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    Create a investment ledger in excel

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    3328
    $50
    • Posted: 9 years ago
    • Proposals: 1
    • Remote
    • #533839
    • PRE-FUNDED
    • Awarded
    Rundie D.
    has already sent a proposal.
    • 0
    • 0

    Description

    Experience Level: Intermediate
    Estimated project duration: less than 1 week
    Industry: Business
    Description of excel work: To create a investment ledger template in excel to capture the following:
    - Investment holdings in equity and bonds.
    - Template must allow user to update current market value and compute and capture the unrealised gain or losses from revaluation
    - Template must allow user to update currency code and compute and capture the unrealised gain or loss in forex
    - Template to allow user to capture movements in investment holdings (purchase, sales and redemption) and compute the realised gain or loss from the divestment
    - Template to compute the accrued interest for bonds, amortisation/accretion of bonds.
    - The excel template should split the ledger in different excel worksheet for bonds (1 worksheet per currency) and equities (1 worksheet per currency)
    Extra notes:
    Adrian C.
    Adrian C.
    100% (13)
    Projects Completed
    13
    Freelancers worked with
    12
    Projects awarded
    57%
    Last project
    25 Mar 2023
    Singapore

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    3328
    $50

    - or -

    Post a project like this
    Adrian C.
    Adrian C.
    100% (13)
    Projects Completed
    13
    Freelancers worked with
    12
    Projects awarded
    57%
    Last project
    25 Mar 2023
    Singapore

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