Build me a few Microsoft Excel workbooks
Budget: $250 – $750 SGD
Hi, Need your help to build the following Microsoft Excel worksheets:
1. Portfolio Monitoring: Typical positions include Equities, Bonds, Structured Products. There would be fields for currency, position name, details, ISIN code, cost price, price, etc. I have created a sample worksheet with the relevant fields.
2. There are positions reflected in different custodians, I would like a worksheet for each custodian, and a 'consolidated' worksheet that takes data from the other custodians as well as an interactive / dynamic dashboard that provides graphs / pie charts on current YTD returns as well asset allocation across asset classes, across custodians
Those familiar with Bloomberg APIs that can be plugged into the excel sheet would be an added bonus.
Happy to chat more to give a better idea and also send some more datasheets for the data input.
Project needs to completed in 3 days.
1. Portfolio Monitoring: Typical positions include Equities, Bonds, Structured Products. There would be fields for currency, position name, details, ISIN code, cost price, price, etc. I have created a sample worksheet with the relevant fields.
2. There are positions reflected in different custodians, I would like a worksheet for each custodian, and a 'consolidated' worksheet that takes data from the other custodians as well as an interactive / dynamic dashboard that provides graphs / pie charts on current YTD returns as well asset allocation across asset classes, across custodians
Those familiar with Bloomberg APIs that can be plugged into the excel sheet would be an added bonus.
Happy to chat more to give a better idea and also send some more datasheets for the data input.
Project needs to completed in 3 days.