Excel Expert to program Private investment tracking, reporting and trending

$30-250 NZD

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pred več kot 4 leti

$30-250 NZD

Plačilo ob dostavi

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 projekta: 20964261

Več o projektu

14 ponudb

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Aktivno pred 5 leti

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14 freelancerjev je oddalo ponudbo s povprečno vrednostjo $138 NZD za to delo

@bizwizz

I think I am a good fit for this project job because I have all the qualities that you are looking for. Experience is the golden factor with this type of project and I have a minimum of 9+ years of working experience in all of the categories that you need assistance with. I not only meet, but exceed all of the requirements for this project. When I looked at your job requirements for the very first time, it took me no time to realize that I have finished many projects which are similar to yours. I love turning raw data into story-boarded reports that provide actionable insights to executives, or communicate complex data in a simple way to other audiences. I have done few tens of successful projects in Excel, Data Cleaning, Data Extraction, Data Mining, Tableau, Machine Learning, python and more. I do take pride in the satisfaction of my Clients with the work done for them.

$200 NZD v 5 dneh

4,9

(22 ocen)

5,8

@ravim211071

hi there I am an MBA graduate with finance stream working as a manager in investment vertical in a public sector bank.I know all about private equity investment with the use of excel. I am very much familiar with the all the concept provided above and confident enough to complete the work. waiting for your response.

$111 NZD v 3 dneh

5,0

(5 ocen)

3,0

@enghamza12

****** ma shaa Allah ****** I'm are professionals in ✔️MATHEMATICS, ✔️MATLAB, ✔️SOLIDWORKS, ✔️ANSYS FLUENT, ✔️PHYSICS, ✔️COMSOL ✔️PDF to Doc or all format and versa I am a boss. ⭐⭐⭐ Major skills and Qualifications ⭐⭐⭐ ✅DSP and Image Processing ✅Face Detection / Recognition / Classification & Object Tracking ✅ STATISTICS, R, Probability ✅Mathematics: GA, NN, CNN, Machine & Deep Learning ✅Physics: Mechanics, Nuclear physcis, electronics, Optics. ✅Signal processing: FFT/DSP, Computer Vision ✅Mechanics: FEA/CAD/CAM, Robotics, CFD ★★★ Software tools I am using: ★★★ ✅OpenCV, OpenGL ✅Matlab & SIMULINK /Simulation ✅Solidworks, Ansys Fluent, Solidworks ✅Androied,JacaFx,Larval @ If you keep in touch with me, you will be satisfied with my best result! ❤Thanks❤

$250 NZD v 10 dneh

5,0

(2 ocen)

1,1

@brunovilela4219

Hello, I'm an experienced Excel user, and have been working with smart tools and analysis for already 10 years. This experience includes KPI's consolidation, big databases management, budget planning, advanced formulas combinations, pivot table, dashboards development, smart forms using VBA, survey analysis, etc. I've concluded a lot of similar jobs. Please let me help you. Best Regards, Bruno Vilela Data organization Advanced Formulas Pivot Table Smart Forms Dashboards

$30 NZD v 1 dnevu

5,0

(1 ocena)

0,5

@pauljayanta97

You can give me. I will never break your believe. I am enough knowledge in Excel and data analysis, which is required for your project completion.

$111 NZD v 4 dneh

0,0

(0 ocen)

0,0

@assharma99

give me one chance. your work is properly done by me yoyu have trust me i have very honest and relible person for your work

$30 NZD v 2 dneh

0,0

(0 ocen)

0,0

@youssriaboelseod

hello sir ,i am analyst , i use many technology in my work as vba , sql , access and excel i will do this job in hight accuracy and fast time get me the messon

$140 NZD v 7 dneh

0,0

(0 ocen)

0,0

@Sharif1843

Hi i am a Excel VBA Expert, I have created a planning software and an Add ins for excel named ES Tools using VBA. so i assure u that i will be able to help u and complete your job within time limit with hundred percent accuracy

$140 NZD v 3 dneh

0,0

(0 ocen)

0,0

@CARahul1737

Hi There, This job is of my most interest. I can assure you with the best quality work, I had done this type of work for my local clients also. Looking forward to have you on board! Kind regards, PMS & Team

$200 NZD v 7 dneh

0,0

(0 ocen)

0,0

@freelancer1522

I am a qualified chartered accountant holding a MBA in finance degree as well. I am quiet good with macros and VBA

$120 NZD v 7 dneh

0,0

(0 ocen)

0,0

@hamza0321

I"m a Financial Analyst with proficiency in MS Excel that is relevant for this job (Excel Skills such as using Pivot Table to create dashboards, reporting upon different dimensions with data analysis techniques as well as data visualization). Will provide you with utmost quality reporting as per your purpose & user requirement through my skill-set and experience.

$140 NZD v 6 dneh

0,0

(0 ocen)

0,0

@aslammohd028

I'm an experienced Excel user, and have been working with smart tools and analysis for already 3 years. This experience includes big databases management, budget planning, advanced formulas combinations, pivot table, dashboards development, smart forms using VBA, survey analysis, etc. I've concluded a lot of similar jobs.

$140 NZD v 7 dneh