Build / Improve excel portfolio tracker and add integration to data source
$750-1500 USD
Ditutup
Disiarkan sekitar 2 tahun yang lalu
$750-1500 USD
Dibayar semasa penghantaran
I am looking for an excel spreadsheet linked via API to Interactive Brokers TWS.
The spreadsheet will support multiple owners, brokers, cash positions equities and options,
The input/output part will support manual and automatic (API) entry of
a. equities/cash
b. buy/sell/ merge/ split/ dividends/ transactions
c. set multiple holder account/broker manual and automatic (API)
d. Currencies
The spreadsheet needs a dashboard to display portfolio metrics and some statistical analysis.
We have an existing excel which is based on MS stock data and if will be a base shall be restructured
Skills: experience with stick trading applications, Excel, power pivot, Access, programming, Software Architecture
After requirements formalization, the project will be done at fixed fees.
time scope end of May