Portfolio Trend Analytics Dashboard
Budget: ₹8,500 – ₹10,000 INR
Brief
Client wants to track a fixed list of about 15–20 mutual funds or stocks daily or weekly, store historical NAV
or price data in a queryable database, and view trends in an Excel dashboard without touching code.
Requirements
• Python: Daily/weekly data fetcher (API or scrape) with incremental append logic — skips
already-fetched dates and handles non-trading days
• SQL: SQLite or MySQL backend storing fund_id, date, and nav, with computed daily/weekly returns as
a view or materialized table
• Excel: Power Query connection pulling directly from the SQL database, with a dependent dropdown
(select fund → auto-filter dates) and a "Growth of ■100" style index chart
Deliverables
• Python fetcher script with scheduler note (Task Scheduler / cron)
• SQL database file with schema documentation
• Excel workbook with live Power Query connection
• Short setup guide
Client wants to track a fixed list of about 15–20 mutual funds or stocks daily or weekly, store historical NAV
or price data in a queryable database, and view trends in an Excel dashboard without touching code.
Requirements
• Python: Daily/weekly data fetcher (API or scrape) with incremental append logic — skips
already-fetched dates and handles non-trading days
• SQL: SQLite or MySQL backend storing fund_id, date, and nav, with computed daily/weekly returns as
a view or materialized table
• Excel: Power Query connection pulling directly from the SQL database, with a dependent dropdown
(select fund → auto-filter dates) and a "Growth of ■100" style index chart
Deliverables
• Python fetcher script with scheduler note (Task Scheduler / cron)
• SQL database file with schema documentation
• Excel workbook with live Power Query connection
• Short setup guide
Related categories:
PHP
Python
Excel
SQL
Web Scraping
Software Architecture
MySQL
Data Visualization
Data Analysis
API Integration