Advanced Excel Workbook for Investment Tracking

$30-250 AUD

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$30-250 AUD

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Job Description: We are a financial planning firm seeking an experienced Excel professional to build a structured and automated Investment Action Tracker Workbook. This tool will help us manage and review delayed or staged investment actions for our clients. ________________________________________ ? Scope of Work: 1. Create a central “Summary” sheet that lists: o Tracking ID (e.g. “QTR 1 - 15”) o Client Name o Adviser Code o Platform / Account Numbers o Stage of Action (e.g., Ready to Implement, In Progress) o Date Commenced o New fields to be included:  Reason for Delay (dropdown list)  Next Review Date (with conditional formatting)  Action Notes  Hyperlink to the client-specific worksheet 2. Each client action will have a separate worksheet (already created) with implementation details. The summary sheet must link to each one. 3. Create a Dashboard sheet with automated counts: o Total pending actions o Actions due today o Actions due this week o Actions grouped by Adviser and by Reason 4. Add a “Reports” sheet that dynamically pulls: o Actions due today o Optionally: Actions due this week, or by Adviser 5. Include a separate “SOP” sheet (standard operating procedure) with clear instructions on how to use and maintain the tracker (we will provide the content). 6. Bonus (optional): Ability to extract adviser-specific reports and export/share them weekly. ________________________________________ ? Technical Requirements: • Must use Excel formulas (Excel 365 preferred) • Conditional formatting for upcoming/overdue actions • Dynamic summaries (using FILTER, COUNTIFS, etc.) • Optional: VBA/macro enhancements if needed ________________________________________ ? Deliverables: • Completed Excel workbook, fully functional and formatted • Brief handover document (or Loom video) explaining how to use and update • Revisions as needed to finalise usability ________________________________________ ? Timeline: • Ideal turnaround: 5–7 days from start

Excel

Process Automation

ID Projek: 39260043

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38 pekerja bebas membida secara purata $127 AUD untuk pekerjaan ini

@schoudhary1553

As the CEO & Founder of Digital Screencast, I bring over 7 years of experience as a full-stack developer specializing in Excel VBA, macros, and formulas to deliver exactly what your financial planning firm needs. Having worked with top companies like Metlife GOSC and DXC technologies, I understand the importance of structured and automated workflows for efficient operations. My skills include creating interactive dashboards, conditional formatting, dynamic filtering using formulas such as FILTER and COUNTIFS, all which align perfectly with your project's scope. Moreover, your preferred use of Excel 365 is not an issue as I'm well acquainted with this version. My offerings extend beyond just technical expertise; I put special emphasis on relationship building and customer satisfaction. When you hire me, you'll receive a fully functional, formatted and automated Investment Action Tracker Workbook within your specified deadline which I guarantee will meet your requirements and solve all your problems. Additionally, I'll provide a handover document or Loom video for easy usage and future maintenance. Lastly, my pricing philosophy is in sync with your employment model - you pay only if you're satisfied with my work. As an employer-oriented freelancer, I'm committed to providing free support for any issues that may crop up after completion. So let's join hands for this project and build a long-term relationship based on trust and quality delivery!

$180 AUD dalam 3 hari

4.9

(544 ulasan)

8.5

@daniyal3214

With over 15 years of experience as an Excel expert, I have the technical skills and financial background to craft an advanced and automated Investment Action Tracker Workbook that optimally serves your needs. I excel in building tools with powerful formulas and conditional formatting, which will be extensively applied throughout the project for tracking, automating counts, and generating dynamic summaries. Additionally, I'm comfortable using VBA/macro if needed and leveraging new features like Power Query to ensure each task is handled effectively. What sets me apart is my commitment to delivering not just a product but a solution that empowers your business. This is why I'm prepared to go the extra mile and include an SOP sheet that guides you on how to maintain and utilize the tracker efficiently. Moreover, if you require adviser-specific reports for weekly export or sharing, consider it done as an optional bonus feature. Finally, I'd like to offer you a free demonstration of my understanding by providing a limited version of what your workbook might look like. It is important to me that you feel confident in my abilities before making a commitment so please get in touch to arrange this demonstration and for a further discussion of your project's details. Together, we can bring your ideal tracker to life within your preferred timeframe!

