Personal Financial Snapshot

Job Description:

I want to be able to quarterly, or more commonly, easily enter (copy and paste) in information about a variety of investment, start and finish date, rate of return, and see how they are doing. Items would include: loans, stocks, owned properties, cash, assets, and view would be: per chart of asset distribution, rate of return, etc etc. I expect a variety of pages would be needed from each institution (to easily copy and paste their info in the format they send to me), and a summary page.


Compétences : Excel, Saisie de Données, Comptabilité, Finance, Traitement de Données

Concernant le client :
( 0 commentaires ) Canada

Nº du projet : #34833701

47 freelances font une offre moyenne de 20 $/heure pour ce travail


I ma ready to start work on it. Can you send me desired format file if any? Thank You.

$15 CAD / heure
(388 Commentaires)

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 850 + Projects. I have 6 + years of the experience in same kind of projects. I am a Plus

$20 CAD / heure
(536 Commentaires)

I am a Certificed Professional Accountant and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job r Plus

$20 CAD / heure
(634 Commentaires)

Hi, I will be glad to assist you with that. I am an experienced Financial Analyst and Financial Accounting expert holding years of experience in Financial Analysis, Financial Modeling and Corporate Finance. Lets discus Plus

$15 CAD / heure
(333 Commentaires)

Greetings! Hope you are doing well and safe. I am Certified in Accounting and Finance, with 13 years of experience in accounting, financial programming and taxation. Please check my profile for feedback on similar Plus

$25 CAD / heure
(137 Commentaires)

Dear Sir/Madam, I am an expert Accountant, finance academic writer, researcher, and bookkeeper. I am ACCA (Chartered Accountant). I am expert in EXCEL, QB, XERO, MYOB, and WAVE. You can see my profile. I do have the ab Plus

$23 CAD / heure
(155 Commentaires)

Hi sir I can do this task easily I can easily copy and paste their info I understand you want me to copy paste info about start and finish date, rate of return, and see how they are doing. Items would include: loans, s Plus

$20 CAD / heure
(60 Commentaires)

Hi, i am expert in capital budgeting investment analysis, financial analysis budgeting and forecasting. i am a qualified ACCA, MBA, and have experience in this field, I can easily handle this task, there will be no ch Plus

$18 CAD / heure
(66 Commentaires)

I AM AVAILABLE RIGHT NOW ------------------------------------------------ Greetings! ----------------- I’m very much interested to your requirements and Job openings. I am a Professional in Accounting , Data entry and Plus

$25 CAD / heure
(114 Commentaires)

Hello, I am an expert in Accounting. I can help you in your project. I have completed these projects. Please have a look: https://www.freelancer.com/projects/finance/DCF-valuation-using-FCFE-WACC/reviews https://ww Plus

$20 CAD / heure
(51 Commentaires)

Hi! We are a professional accounting firm having seven years-long exposure in the accounting field. Our team also includes professionals from high-end qualifications like Chartered Accountancy. We handle clients for a Plus

$22 CAD / heure
(15 Commentaires)

Hi I have reviewed your project and believe I am a suitable candidate for you to consider. A bit about myself, I am a chartered accountant equalivent to (CPA USA and ICAEW UK) with Seven years' experience working wit Plus

$25 CAD / heure
(33 Commentaires)

Hi, I am an ACCA finalist from the Association of Chartered Certified Accountants, UK, and have a professional experience of 6+ years in accounting & finance. I provide consultancy services of bookkeeping, accounts, b Plus

$17 CAD / heure
(35 Commentaires)

Hi there! I am Monica. I just checked the posted project titled ( Personal Financial Snapshot )and I’m interested in working with you. A well-written paper contains the results of original research and must be suppo Plus

$15 CAD / heure
(23 Commentaires)

Hi there, I am a Professional Data Entry Person & have More Than 7 Years Experience. My skills: 1: Microsoft word 2:Microsoft excel 3: Power Point 4: Pdf to word file Here is just a small overview of My Services how I Plus

$15 CAD / heure
(14 Commentaires)

Hey! I'm a professional statistical analyst, Data Scientist seeking opportunity to provide highest quality services in the following areas of Statistics and Data AnalysisData Processing, Accounting, Excel, Finance and Plus

$68 CAD / heure
(18 Commentaires)

Hi, I have gone through your project, my expertise areas are bookkeeping , business plans , payroll, GST, account and financial modeling. I can create payroll, maintain bookkeeping and all accounting works very smoothl Plus

$20 CAD / heure
(6 Commentaires)

Personal Financial Snapshot "Hello, I would like to write your business plan including financial projections, executive strategies and future success of your business so that your investors can realized about the main Plus

$20 CAD / heure
(6 Commentaires)

Hi Ben Thanks for sharing your project requirements. Are you looking building an automated system that would cater for all the reporting and with much easy and user friendly experience or you strictly want to stick to Plus

$35 CAD / heure
(5 Commentaires)

Dear, I have reviewed your personal financial analysis requirements carfully, I believe I am your perfect candidate and it's my pleasure to apply and offer my services. I am certified data analyst with strong expere Plus

$15 CAD / heure
(6 Commentaires)