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Investment spreadsheet that calculates an annualized rate of return

$250-750 USD

Completed
Posted over 4 years ago

$250-750 USD

Paid on delivery
Hello, I own a car dealership. We have several investors that invest in a line of credit that allows us to purchase our inventory. We are looking for a better way to keep track of their indiviual investments. I have attached a spreadsheet that is basically what we are looking for. I can not figure out the equation to calculate the annualized rate of return. I also don't have a clue how to write any of the necessary codes for excel to automatically make the calcualtions. What we are looking for is for someone to take this spread sheet. Make it cleaner and make all the boxes total up as we need them. Most investors reinvest their quarterly earnings, however some do not and some occasionally take a check. I need to be able to account for them as well, so basically I need the option for the earnings to not
Project ID: 20776873

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22 proposals
Remote project
Active 5 yrs ago

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I am postgraduate (MBA) in finance with more than 5 years of experience in financial modeling, financial forecasting, advanced excel based tools and models, VBA automation and data processing. I have successfully completed similar projects, please have a look at my portfolio for details. I have developed excel based automated financial models for Ernst and Young also. You can get your work done here with highest quality at lowest price. Looking forward to work with you
$300 USD in 3 days
4.9 (41 reviews)
5.6
5.6
22 freelancers are bidding on average $387 USD for this job
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$300 USD in 3 days
4.9 (347 reviews)
7.4
7.4
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Greetings I am a Chartered accountant with 15+ years' experience in financial modelling for the largest investment banks globally. I have recently worked with another client with flip/lease deal return calculation for aircraft investors. I am keen to help you here and do look forward to hear from you. Thanks, RRC
$500 USD in 10 days
4.9 (118 reviews)
7.3
7.3
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Greetings! I am qualified accountant and financial analyst with ten years of experience in excel, accounts and financial analysis. Please PM to discuss. Thank you.
$500 USD in 3 days
4.8 (109 reviews)
7.1
7.1
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Hello there, I am an Excel expert from Vietnam. I work as freelancer for over 200+ projects in Excel with very friendly with user via VBA macros to automatic the excel file. Please contact me. I will help you to design a file that u can manage all information, print out, send email,... with 1 click. Thank you. Save your time.
$300 USD in 5 days
5.0 (170 reviews)
6.2
6.2
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I can definitely help you with that. I am a professional Financial Analyst and Data Scientist holding years of experience in developing some highly dynamic and automated dashboards and spreadsheets for Financial Analysis, Budgeting, Financial Modeling and Planning tools. Tracking projects, analyzing and visualizing is the key them of the spreadsheets I produce. I also hold expertise in other sophisticated spreadsheet designing tools including Power BI and Tableau. I will be happy to discuss in detail.
$250 USD in 1 day
4.7 (183 reviews)
6.4
6.4
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I am a professional with a decade of experience working in a US based NASDAQ registered company with all the knowledge and skills required for your project. Please send me a message and we can start working.
$250 USD in 1 day
4.9 (78 reviews)
5.8
5.8
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Hi, I have a strong Finance background, with more than 5 years working in investment banking. I have worked on similar projects to what you are looking for, and I am confident I can exceed your expectations. I read through the job details extremely carefully and I am absolutely sure that I can do the project very well as I have also a strong financial background with Bachelor and Master degree in Finance and Banking, while also passing CFA Level II Exam (Chartered Financial Analyst) . I would love to work on your project so looking forward. Thanks!
$400 USD in 5 days
4.9 (31 reviews)
5.8
5.8
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Hello, As I understand based on the project description and based on the excel sheet attached, you need an excel spreadsheet that can calculate the annualized rate of return on individual investments. I am a qualified CPA having more than 11 years of experience in investment accounting and developing such excel based sheets to help make management an informed decision. I have worked with Big 4 audit firms and European multinationals. I can help you develop a formula based excel which will calculate both quarterly, annual and overall annualized return for the investment in question with an option to reinvest or withdraw. We can discuss more in details if you'd like to. Kind Regards, Anjul
$350 USD in 3 days
5.0 (44 reviews)
5.5
5.5
