Excel File for Family Trust Investments

Job ID: 39604838

Budget: $30 – $250 USD

I'm looking for a skilled freelancer to create a comprehensive Excel file for managing my family trust's investment data. The file should be simple, user-friendly, and allow for future edits. It needs to include several key components to effectively log and track various aspects of our investments.

Key Requirements:
- Stock Transactions Log: Record buy/sell dates, prices, number of shares, and transaction fees. Include real-time price updates from our local market exchange: https://www.boursakuwait.com.kw/en/.
- Portfolio Overview: Display current prices with real-time updates and provide a live portfolio chart showing gains/losses on a yearly and monthly basis.
- Dividend Tracking Log: Keep a detailed record of all dividends received.
- Contributor and Ownership Record: Maintain a clear record of contributors and their respective ownership stakes.
- Constitution and Rules Tab: Include a section for the trust's constitution and rules.

Ideal Skills and Experience:
- Proficiency in Excel with experience in creating automated and dynamic spreadsheets.
- Familiarity with integrating real-time data from external sources, particularly financial exchanges.
- Strong attention to detail and ability to design user-friendly interfaces.
- Experience in financial data management and investment tracking.

I want the Excel file to be easy to use and flexible for future modifications. If you have the expertise to create such a tool, I'd love to hear from you!