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Fixed Price: Not Sure   |  Posted: Apr 19, 2014  |  Closed  |   10 Proposals
I have an excel sheet that I use year after year and I need to improve it to track expenses by customer and season. Basically its a file where all the expenses are allocated to each customer thru the linking of 2 worksheet and then the summarize after receiving payments are shown in the bottom. I need the file to have fool proof conditioning, adding more columns so I have 4 columns per month etc etc ; I believe the file could be improve a lot by someone with a good knowledge of excel to provide me with financial data also which at this point I am not sure what could it be Let me know ! Jaime
Category: Financial Planning       
Skills: Microsoft Excel, vba development       

j****dag
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| j****dag
|    Thailand
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 18, 2014  |  Ends: 12d, 12h  |   14 Proposals
I have an inventory receiving spreadsheet which is updated with new receipts data weekly. I need a report run on that data to show how long it takes each item to be received from the original order date.
Category: Financial Reporting       
Skills: Microsoft Excel       

b****vin
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| b****vin
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Apr 16, 2014  |  Ends: 25d, 19h  |   13 Proposals
Seeking a strategic analyst to assist in performing research on lottery, gaming, casino markets in Asia and also assisting in modifying (adding sheets, cells and VBA coding) of excel spreadsheets for a publicly listed company. Must be an effective researcher with excellent written English skills and VBA expertise.
Category: Investment Analysis       

R****ise
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| R****ise
|    Australia
Fixed Price: Not Sure   |  Posted: Apr 16, 2014  |  Closed  |   8 Proposals
I have an excel sheet that I use year after year and I need to improve it to track expenses by customer and season. Basically its a file where all the expenses are allocated to each customer thru the linking of 2 worksheet and then the summarize after receiving payments are shown in the bottom. I need the file to have fool proof conditioning, adding more columns so I have 4 columns per month etc etc ; I believe the file could be improve a lot by someone with a good knowledge of excel to provide me with financial data also which at this point I am not sure what could it be Let me know ! Jaime
Category: Financial Planning       

j****dag
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| j****dag
|    Thailand
Hourly Rate: $25 - $40 / hr   |  Duration: Not Sure  |  Posted: Apr 09, 2014  |  Ends: 18d, 18h  |   7 Proposals
We are a heavy Excel user and have about 125,000 lines of VBA code for Excel and Outlook for accounting and management of commercial real estate business. Need VBA programmer to add new applications in Excel and Outlook, enhance existing code with new features and then maintain this VBA code. Job duration expected to be long term (many years).
Category: Accounting       
Skills: Bookkeeping, VBA, Accounting       
Preferred Location: United States

M****Wig
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| M****Wig
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 07, 2014  |  Ends: 1d, 12h  |   5 Proposals
We are a small financial services firm. We have begun developing a basic database in MS Access to help us with both internal and external reporting. We have a programmer who is heading up the project now but we need to bring on additional help to speed up the process. Below are some of the things we will need help with in the next few months. 1. Move from Access DB to SQL. 2. Finish current project on billing 3. Create and automate additional inputs/outputs 4. Create new forms, reports queries 5. Program for financial statistics such as alpha, beta, standard deviation etc. off of a NAV. Ultimately we will probably move everything to Java so the idea candidate will know both VBA and Java.
Category: Investment Analysis       

a****der
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| a****der
|    United States
Fixed Price: $500 - $1,000   |  Posted: Apr 07, 2014  |  Closed  |   8 Proposals
I am looking for someone who can build custom dynamic financial models and dashboards using pivot tables. The information needs to be pulled from a variety of online sources. Spreadsheets include portfolio management and performance; Stock analysis via custom quote (with ability to add stock to portfolio). Similar to how bing app works. Formatting based on custom criteria.
Category: Investment Analysis       
Skills: Microsoft Excel, VBA, XML       
Preferred Location: United States

b****tta
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| b****tta
|    United States
Fixed Price: Less than $500   |  Posted: Mar 11, 2014  |  Closed  |   7 Proposals
Hi, I require an asset allocation model/ efficient portfolio which allows allocation for 'n' number of assets using VBA & macros. This is a financial model and should allow for automation of solver and also for extending the no of assets in the portfolio. I will provide the required knowledge in the financial sphere on how the efficient portfolio works but require some one to build it in excel with the above mentioned provisions. I have provided for a sample documentation which describes optimal portfolio allocation and also has sample code. Please provide for total project cost and delivery time in your proposal for it to be considered.
Category: Investment Analysis       

