Build / Improve excel portfolio tracker and add integration to data source
Budget: $750 – $1,500 USD
I am looking for an excel spreadsheet linked via API to Interactive Brokers TWS.
The spreadsheet will support multiple owners, brokers, cash positions equities and options,
The input/output part will support manual and automatic (API) entry of
a. equities/cash
b. buy/sell/ merge/ split/ dividends/ transactions
c. set multiple holder account/broker manual and automatic (API)
d. Currencies
The spreadsheet needs a dashboard to display portfolio metrics and some statistical analysis.
We have an existing excel which is based on MS stock data and if will be a base shall be restructured
Skills: experience with stick trading applications, Excel, power pivot, Access, programming, Software Architecture
After requirements formalization, the project will be done at fixed fees.
time scope end of May
The spreadsheet will support multiple owners, brokers, cash positions equities and options,
The input/output part will support manual and automatic (API) entry of
a. equities/cash
b. buy/sell/ merge/ split/ dividends/ transactions
c. set multiple holder account/broker manual and automatic (API)
d. Currencies
The spreadsheet needs a dashboard to display portfolio metrics and some statistical analysis.
We have an existing excel which is based on MS stock data and if will be a base shall be restructured
Skills: experience with stick trading applications, Excel, power pivot, Access, programming, Software Architecture
After requirements formalization, the project will be done at fixed fees.
time scope end of May