Find Jobs
Hire Freelancers

Rebalancing portfolio excel sheet

$30-250 USD

Closed
Posted over 5 years ago

$30-250 USD

Paid on delivery
I have to create a rebalancing (assets) excel sheet for 5 portfolios. The idea is to create an excel that tells you when a costumer has more or less % assets than the protfolio model. Then it hilights the customers tntat has excess ir lack of X assets and tells you how much to sell or buy
Project ID: 17344837

About the project

34 proposals
Remote project
Active 6 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
34 freelancers are bidding on average $110 USD for this job
User Avatar
Hi there..... Warm Greetings We came along with your request for Rebalancing portfolio excel sheet 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 Data Entry, Excel, Excel Macros, Finance, Financial Analysis We have worked on 350+ Projects. Please check the profile reviews Feel free to message us to discuss briefly about your project !
$140 USD in 3 days
5.0 (257 reviews)
7.5
7.5
User Avatar
Greetings! Being a full time freelancer working exclusively on Excel based projects, I work on developing such Excel based solutions every single day. As a Freelancer, I cannot initiate a chat - if you can initiate then we can discuss the details. This is just a placeholder quote - once we have a discussion on the details I would provide an exact quote. The exact quote could be more or less than the $80 quoted based on our discussion. I have 18 years experience in using Excel as part of my daily work life. Over the last 24 MONTHS , I have spent at least 250 HOURS on automation in Excel every month. If awarded, I can get your work completed to your fullest satisfaction. Have a Great Day! Srinivasan Krishnamoorthi
$80 USD in 3 days
5.0 (144 reviews)
6.5
6.5
User Avatar
Pleasure to help you. Excel automation is my masterpiece in my accounting field. Feel free to message me to start the job. Thank you so much.
$40 USD in 1 day
4.8 (71 reviews)
5.4
5.4
User Avatar
From the business point of view, thanks to the MBA, I have been able to develop myself in the economic and financial analysis of the projects in particular and of the companies in general, allowing me to carry out business analysis, as well as business plans, production projection And sales; In addition to the respective market studies. I have experience in business plan, PESTEL, SWAT and financial analysis.
$30 USD in 1 day
5.0 (22 reviews)
4.7
4.7
User Avatar
Hi there! I read the project's description and I'm sure that I can help you with this. I have a large experience working with advanced Excel, using formulas, functions, graphs, pivot tables and Macros using VBA. I perfectly know what you need, we just have to set the details and I’ll start working immediately The most important thing is that I can do the job, quickly and well done. Please, contact me and let's talk about how I could help for your project.
$50 USD in 2 days
5.0 (15 reviews)
3.8
3.8
User Avatar
Hi there, can you please provide me a sample of how you want the final result to look? I have several experience with manipulating results with formulas and then highlighting something through conditional formatting. I am at your disposal to discuss on chat. Please, do not hesitate to contact me even if offline, as I check the mobile messenger very often. Thanks for the attention.
$49 USD in 3 days
5.0 (9 reviews)
3.5
3.5
User Avatar
Hi, I have worked on a similar problem, would you like to discuss further. There are various ways we can have an approach to the problem
$155 USD in 7 days
5.0 (1 review)
2.4
2.4
User Avatar
I specialize in working with large data sets in conjunction with customized formulas to edit and manipulate the data to achieve the desire outcome for you. I am thorough, accurate and very customer service oriented. I have previous experience working on this tpe of project. Please message me so we can get started. Thanks, -Rob
$166 USD in 3 days
4.8 (2 reviews)
1.5
1.5
User Avatar
Hello, I am an experienced Data Analyst with advanced skills in Excel. I can give you quality work, just give me the opportunity to show you what i can do. Thanks!
$155 USD in 3 days
5.0 (1 review)
0.7
0.7
User Avatar
Hello, Thank you for your job posting. Your job post has caught my attention because I'm a data entry, and web search specialist. I have comprehensive experience in data entry, and web search. I’m a hard working, fast learner, and honest person. Also, I have excellent organizational skills. I believe my capabilities would be perfect for your project. So, I'm hoping that you will give me chance. Thank You. Foisal Alam
$160 USD in 3 days
5.0 (1 review)
0.8
0.8
User Avatar
Hey! I'm KASERP I have reviewed your complete job description. I have fully understood your requirements and I fulfill all the qualifications required for this project. Quality work is my Priority. Let’s discuss rest details over chat. THANKS Regards KASERP
$50 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I have no thing to do these days except this work...........so i think i can do this job as soon as possible.....also i have great skills in writing and organizing data , so i will do the work perfectly , thanks
$155 USD in 1 day
0.0 (0 reviews)
0.0
0.0
User Avatar
I will be done this work on time
$111 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
An incisive professional with over 29 years of experience in – Finance, Accounts, Costing, Management information, ISO documentation, Business Development, Corporate and Retail Financing, Credit Administration, Branch Operations, NPA Management, Financial Analysis, Auditing, Relationship Management, NFO Activities, ERP Implementation, etc. Adept at Finance, Accounts, VAT and Audit Credit Approval, post credit approval activities, Recovery, NPA Management ERP implementation Back office operations. ISO Documentation Strong organizer, motivator and team leader and team player. Energetic leader known for ability to plan, formulate and implement strategies for maximizing productivity; to set up financial norms to control costs to improve financial performance under complex situations.
$222 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I understand you need a guiding table, which will notify the amount of investment to buy or sell. I've already prepared similar tables. As I have experience in this matter I can help you on this subject effectively. Have a nice day Ugur
$110 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
TSI Systems is a global software outsourcing company that has done many projects for our clients in USA, Australia and Europe. Our employees are very proficient in automation tasks with excel and VB macros. All our deliverable goes through a rigorous QA testing before submitting it to the client. We take quality and meeting deadline on time very seriously.
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello, Im Reema from Pakistan. I'm highly interested in doing this job for you. I assure you 100% satisfaction and quality work in limited time period. You will be glad to see my amazing work. Hope you will give me a chance to show you my professional skills. Waiting for your kind response. Thanks Kind Regards, Reema
$111 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
This project seems relatively straightforward. I believe I can complete it within 1 day of you assigning it to me.
$100 USD in 1 day
0.0 (0 reviews)
0.0
0.0
User Avatar
I have done similar workings for Insurance investments, which helped the client in increasing the RoR by 1%(of which our company got 0.03% as fees. We can track the investments using CUSIP ID and create one worksheet for source information, one worksheet for instructions to track the portfolio mix, etc and automate it using advanced excel options itself, no need of VBA. This will ease in processing it further, for the person handling it.
$111 USD in 5 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello, i'm a former audit senior specialist in a big4 audit firm and i'm currently working as a financial analyst. This will be my first appointment around here so little bit of warm-up will be fine to get along i guess. I have the experience and expertise to easily help you on your project if you agree. Thanks a lot in advance, have a nice day.
$35 USD in 0 day
0.0 (0 reviews)
0.0
0.0

About the client

Flag of NORWAY
Stavanger, Norway
5.0
1
Payment method verified
Member since Jul 5, 2017

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.