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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

Kĩ năng: Lưu trữ dữ liệu, Lập trình cơ sở dữ liệu, Excel, Kiến trúc phần mềm, SQL

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Về Bên Thuê:
( 1 Nhận xét ) Stavanger, Norway

ID dự án: #17983608

20 freelancer đang chào giá trung bình $279 cho công việc này


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 Thêm

$250 USD trong 4 ngày
(286 Nhận xét)

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 trong 3 ngày
(13 Nhận xét)

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 Thêm

$300 USD trong 3 ngày
(8 Nhận xét)

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 trong 10 ngày
(59 Nhận xét)

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 Thêm

$233 USD trong 30 ngày
(2 Nhận xét)

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 Thêm

$1666 USD trong 10 ngày
(1 Nhận xét)

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 Thêm

$250 USD trong 3 ngày
(2 Nhận xét)

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 Thêm

$155 USD trong 7 ngày
(13 Nhận xét)

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 trong 4 ngày
(16 Nhận xét)

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 Thêm

$155 USD trong 3 ngày
(4 Nhận xét)

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 Thêm

$180 USD trong 5 ngày
(10 Nhận xét)

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, Thêm

$155 USD trong 3 ngày
(6 Nhận xét)

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 Thêm

$300 USD trong 7 ngày
(3 Nhận xét)

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 Thêm

$222 USD trong 5 ngày
(6 Nhận xét)

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 Thêm

$250 USD trong 3 ngày
(0 Nhận xét)

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 Thêm

$155 USD trong 2 ngày
(0 Nhận xét)

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 Thêm

$155 USD trong 3 ngày
(0 Nhận xét)

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 trong 10 ngày
(0 Nhận xét)

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 trong 3 ngày
(0 Nhận xét)

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 Thêm

$222 USD trong 20 ngày
(0 Nhận xét)