I will create a USA stock portfolio tracker in excel

S
surendrasinh_
S
surendrasinh_
Sandy
create a USA stock portfolio tracker in excel
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create a USA stock portfolio tracker in excel

About this gig

I will create a professional USA stock portfolio tracker in Excel to help you easily manage and analyze your investments. The tracker can include transactions, holdings, cost basis, realized and unrealized P/L, dividends, tax-lot tracking, multiple accounts, and an interactive portfolio dashboard. Perfect for investors who want an organized and easy-to-use Excel solution for tracking their U.S. stocks and ETFs.

Get to know Sandy

Sandy

Excel Automation and Data Analyst

  • FromIndia
  • Member sinceMay 2024
  • Avg. response time1 hour

  • Languages

    English
Hi! I’m a detail-oriented professional specializing in **Excel, Google Sheets, data analysis, automation, and AI-assisted software development**. I can help businesses and individuals turn repetitive manual work into **efficient, automated solutions**. My skills include: * Excel automation and advanced formulas * Excel dashboards and data analysis * Google Sheets automation * Data cleaning and reporting * VBA and macros * Python automation * AI-assisted coding * Custom trackers and mini software tools * Financial and business spreadsheets

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