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Portfolio Management Software

I am a small company which manages the money for other people by investing in the stock market. Until now I am using excel to create reports and keep track of performance but I would like to create something more sophisticated/simpler.

The idea is to create a software where one can input customer information, withdrawals/deposits, buys/sells of securities, dividends, forex hedging, etc. And then output it as a report for customers in a monthly basis.

Look at pictures in this site:

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I am pretty sure one can use SQL for this but I am not sure how to put it together. I am up for suggestions

Compétences : Stockage de données, Programmation de bases de données, Excel, Architecture Logicielle, SQL

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

Nº du projet : #17983608

20 freelance font une offre moyenne de $279 pour ce travail

schoudhary1553

I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without changing my bid Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 4 jours
(286 Commentaires)
7.6
TakaAlex

Hello Very interested in your project I can automate your excel work with python or EXCEL VBAR. Let's have a talk for more detail Thanks

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(13 Commentaires)
5.6
itpathsolutions

Ok, Can we discuss in chat ? As you can see I have got great feedback from my clients by providing quality work and I assure you the same. Let's discuss more in chat and then I will also revise the quote at my best Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(8 Commentaires)
5.7
softcarve

I would like to create a portfolio management software for your company. give me more details about your excel. available to start now.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(59 Commentaires)
5.3
vbhavesh448

I will develop software to make analytical graphs and data to be displayed with different time durations like monthly, daily, quarterly, yearly or customised duration filters. It will be with a good graph and chart rep Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
(2 Commentaires)
5.0
Thesynapses

Dear Client, Greetings from Synapse LLC, We have 4+ years of experienced Data Scientists, Big Data Engineers. Our Core Competencies are Hadoop, Tableau, PowerBI, MongoDB, MySql Server, CouchDB, Green plum, Oracle Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(1 Évaluation)
4.7
nataliaomelchenk

Hi there Nice to meet you. I read your proposal and understood your idea. I am a senior web developer. I have ever done similar your project. This is about testing report. I think your project is possible with Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(2 Commentaires)
4.5
jayesh793

Hi Sir, I understand that you want a portfolio management software, I can help you on this quickly. Let us have a chat to discuss further. I'm a dedicated, details oriented, and passionate IT professional with an Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(13 Commentaires)
4.3
Jaybu

Hi there! I am a Software Developer with more than 7 years experience. I can develop your software as required using a local database. Please contact me to discuss further details.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 4 jours
(16 Commentaires)
3.6
Techinfomatic

Dear Client, Hope you doing well. I have gone through your requirement and as per my previous work experience i am ready to start work immediately on your project. i am much expert with PHP,cake PHP, Smarty PHP, J Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(4 Commentaires)
3.8
wonwon424

dear i am very familar in database management system. I have been working for 6+ years on this kind of job. I have many previous works in this field and I will complete your project definitely. The person who wai Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 5 jours
(10 Commentaires)
3.7
aniljks

We are working on Software, Web and Mobile development. We have experienced developer and designer who does excellence work. Our technical skills include full Microsoft technology stack which include desktop, Website, Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(6 Commentaires)
3.3
nitinsaluja98

Hi, ⭐⭐ Suggestion⭐⭐ There will be web page interface to insert all the information like ->Customer management(Add/Edit/View/Delete) ->withdrawals/deposits ->buys/sells of securities ->dividends ->forex hedg Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(3 Commentaires)
2.9
nebivalaya

Hello! My name is Alexandra. I am an experienced software develoer. I've understood the task however I need some more details to define the price and time estimation. I am going to develop this project by using C# and Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 5 jours
(6 Commentaires)
2.7
drishinfotech

Hi there, How are you? I read your job description carefully and came to understand that you want to make a software which manages the money invested in the Stock market. Well, I have all the required skills you ar Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(0 Commentaires)
0.0
sikanderbasit

Hey i'm cheek out your description i'm expert in Ms excel and data base. how can i help you ? check my profile and this rate is not fixable, kindly tell me about your work and give me chance i'm good skills i'm wait Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 2 jours
(0 Commentaires)
0.0
sitanmishra

Respected Sir , Warm Greetings , As i have gone through your initial requirements and have understood that you need an excellent developer for design and development of your website application and i am confident Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(0 Commentaires)
0.0
payasisantosh

Hi, I have been working in Data warehousing solutions in SQL Server from last 12+ year. I am interested into your project. So, let's discuss this. Thanks, Santosh

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(0 Commentaires)
0.0
stewartjlogan1

This is not directly in relation to your project, but more intrigued about your fund. I also work in asset management and was wondering what your fund size currently was??? May have some opportunity for you

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(0 Commentaires)
0.0
MDehlavi

Hello. Don't mind pricing because I need more details . I have my MBA degree and I have 2 years experience in stock market and right now I am getting my certificates in CFA . I have developed some portfolio manager Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(0 Commentaires)
0.0