I need someone to work on a VBA excel project, that allows me to easily and quickly invest cash into a stock equity portfolio that tracks a well known equity index, for example like the S&P 500. This Excel VBA tool will be known as a Portfolio Optimizer The project involves creating a process that enables me to automate the process of investing and dis-investing cash in/out of my stock portfolio versus the index. There is a great deal of static data that is updated automatically from Bloomberg (financial information tool). I need someone who can build a simple and effective way to "rebalance" the equity stock portfolio that will include a workbench that will give me a view of the portfolio at a top level versus the portfolios index universe. In simplistic terms my stock portfolio will hold a number of stocks in a well known equity index for example, the S&P 500 Index. I need to be able to view the portfolio in its current status at stock, country, region, sector, size and industry level versus its universe (ie S&P500). I also need to look at the portfolio versus its index after I have created a stock trade based on the cash invest/dis-invest, and also export the trade into another excel file for upload into my trading software ready for execution on the stock exchange. I would like to make it clear that all the data is supplied for the index and the portfolio, but I need someone who can understand once I have explained the end product I require. I have all the data available and know exactly what I require, but I need someone with the expert knowledge to implement my needs into excel. I will provide copies of my draft “optimizer” requirements to the person who has the expert knowledge to build this for me.
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Have recently finished and provide support on an EXCEL/Visual Basic project. I am in a position to undertake this project. Contact me if interested. Best wishes, Mark.