Create Custom Investment Tracking & Profitability Spreadsheet (Excel or Google Sheets)
Budget: £20 – £250 GBP
Context:
My contact has a range of small personal investments spread across various ISA platforms, which include both long-term and medium-term investments. As she was getting started in personal finance and investing, she moved around funds, platforms, and stocks, which has made it difficult to assess overall profitability of her portfolio. She is looking to consolidate all personal finance information into a single, automated spreadsheet and financial analysis tool that enables her to track both historical and ongoing profitability going forward.
Description:
I’m looking for a spreadsheet expert with finance/investment experience to build a custom portfolio tracking system.
My contact invests across:
- Three different ISA platforms which have since been consolidated into two
- One small crypto portfolio
Since, June 2024, she has:
- Bought and sold investments at different prices
- Switched between funds
- Transferred investment between accounts and funds
Requirements:
A transaction log where she can enter:
Date
Platform
Asset
Buy/Sell/Transfer/Switch
Quantity
Price
Fees
Automated calculations for:
Average cost per asset
Current holdings
Realised profit/loss
Unrealised profit/loss
Total portfolio performance
Separate views for:
Long-term investments
Short-term trading portfolio
Crypto
A simple dashboard showing:
Total return
% return
Performance by platform
Easy to update going forward.
Bonus if you can include:
Performance over time charts
Clean dashboard layout
Deliverable:
Excel or Google Sheets with formulas fully set up and easy to maintain.
Please include examples of similar financial spreadsheets you’ve built.
Use weighted average cost to simplify performance tracking.
My contact has a range of small personal investments spread across various ISA platforms, which include both long-term and medium-term investments. As she was getting started in personal finance and investing, she moved around funds, platforms, and stocks, which has made it difficult to assess overall profitability of her portfolio. She is looking to consolidate all personal finance information into a single, automated spreadsheet and financial analysis tool that enables her to track both historical and ongoing profitability going forward.
Description:
I’m looking for a spreadsheet expert with finance/investment experience to build a custom portfolio tracking system.
My contact invests across:
- Three different ISA platforms which have since been consolidated into two
- One small crypto portfolio
Since, June 2024, she has:
- Bought and sold investments at different prices
- Switched between funds
- Transferred investment between accounts and funds
Requirements:
A transaction log where she can enter:
Date
Platform
Asset
Buy/Sell/Transfer/Switch
Quantity
Price
Fees
Automated calculations for:
Average cost per asset
Current holdings
Realised profit/loss
Unrealised profit/loss
Total portfolio performance
Separate views for:
Long-term investments
Short-term trading portfolio
Crypto
A simple dashboard showing:
Total return
% return
Performance by platform
Easy to update going forward.
Bonus if you can include:
Performance over time charts
Clean dashboard layout
Deliverable:
Excel or Google Sheets with formulas fully set up and easy to maintain.
Please include examples of similar financial spreadsheets you’ve built.
Use weighted average cost to simplify performance tracking.