Create Custom Investment Tracking & Profitability Spreadsheet (Excel or Google Sheets)

@schoudhary1553

As an experienced Full stack developer for 7 years, I have built an extensive track record in coding useful scripts and developing robust spreadsheets for data analysis - both of which are crucial to building the automated custom portfolio tracking system you need for your contact. Having worked with companies like Metlife GOSC and DXC technologies, my proficiency in Excel, Google Sheets, Python and R will ensure that the spreadsheet is perfectly tailored to your contact's financial needs. I understand the importance of accuracy, and that's why I prioritize data handling functionalities into any tool I create. My expertise in Excel Formulas, VBA, Macros, and R-Programming guarantees an error-free data feed, as well as the automated calculations required to generate average costs per asset, current holdings, realized profit/loss/unrealized profit/loss, total portfolio performance- and other essentials you need for a comprehensive financial picture for your contact.

@javed1705

I am an ACCA, APA and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience with advance use of excel and various book keeping softwares. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed

@daniyal3214

As an experienced finance and data professional, I understand the importance and nuances of managing investments and personal finance. I have successfully built numerous custom spreadsheets and financial tools similar to what you require for your diverse ISA portfolios and crypto holdings. With my expertise in Excel and Google Sheets, I can design a comprehensive investment tracking system that not only consolidates your varied portfolios but also provides insightful financial analysis. My proficiency in automating complex calculations like average cost per asset, realized/unrealized profit/loss, total portfolio performance, and many others will help you accurately assess your overall profitability. Additionally, I can create separate views for long-term investments, short-term trading portfolio, and crypto so that you can easily navigate through each section. To address your need for a user-friendly and efficient layout, I'll build a simple dashboard showcasing total return, % return, and platform wise performance. Lastly combining my skills in financial analysis with forecasting models, I’ll include performance over time charts to give you insights into your progress. My dedication to client satisfaction is unmatched as I always go beyond expectations to deliver high quality work. On top of that, offering post-project support is part of my service commitment. Looking forward to discussing further details or providing a demo to showcase my abilities!

@rabbiawebjuggler

As a highly experienced data analyst with a strong background in finance, I'm well-equipped to tackle and excel in your custom portfolio tracking project. I have developed and managed numerous financial spreadsheets, harnessing the full capabilities of MS Excel. My proficiency in complex formulas and data analysis techniques align perfectly with the range of requirements listed for this project. Having worked on similar financial tracking projects, I understand the nuances of consolidating disparate financial information into a coherent and automated system. For your specific needs, I can create a comprehensive transaction log that accurately reflects all investment activities such as buying, selling, transferring, and switching. Additionally, my knowledge of weighted average cost can simplify your performance tracking process. Not only will I deliver an Excel or Google Sheets masterpiece that meets all your outlined needs flawlessly, but I consistently strive to exceed client expectations. To give you some peace of mind before making a decision, I would be happy to provide examples of my previous work that showcase my ability to handle complex analytical projects like yours. With me on board, rest assured you'll receive a meticulously designed tool that simplifies investment tracking while empowering better financial decisions for the future.

@Tanmoy236

Warm greetings! I specialize in building custom, automated portfolio tracking systems for personal and small-scale investors. With 9+ years of experience in Excel, Google Sheets, and financial modeling, I create tools that simplify performance tracking and provide clear, actionable insights. Here's how I can help: * Build a transaction log capturing Date, Platform, Asset, Buy/Sell/Transfer/Switch, Quantity, Price, and Fees * Automate calculations for average cost per asset, current holdings, realised/unrealised profit & loss, and total portfolio performance * Create separate views for long-term investments, short-term trading, and crypto * Design a clean dashboard showing total return, % return, and platform-level performance * Include optional charts showing performance over time for visual analysis Could you confirm if you’d like the spreadsheet **fully automated with scripts for data import**, or purely formula-driven for manual updates?

@ameenulhaq66

Hi Catherine, Thank you for considering my proposal. With over 8 years of experience in Excel and freelance projects, I am well-equipped to assist you with your custom investment tracking and profitability spreadsheet. I have carefully reviewed your project requirements and am eager to discuss it further with you in chat. I have extensive experience in creating automated financial analysis tools and custom portfolio tracking systems. I understand the complexities involved in consolidating various investments and transactions, and I am confident in my ability to deliver a solution that meets your needs. I would appreciate the opportunity to connect with you to discuss your project in more detail. Regards

