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Rebalancing portfolio excel sheet

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

Compétences : Saisie de Données, Excel, Excel Macros, Finance, Analyses financières

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Concernant l'employeur :
( 1 commentaire ) Stavanger, Norway

Nº du projet : #17344837

34 freelance font une offre moyenne de $110 pour ce travail

schoudhary1553

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 h Plus

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(257 Commentaires)
7.5
ksriniravi

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 Plus

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(144 Commentaires)
6.5
royalcalif

I wish to discuss little bit more about the project for appropriate duration and cost as well. Hi Mr. Employer, Glad to contact with you. I can do this project through effective manner with 100% accuracy fulfilled your Plus

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(63 Commentaires)
5.2
renesontiongson

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.

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(71 Commentaires)
5.4
edgardiaz70

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 busi Plus

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(22 Commentaires)
4.7
lherreraz

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 p Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 2 jours
(15 Commentaires)
3.8
haleem0786

i have good command over ms excel especially pivot table, charts, advance formulas, formatting, etc. i can do this. Please review my profile and inbox [login to view URL]

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(13 Commentaires)
3.5
anikam18

Hello Sir/Madam, Greetings for the day ! We would love to get involved in this project. We offer excellent services in web and data entry operations with following skill-set. 1. Data Entry 2. Data Processing Plus

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(14 Commentaires)
3.7
cranius

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. Plus

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3.5
%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(5 Commentaires)
2.8
raghavajay3

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

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(1 Évaluation)
2.4
MrChips4

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 Plus

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(2 Commentaires)
1.5
ITspecialist247

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 Plus

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(1 Évaluation)
0.8
antoinepal

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!

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(1 Évaluation)
0.7
CWRU23

This project seems relatively straightforward. I believe I can complete it within 1 day of you assigning it to me.

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(0 Commentaires)
0.0
CAPINASIA

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 workshee Plus

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