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Stock Valuation Program w/ Screener Based on Valuation Program

I'm the Chief Investment Officer of a wealth management firm in the Chicago, IL area. I've been doing this for about 14 years. It'd be great if I could work with someone locally.

What I'm looking for:

 I need a program that will turn my manual excel stock valuation tool I’ve developed into a semi-automated program that scrapes the data directly from the SEC website (via annual reports – 10-Ks) and comes up with the same output/results.

▫ I would like most listed stocks to be in the program.

▫ It will use 216 different scenarios, based on cash flow growth, dividends, etc.

▫ I need the valuation tool to be adjustable and interactive on a specific stock level based on changing time frames for growth, changing category levels to establish cash flow, etc.

 It can start with a default, e.g. last 7 year cash flow growth rate

▫ I would like the ability to run my own screening program on the entire stock universe based on my valuation tool.

▫ The ability to categorize stocks into different categories would be useful.

Habilidades: Financial Modeling, Financial Accounting, Coding, Programming, Desenvolvimento de Software

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Acerca do Empregador:
( 0 comentários ) Chicago, United States

ID do Projeto: #22841843

5 freelancers estão ofertando em média $550 para esse trabalho

schoudhary1553

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$750 USD in 7 dias
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luiswilliam

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phonexayphong523

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$500 USD in 7 dias
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ShenAizhen

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MaLiguo

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