@ShaikhAneesa

Hello, I’ve reviewed your project details and I can confidently build a consolidated, automated portfolio tracking spreadsheet that makes your contact’s ISA and crypto performance crystal clear, even with transfers, switches, and mixed buy/sell history. I’ve built similar finance dashboards for multi-platform portfolios, using weighted average cost to simplify tracking while keeping results accurate and audit-friendly. First, I’ll create a clean transaction log (Date, Platform, Asset, Action, Qty, Price, Fees) with dropdown validation and error checks to prevent incorrect entries. Then I’ll build the calculation engine in Excel/Google Sheets using SUMIFS, XLOOKUP, LET, FILTER, QUERY, Pivot Tables, and structured tables to compute weighted average cost, current holdings, realised and unrealised P/L per asset and per platform. Next, I’ll separate views for long-term, short-term trading, and crypto, ensuring transfers and switches are handled correctly without double counting. Finally, I’ll design a simple dashboard with total return, % return, platform performance, and optional performance-over-time charts, so she can track profitability going forward with minimal effort. Would you like live price pulling via GoogleFinance/API for stocks and a crypto pricing API, or will you enter current prices manually? Lets chat and discuss further! Best Regards, Aneesa.

@ravinderkumar248

Hi there, I'm Ravinder, an Accounting and Finance expert with a specialty in Excel. With over 15 years of experience in financial management, I deeply understand the complexity of personal finance, investments, and tracking profitability. Having completed over 180 projects successfully, including multiple customized financial spreadsheets and automated data analysis, I believe I have the expertise you need. My approach focuses on streamlining processes through automation. For your contact's portfolio tracking needs, I will create an Excel sheet or Google Sheet solution that consolidates all her investments, tracks transactions accurately with equations for weighted average cost and calculates performance metrics like total return and percentage return. Moreover, my proficiency in Excel VBA can provide more significant value on this project as I can architect a fully automated spreadsheet to maintain itself while providing essential financial insights. Data visualization techniques like charts and graphs can be incorporated for better comprehension. Throughout my career, delivering high-quality, accurate solutions has been my core objective. With your approval on fees and investment details, I guarantee a tailored finance dashboard tool that enables her to easily update going forward. I believe in delivering not just a spreadsheet but a financial asset for better decision-making.

@simplifitax

As a seasoned Chartered Accountant (CA), I have spent the last 9 years honing my skills in financial modeling and spreadsheet management, providing meticulous and accurate financial analysis to my clients. Considering your specific project requirements, I would be an ideal fit for creating a custom investment tracking and profitability spreadsheet for your contact. My expertise in accounting, finance, and financial modeling equips me with the necessary skills to design complex yet user-friendly spreadsheets that can efficiently handle multiple data inputs and automate calculations. I will build a secure and consolidated platform for your contact's various investments, allowing them to easily enter information such as date, asset, buy/sell/transfer/switch details together with quantity, price, and fees. Apart from providing your contact with a clean dashboard layout, my prior work on similar spreadsheets includes performance over time charts which I believe would add significant value to this project. My goal is not just developing an excellent system but also ensuring that it is easy to maintain and update moving forward. My commitment to accuracy combined with tailored financial solutions will offer your contact a powerful tool to track their portfolio’s profitability, visualize performance by platform and simplify tracking of their weighted average cost. Don't waste any more time wondering about your investments— let's create the perfect solution together

@zafarfarooq612

Hello, I’m an experienced Excel and Google Sheets specialist with a strong background in personal finance and investment tracking, and I can build a fully automated, easy-to-maintain portfolio spreadsheet tailored to your contact’s needs. The system will include a comprehensive transaction log capturing date, platform, asset, buy/sell/transfer/switch, quantity, price, and fees, with automated calculations for average cost per asset, current holdings, realized/unrealized profit, and total portfolio performance. I will create separate views for long-term investments, short-term trades, and crypto, plus a clean, intuitive dashboard showing total return, percentage return, and platform-level performance. Optional charts for performance over time can be included for visual insights. The file will be fully functional in Excel or Google Sheets, using weighted average cost to simplify calculations, and structured so future updates are effortless. I can also provide examples of similar investment tracking spreadsheets I’ve built for reference. Regards, Zafar

@mfaisal3096

Hi, I am excited to propose my services for creating a custom portfolio tracking system for your personal investments. With over 7 years of experience in finance and investment analysis, I have a deep understanding of the intricacies involved in managing diverse portfolios. I will develop an automated spreadsheet that consolidates your various ISA platforms and crypto investments into a user-friendly format. By ensuring accurate data entry capabilities and automating critical calculations for average cost per asset, realized/unrealized profit/loss, and overall portfolio performance, I will provide you with the clarity you need to assess your investments effectively. Throughout this project, I will maintain clear communication, ensuring that we keep pace with your requirements and timeline. Adhering to established processes, I'll ensure that the end product is intuitive, with straightforward dashboards demonstrating total return and performance by platform. I am committed to delivering this project by the agreed deadline and will include examples of similar financial spreadsheets from my portfolio to demonstrate my capability. Together, we can ensure your investment insights are both comprehensive and easy to track moving forward.