$60 AUD dalam 1 hari

4.8

(260 ulasan)

7.5

@Giovanni704

Hi there! As I have read, I see you need help creating your advanced Excel workbook for investment tracking, including data analysis, automation, and custom reporting, and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni.

$30 AUD dalam 1 hari

4.9

(59 ulasan)

7.0

@mrbrave

Hi, I am pleased to submit my proposal for developing an automated Investment Action Tracker Workbook for your financial planning firm. With over [X] years of experience in Excel development, including advanced formulas, VBA scripting, and automation techniques, I specialize in creating structured and efficient Excel solutions tailored to business needs. Scope of Work Summary Sheet: Develop a centralized summary sheet that includes your mentioned fields: SOP Sheet: Include a separate Standard Operating Procedure (SOP) sheet with clear usage and maintenance instructions (content to be provided by your team).With brief video created on loom. Bonus Feature (Optional): Implement functionality to extract adviser-specific reports and automate weekly sharing/export. Proposed Timeline Day 1-2: Manual data entry and workflow structuring Days 3–4: VBA implementation for process optimization and finalize Days 5–7: Final testing. I look forward to the opportunity to collaborate on this project and develop a highly efficient tracking system tailored to your firm's needs. Please feel free to reach out to discuss further details. Best regards, Muhammad Sadiq

$75 AUD dalam 5 hari

4.9

(295 ulasan)

6.9

@usmanbashir12100

Hi, I can perform any sort of operations in Excel and Word. It can be macros, complex computations and statistics. May it be complete template and VBA design and programming. All sort of work can be done. COMPLETE EXCEL & WORD AUTOMATION -- Turnkey solutions -- After Sales Support Guaranteed Excel Automation, to run your daily tasks on auto pilot. Word Automation, to export or import any data, forms and templates. Formulas used in Excel and spreadsheet Formatting for any kind of word document and making auto fill forms and documents Word to pdf or Excel to pdf conversions email automation from excel or word, generate automatic emails Designing any sort of templates in Microsoft Word and Microsoft Excel Data mining and data analysis Scripting in visual basic, VBA, macros Microsoft VBA Macro or script writing to automate daily Microsoft excel or Microsoft word tasks Visual Basic Forms, for user interface designing and dashboards Visual Basic for Applications Google sheets Data Entry with automated process charts, pivot tables, userforms, cell functions, formulas, mail merge, template design

$220 AUD dalam 7 hari

4.8

(33 ulasan)

6.3

@sareheshak

I can create fully dynamic excel tracking file achieve all mentioned requirements,,,, About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED Excel VBA Programming ,

$85 AUD dalam 1 hari

5.0

(77 ulasan)

6.0

@shahajalalbabu00

Greetings! I will do it urgently and deliver ASAP. A Microsoft Certified Professional with over 13+ years of experience and hundreds of satisfied clients around the world. I love doing this kind of thing and problem solving, in my working life I have used Excel to produce solutions for companies in all kinds of fields and all kinds of situations. The kind of thing I can do for you include & I specialize in a wide range of creative and professional:- ✸ ✸ Excel ✸ Google-Sheets ✸ ✸ Spreadsheet ✸ Formulas ✸ ✸ PDF-MS Expert and power-BI specialist ✸ ✸ Functions ✸ Macros ✸ VBA ✸ Dashboards ✸ ✸ Graphs ✸ Charts ✸ Pivot tables ✸ Flow charts ✸ ✸ Power-BI ✸ Data Analysis ✸ Google-sheets ✸ Automation ✸ ✸ Photoshop ✸ Data Processing ✸ Data Convert ✸ Power-Point and more etc.⇛ DESIGNS :▶ ✸ ✸Graphic Designs ✸ ✸ Website Design ✸ ✸Ul/UX ✸ ✸HTML ✸ ✸CSS ✸ ✸JavaScript ✸ ✸ ✸✸Swift ✸ ✸Java ✸ ✸Katlin ✸ ✸Auto CAD ✸ ✸Python & PHP. With expertise in these languages, Please leave a message here so that we can discuss your project issue. Regards!

