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I will create an investment tracker and finance dashboard in excel
S.Deepak
About this gig
Do you need a clean and easy-to-use Excel dashboard to track your investments, personal finances, or portfolio performance?
I will create a customized Excel tracker and finance dashboard based on your requirements. It can help you organize transactions, monitor holdings, track dividends, calculate profit/loss, and view your data through clear charts and summaries.
What you can receive:
- Custom Excel investment tracker
- Portfolio and asset-allocation dashboard
- Profit/loss and dividend tracking
- Monthly investment and goal tracker
- Charts, KPIs, and performance summaries
- Clean, editable, and easy-to-use design
- Your preferred currency and categories
Please contact me before ordering for large, complex, or highly customized dashboards.
Note: This service is for spreadsheet tracking, organization, and visualization only. I do not provide investment advice, stock recommendations, trading signals, or guaranteed returns.
Get to know S.Deepak
S.Deepak
Fitness Enthusiast and Personalized Workout Plan Creator
- FromIndia
- Member sinceAug 2026
Languages
Tamil, English, Spanish
Hi! I'm Deepak, a passionate fitness enthusiast dedicated to helping people achieve their health and fitness goals through personalized workout routines and practical meal planning.
I create customized workout programs and easy-to-follow meal plans based on your fitness goals, experience level, and available equipment. Whether your goal is fat loss, muscle gain, or improving overall fitness, I focus on realistic, sustainable plans that fit your lifestyle.
Every plan is tailored to your needs, with clear guidance and progress tracking to help you stay consistent and motivated.
FAQ
What do you need from me to start?
Please share your requirements, preferred currency, categories, sample data (if available), and any dashboard style or color preference.
Will the dashboard include live stock prices?
No. This gig focuses on Excel-based tracking and reporting using client-provided or manually entered data.
Can you create a dashboard for personal finance instead of investments?
Yes. I can create dashboards for budgeting, expenses, savings goals, income, and personal finance tracking
Will I be able to edit the file later?
Yes. You will receive an editable Excel file with organized sheets and clear labels.
Can you customize the dashboard to my format?
Yes. Please message me with your requirements before placing the order
