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Portfolio Management Software

I am a small company which manages the money for other people by investing in the stock market. Until now I am using excel to create reports and keep track of performance but I would like to create something more sophisticated/simpler.

The idea is to create a software where one can input customer information, withdrawals/deposits, buys/sells of securities, dividends, forex hedging, etc. And then output it as a report for customers in a monthly basis.

Look at pictures in this site:

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I am pretty sure one can use SQL for this but I am not sure how to put it together. I am up for suggestions

技能: 数据仓库, 数据库编程, Excel, 软件构架, SQL

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关于此雇主:
( 1条评论 ) Stavanger, Norway

项目ID: #17983608

20 威客就此工作平均出价 $279

schoudhary1553

I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without changing my bid 更多

$250 USD 在4天内
(286条评论)
7.6
TakaAlex

Hello Very interested in your project I can automate your excel work with python or EXCEL VBAR. Let's have a talk for more detail Thanks

$266 USD 在3天内
(13条评论)
5.6
itpathsolutions

Ok, Can we discuss in chat ? As you can see I have got great feedback from my clients by providing quality work and I assure you the same. Let's discuss more in chat and then I will also revise the quote at my best 更多

$300 USD 在3天内
(8条评论)
5.7
softcarve

I would like to create a portfolio management software for your company. give me more details about your excel. available to start now.

$200 USD 在10天内
(59条评论)
5.3
vbhavesh448

I will develop software to make analytical graphs and data to be displayed with different time durations like monthly, daily, quarterly, yearly or customised duration filters. It will be with a good graph and chart rep 更多

$233 USD 在30天内
(2条评论)
5.0
Thesynapses

Dear Client, Greetings from Synapse LLC, We have 4+ years of experienced Data Scientists, Big Data Engineers. Our Core Competencies are Hadoop, Tableau, PowerBI, MongoDB, MySql Server, CouchDB, Green plum, Oracle 更多

$1666 USD 在10天内
(1条评论)
4.7
nataliaomelchenk

Hi there Nice to meet you. I read your proposal and understood your idea. I am a senior web developer. I have ever done similar your project. This is about testing report. I think your project is possible with 更多

$250 USD 在3天内
(2条评论)
4.5
jayesh793

Hi Sir, I understand that you want a portfolio management software, I can help you on this quickly. Let us have a chat to discuss further. I'm a dedicated, details oriented, and passionate IT professional with an 更多

$155 USD 在7天内
(13条评论)
4.3
Jaybu

Hi there! I am a Software Developer with more than 7 years experience. I can develop your software as required using a local database. Please contact me to discuss further details.

$222 USD 在4天内
(16条评论)
3.6
Techinfomatic

Dear Client, Hope you doing well. I have gone through your requirement and as per my previous work experience i am ready to start work immediately on your project. i am much expert with PHP,cake PHP, Smarty PHP, J 更多

$155 USD 在3天内
(4条评论)
3.8
wonwon424

dear i am very familar in database management system. I have been working for 6+ years on this kind of job. I have many previous works in this field and I will complete your project definitely. The person who wai 更多

$180 USD 在5天内
(10条评论)
3.7
aniljks

We are working on Software, Web and Mobile development. We have experienced developer and designer who does excellence work. Our technical skills include full Microsoft technology stack which include desktop, Website, 更多

$155 USD 在3天内
(6条评论)
3.3
nitinsaluja98

Hi, ⭐⭐ Suggestion⭐⭐ There will be web page interface to insert all the information like ->Customer management(Add/Edit/View/Delete) ->withdrawals/deposits ->buys/sells of securities ->dividends ->forex hedg 更多

$300 USD 在7天内
(3条评论)
2.9
nebivalaya

Hello! My name is Alexandra. I am an experienced software develoer. I've understood the task however I need some more details to define the price and time estimation. I am going to develop this project by using C# and 更多

$222 USD 在5天内
(6条评论)
2.7
drishinfotech

Hi there, How are you? I read your job description carefully and came to understand that you want to make a software which manages the money invested in the Stock market. Well, I have all the required skills you ar 更多

$250 USD 在3天内
(0条评论)
0.0
sikanderbasit

Hey i'm cheek out your description i'm expert in Ms excel and data base. how can i help you ? check my profile and this rate is not fixable, kindly tell me about your work and give me chance i'm good skills i'm wait 更多

$155 USD 在2天内
(0条评论)
0.0
sitanmishra

Respected Sir , Warm Greetings , As i have gone through your initial requirements and have understood that you need an excellent developer for design and development of your website application and i am confident 更多

$155 USD 在3天内
(0条评论)
0.0
payasisantosh

Hi, I have been working in Data warehousing solutions in SQL Server from last 12+ year. I am interested into your project. So, let's discuss this. Thanks, Santosh

$222 USD 在10天内
(0条评论)
0.0
stewartjlogan1

This is not directly in relation to your project, but more intrigued about your fund. I also work in asset management and was wondering what your fund size currently was??? May have some opportunity for you

$30 USD 在3天内
(0条评论)
0.0
MDehlavi

Hello. Don't mind pricing because I need more details . I have my MBA degree and I have 2 years experience in stock market and right now I am getting my certificates in CFA . I have developed some portfolio manager 更多

$222 USD 在20天内
(0条评论)
0.0