“Build Automated Portfolio Tracker with XIRR, Dashboard & Charts (Excel/Google Sheets)”
Budget: ₹1,500 – ₹12,500 INR
Hi,
I want to build a **fully automated portfolio tracker (Excel or Google Sheets)** with a professional dashboard for long-term use and client presentation.
**Core Requirements:**
1. **Simple Data Entry:**
* I will only enter Buy/Sell transactions (Date, Stock Name, Quantity, Price, Charges)
* Everything else should be calculated automatically
2. **Automated Dashboard:**
* Total Portfolio Value (Live NAV)
* Invested Amount vs Current Value
* Total P&L (₹ and %)
* Asset Allocation (Pie Chart)
3. **XIRR (Very Important):**
* Portfolio-level XIRR (based on actual cash flows)
* Stock-wise XIRR
* Accurate and dynamic calculation
4. **XIRR Graph (Important Feature):**
* Time-based XIRR graph from inception
* Toggle options: **1 Year / 3 Year / 5 Year / Max**
* Dynamic view using dropdown or buttons
5. **Performance Charts:**
* Portfolio growth chart (equity curve)
* Monthly and yearly return charts
* Drawdown chart
6. **Cash Flow Tracking:**
* Track all inflows and outflows
* Support SIP and multiple transactions
7. **Benchmark Comparison:**
* Compare with Nifty 50 or any index
* Portfolio vs Benchmark performance chart
8. **Stock-wise Analysis:**
* Allocation %
* Profit/Loss per stock
* Top gainers and losers
9. **Automation:**
* Automatic stock price updates (Google Finance/API)
* Dashboard updates automatically without manual work
10. **UI/Design:**
* Clean, professional, and easy-to-understand dashboard
* Suitable for client presentation
11. **Additional (Optional but Preferred):**
* Risk metrics (Sharpe Ratio, Beta, etc.)
Please share:
* Your approach (Excel / Google Sheets / API integration)
* Timeline
* Total cost
I need a stable, accurate, and scalable solution for long-term use.
I want to build a **fully automated portfolio tracker (Excel or Google Sheets)** with a professional dashboard for long-term use and client presentation.
**Core Requirements:**
1. **Simple Data Entry:**
* I will only enter Buy/Sell transactions (Date, Stock Name, Quantity, Price, Charges)
* Everything else should be calculated automatically
2. **Automated Dashboard:**
* Total Portfolio Value (Live NAV)
* Invested Amount vs Current Value
* Total P&L (₹ and %)
* Asset Allocation (Pie Chart)
3. **XIRR (Very Important):**
* Portfolio-level XIRR (based on actual cash flows)
* Stock-wise XIRR
* Accurate and dynamic calculation
4. **XIRR Graph (Important Feature):**
* Time-based XIRR graph from inception
* Toggle options: **1 Year / 3 Year / 5 Year / Max**
* Dynamic view using dropdown or buttons
5. **Performance Charts:**
* Portfolio growth chart (equity curve)
* Monthly and yearly return charts
* Drawdown chart
6. **Cash Flow Tracking:**
* Track all inflows and outflows
* Support SIP and multiple transactions
7. **Benchmark Comparison:**
* Compare with Nifty 50 or any index
* Portfolio vs Benchmark performance chart
8. **Stock-wise Analysis:**
* Allocation %
* Profit/Loss per stock
* Top gainers and losers
9. **Automation:**
* Automatic stock price updates (Google Finance/API)
* Dashboard updates automatically without manual work
10. **UI/Design:**
* Clean, professional, and easy-to-understand dashboard
* Suitable for client presentation
11. **Additional (Optional but Preferred):**
* Risk metrics (Sharpe Ratio, Beta, etc.)
Please share:
* Your approach (Excel / Google Sheets / API integration)
* Timeline
* Total cost
I need a stable, accurate, and scalable solution for long-term use.