$30 AUD dalam 1 hari

5.0

(49 ulasan)

4.5

@hayteekeys

Hi, I’m excited to bid on your Investment Action Tracker Workbook project! With my expertise in Excel 365, I’ll deliver a structured, automated, and user-friendly tool that streamlines your financial planning process. I understand you need a Summary sheet linking to client worksheets, a Dashboard with dynamic counts, a Reports sheet for actionable insights, and an SOP sheet for clarity all built with formulas, conditional formatting, and optional VBA for efficiency. A few questions: Are there specific platforms or adviser codes to prioritize? How many client worksheets do you anticipate? Any preference for the Dashboard layout? I’d love to confirm the SOP content delivery timeline. With a 5–7 day turnaround, I’ll ensure a fully functional workbook and a handover video, plus revisions for perfection. Can I enhance this with adviser-specific exports as a bonus? Looking forward to exceeding your expectations!

$200 AUD dalam 3 hari

4.8

(14 ulasan)

4.6

@chanudulanjaya99

Hello! I’ve carefully reviewed your Investment Action Tracker Workbook requirements, and I’m confident that I’m the perfect fit for this job. With my extensive experience in Excel automation, formulas, and VBA, I can create a fully structured, efficient, and automated workbook tailored to your needs. Here’s how I’ll approach this: ✔ Central Summary Sheet – Auto-updating fields, dropdowns, hyperlinks ✔ Dynamic Dashboard – Real-time counts, overdue alerts, and filtering ✔ Reports Sheet – Instant insights for today, weekly, and adviser-wise tracking ✔ SOP Sheet – Clear step-by-step instructions for easy maintenance ✔ Automation (if needed) – VBA for enhanced functionality and efficiency I’ve built similar Excel tracking systems, and my past clients have always been 100% satisfied with my work. Let’s discuss your exact needs—drop me a message! Best, Chanuka D.

$100 AUD dalam 6 hari

5.0

(7 ulasan)

4.1

@Joz254

Hello, My name is George, and I only bid on projects I am confident in—like this one. I am an experienced statistician and economist with a Master’s in Applied Statistics and over seven years of experience working on data related projects. Having worked on similar projects before and thoroughly understanding your project requirements, I am confident in my ability to deliver high-quality work with precision and professionalism. I am also flexible and willing to adjust to your deadline. If needed, I can provide samples of my previous work to showcase my expertise. Additionally, my client ratings reflect my competence in this and related fields. I would appreciate the opportunity to work on your project, and I am confident that my work will exceed your expectations. Looking forward to your response! Thank you.

$220 AUD dalam 3 hari

5.0

(16 ulasan)

4.1

@syedalihassansh4

Hello Sir, I have read your instructions and I can do it efficiently according to your requirements. Please give me this project and get 100% extra ordinary work with unlimited revisions even after completion of the work. Will wait for your kind response ☺️ Thank You. Regards, Nimra

$50 AUD dalam 7 hari

5.0

(29 ulasan)

3.9

@wilfrednjorog

Greetings ! I would love the opportunity to assist with your Advanced Excel Workbook for Investment Tracking project. With a strong background in Process Automation and Excel, I can easily help you out. My attention to detail, focus on quality, and ability to adhere to tight deadlines make me confident that I can meet your needs. I look forward to discussing how I can assist with your projects. Thank you

