phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Help us build a excel app for a small family investment firm

  • Posted:
  • Proposals: 33
  • Remote
  • #4464387
  • Open for Proposals
Prasad S.Abdur R.Osama S.Iyanu O.Yohanes S. + 28 others have already sent a proposal.
  • 3

Description

Experience Level: Expert
Small family investment firm wants to build a tracker with reporting for managing Investments across several accounts. The work will be based in Excel, likely to need functions like the VLook-up, macros and possibly some VB plus report generation. It’s not likely to be a big piece of work - feels like a day of work really, paid hourly because it’s unclear. We have some of the tables mocked up with sample data in. Most of the work is about consolidating data from transaction logs into different views.

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Ayo O.

    Hi Stephen,

    Kindly confirm if this job offer is still open?

  • Amit K.

    Hi, why excel why not a web app ? Web app are more secure and easy to access through multiple options.

    Stephen R.15 Jan 2026

    We are fairly new to this and need to keep the cost down at least initially. I think there might be a time when we build something more robust also integrate with some AI tools and Trading apps-but that’s for later. At this stage we just want to see the position each day across about five accounts and see a consolidated view of assets and cash in different currencies so that we can steward it correctly.

    Amit K.15 Jan 2026

    Estimated cost for a light web app in laravel would be around 499 pounds, if you are comfortable with this will send you a quote.

  • Ashar A.

    hey. interesting. why have you decided to stick to excel, and not a custom coded solution that fits your needs?