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Internal ROR spread sheet for investment account --- Richard Duncan/ advisor

$250-750 USD

Closed
Posted about 4 years ago

$250-750 USD

Paid on delivery
I need a spreadsheet for stock portfolio that calculates a running rate of internal return or loss involving deposits or withdrawals of unpredictable and uneven amounts on any given day from any number of different sources at any time . for example I want to be able to add a deposits received at different times in varying amounts or withdrawals that are varying amounts at various times. I then want to observe the current portfolio value and current date and have the spreadsheet calculate the internal rate of return taking into account uneven deposits / withdrawals on random dates over time always involving uneven amounts of money for each deposit // or withdrawal. This will take into account the various time values of each deposit/withdrawal regardless of how much money is involved with regard to each deposit/withdrawal. I had a spread sheet that did this that I designed years ago that was permanantly lost to me when my Office was ransacked by thieves a few years back and I forgot how I did it .
Project ID: 23622446

About the project

4 proposals
Remote project
Active 4 yrs ago

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4 freelancers are bidding on average $545 USD for this job
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Hello ! Hope you are doing well! can you please come in chat box to discuss the project i am available and ready to start the project I am good at : - Custom PHP, Laravel, CI, NodeJs - HTML5 + CSS3 Styling, Bootstrap - PSD to HTML, Responsive web development - WordPress, Shopify, Magento, Opencart, - Payment Api Integration - ReactJS, js & jQuery. - Joomla web development Please review our portfolio and our profile I am happy to answer any question regarding my Skills and experience Looking forward for your positive response ** budget and time frame will be finalized after a brief discussion on completion project** Thanks & Regards Vishal
$250 USD in 4 days
4.9 (288 reviews)
7.7
7.7
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Hey, What you are looking for is basically a return calculator that utilizes both time-weighted and money-weighted calculations. I have worked on design of several similar and other calculators for Fund Advisors associated to Bank of America-Merrill Lynch and more recently for a currency brokerage. If you could share the spreadsheet where you keep the running log of data (buy/sell/deposit/withdrawals etc.), I would be able to build the desired calculations on top of it. I have worked extensively in portfolio performance reporting and can assure you of giving you an accurate spreadsheet for your purpose. Look forward to hear from you. Best Regards, Rishi (Automyze Consulting)
$800 USD in 15 days
4.9 (164 reviews)
6.4
6.4

About the client

Flag of UNITED STATES
East Longmeadow, United States
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Member since Jan 29, 2020

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