Comprehensive Portfolio Tracker in Excel
I'm seeking a freelancer proficient in Excel who can design a sophisticated portfolio tracker for various assets. The tracker should encompass the following assets: - Stocks - Mutual Funds - US Stocks - Crypto - PF - PPF - NPS - Gold - Silver - FD - RD Each asset category should have specific tracking parameters: - For Stocks: Date of purchase, XIRR, Returns from 1st Jan of current year. - For Mutual Funds: Date of Purchase, XIRR, folio numbers, EMI Amount, Date of EMI. In addition, the tracker should feature: - A Goals tab: Visualizing assets associated with each goal, with one folio possibly linked to multiple goals at different amounts. - A Liabilities section: Keeping tabs on Current Loans, EMI amounts, Pending EMIs. Key Functionalities: - Automatic calculations: To keep trac...
Keyword: Business Analysis
Delivery Time: 13 hours left days
Price: $84.0
Business Analysis Data Processing Excel Statistics Visual Basic
AI for Financial Document Analysis and Annotation
I'm seeking a financial analysis and AI specialist to develop a system that can analyze various financial documents and then annotate them with useful insights and questions, like a company CFO would do. Key Responsibilities: - The AI will be analyzing documents ...
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Preciso de uma dashboard de vendas em Power BI, que seja bonita para apresentar aos gestores e equipe. Utilizar indicadores de vendas. Extrair dados do CRM da empresa. Preciso que a dashboard fique disponível na web ou nuvem.Category: IT & ProgrammingSubcategory: Da...
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