In Progress

Google Sheets with Live Stock Portfolio Performance Over time (and future) with Charts and Graphs

I would like an automated spreadsheet built in google sheets (This is the only service that offers historical stock performance data in spreadsheet)

The spreadsheet should track monthly and yearly performance data from 2011-Present and keep tracking as time goes on. If you have to input a limit, up to the year 2050 is fine.

There should be conditional formatting that highlights a cell red if it the return is negative, highlights in green if the return is positive, and display red text if it underperforms the S&P 500.

There should also be a dashboard that clearly displays a line charts compared to to to the S&P 500. The line charts should be dynamic to reflect The last month, 3 month, 6 month, 12, month, 2 year, 3 year, and 5 year performance via drop down menu. The categories for the line charts should be as follows and reflect the stocks associated with the category. All returns should be based on and display percentages.

Categories:

DOM EQ (LG Blend)

DOM EQ (LG Value)

DOM EQ (LG Growth)

DOM EQ (MD Blend)

DOM EQ (MD Value)

DOM EQ (MD Growth)

DOM EQ (SM Blend)

DOM EQ (SM Value)

DOM EQ (SM Growth)

INTL EQ (LG Blend)

INTL EQ (LG Value)

INTL EQ (LG Growth)

INTL EQ (MD Blend)

INTL EQ (MD Value)

INTL EQ (MD Growth)

INTL EQ (SM Blend)

INTL EQ (SM Value)

INTL EQ (SM Growth)

DOM Fixed Income

INTL Fixed income

This should be an easily updatable spreadsheet where I can enter the stock ticker number and category and it auto populates into the line charts (categories specified above).

Please see "set up" tab in the spreadsheet below for my stocks and their categories:

[login to view URL]

Skills: Excel, Data Entry, Data Processing, Visual Basic, Google Sheets

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About the Employer:
( 3 reviews ) Allenhurst, Germany

Project ID: #29867809

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Noman0349

dear client I hope you are doing well. I am submitting a proposal for this job due to my experience and expertise in it. . Moreover, if you provide me with an opportunity to work for you I will not take much in return More

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sodiqa32

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Jayant222

I can perfectly help you with that. I am a professional Data Analyst and Excel expert holding years of experience in utilizing advance level tools and functions of Google sheets & Excel (including VBA and Macro) to per More

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RASHIDMAHEMOOD

Hello Dear. I understand your project and wish to work with you. i have highly experienced. waiting for your response

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