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Hi, good day. I have a lot of experience in working and creating multi-dynamic excel files (using advanced formulas with VBA codes ) that's would be more efficient in working with.. if you are interested I can show you my former works and have a quick chat. MySkills: • Programming ......................................{Python, Java, C#, VBA, PHP, HTML} • Microsoft Office ..............................{Excel, Word, Powerpoint, Outlook, ...} • Data Management ..............................{Excel, Matlab, Access} • Translating ...........................................{English, Turkish, Farsi} Services: ? Accuracy ? Customer satisfaction is my first "Priority" ? Time Commitment ? Availability Thanks, Shahin
$300 USD in 3 days
5.0 (49 reviews)
5.0
5.0
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I am a statistical analyst, with strong background of Pure Statistics including a strong grip on statistical software including SPSS, Excel, Minitab, STATA, SAS, Mathematica, Statistica and Eviews. Brilliant skills in Multivariate Analysis, Factor Analysis, Discriminant Analysis, Logistic and Multiple Logistic Regression, Panel; Cross Sectional & Time Series Analysis, Fixed & Random Effect Models, ANOVA, MANOVA, ANCOVA, Principal Component Analysis, Simple & Multiple Linear Regression, Non-Linear Models, Generalized Linear Models, Control Charts, Hypothesis Testing, Poisson Regression, Binary Data Analysis, Z-test, T-test, Chi-Square Test, F-test, Parametric Methods, Non Parametric Methods, Best Model Selection, Problems related to Inference, Estimation, Probability, Sampling, Calculus, Economics, Mathematics and vice versa. In-spite of data analysis task, I deliver high quality content on time at an affordable price. My work is done efficiently and effectively, & I meet clients' needs
$500 USD in 3 days
4.7 (21 reviews)
4.8
4.8
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I am a MBA extensive experincein financial analysis and planning. I will do an excell to calculate your ROI and annulised returns.
$350 USD in 5 days
5.0 (5 reviews)
4.7
4.7
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Hi, Thanks for sharing your requirements here. I’m an Experienced Freelancer with a demonstrated history of working in the internet industry. Skilled in Core PHP, MySQL, HTML, CSS, JQuery, JavaScript. I have worked many PHP related CMS like.. Wordpress, Laravel, CI, Typo3, Magento, Prestashop, OXID eSales, Modified Shop CMS, xtCommerce, OpenCart. I have also created some good extensions in Typo3 and Magento. Let's get connected and can take this further. Awaiting your reply, Thanks & Regards, Urvisha Nayee.
$250 USD in 20 days
5.0 (2 reviews)
3.5
3.5
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1. The RRI function below calculates the CAGR of an investment. The answer is 8%. Compound Annual Growth Rate Note: the RRI function has three arguments (number of years = 5, start = 100, end = 147). 2. The CAGR measures the growth of an investment as if it had grown at a steady rate on an annually compounded basis. We can check this. Compounded Annually which is the same as: Steady Rate Note: again, number of years or n = 5, start = 100, end = 147, CAGR = 8%. 3. Knowing this, we can easily create a CAGR formula that calculates the compound annual growth rate of an investment in Excel. A2 = A1 * (1 + CAGR)n end = start * (1 + CAGR)n end/start = (1 + CAGR)n (end/start)1/n = (1 + CAGR) CAGR = (end/start)1/n - 1 4. The CAGR formula below does the trick. CAGR formula in Excel Note: in other words, to calculate the CAGR of an investment in Excel, divide the value of the investment at the end by the value of the investment at the start. Next, raise this result to the power of 1 divided by the number of years. Finally, subtract 1 from this result.
$285 USD in 2 days
5.0 (6 reviews)
2.8
2.8
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Hello, I can do that in less than 48 hours. For the last 15 years, I've been dealing in book keeping and financial analysis using excel. Thanks for accepting my bid.
$666 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I have gone through your requirement and also analysis your worksheet. we have a good experience in excel and can manage your investment detail quite easily. in addition to this we will provide you MIS so that you get details and each investor and can analysis over it. I am looking for your positive response.
$390 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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In you case i can help you. You need to calculate ROI for you individually investers. Relevant Skills and Experience I am Accounts Executive. And i am past finalist of Association of Accounting Technicians of Sri Lanka. I have 3 years experience in accounting field
$277 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Experienced and successful Excel freelancer as well as an Industrial Engineer. I am familiar with these type of finances and know how to compute Rate of return Pls forward me spreadsheet
$277 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I am an MBA in finance experienced financial analyst. I have placed my bid on lower side coz I might need more time as I also work as full time employee at PWC. Thanks Relevant Skills and Experience As I have stated I am MBA in finance from Delhi University, India. Work for PWC as full time analyst in finance domain will deliver my best
$265 USD in 15 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED STATES
GRAND ISLAND, United States
5.0
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Member since Aug 13, 2019

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