I am looking for assistance with an excel project that is part of an on-line course I am taking just for fun and my own personal learning. I already have a rough structure of what my vision looks like for this project but need help 1) Suggesting ideas to accomplish the objectives and 2) Putting in some of the legwork to construct the spreadsheet as I suddenly have very limited time for this. We will work collaboratively.
Please see the requirements for the course project below:
Wallstreet Investments Ltd. is a stockbroker specializing in investments for wealthy private clients. Clients expect regular reports on how their portfolio of investments is performing. You are required to develop a flexible spreadsheet to assist in the real-time tracking of the value of a portfolio of shares held by clients of Wallstreet Investments.
Upon opening an account with your firm clients provide an initial payment of at least $100,000 which will be split between cash and the recommended portfolio of shares.
Your spreadsheet should contain a list of shares held by the client, the number purchased and the original purchase price.
As an environmentally focused investment firm – Wallstreet Investments splits investments in the portfolio into Green and non-Green stocks (e.g. petro chemical vs. windfarm) and ensures clients that at least 40% of their portfolio will be invested in Green stock at any one time. Stocks when chosen for addition to the portfolio are deemed “Green” or “non-Green” by the user.
Multiple shares may be purchased in a given stock at different times and for different prices. The current valuation of all the shares owned in that particular company should be represented by the spreadsheet. Current valuations should be sourced from a suitable website (MSN, Bloomberg, NASDAQ etc.)
It should be easy for users of the spreadsheet to indicate that a stock has been purchased and the purchase price. Similarly, it should be easy to sell all or part of a portfolio at the current market price. The spreadsheet should track transactions and the current portfolio and its valuation.
The spreadsheet should present a dashboard summarizing the portfolio of shares that the client has invested in. It should show the performance of the portfolio against standard market indices (FTSE 100 and the NASDAQ for example) for the period in which the fund was invested. The dashboard should show the proportion of Green and non-Green assets in the portfolio.
It should be possible to view this summary in a browser window and e-mail the summary to the client.
Upon completion this project will demonstrate most of the skills I learned in the course, including: 1. Constructing macros the operate from on screen “buttons”, 2. Simple dashboards that can be created with the “Charts” function. 3. Query the web for daily updated prices on stocks and market indices and use those prices when buying, selling, and reporting on the stocks. 4. Emailing a hyperlink to a client and making it viewable in a web browser.
I know this project seems a little complicated, but results can be very flexible, and it really just needs to work and incorporate various functionality. It should be fun.
I will decide on a freelancer to work with me based on 1. Price (flat fee or hourly with a cap on hours committed), and 2. Skill level of the freelancer - demonstrated to me via an explanation of how you would approach this project and execute on the functionality. Examples of past projects that might relate to this would also be helpful if available.
Questions? Feel free to contact me!
9 freelancers are bidding on average $337 for this job
Hi, Nice to know your requirement. I am an excel vba, vb6 professional and have delivered seventy five excel vba projects in the last one year. Willing to take up your project. Thank you, Regards.