B****014
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| B****014
|    India
Fixed Price: Not Sure   |  Posted: Mar 11, 2014  |  Closed  |   2 Proposals
I have a MS Excel based application, written in VBA (by me) that keeps track of my mostly US stock transactions. It support queries on positions and profit and loss history via pivot table and such. I'd like to move the database and the business logic out of VBA into Python or C#, enhance the database design and data input automation, add a Python REPL interface for analysis.
Category: Investment Analysis       
Skills: .NET, Python, VBA, English, Database Programming       

f****isk
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| f****isk
|    United States
Fixed Price: $50 or less   |  Posted: Mar 10, 2014  |  Closed  |   7 Proposals
I am in need of an Excelprogrammer who can help me with a project. What i explicitly need is someone who easily can help me with the following: - I have 2 seperate samples of companies with their sales, ebitda, type of industry etc... - I need a program/Code/Macro which automatically take a company from sample A and match it with the most similiar company of sample B based on their specific charachteristics.
Category: Investment Analysis       
Skills: VBA       

P****355
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| P****355
|    Sweden
Fixed Price: $25 - $75   |  Posted: Mar 08, 2014  |  Closed  |   16 Proposals
Overview: Every month, I get a big spreadsheet of data showing the performance of different investment portfolios. I want to take this data and paste it into a spreadsheet which allows a user to select sub sets of portfolios and view the performance in an easy to use way. I have the rough design completed for the excel spreadsheet, and it is attached. It will be used on Excel 2007. Whilst I would prefer VBA use kept to a minimum, I imagine some may be needed. I have a working knowledge of Excel and VBA, so would like everything clearly signposted so I can, in time, follow how it works (with some research/learning on my part) About the data: The portfolios belong to clients who have a banker (called the exec) and a portfolio manager to look after them. These are located in different offices. The bankers or execs all have at least one 4 digit exec code (e.g. 1004, P444) The investment portfolios have a number of different asset allocations, which are referred to as Mandates. I w...
Category: Investment Analysis       
Skills: Microsoft Excel, VBA       

l****ver
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| l****ver
|    United Kingdom
Fixed Price: About $100   |  Posted: Mar 05, 2014  |  Closed  |   10 Proposals
Please find attached the excel workbook that you will be working on. I'm looking for an expert who can use formulas to arrive at the value highlighted in yellow in the "J" column. You can add as many cells as you wish to get a formula to match the one in the "J" column, but please don't delete any of the existing values from the workbook. Criteria:: To arrive at the value in cell "J7", you HAVE to select the values ONLY from "B2- I7". You can add other criteria and formulas in between them, but no data should be selected from rows "B8" onwards to arrive at the value on "J7" What I need is the final value to match the value on "J7". You can place the value in "column L7" along with the formula. As I drag the formula, the values on J8 and the ones below should trickle in. I don't think macros or VBA is required. Thank you
Category: Investment Analysis       
Skills: Microsoft Excel, VBA, English, macros       

