Create Simple Excel Spreadsheet Gathering Some Financial/Stock Data

Completado Publicado Aug 13, 2015 Pagado a la entrega
Completado Pagado a la entrega

I am looking for a simple but dynamic excel spreadsheet that is able to do the following:

Take a list of ticker symbols that will frequently vary in number (only needed for US markets) - Symbols can be a variety of different stocks, mutual funds, ETFs, closed end funds, etc.

It is required to gather the following data for each ticker symbol:

Name of the security, Morningstar Category, End of month Total Returns for the following periods (12 month, 3 year, 5 year and 10 year) and Morningstar rating.

If possible gather the following data:

Morningstar Risk 3 Yr, % Rank Cat 12 Mo (mo-end), % Rank Cat 3 Yr (mo-end), % Rank Cat 5 Yr (mo-end), and Manager Tenure

Thank you!

Matt

Excel Visual Basic

Nº del proyecto: #8263362

Sobre el proyecto

18 propuestas Proyecto remoto Activo Aug 20, 2015

Adjudicado a:

StefanNH

Hi Matt, I have the excel that you need up and running. I wrote an excel macro that extracts the required data into the excel sheet. You can see how it works on the following video: [login to view URL] Más

$30 USD en 0 días
(1 comentario)
1.1

18 freelancers están ofertando un promedio de $40 por este trabajo

jaylancer43

Hello Sir, I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Automated Web Scrapping using Excel Macros and Formulas. I am an Engineering Graduate with an MBA Más

$80 USD en 1 día
(595 comentarios)
8.2
Teloquence

A proposal has not yet been provided

$100 USD en 0 días
(334 comentarios)
7.7
aarifakhtar

Hi: Here are few example of similar projects that I have done: https://www.freelancer.com/projects/Data-Entry-Excel/some-Excel-Work.5749498/ https://www.freelancer.com/projects/Excel-Web-Scraping/Australian-Stoc Más

$111 USD en 5 días
(156 comentarios)
6.9
flashsaiful

Hello Dear, I can do this for you. Please send a massage in the PMB for details.......Best Regards flashsaiful

$30 USD en 3 días
(137 comentarios)
6.5
redouaneaberdin

Hi there My name is Redouane I am very interested in your project. I await your response. thank you in advance.

$25 USD en 2 días
(115 comentarios)
6.2
bdoutsource

Dear Matt, Greetings. I could create the functional spreadsheet for you by writing some codes in VB. Plz let me know if you are interested. Sincerely, ahmsuza

$77 USD en 2 días
(97 comentarios)
6.1
muzammil21

A proposal has not yet been provided

$34 USD en 1 día
(23 comentarios)
5.5
rajafaizan

I am very interested in working online for you. I am interested in long term work. I have had 5+ years exp. in Computers, MS word, MS excel, Quickbooks, Office Management , PDF, Google spreadsheet Powerpoint, Vba and t Más

$28 USD en 1 día
(30 comentarios)
4.5
blazyyy

Hello! I am Excel and VBA expert, I would be glad to help you out. Let's see the example workbook, maybe it can be done without VBA and formulaes can do it? Hope to hear from you! Regards

$25 USD en 3 días
(6 comentarios)
3.1
wfhin2015

Hi, I am interested to work. I have completed 2 projects on this portal successfully. Looking forward for your response. Thanks.

$25 USD en 1 día
(1 comentario)
1.1
ZACKOTAX

A proposal has not yet been provided

$25 USD en 1 día
(0 comentarios)
0.0
reguloavila

La propuesta todavía no ha sido proveída

$25 USD en 3 días
(0 comentarios)
0.0
subhasmit0457

I have successfully done development of many macro tools. My expertise is in Automation and I do have the certification from HP.

$27 USD en 3 días
(0 comentarios)
0.0
brainy360

A proposal has not yet been provided

$20 USD en 1 día
(0 comentarios)
0.0
traderxt

Hello My name is Thomas and I am in New York. I have several financial services related websites. Thank you for your consideration.

$15 USD en 1 día
(0 comentarios)
0.0
arsa89

A proposal has not yet been provided

$25 USD en 1 día
(0 comentarios)
0.0