Streamlined Excel Investment Automation
Budget: $250 – $750 USD
I have an investment-analysis workbook built around 4–6 tightly linked worksheets and the Morningstar Excel Add-In. Right now, every time I add a new product on the control sheet I have to touch each tab manually. I want that to stop. The moment a ticker or fund name is entered on the main sheet, every dependent tab should fill itself out automatically according to the logic already driving the file (all calculations lean on the existing Morningstar data feed).
What matters most to me is clean automation: formulas and, where appropriate, VBA that are easy to audit, keep the file light, and never break when the data set grows. If you have a proven track record building sophisticated, highly performant Excel models—and you’re comfortable working with the Morningstar plug-in—you’ll be able to jump straight in.
Deliverable
• A revamped workbook in which a single product entry triggers population of all related data across the other sheets without adding noticeable file bloat.
• Clear in-sheet documentation so any future analyst understands the flow.
• Brief hand-off call or video walkthrough to demonstrate the solution.
I will provide the current file, detail the exact fields that need to flow through, and answer any edge-case questions you have. Once it’s humming, we can explore further enhancements, but the first milestone is rock-solid automation.
What matters most to me is clean automation: formulas and, where appropriate, VBA that are easy to audit, keep the file light, and never break when the data set grows. If you have a proven track record building sophisticated, highly performant Excel models—and you’re comfortable working with the Morningstar plug-in—you’ll be able to jump straight in.
Deliverable
• A revamped workbook in which a single product entry triggers population of all related data across the other sheets without adding noticeable file bloat.
• Clear in-sheet documentation so any future analyst understands the flow.
• Brief hand-off call or video walkthrough to demonstrate the solution.
I will provide the current file, detail the exact fields that need to flow through, and answer any edge-case questions you have. Once it’s humming, we can explore further enhancements, but the first milestone is rock-solid automation.