$150 AUD dalam 1 hari

5.0

(2 ulasan)

3.5

@ahmedRofikul

As a seasoned Excel professional with over 7 years of experience, I bring a deep understanding of how to leverage the power of this software to meet complex project requirements. From what I can tell about your project, my expertise lines up perfectly with what you need. I am thoroughly experienced in creating reports, summarizing data, utilizing formulas (including conditional formatting) and have no issues working with client-specific worksheets as required. I pride myself on providing timely, reliable services and exceeding expectations of my clients in the process. My turnaround time averages at 3 to 4 days for similar projects which ensures you wouldn't have to wait long before getting your hands on the advanced Investment Action Tracker Workbook you seek. My quick turnaround is coupled with unlimited revisions aiming at achieving your complete satisfaction; after all, your happiness with the final product is my ultimate goal.

$100 AUD dalam 5 hari

5.0

(7 ulasan)

3.5

@mauhoa3

To streamline your investment tracking, I recommend implementing dynamic summaries that utilize Excel’s advanced functions, such as FILTER and COUNTIFS. This will enhance visibility on pending actions and make updates seamless. I have over 7 years of experience in Excel, specializing in creating custom workbooks for financial services. I can design a structured Investment Action Tracker Workbook tailored to your requirements, ensuring it’s fully functional with clear instructions provided. The deliverables will include the completed workbook, a brief handover document or Loom video, and I’m happy to accommodate any revisions needed for final usability. I can complete this project within your desired timeline of 5-7 days. Let’s discuss how I can help you manage your investment actions effectively! Best Regards,

$200 AUD dalam 7 hari

5.0

(2 ulasan)

2.1

@ShreejiSoftinfo9

I understand your need for a structured, automated Investment Action Tracker to streamline your financial planning processes. At Shreeji Data Analytics, we specialize in creating dynamic, user-friendly tools to enhance decision-making, optimize workflows, and provide actionable insights. With over 12 years of experience in data management and Excel solutions, we are confident that we can deliver exactly what you need. Scope of Work: Central Summary Sheet: We will design a comprehensive tracking system with fields like Client Name, Adviser Code, Action Stage, and fields for delays, review dates, and action notes. Client-Specific Worksheets: Each action will link to its dedicated worksheet for easy access and updates. Dashboard: We will build a dashboard that provides real-time counts, such as pending actions and those due today/this week, grouped by adviser and reason. Reports: Automated reports for actions due today or grouped by adviser, offering insightful overviews. SOP Sheet: A guide with instructions on how to use and maintain the tracker. Technical Approach: We will leverage Excel 365’s advanced features like COUNTIFS, FILTER, and conditional formatting for automated and dynamic tracking. Optional VBA/Macros for further automation if required. The project will be delivered within 5-7 days, fully functional and user-friendly. We will also provide a handover document or Loom video for seamless adoption. Let’s connect to discuss further!

$140 AUD dalam 3 hari

5.0

(1 ulasan)

2.1

@mnaseemaf1

Hi Sir, I have worked as a finance manager in local NGOs, Schools, Chartered Accountant Company & Super Markets, and I have over 15 years of experience. My qualification is an MBA (Master of Business Administration) & I am proficient in Advanced Excel Workbook for Investment Tracking tasks. I have gone through your requirements and am highly interested. I will deliver the project with 100% satisfaction and under a deadline. I will do this job as per your expectations. Please come over and chat, let's discuss more on the project. I will start work immediately and provide you with daily updates. My Skills; ✅ Proficient in Advanced Excel Workbook for Investment Tracking tasks. ✅ Expert-level knowledge of Excel & Google Sheets. ✅ Knowledgeable in data analysis techniques. ✅ Strong understanding of task scheduling. ✅ Attention to detail and accuracy. ✅ Familiarities with Excel Formulas. ✅ Able to manage and clean large data sets. After the competition & delivery of the project, any modification and alteration will be provided free of cost. I am looking forward to working with you! Best Regards, Naseem

