Build investment portfolio statement excel
Budget: $250 – $750 USD
I need to automatize the following process in excel:
INPUT
Portfolio positions (quantity, value, P/L, etc)
Asset classification for every position (asset class, sub asset class, sector, country, etc)
Periodical balances of the portfolio
OUTPUT
Summary of positions statement
Detailed positions statement
Asset Allocation plots to show asset classes, sectors, countries, etc
All needs to be presented in a pdf in a consistent manner, with a very nice design
INPUT
Portfolio positions (quantity, value, P/L, etc)
Asset classification for every position (asset class, sub asset class, sector, country, etc)
Periodical balances of the portfolio
OUTPUT
Summary of positions statement
Detailed positions statement
Asset Allocation plots to show asset classes, sectors, countries, etc
All needs to be presented in a pdf in a consistent manner, with a very nice design