Customized Excel Workbook -- fixed price

Closed Posted 6 years ago 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.

Excel Excel Macros Excel VBA

Project ID: #16039612

About the project

4 proposals Remote project Active 6 years ago

4 freelancers are bidding on average $219 for this job

Harun1986

Hello, I will provide you fully automatic excel that will operate VBA & macro. Please let me know further details. I have seen your attached file. Relevant Skills and Experience I have experienced VBA and macro expert More

$264 CAD in 3 days
(161 Reviews)
6.5