$83 AUD dalam 1 hari

4.8

(5 ulasan)

1.9

@nileshdiwane

? Advanced Excel Workbook for Seamless Investment Tracking! ✅ Hello Sir, I’m Nilesh Diwane, bringing 7 years of experience in Business Analysis, Excel, VBA Automation, and Process Automation. I specialize in creating automated and structured Excel workbooks for investment tracking and management, ensuring efficiency and accuracy. I’m confident I can build the perfect tool to streamline your investment tracking process. ✅ Why Choose Me: ✅ Expert in Excel, with extensive experience in creating dynamic investment trackers. ✅ Proficient in Excel formulas, conditional formatting, and dynamic summaries using COUNTIFS, FILTER, and more. ✅ Strong ability to create automated dashboards, custom reports, and interactive features tailored to your business needs. ✅ Project Plan: ✅ I will design a central “Summary” sheet to manage and track client investment actions with fields like Tracking ID, Client Name, Action Notes, and more. ✅ The workbook will include an automated dashboard for pending actions, actions due today, actions by adviser, and more. ✅ SOP sheet will be included to ensure the tracker is easy to maintain and update. ✅ Optional VBA/macros will be added to enhance automation if required. ✅ Payment will be released upon 50% completion. Let’s connect in chat to discuss your exact needs and finalize the details for a flawless investment tracking workbook! ? Best regards, Nilesh Diwane

$49 AUD dalam 1 hari

5.0

(2 ulasan)

1.2

@alisabry8000

Hello, With my **Excel expertise** and background as an **industrial engineer**, I can develop a structured and automated **Investment Action Tracker** that ensures seamless tracking of investment actions. The workbook will include **dynamic summaries, conditional formatting, and automated reports** for better decision-making. You can check my profile for previous work, and I’m happy to share samples. Looking forward to collaborating! Best regards, Ali Sabry

$180 AUD dalam 6 hari

5.0

(1 ulasan)

0.8

@yaroslavk8

⭐⭐⭐⭐⭐ Dear client, ❤️❤️❤️ Get started now 1+1=2 ❤️❤️❤️ As an experienced Full-Stack Developer, my skill set extends beyond the realms of the web to various disciplines including yours. My in-depth understanding of Excel, conditional formatting, and dynamic summaries make me the perfect fit for your Advanced Excel Workbook project. I excel at creating structured and automated systems that not only streamline processes but offer valuable insights too. With my expertise, your financial planning firm can rest assured that your Investment Action Tracker Workbook will be highly functional, user-friendly and tailored to meet your exact needs. I am comfortable with using Excel formulas like FILTER and COUNTIFS that will allow you to effortlessly manage delayed or staged investment actions while considering factors like reason for delay. Moreover, my ability to adapt and learn quickly could also prove valuable in regards to any potential use of VBA/macro enhancements. To ensure smooth usage of the system post-delivery, I commit to providing you comprehensive handover documentation that captures clear instructions on how to maintain the tracker. My dedication towards long-term success is evident through this approach. Choose me for a creative, intuitive and efficient toolkit to enhance your financial planning firm's operations!

$140 AUD dalam 7 hari

0.0

(0 ulasan)

0.0

@carinea6

Thanks for your job posting ❤️Advanced Excel Workbook for Investment Tracking❤️ I specialize in delivering top-notch solutions for web scraping, data mining, web automation, browser bot development, and Python-based software. With a strong background in these areas, I have successfully completed projects that required extracting and managing large-scale data, building efficient and reliable automation workflows, and developing custom Python applications tailored to specific client needs. I pride myself on attention to detail, clean coding practices, and timely delivery. Let me know your project requirements, and I'll be happy to discuss how I can help achieve your goals efficiently. Looking forward to collaborating with you! Best regards

$30 AUD dalam 3 hari