I need an excel sheet made to compare investment portfolios.
4733
£250(approx. $324)
- Posted:
- Proposals: 10
- Remote
- #97839
- Archived
Excel Expert, Excel Spreadsheets, Excel VBA & Access Database Developer, Data modelling & Analysis
London
PHP, Joomla, Drupal, Open Source, .Net, Oracle, MySql, Social Media Applications, Facebook Applications
Noida
Mobile App Development, Python, Power BI, Flutter, Angular, Android, IOS, Developer, Django, Ionic Framework, React JS, PHP, Web, Startup
Dartford
90327140530201414354951174858782219539712653458782117441
Description
Experience Level: Expert
I need an excel sheet made to compare investment portfolios.
I am able to download client portfolios from an investment platform in to excel format. What I would like to do is compare the clients current investment portfolio to our model portfolio which could comprise different funds and sectors or funds which might not even be included in the excel sheet e.g. model low risk fund compared to the funds to the client's portfolio.
I have the model portfolio on the right and then all of the different funds which the client holds on the left. I then need to identify the funds which are not in line with the model portfolio to produce some sort of buy and sell list.
I don’t know if this is possible but I would look forward to hearing if there is an answer or understanding what is needed to come to a solution.
I look forward to the questions!
I am able to download client portfolios from an investment platform in to excel format. What I would like to do is compare the clients current investment portfolio to our model portfolio which could comprise different funds and sectors or funds which might not even be included in the excel sheet e.g. model low risk fund compared to the funds to the client's portfolio.
I have the model portfolio on the right and then all of the different funds which the client holds on the left. I then need to identify the funds which are not in line with the model portfolio to produce some sort of buy and sell list.
I don’t know if this is possible but I would look forward to hearing if there is an answer or understanding what is needed to come to a solution.
I look forward to the questions!
Ben C.
100% (1)Projects Completed
5
Freelancers worked with
4
Projects awarded
14%
Last project
14 Feb 2013
United Kingdom
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