Excel VBA financial dash board

The goal is the exerci is to automate many little part of this attached spreadsheet. It will be used to maintain a personal portfolio with transactions and current holdings. Many little metrics need to be automatically calculated and aggregated. Nothing complex but many steps. Understanding of financial concepts is very useful to the project. PLease, before bidding, I will expect you to have had a look at the attached file (should start reading from the "transaction" tab back to the "dash board" tab to facilitate the understanding of the project).

Habilidades: Visual Basic, Área de trabalho do Windows

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Acerca do Empregador:
( 7 comentários ) Neuheim, Switzerland

ID do Projeto: #130666

Premiar a:


Hi there, Im an expert in Excel Vba and can automate this for you no problem at all. ive been through the spreadsheeet and have an understanding of what you require. It maybe beneficial (providing you offer me th Mais

$60 USD em 4 dias
(13 Avaliações)

9 freelancers are bidding on average $84 for this job


We have recently completed a similar project in Excel with streaming input from Bloomberg. Please see PMB for details.

$72 USD em 1 dia
(3 Comentários)

Hi - This all looks quite straightforward. I wrote a similar system for another fund a while back with this functionality.

$90 USD in 5 dias
(2 Comentários)

Hello; I've gone through the excel sheets. It can be automated. I'm right away ready for a quick turnaround. Post with further details. REgards.

$80 USD in 7 dias
(2 Comentários)

Check pm, thank you

$100 USD in 20 dias
(0 Comentários)

hi, ok let's start.

$100 USD in 10 dias
(0 Comentários)

Hi I have gone through your excel sheet. my Colleague having good knowledge about your process becasue he is working on same process and I am having vba experience

$81 USD in 10 dias
(0 Comentários)

Hi I am Anshu , i am masters in computers. Have 6 years of expereince. I have good knowdledge of MS technologies like DOT NET , VB 6. SQL server, VBA Excel, VBA Access ,crystal report as well. Look fwd to work with u . Mais

$100 USD in 10 dias
(0 Comentários)

The budget provided for the project is just approx. Finally it will be decided after knowing the actual requirement of the project. Give us an opportunity, we will provide you the best solution. Our employees come Mais

$70 USD in 15 dias
(0 Comentários)