Do some Excel Work
$30-250 AUD
Pagado a la entrega
We would like a an template excel spreadsheet that would feed information into a standard investment report for our clients
We would like the following to occur
1. A Primary spreadsheet where company all company names, stock codes and share prices would be entered , this should be designed so that future companies can be added easily , and would flow through to the Series of spreadsheets designed for each individual client
2. A Series of spreadsheets (one for each client's portfolio) that would source its information from the Primary spreadsheets data
Example - Stock code for Facebook is sourced from a drop down box (Sourced from Primary spreadsheet) , once selected , it’s would auto populate , together with the corresponding share price (which was entered by our data entry person)
3. all information would source itself into a pre-determined stylized Portfolio Report (Pre-set up for each client (With names , addresses , salutations pre entered)
4. I have attached the following files that would be incorporated
a . Client Report (This is the general look and feel of the report we are looking for)
b. Company Logos
I would like some intuitive style added to the design , we want these reports to be very attractive (not boring)
Ive attached copies of reports , logos , brochures etc , to show the kind of style and format we are looking for
Nº del proyecto: #6618583
