The goal is the exerci is to automate many little part of this attached spreadsheet. It will be used to maintain a personal portfolio with transactions and current holdings. Many little metrics need to be automatically calculated and aggregated. Nothing complex but many steps. Understanding of financial concepts is very useful to the project. PLease, before bidding, I will expect you to have had a look at the attached file (should start reading from the "transaction" tab back to the "dash board" tab to facilitate the understanding of the project).
9 freelancers are bidding on average $84 for this job
Hello; I've gone through the excel sheets. It can be automated. I'm right away ready for a quick turnaround. Post with further details. REgards.
Hi I have gone through your excel sheet. my Colleague having good knowledge about your process becasue he is working on same process and I am having vba experience