Build a Dashboard for Excel Portfolio Management Sheet

$100.00

I have a Stock Portfolio Management Excel Sheet that includes details such as my stock portfolio, daily/monthly P&L, and daily transactions. I need assistance with verifying and improving the Excel formulas and creating a comprehensive dashboard for better data visualization. Additionally, I'm open to implementing a script that can automate data retrieval from my brokerage account and update the Excel sheet accordingly. If you have the necessary skills and are interested in this project, please feel free to reach out. Thank you! Skills Preferred: - Proficiency in Microsoft Excel - Knowledge of stock finance (preferred but not mandatory) - Scripting language (preferred but not mandatory) - Web development (optional, for discussing potential migration to a web-based solution)Category: IT & ProgrammingSubcategory: Web developmentWhat is the scope of the project?: Small change or bugIs this a project or a position?: ProjectI currently have: I have specificationsRequired availability: As neededRoles needed: Designer

Keyword: Web Development

Price: $100.0

Secondary Price: $250.0

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