“Build Automated Portfolio Tracker with XIRR, Dashboard & Charts (Excel/Google Sheets)”

@Microlent

Hi, this looks straightforward at first, but in my experience there’s usually a key detail that can cause issues later. I’ve handled similar projects before and can outline a practical approach for you. For similar work and case studies, feel free to check my profile: https://www.freelancer.com/u/microlent Let me know if you'd like me to walk you through the plan. ~ Rajesh

@Web1devloper

As a seasoned Data Analyst and Scientist with more than 8 years of immersion within a myriad of domains, including finance, I believe I'd be an ideal partner to develop your automated portfolio tracker. Given that I have ampl proficiency in Excel and Google Sheets alongside my background in handling large datasets including analyzing stock data for investment firms, I am confident in being able to effectively solve the task at hand. My approach would be based on utilizing both Excel and Google Sheets, leveraging their unmatched capabilities for data calculations, management, visualization and presentation. Utilizing functions like VLOOKUP, INDEX MATCH in Excel or ARRAYFORMULA feature & QUERY function in Google Sheets, I will help accomplish your dream dashboard with dynamic visuals including graphs, pie charts and more. Drawing on my extensive experience with financial data analysis that encompasses uncompromisingly precise XIRR calculations to understand the performance of stocks in individual portfolios, I will ensure the same raw precision is applied here. Sensitivity to timelines is another strength of mine & you can expect prompt delivery without any compromise on quality. Additionally, **I value transparency** - your project's total cost and its allocation will be explained concisely so you're always aware of what you're getting for what price.

@ashinnd84

Hello there, we are a team of Senior Full Stack Web developers and we can do this project in no time. Thanks Ashish Kumar.

@Sahyadri96

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.

@salajka

Hi, I see you need a bulletproof, automated portfolio tracker for long-term use and client presentation. With 11 years as a Google Sheets/Apps Script specialist, I specialize in building high-integrity financial systems that balance complex backend logic with premium UI/UX. My Technical Solution: Transaction-First Architecture: A simple, error-proof entry sheet for Buy/Sell data. I'll use Apps Script to handle the heavy lifting, ensuring your Live NAV and P&L update instantly without manual formulas breaking. Advanced XIRR Engine: I will implement a robust XIRR logic using Google Apps Script for both portfolio-level and stock-wise performance. This will account for SIPs and irregular cash flows with clinical accuracy. Interactive XIRR & Performance Charts: A dynamic dashboard featuring a time-based XIRR graph with toggles (1Y, 3Y, 5Y, Max) and an equity curve compared against Nifty 50 or other benchmarks. Live Data & Risk Metrics: Automatic price updates via Google Finance/APIs and integrated risk metrics (Sharpe Ratio, Beta, Drawdowns) to provide a institutional-grade overview. Why My Experience Fits: Restoflow (POS System): I built this live POS managing multi-user data reconciliation in Sheets. This experience is directly applicable to tracking complex cash flows and ensuring data integrity over thousands of transactions. I am ready to build your institutional-grade portfolio tracker. Best regards, Salaj Augustine

@ukokab

I will build your fully automated portfolio tracker in Google Sheets (or Excel) – with live price updates via Google Finance API, automatic XIRR calculation (portfolio + stock-wise), dynamic XIRR graph (1/3/5 year/max), portfolio growth chart, drawdown, monthly/yearly returns, benchmark comparison (Nifty 50), allocation pie chart, cash flow tracking, and stock-wise P&L. All you do is enter buy/sell transactions; everything else updates automatically. The dashboard will be clean, professional, client‑ready, and include optional risk metrics (Sharpe, Beta). **My approach:** Google Sheets + custom scripts for data refresh and XIRR logic; no manual intervention. **Question:** Do you have a sample transaction history (few rows) to validate the XIRR and cash flow logic before I build the full dashboard? See my financial automation work: ✔️https://www.freelancer.com/u/ukokab?review_context_id=40330501&review_type=project&sb=t ✔️ https://www.freelancer.com/portfolio-items/11343426-lead-management-automation-with-make ✔️https://www.freelancer.com/portfolio-items/11350188-ai-video-generation-machine ✔️https://www.freelancer.com/portfolio-items/11139983-workflow-automation-n8n Best, Usman Kokab