@besho87

Hello, I build investment/portfolio spreadsheets daily and can create a clean tracker that consolidates your contact’s ISA platforms + crypto into one automated file using weighted average cost for simple, accurate performance tracking. What I’ll deliver (Excel or Google Sheets): Transaction Log: Date, Platform, Asset, Buy/Sell/Transfer/Switch, Qty, Price, Fees Automated: Avg cost, holdings, realized P/L, unrealized P/L, total return & % return Separate views: Long-term / Short-term / Crypto Dashboard: performance by platform, total portfolio performance Bonus: performance-over-time charts + clean dashboard layout Formula-driven, easy to maintain: just add new transactions and everything updates automatically. Best Regards, Beshoy

@Feriver

Hi, I will design a clean, automated investment tracking spreadsheet that consolidates all ISA and crypto activity into a single, reliable profitability view. The model will be transaction-driven, using a structured log for buys, sells, transfers, and switches, ensuring accurate historical tracking even across platform changes. Weighted average cost methodology will be applied to simplify cost basis, realised gains, and unrealised performance calculations. The spreadsheet will automatically calculate current holdings, average cost per asset, realised and unrealised profit/loss, and total portfolio performance. Separate filtered views will be created for long-term investments, short-term trading, and crypto holdings. A clear dashboard will summarize total return, percentage return, and performance by platform, with optional time-based charts for portfolio growth and asset performance. The solution will be built in Excel or Google Sheets with robust formulas, clear structure, and intuitive data entry, making it easy to maintain and extend going forward. Regards, Soas

@AnuradhaVM

Hello there, I can create a simple, automated Excel or Google Sheets portfolio tracker to consolidate ISA and crypto investments. It will track transactions using weighted average cost and calculate current holdings, realised/unrealised P&L, and overall performance, with a clean summary dashboard. Easy to update, accurate, and built for long-term use. Thank you, Anuradha Mane

@carlitanjuguna05

Hi, I’m excited about the opportunity to create a custom investment tracking spreadsheet tailored to your contact’s needs. Having extensive experience in finance and Excel modeling, I understand the complexities of managing investments across various platforms. I will build a comprehensive system that consolidates her ISA platforms and crypto portfolio, making it easy to log transactions and automatically calculate profitability metrics. The custom spreadsheet will feature a user-friendly transaction log, automated calculations for average costs and performance, plus dedicated views for long-term and short-term investments. To enhance usability, I’ll design a clean dashboard that visually represents her total returns and percentage performance by platform. I can deliver the project within 7 days, ensuring all formulas are fully functional and easy to maintain.

@maximg10

⭐Hi, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have strong experience in creating custom financial spreadsheets, especially for investment portfolios, using Excel and Google Sheets. I can deliver a well-structured, easy-to-maintain tool within your desired timeline and budget, ensuring you get quick, accurate insights. I’ve built similar portfolio trackers that handle multiple accounts, asset types, and complex transactions. I also specialize in creating clear dashboards, charts, and automated calculations to simplify investment analysis. This project will give your contact a single, organized view of her entire portfolio. It will help her see her overall performance, profits, and losses at a glance, making her investments easier to manage. It solves the problem of scattered investment data and manual calculations. The spreadsheet will automatically update and show detailed views of long-term, short-term, and crypto investments. I’ll set up a transaction log, perform weighted average cost calculations, and create visual dashboards. The result will be a simple, powerful tool for ongoing portfolio tracking. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you. Maxim

@munibs1

Hello, I understand that you're looking for a custom portfolio tracking system to help consolidate and analyze your investments across multiple ISA platforms and a crypto portfolio. With a background in financial analysis and spreadsheet development, I can deliver a tailored solution that meets your needs. Here’s what I’ll provide: - Transaction Log: A detailed log for you to easily input data (Date, Platform, Asset, Buy/Sell/Transfer/Switch, Quantity, Price, Fees). - Automated Calculations: Calculations for average cost per asset, current holdings, realized/unrealized profit/loss, and overall portfolio performance. - Separate Views: Distinct sections for long-term investments, short-term trades, and crypto holdings, ensuring easy tracking. - Dashboard: A clean, easy-to-read dashboard showing total return, % return, and performance by platform. - Charts & Visualization: Optional performance-over-time charts for insightful tracking. The solution will be built in Excel or Google Sheets with formulas set up for ease of maintenance. I’ll use weighted average cost for performance tracking, ensuring simple and clear calculations going forward. I’ve worked on similar portfolio tracking projects and am confident this system will be exactly what you need. Let’s get started! Best regards, Munib S.

@jesica46

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards

@muskana34

I'm Muskan, an advanced Excel and Google Sheets specialist with over seven years of experience. Throughout my career, I've worked on various intricate spreadsheets like the one you need, focusing on automating complex calculations, organizing data, and creating insightful analysis tools. Importantly, my extensive background in finance and accounting uniquely positions me to understand the intricacies of managing investments for maximum profitability. Thanks