****
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| Client
|    India
Fixed Price: Not Sure   |  Posted: Mar 03, 2014  |  Closed  |   2 Proposals
We need assistance in development of VBA model. Came to know your work through your website. Requirement: Creation of dynamic user interface pricing model which is user friendly and gives flexibility in choosing multiple fields. 1. Cleaning the input sheet so that we have only two or three sheets as input sheet 2. Output sheet needs to look lot more professional, has to have multiple selection drop down and needs to be more dynamic
Category: Investment Analysis       
Skills: VBA       

n****wal
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| n****wal
|    India
Fixed Price: Not Sure   |  Posted: Feb 27, 2014  |  Closed  |   24 Proposals
Hello! I need someone who can very quickly write a macro (should not take more than couple of hours for an expert in VBA) to update my monthly reporting. I have some raw data (around 20 small excel sheets). I need to use the data from these excel sheet to consolidate in one big excel sheet so that my monthly report can be updated within minutes, instead of few hours it takes now to update manually. If the freelancer gives the good service, I will give an other project to him/her as well which is to create another macro for other report. I need someone who can do the work real quick. Thanks!!
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel       

K****KKT
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| K****KKT
|    France
Hourly Rate: $10 - $15 / hr   |  Duration: Not Sure  |  Posted: Feb 26, 2014  |  Closed  |   1 Proposal
Advanced pricing sheet which will determine global pricing on wide range of tables, rounding rules, various formulas. Require advance VBA coding and good excel skills to complete. I had several people looking at the job with no luck so fare, if you do not have advanced knowledge of excel no need to apply.
Category: Financial Reporting       
Skills: Microsoft Excel, excel vba       

****
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| Client
|    Norway
Fixed Price: Less than $500   |  Posted: Feb 19, 2014  |  Closed  |   12 Proposals
We have about 20 odd websites in Europe that need to be analyzed and American too for a comp intel project. We are collecting BASELINE features of websites. Sample data output shall be provided. We want to analyse the data to drill down to 1. Maximum use of Features 2. Features most commonly Used 3. Discrete features 4. Common pool of feature sets Pivot tables and charts must be used to display the data. Turnaround in 48hrs. 40% of the data will be given
Category: Management Consulting       
Skills: Microsoft Excel, Statistics, VBA, solver       

S****miP
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| S****miP
|    United States
Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: Feb 17, 2014  |  Closed  |   7 Proposals
I have spent over 100 hours creating a program in excel that essentially finds the intrinsic value of a stock and provides buy/sell recommendations based on several indicators. I consider myself a strong excel user but not an excel wiz. Same with investing. For this reason, I need someone to evaluate the program that is an excel wiz and knowledgeable investor. They need to look over my formulas, data connections, macros, spelling, charts, graphs, etc. to ensure accuracy. In order for me to sell this product I want to ensure 100% product satisfaction. To do this, the product must run smooth, look nice, and help the customer save time and money by making knowledgeable investment decisions. Essentially, I want someone to justify spending money to use the software. Finally, I am open to any suggestions you may have regarding the look, feel, layout, etc. of the software. Go ahead and change whatever you want to make it user friendly. I have attached a visual on what the software look...
Category: Investment Analysis       

s****urd
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| s****urd
|    United States
Fixed Price: Less than $500   |  Posted: Feb 15, 2014  |  Closed  |   27 Proposals
This is a simple project. We will need your help for a few hours of basic review and compilation of a small Excel spreadsheet set. We require additional pages added and to ensure that these added pages integrate information to the summary output sheet which will also need to be modified to include a range of graphs, charts, etc. Lastly we require a summary document developed which will explain the trends reflected in the graphs, etc. 1. Evaluate structure of Excel Spreadsheet 2. Add additional pages and integrate into summary pages 3. Develop graphs, charts, etc on summary/output page 4. Develop a qualitative summary report which highlights inputs, outputs, percentages, ratios.
Category: Management Consulting       
Skills: Microsoft Excel, VBA, Microsoft Word       
Preferred Location: North America, Western Europe, India/Southern Asia, Eastern Asia, Africa, Australia/Oceania

