Find Jobs
Hire Freelancers

Database

$500-2500 USD

Completed
Posted over 16 years ago

$500-2500 USD

Paid on delivery
I have several brokerage accounts and would like to summarize and generate relevant reports monthly. I need an input interface for every account on a monthly basis to track pertinent historical information. Each account is divided into stocks, bonds, cash and equivalents, private equity and hedge funds. Certain categories are subdivided into international and domestic investments and Private Equity must keep track of committed capital and drawdowns. Also, I would like reports that total all holdings and by category and generate graphs which detail allocation by class. In addition I want to track returns for specific investments. ## Deliverables 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). * * *This broadcast message was sent to all bidders on Friday Nov 30, 2007 1:52:45 PM: In attempt to better define this project a zip file containing an excel spreadsheet with a narrative, sample data, and input and output sheets is now available. Please look over the attachment, if you need to change your bid please do so or if you have any questions or comments please feel free to send them. This spreadsheet should give a better idea of the expectations for the project. ## Platform Access - windows vista
Project ID: 3506403

About the project

15 proposals
Remote project
Active 16 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
Awarded to:
User Avatar
See private message.
$850 USD in 30 days
4.8 (362 reviews)
6.6
6.6
15 freelancers are bidding on average $1,463 USD for this job
User Avatar
See private message.
$1,700 USD in 30 days
4.7 (61 reviews)
8.0
8.0
User Avatar
See private message.
$595 USD in 30 days
5.0 (577 reviews)
7.3
7.3
User Avatar
See private message.
$1,954.15 USD in 30 days
4.9 (89 reviews)
6.1
6.1
User Avatar
See private message.
$2,125 USD in 30 days
4.6 (64 reviews)
6.0
6.0
User Avatar
See private message.
$2,125 USD in 30 days
5.0 (76 reviews)
5.5
5.5
User Avatar
See private message.
$1,888.70 USD in 30 days
4.7 (44 reviews)
4.9
4.9
User Avatar
See private message.
$1,700 USD in 30 days
5.0 (16 reviews)
4.3
4.3
User Avatar
See private message.
$2,125 USD in 30 days
3.5 (6 reviews)
3.7
3.7
User Avatar
See private message.
$1,700 USD in 30 days
5.0 (2 reviews)
1.9
1.9
User Avatar
See private message.
$595 USD in 30 days
5.0 (3 reviews)
0.7
0.7
User Avatar
See private message.
$425 USD in 30 days
0.5 (1 review)
0.7
0.7
User Avatar
See private message.
$850 USD in 30 days
0.0 (0 reviews)
0.0
0.0
User Avatar
See private message.
$1,190 USD in 30 days
0.0 (1 review)
0.0
0.0
User Avatar
See private message.
$2,125 USD in 30 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Phoenix, United States
5.0
2
Payment method verified
Member since Nov 26, 2007

Client Verification

Other jobs from this client

Fix Access Database
$30-250 USD
Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759) & Freelancer Online India Private Limited (CIN U93000HR2011FTC043854)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.