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Excel for Mac automated data transfer
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Finance & Management > Investment Analysis

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Jun 13, 2014
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Job Description

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  • Posted: Fri, Jun 13, 2014
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: $100 - $250
  • Fixed Price Job
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  • U.S. freelancers must have W9
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Daily, I output stock market transactions from TDAmeritrade's Think or Swim platform. I can export a fairly complex cvs file that can be imported into Excel for Mac. There is an area of the resulting spreadsheet that has the same header, that lists the stock transactions for the day. Listed in columns are several values such as stock symbol, prices, type of transaction, date and time, etc.

I would like either an applescript, or Excel automation that will automatically go out to the cvs file, or spreadsheet after import, find the data for the day, extract, and place the data into another spreadsheet.

Essentially, I don't like how Think Or Swim presents the reports, and want to customize my trading history. I can provide a sample of the TOS cvs file, imported spreadsheet, and example of the target spreadsheet, of what it should look like for at least a few transactions.

Further, it would be helpful to have an applescript that I run at a set time that will open TOS, export t...

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Desired Skills
Application Programming
Job ID: 58169729
Proposals
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 United States  |  
Bachelors of Business Administration: Accounting. Film Producer. Business Manager for Artists and Creatives. I'm an accountant from Los Angeles....
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 58198260  |  Submitted: Jun 13, 2014 13:53 ET 
Proposal SEALED

Winner
With more than 10 years’ experience in Business Consultancy, Bookkeeping, Accounting (Quickbooks), and in Investment/Financial analysis, Kenex &...
6
  |  
 5.0   |  Private   |  42 Jobs
Bid ID: 58179416  |  Submitted: Jun 13, 2014 05:15 ET 
Delivery
Within 3 days
$82.19
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