Customized Excel Workbook -- fixed price
Closed
Posted
6 years ago
Paid on delivery
$30-250 CAD
Paid on delivery
Closed
Paid on delivery
I am an independent financial advisor in need someone to program/format a workbook to rebalance investment portfolios. The idea is to have the user download the portfolio data from an external data source. Excel categorizes each investment by asset class. Each asset class is compared against the original allocation. Programming needed to determine which investments need to be bought/sold, the account it is to be bought/sold.
Project ID: #16039612
About the project
4 proposals
Remote project
Active 6 years ago