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Portfolio Management System

$250-750 USD

Closed
Posted almost 6 years ago

$250-750 USD

Paid on delivery
I am working on Indian Stock market Portfolio. Attached an excel sheet which is the portfolio. sheets BHAVCOPY, BLOOMBERGDATA and BHAVCOPY NSA are downloaded from websites to update daily basis. I am pulling those data to MASTER DATA sheet. I want to do the entire project using POWER BI Reports needed as follows 1. Report to show, latest price close to Target like 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and above 50%. 2. I've classified stocks as BSE50, BSE100, BSE200, BSE500, BSE Midcap Index, BSE Small Cap Index and Not in Index. I want a report which shows how much is my holding in each segment and its percentage of total holding. Also, I need each segments Performance against respective Index(BSE50, BSE100, BSE200, BSE500, BSE Midcap Index, BSE Small Cap Index which is available in BLMBRG DATA Sheet) 3(a). Report to show Stock Gain: Stocks with gain 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and above 50%. 3(b). Report to show Stock Loss: Stocks with Loss 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and below 50%. 4(a). Report to show latest price close to 52 week High: When latest price of the stock close to 52 week high by percentage. 52 week high is 0-15% above latest Price 4(b). Report to show latest price close to 52 week Low: When latest price of the stock close to 52 week Low by percentage. 52 week Low is 0-15% below latest Price 5. Portfolio Gain / Loss for Last 1W, 1M, 3M,6M and 1Y as Value tabs 6. Top Ten Holding, Percentage to Total Holding and its Upside Value and Percentage 7(a). Losers in last 1W, 1M, 3M, 6M and 1Y with value and percentage. Should be 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40%, 40-50% and above 50% 7(b). Gainers in last 1W, 1M, 3M, 6M and 1Y with value and percentage. Should be 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40%, 40-50% and above 50% 8. Industry Classification: Bar graph to show industry allocation 9. Mean P/E Data for all the stock: By pulling Data from Websites
Project ID: 16945351

