Hey there! I'm looking for someone to help my dad better understand his portfolio of puts and calls across several accounts (Schwab, Fidelity, Chase, …). What I need help with: - Work with my Dad to get a clear picture of all the options in his various accounts. - Creating a basic model (maybe in Excel?) to see how a 10% market drop could affect these positions. - Come up with hedging strategies to mitigate some of the risk. If this sounds like you, you probably have: - Solid experience with options trading. - A knack for organizing and analyzing investment portfolios with options. - Experience building simple financial models. Please tell me about your experience with options, portfolio analysis, and risk models. Also, let me know your estimated cost and how long you think this might take. Thanks!
Keyword: Market Consultant
Price: $60.0
Financial Analysis Financial Modeling Microsoft Excel
I am looking for a consulting to work with me on Zoom so that we can set up the accounts and campaigns for a new product launch. This must be done via Zoom or other shared screen as I need you please to walk me through the process. Thank you
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