E****ion
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| E****ion
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Feb 14, 2014  |  Closed  |   14 Proposals
We are looking for developers with good finance know how or quant/research analyst with good IT skills to build an Excel spreadsheet with following functionality: Obtain market data from Bloomberg - Price for options traded on the S&P 500 for different strikes and maturities - Prices for S&P 500 dividend swaps - Prices for interest rate futures and swaps from Bloomberg Calculation: - Extract zero coupon curve - Calculation of implied dividends for different maturities - Calculation of repo rate used for pricing - Extracting implied volatilities - Construction of implied volatility surface Requirements: - Access to Bloomberg - Very good Excel / VBA skills - Very good finance know how
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel, VBA, Bloomberg, derivatives, finance       

****
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| Client
|    United Kingdom
Hourly Rate: $20 - $30 / hr   |  Duration: 1-2 weeks  |  Posted: Feb 07, 2014  |  Closed  |   23 Proposals
I get a series of price lists which are about 3,000 lines that change monthly. With the monthly changes I want to have them to do the following: 1.automatically update my master price sheet, 2. summarize the net changes on a separate sheet, and 3. populate another specifically formatted 10 column spreadsheet that is used to upload the monthly changes to our invoicing system My preference is that it is something programmed in VBA macro that imports these data sources
Category: Financial Reporting       

z****8mg
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| z****8mg
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Feb 05, 2014  |  Closed  |   5 Proposals
Hi there, Was reading your post on multi level pie charts. I am trying to implement a similar function for a spreadsheet I am building. How would you be able to share your vba for building that function? Thanks, Roy m
Category: Other - Finance & Mgmt       

r****m85
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| r****m85
|    United Kingdom
Fixed Price: Less than $500   |  Posted: Feb 03, 2014  |  Closed  |   3 Proposals
forward curve delta hedging discount factor equivalent delta excel VBA programming bloomberg's rates volatility Please only bid if you have the necessary requirements
Category: Investment Analysis       
Skills: VBA       

Z****h91
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| Z****h91
|    France
Fixed Price: $500 - $1,000   |  Posted: Jan 30, 2014  |  Closed  |   10 Proposals
Everyday I get trades from my broker which are provided in an excel sheet in a certain format. I have written a vbcode and macro to sort it and break it into a table format. What I require is a coder to program using VB to sum up trades which are at the same price point so for example If I buy apple 3 times at 500/- the trade currently looks like Type Security Volume Price Transaction Value P Apple 100 500 50,0000 P Apple 150 500 75,000 P Apple 200 500 100,000 Where P is stands for Purchase. I want the above table to look like Type Security Volume Price Transaction Value P Apple 450 500 225,000 As you can see the trade has been combined into one single trade. In a usual scenario I also get trades which are at different price points so those trades should be separate for example: P Apple 100 500 50000 P ...
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel, VBA       
Preferred Location: North America, India/Southern Asia

M****ins
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| M****ins
|    United Arab Emirates
Fixed Price: Less than $500   |  Posted: Jan 27, 2014  |  Closed  |   5 Proposals
hello , i need help analyze option chain data. vba skills require and expreance with option chain and trading. thanks.
Category: Other - Finance & Mgmt       

a****lik
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| a****lik
|    Israel
Fixed Price: Less than $500   |  Posted: Jan 25, 2014  |  Closed  |   12 Proposals
Hello, I am looking for someone to create an excel macro for me. I pull from online a spreadsheet with Options trading data (ticker, underlying price, strike price, strike date, etc..). I then create new columns to figure out simple returns based on option price and strike price. I would like a macro so that I don't have to repeat the same steps each time. The spreadsheet is always the same format with the same columns, just different data. When I get this file, I then manipulate some of the data in simple formulas in additional columns. I want a macro created so that I don't have to do this manually. So each time I get a new version of the file I can run the macro and have it look like the version I end up creating. The original file is 11 columns. When I am done it will be about 21 columns. I would like to do this for a flat rate. Let me know if you need more information to make a flat rate offer.
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel, VBA, Excel Macros       

m****imi
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| m****imi
|    United States
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