About the project

24 proposals
Remote project
Active 6 yrs ago

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24 freelancers are bidding on average $554 USD for this job
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Hi there..... Warm Greetings We came along with your request for Portfolio Management System and we reviewed your project description. We'd like to help you with confidence and satisfying results... We have professionals working here with 100% results and more creative and renovative ideas for our clients ! We have worked on several similar projects before! We are offering our services for more than 5 years in the field of Business Intelligence, Excel We have worked on 330+ Projects. Please check the profile reviews Feel free to message us to discuss briefly about your project !
$750 USD in 10 days
4.9 (289 reviews)
7.7
7.7
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Hi I have extensive experience in Analytics and Visualization. . Also i have worked in analytics for the past 3 years . I have worked in Power BI, tableau extensively to build dashboards. I have extensive experience in data analysis and providing insights to the customer I was in Infosys for more than 16+ years and as part of this i was managing anaytics projects for more than 3 years. I have worked on different data analysis problems. In one of the project we did a model for agent churn for a one of the large insurance customer. As part of my infosys tenure i have been working with Microsoft as customer delivering projects in MS technologies. Will be able to leverage this experience to deliver this project successfully. Thanks Regards Vaidyovided
$500 USD in 10 days
5.0 (14 reviews)
5.3
5.3
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Hi I am a very experienced statistician and data scientist. I have completed several PhD level thesis projects involving advanced statistical analysis of data. I have worked with data from several companies and have done projects involving high level quantitative analysis and data interpretation skills to study the trends, time behaviour and compare the variables in the data. I can do advanced level analysis in SPSS, R, WEKA, TABLEAU and excel tools like machine learning, hypothesis testing, forecasting, T-test, ANOVA etc. Looking forward to discussion, Best Regards, Suyash
$1,500 USD in 30 days
4.9 (9 reviews)
4.5
4.5
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Sir/Madam, Project Goal: Create PowerBI Market Intelligence tool for the Employer and help him in generating different Report and Queries, describing his current Portfolio Status. I am interested in your project. I understand your requirements of your project and it matches to my area of interest. I am investing in Stock Market in NSE over last 3 years and good understanding of various terms and terminologies in the Indian Stock Market. Further, I have good technical expertise in Microsoft Power BI. I can help you implement every requirements in PowerBI or with good interfaces with related Microsoft Packages like Microsoft Excel/Access. This project will be ideal project for me as it will also help me to manage my investment portfolios better in Indian Market. I am also interested in lot of investment research and analysis which will be a value addition to your project. I assure you my quality support and service. Please consider my proposal and discuss with me your detailed project requirement. Thank you Saravana PRakash
$250 USD in 7 days
5.0 (27 reviews)
4.1
4.1
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Hello, As per the post, I have understood your requirement and I am pretty sure, I can provide you a quality output as I have vast experience in developing and managing similar kind of work. I am a certified share-point and dynamic CRM architect. I have 15 years of software development experience in top IT companies of USA. I am currently in India promoting my Software venture called MoreYeahs Technologies. I have a team of 50 developers who are skilled and experience in below mentioned technologies. We can provide you a dedicated experienced resource to you for full time work. • Big data/analytics/Dashboard creations/Powerbi/predictive analytics • AWS and migration • MS Dynamics CRM & Share-Point • Salesforce • ADX and BI • SSRS & SSIS • Dot Net • Point of Sales software and mobile apps • Angular J’s • Azure • Parature • Dot net. We speak good English and we will provide you daily updates . Thank you
$1,000 USD in 10 days
4.6 (2 reviews)
3.5
3.5
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I am CFA and FRM qualifed analyst with a work experience as an investment bank. I can undertake ur task according to your specifications. Contact me for details
$250 USD in 10 days
4.5 (21 reviews)
3.5
3.5
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I'll be able to assist, please have a look at my profile to learn more about my experience and capabilities.
$500 USD in 5 days
4.5 (2 reviews)
2.8
2.8
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hello sir .. i am eager to get the project .. i will make sure to deliver it successfully i have wide experience including but not limited tobthe required experience
$555 USD in 5 days
5.0 (1 review)
2.6
2.6
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A proposal has not yet been provided
$833 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi sir...! i have done MBA...and i am currently working in a bank as assistant consumer credit manager.i have lots of experience in business field and and i have also written reports on various topics as well.i read all your requirements carefully and i am 100 % sure to fulfill all of these requirements....Thank you
$390 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I have good computer knowledge.
$251 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$500 USD in 12 days
0.0 (0 reviews)
0.0
0.0
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I have 15 year of experience reporting will do it in 500 dollor. But time line needed around 20 days. As after creation need lots of test senerio to check. Gopal Ji Dwivedi Relevant Skills and Experience 15 year experience in BI reporting.
$555 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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I have hands on experience to develop this type of reports. My main aim is to fulfill your 100% requirement . If you need more examples please contact me.
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hello There, I have gone through your project description and I would like to tell you that I have worked on similar requirement for one of my client from US (Dow Chemicals). I have developed 100+ reports for them in every domain like Marketing, Sales, HR data and Employee data. I have placed a bid of 300$ as it seems quite open to me and the task is achievable within 2 weeks. I would like to emphasize on the requirements for this project: 1. Power BI Pro Subscription (If you require it within your organization, normally comes with 60 days of trial period) 2. Once in a week review meeting with you to ensure that the work is going in desired fashion. 3. Help assistant to understand the requirement more closely and thoroughly to avoid any confusions. I will ensure you that I will deliver this project in a very attractive way as I have deep understanding of interactive Visuals and features of Power BI. I would like to propose you the task of dashboard creation to showcase this work to others. If required, We can work on automating the future data load in power bi reports with additional efforts and cost. Please feel free to ask any further clarification on this. Thanks
$333 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$555 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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I have done MBA finance and also have experienced for one reputed Indian stock company. I have good knowledge of excel also. I have NISM-8 series certificate also. so I think this work is more shoot for me and that's why I am interested with this work. Thank You, +91 9574473572
$555 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Currently my profile is historical data analysis in financial software development and i will download nse bhavcopy from ftp server and process it as per your requirement. I will definitely do within time or before given time. I have already make software like this for personal use, if you want i will see you demo...
$800 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Have strong and hands on Experience work with Power BI (8+ Years) Have worked huge companies such as Verizon and Amazon I can complete this project for you in less than 5 days. I have created not less than 100 reports in Power BI till date.
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0

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