Build Software or Formula (via excel, etc)
$250-750 USD
Paid on delivery
Need a software or formula (via excel, etc) built to be able to provide simple performance reporting for investment accounts. Looking for a time weighted return provided at a customizable date range. 1 month, 3 months (quarterly), year to date, year over year inception (start) to date OR a customizable data range of my choosing. Also need to be able to bring in (aggregate) a data feed from a custodian. Custodian will provide API details and login info, need to have software pull in data feed with holdings, positions, transactions and balances so performance reporting can be simply achieved. Finally, will need to be able to easily print to paper or pdf to provide to clients. Sample report provided.
Project ID: #18302284
About the project
22 freelancers are bidding on average $570 for this job
As per my understanding you want to develop software having formulas and performance reporting for investment accounts. Here are my questions: - Can you please provide more detailed specs and complete features li More
Hello, Dear! I'm Dmitrii, a senior expert of web development. Until now I have been worked in this job for about 6 years. So I have many rich experience on web development. Specially I have top skill on javascript, More
Hi There, I am a professional PHP developer with an experience of more than 6 years in creating and customizing PHP based websites, themes and plugins/modules. I have been working with MVC architecture using CodeIgnit More
Hi There, I've checked your requirements and I am much interested to assist you on the development of your website with fulfilling all of the required functioning very accurately and elegantly. PHP - Expert! With prov More
Hi, I have multiple years of experience in Excel, VBA macros and automation of data processing etc. I have checked your project details and will able to build the Excel sheet for you. Please provide all the details More
We've read through the requirements. We can make the said software within 11 days. Let's talk about the project in detail so that we can make the software just as you want it to be. We also offer 5 revisions for free.
Currently data science in canadian bank, expert in web technologies and data Relevant Skills and Experience Mysql, sql, oracle, php, asp, web technologies.