Comprehensive Portfolio Tracker in Excel
Budget: ₹1,500 – ₹12,500 INR
I'm seeking a freelancer proficient in Excel who can design a sophisticated portfolio tracker for various assets.
The tracker should encompass the following assets:
- Stocks
- Mutual Funds
- US Stocks
- Crypto
- PF
- PPF
- NPS
- Gold
- Silver
- FD
- RD
Each asset category should have specific tracking parameters:
- For Stocks: Date of purchase, XIRR, Returns from 1st Jan of current year.
- For Mutual Funds: Date of Purchase, XIRR, folio numbers, EMI Amount, Date of EMI.
In addition, the tracker should feature:
- A Goals tab: Visualizing assets associated with each goal, with one folio possibly linked to multiple goals at different amounts.
- A Liabilities section: Keeping tabs on Current Loans, EMI amounts, Pending EMIs.
Key Functionalities:
- Automatic calculations: To keep track of all financial metrics.
- Data visualization: Using charts/graphs for easy comprehension of data.
- Data import/export: For seamless integration of external data.
The ideal candidate would have extensive experience in Excel, a strong understanding of financial tracking, and the ability to integrate API data. Please note that data entry for the assets will be done via API integration.
The tracker should encompass the following assets:
- Stocks
- Mutual Funds
- US Stocks
- Crypto
- PF
- PPF
- NPS
- Gold
- Silver
- FD
- RD
Each asset category should have specific tracking parameters:
- For Stocks: Date of purchase, XIRR, Returns from 1st Jan of current year.
- For Mutual Funds: Date of Purchase, XIRR, folio numbers, EMI Amount, Date of EMI.
In addition, the tracker should feature:
- A Goals tab: Visualizing assets associated with each goal, with one folio possibly linked to multiple goals at different amounts.
- A Liabilities section: Keeping tabs on Current Loans, EMI amounts, Pending EMIs.
Key Functionalities:
- Automatic calculations: To keep track of all financial metrics.
- Data visualization: Using charts/graphs for easy comprehension of data.
- Data import/export: For seamless integration of external data.
The ideal candidate would have extensive experience in Excel, a strong understanding of financial tracking, and the ability to integrate API data. Please note that data entry for the assets will be done via API integration.