Create Simple Excel Spreadsheet Gathering Some Financial/Stock Data

完了済み 投稿 Aug 13, 2015 着払い
完了済み 着払い

I am looking for a simple but dynamic excel spreadsheet that is able to do the following:

Take a list of ticker symbols that will frequently vary in number (only needed for US markets) - Symbols can be a variety of different stocks, mutual funds, ETFs, closed end funds, etc.

It is required to gather the following data for each ticker symbol:

Name of the security, Morningstar Category, End of month Total Returns for the following periods (12 month, 3 year, 5 year and 10 year) and Morningstar rating.

If possible gather the following data:

Morningstar Risk 3 Yr, % Rank Cat 12 Mo (mo-end), % Rank Cat 3 Yr (mo-end), % Rank Cat 5 Yr (mo-end), and Manager Tenure

Thank you!

Matt

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18個の提案 リモートプロジェクト アクティブ Aug 20, 2015

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StefanNH

Hi Matt, I have the excel that you need up and running. I wrote an excel macro that extracts the required data into the excel sheet. You can see how it works on the following video: [login to view URL] もっと

$30 USD 0日以内
(レビュー1件)
1.1

18人のフリーランサーが、平均$40 で、この仕事に入札しています。

jaylancer43

Hello Sir, I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Automated Web Scrapping using Excel Macros and Formulas. I am an Engineering Graduate with an MBA もっと

$80 USD 1日以内
(595件のレビュー)
8.2
Teloquence

A proposal has not yet been provided

$100 USD 0日以内
(334件のレビュー)
7.7
aarifakhtar

Hi: Here are few example of similar projects that I have done: https://www.freelancer.com/projects/Data-Entry-Excel/some-Excel-Work.5749498/ https://www.freelancer.com/projects/Excel-Web-Scraping/Australian-Stoc もっと

$111 USD 5日以内
(156件のレビュー)
6.9
flashsaiful

Hello Dear, I can do this for you. Please send a massage in the PMB for details.......Best Regards flashsaiful

$30 USD 3日以内
(137件のレビュー)
6.5
redouaneaberdin

Hi there My name is Redouane I am very interested in your project. I await your response. thank you in advance.

$25 USD 2日以内
(115件のレビュー)
6.2
bdoutsource

Dear Matt, Greetings. I could create the functional spreadsheet for you by writing some codes in VB. Plz let me know if you are interested. Sincerely, ahmsuza

$77 USD 2日以内
(97件のレビュー)
6.1
muzammil21

A proposal has not yet been provided

$34 USD 1日以内
(23件のレビュー)
5.5
rajafaizan

I am very interested in working online for you. I am interested in long term work. I have had 5+ years exp. in Computers, MS word, MS excel, Quickbooks, Office Management , PDF, Google spreadsheet Powerpoint, Vba and t もっと

$28 USD 1日以内
(30件のレビュー)
4.5
blazyyy

Hello! I am Excel and VBA expert, I would be glad to help you out. Let's see the example workbook, maybe it can be done without VBA and formulaes can do it? Hope to hear from you! Regards

$25 USD 3日以内
(6件のレビュー)
3.1
wfhin2015

Hi, I am interested to work. I have completed 2 projects on this portal successfully. Looking forward for your response. Thanks.

$25 USD 1日以内
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1.1
ZACKOTAX

A proposal has not yet been provided

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0.0
reguloavila

La propuesta todavía no ha sido proveída

$25 USD 3日以内
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subhasmit0457

I have successfully done development of many macro tools. My expertise is in Automation and I do have the certification from HP.

$27 USD 3日以内
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brainy360

A proposal has not yet been provided

$20 USD 1日以内
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traderxt

Hello My name is Thomas and I am in New York. I have several financial services related websites. Thank you for your consideration.

$15 USD 1日以内
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arsa89

A proposal has not yet been provided

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