Financial Analysis & Modeling
Budget: €30 – €250 EUR
Looking for an experienced professional in Libre Office/Excel for a small project. I would like to automate performance tracking of my investments (year to date performance and 1, 3, 5, 10, and 20 year annualized return.
I have different assets that are bought or sold, and should be accounted as first in first out in the performance calculation (shares bought first are sold first). The year to date performance (as a % gain and € gain) should include assets bought/sold within the year and acknowledge their costs.
I would prefer not to work with VBA, if possible. But if there is no other option, I am open to a VBA-based solution.
Attached the sample sheet (I have highlighted the cells that need to be calculated in red). Please let me know if this is unclear and I'll be happy to elaborate. The final document should be in Libre Office format.
I have different assets that are bought or sold, and should be accounted as first in first out in the performance calculation (shares bought first are sold first). The year to date performance (as a % gain and € gain) should include assets bought/sold within the year and acknowledge their costs.
I would prefer not to work with VBA, if possible. But if there is no other option, I am open to a VBA-based solution.
Attached the sample sheet (I have highlighted the cells that need to be calculated in red). Please let me know if this is unclear and I'll be happy to elaborate. The final document should be in Libre Office format.