Comprehensive Excel Performance Report Creation
Budget: ₹1,500 – ₹12,500 INR
I'm looking for an Excel expert who can create a detailed report based on my specified input criteria: strategy, date, P/L, day, and margin. The report should have two sheets, with Sheet 1 containing detailed results and metrics, and Sheet 2 containing combined metrics. The report should also trigger a 'drawdown' alert.
Specific metrics to be tracked:
- Drawdown
- Margin
- Average P/L per day
- Number of strategies executed
- Overall profit
- Max profit
- Max loss
- Win%, Loss%
- Avg profit on win days
- Avg loss on loss days
- Return to MDD ratio
- Expectancy ratio
- Max win streak
- Max loss streak
- A month-wise breakup list with Time frame (day/month/year)
- Bar chart: profit/loss
- A list of all values added from input sheet.
I will require separate login access for this project.
Ideal skills and experience for the job include:
- Advanced knowledge of Excel, including data analysis, chart creation, and formula application.
- Experience in creating detailed performance reports.
- Ability to track and measure complex metrics.
- Proficiency in setting up alerts for specific conditions within the data.
- Understanding of financial metrics and performance indicators.
Specific metrics to be tracked:
- Drawdown
- Margin
- Average P/L per day
- Number of strategies executed
- Overall profit
- Max profit
- Max loss
- Win%, Loss%
- Avg profit on win days
- Avg loss on loss days
- Return to MDD ratio
- Expectancy ratio
- Max win streak
- Max loss streak
- A month-wise breakup list with Time frame (day/month/year)
- Bar chart: profit/loss
- A list of all values added from input sheet.
I will require separate login access for this project.
Ideal skills and experience for the job include:
- Advanced knowledge of Excel, including data analysis, chart creation, and formula application.
- Experience in creating detailed performance reports.
- Ability to track and measure complex metrics.
- Proficiency in setting up alerts for specific conditions within the data.
- Understanding of financial metrics and performance indicators.