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$
USD
I will create a trading performance dashboard in power bi and excel
Data Analyst, Excel SQL and Power BI Expert
I'm a Data Analyst specializing in transforming raw, messy data into clear, actionable insights. I help businesses and individuals make sense of their numbers using Excel, SQL, and Power BI.
What I o...
About this Gig
Are you a trader who wants to track performance but doesn't have time to analyze every trade manually? I'll turn your raw trade history into a clean, professional performance dashboard that shows exactly how you're doing.
What you'll get:
Cleaned, structured trade data (from your broker's CSV/Excel export)
Key metrics: Win Rate, Profit Factor, Total P&L, Avg Win/Loss
Equity curve showing account growth over time
Monthly P&L breakdown to spot best/worst months
Win/Loss ratio visualization
Strategy-wise performance comparison
Why this matters:
Most traders track P&L in a messy spreadsheet or not at all. A clear dashboard helps you spot patterns, cut losing strategies early, and double down on what's working.
Tools: Excel, SQL, Power BI
Whether you trade stocks, options, futures, or crypto, I can build a dashboard tailored to your data. Just share your trade history and I'll handle the cleaning, analysis, and dashboard setup.
Message me before ordering if you have a custom requirement happy to discuss scope first.
Technology:
Excel
•
Power BI
•
PostgreSQL
Analysis type:
Statistical analysis
•
Descriptive analysis
Programming language:
Python
Tools:
Microsoft Excel
My Portfolio
Other Data Analytics Services I Offer
FAQ
What data do you need from me?
Just export your trade history as a CSV or Excel file from your broker/trading platform. It should include columns like date, symbol, entry price, exit price, and quantity. If you're not sure how to export it, I can guide you.
Do I need to know Power BI or Excel to use the dashboard?
No. I'll deliver a ready-to-use file. If you choose the Power BI option, I'll also share a short video walkthrough so you know exactly how to read and use it.
Can you handle a large number of trades?
Yes. The Basic package covers up to 500 trades — if you have more, just message me before ordering and I'll adjust the scope and price accordingly.
Will the dashboard update automatically as I add new trades?
The Standard and Premium packages are formula-driven, so the dashboard updates automatically when you add new trade data to the sheet. The Premium package also includes an auto-refresh setup for Power BI.
Do you work with crypto/forex traders too, not just stocks?
Yes, absolutely. I can build this dashboard for any market — stocks, options, futures, forex, or crypto — as long as you can provide the trade history data.
