Interactive Investment Comparison Workbook
Budget: $30 – $250 USD
I want a single Excel file that lets me compare different investments across several interconnected sheets. The core data points are daily share performance and current asset allocation; both should refresh automatically from an external source such as Excel’s built-in Stocks data type, Power Query, or another reliable feed you recommend.
Here is what I need the finished workbook to do:
• Sheet-level formulas that pull live prices and allocation figures into a central dashboard without manual copy-paste.
• Consistent references so that when I add or rename a holding on one sheet the change flows everywhere else.
• Clear, protected input areas for anything that cannot be automated.
Acceptance criteria: the workbook opens without connection errors, updates prices with a single refresh, and produces matching totals across all linked sheets. If you choose Power Query or VBA, please include clean, commented code so I can maintain it later.
Here is what I need the finished workbook to do:
• Sheet-level formulas that pull live prices and allocation figures into a central dashboard without manual copy-paste.
• Consistent references so that when I add or rename a holding on one sheet the change flows everywhere else.
• Clear, protected input areas for anything that cannot be automated.
Acceptance criteria: the workbook opens without connection errors, updates prices with a single refresh, and produces matching totals across all linked sheets. If you choose Power Query or VBA, please include clean, commented code so I can maintain it later.