index & Match, Pivot Report and Pivot Chart, calculation of average cost, Macro etc. I bring to the table over 50 years extensive expertise in Banking, Finance at Senior levels coupled with a stint as Dy. Director (Finance) in Kazakhstan. Company Secretary (All India First Rank Medalist), Cost Accountant.

Will give the highest quality of work. Got the required skill set and experience to execute your project. Have been working in trading of equities, currencies and commodities since 7 years. In all of my employments, I have made various macros ranging from financial ratios, valuation of investments to risk management tools. I can share few macros for your reference if you require the same.

I am well versant with equity market. I have browsed the work sheet and I would add many vital data for the easy perusal of the beneficiary.