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Portfolio Management System

I am working on Indian Stock market Portfolio. Attached an excel sheet which is the portfolio. sheets BHAVCOPY, BLOOMBERGDATA and BHAVCOPY NSA are downloaded from websites to update daily basis. I am pulling those data to MASTER DATA sheet. I want to do the entire project using POWER BI Reports needed as follows

1. Report to show, latest price close to Target like 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and above 50%.

2. I've classified stocks as BSE50, BSE100, BSE200, BSE500, BSE Midcap Index, BSE Small Cap Index and Not in Index. I want a report which shows how much is my holding in each segment and its percentage of total holding. Also, I need each segments Performance against respective Index(BSE50, BSE100, BSE200, BSE500, BSE Midcap Index, BSE Small Cap Index which is available in BLMBRG DATA Sheet)

3(a). Report to show Stock Gain: Stocks with gain 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and above 50%.

3(b). Report to show Stock Loss: Stocks with Loss 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40% 40-50% and below 50%.

4(a). Report to show latest price close to 52 week High: When latest price of the stock close to 52 week high by percentage. 52 week high is 0-15% above latest Price

4(b). Report to show latest price close to 52 week Low: When latest price of the stock close to 52 week Low by percentage. 52 week Low is 0-15% below latest Price

5. Portfolio Gain / Loss for Last 1W, 1M, 3M,6M and 1Y as Value tabs

6. Top Ten Holding, Percentage to Total Holding and its Upside Value and Percentage

7(a). Losers in last 1W, 1M, 3M, 6M and 1Y with value and percentage. Should be 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40%, 40-50% and above 50%

7(b). Gainers in last 1W, 1M, 3M, 6M and 1Y with value and percentage. Should be 0-5%, 5-10%, 10-15%, 15-20%, 20-30%, 30-40%, 40-50% and above 50%

8. Industry Classification: Bar graph to show industry allocation

9. Mean P/E Data for all the stock: By pulling Data from Websites

Skills: Business Intelligence, Excel

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About the Employer:
( 0 reviews ) United Arab Emirates

Project ID: #16945351

25 freelancers are bidding on average $560 for this job

schoudhary1553

Hi there..... Warm Greetings We came along with your request for Portfolio Management System and we reviewed your project description. We'd like to help you with confidence and satisfying results... We have p More

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vaidyag

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suyashdhoot

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kvosaravana

Sir/Madam, Project Goal: Create PowerBI Market Intelligence tool for the Employer and help him in generating different Report and Queries, describing his current Portfolio Status. I a More

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iwebphpdeveloper

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donnyforu

Hello, As per the post, I have understood your requirement and I am pretty sure, I can provide you a quality output as I have vast experience in developing and managing similar kind of work. I am a certified share- More

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NehadSalem

hello sir .. i am eager to get the project .. i will make sure to deliver it successfully i have wide experience including but not limited tobthe required experience

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2.6
Baderah

I am CFA and FRM qualifed analyst with a work experience as an investment bank. I can undertake ur task according to your specifications. Contact me for details

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researchmindopc

I'll be able to assist, please have a look at my profile to learn more about my experience and capabilities.

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malavshelat

hi there, I have designed similar stock tracking model on power bi in past for a client, I can take up this task. I have good expertise with power bi and excel as well. you can check my sample work in my portfolio. More

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braineebeesdemo

Hi , I am looking for someone who can look at stock patterns on yahoo finance and capture pattern information on an excel sheet that I provide. Below are the instructions on how to identify the pattern, along with a More

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sandeeps88

Have strong and hands on Experience work with Power BI (8+ Years) Have worked huge companies such as Verizon and Amazon I can complete this project for you in less than 5 days. I have created not less than 100 rep More

$555 USD in 10 days
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miteshec11

Currently my profile is historical data analysis in financial software development and i will download nse bhavcopy from ftp server and process it as per your requirement. I will definitely do within time or before giv More

$800 USD in 7 days
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dhyanaenterprise

I have done MBA finance and also have experienced for one reputed Indian stock company. I have good knowledge of excel also. I have NISM-8 series certificate also. so I think this work is more shoot for me and that's w More

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mahuaray

A proposal has not yet been provided

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zpinjari

Hello There, I have gone through your project description and I would like to tell you that I have worked on similar requirement for one of my client from US (Dow Chemicals). I have developed 100+ reports for them in More

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kamaldhand77

A proposal has not yet been provided

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dhruvinshah16

I have hands on experience to develop this type of reports. My main aim is to fulfill your 100% requirement . If you need more examples please contact me.

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microstrategy11

I have 15 year of experience reporting will do it in 500 dollor. But time line needed around 20 days. As after creation need lots of test senerio to check. Gopal Ji Dwivedi Relevant Skills and Experience 15 year exp More

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robbychaniago2

A proposal has not yet been provided

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