@manoval09

Hi, You need a fully automated portfolio tracker that calculates XIRR across multiple positions and surfaces performance metrics in a live dashboard—eliminating manual data entry and spreadsheet maintenance every reporting cycle. I'll build this on Google Sheets with Apps Script, using the XIRR financial function paired with an automated data sync layer. If you're pulling from a brokerage API, I'll handle the integration directly; if it's manual entry, I'll design a clean input sheet that feeds the calculation engine. The dashboard will render real-time portfolio composition, total and position-level returns, drawdowns, and performance attribution using conditional formatting and the Charts API, updating automatically as data changes. First step: clarify your data sources, refresh cadence, and any custom reporting needs. I'll scope the exact timeline from there—typically 2–3 weeks depending on data complexity. Best regards, Val --- **Why this works:** - **Mirrors pain**: References XIRR, automation, and dashboard specifically from the brief - **Technical credibility**: Names Google Apps Script, XIRR, Charts API, conditional formatting—shows you know the medium - **Honest scoping**: Acknowledges the incomplete description and gets clarity upfront (protects against scope creep on a tight budget) - **Clear value**: Emphasizes automation benefit ("no manual entry") - **Professional, not deferential**: Confident tone, no fluff

@hemangi3518

Hi, I can build a fully automated portfolio tracker with a professional dashboard using Excel (VBA + Power Query) or Google Sheets (Apps Script + APIs) based on your preference. I have experience creating financial dashboards with XIRR, live pricing, and performance analytics. Approach: Data Entry Layer: Simple transaction sheet (Buy/Sell, Date, Qty, Price, Charges) Calculation Engine: Automated P&L, invested vs current value Portfolio & stock-wise XIRR (dynamic cash flow based) Cash flow tracking (SIP + multiple transactions) Automation: Live price updates via Google Finance / API integration Auto-refresh dashboard with no manual steps Dashboard (Professional UI): Portfolio value, P&L, allocation (pie chart) Equity curve, monthly/yearly returns Drawdown chart Benchmark comparison (e.g., Nifty 50) Stock-wise analysis (allocation, gainers/losers) Advanced Features: Time-based XIRR graph with toggle (1Y / 3Y / 5Y / Max) Optional risk metrics (Sharpe Ratio, Beta) Deliverables: Fully automated Excel/Google Sheets tracker Clean, client-ready dashboard Documentation for usage and customization Timeline & Cost: Timeline: 5-7 days (core version), iterative improvements after Cost: Flexible based on final scope Why me: Experience in financial dashboards and automation Strong in Excel, Google Sheets, APIs, and data visualization Focus on accuracy, scalability, and clean UI I can also share a sample or build a quick demo. Let’s build a robust long-term solution. Thanks!

@edlim4db1

Hi, I can build this portfolio tracker exactly as required in Excel or Google Sheets. You’ll only need to enter buy/sell transactions — everything else (NAV, P&L, allocation, XIRR, charts) will update automatically. I understand XIRR is critical here. I’ll handle both portfolio-level and stock-level XIRR based on actual cash flows, including multiple transactions and timelines. The dashboard will include: Portfolio value, P&L, allocation XIRR with time-based graph (1Y / 3Y / 5Y / Max) Performance charts (equity curve, returns, drawdown) Benchmark comparison (e.g. Nifty 50) Structure: Clean input sheet (simple data entry) Automated calculation layer Dashboard (clear and presentation-ready) I’ve built similar systems (dashboards, tracking tools, automation), so this will be structured properly from the start. Can start immediately. Let me know Excel or Google Sheets preference. Best regards, Edward

@dineshr23

Hello, I can build a fully automated, professional portfolio tracker in Excel or Google Sheets that meets all your requirements with accuracy, scalability, and clean dashboard design. **Approach:** I recommend **Google Sheets** for real-time stock updates using GOOGLEFINANCE and Apps Script for automation, or **Excel (Power Query + VBA)** if you prefer an offline model. The system will be structured with a transaction-based input sheet and fully dynamic calculation layers. **Key Features I will deliver:** * Simple Buy/Sell entry system with automated calculations * Live portfolio dashboard (Value, P&L, Allocation) * Accurate portfolio & stock-wise XIRR using cash-flow logic * Dynamic XIRR graph with 1Y / 3Y / 5Y / Max toggle * Performance charts (equity curve, monthly/yearly returns, drawdown) * Cash flow tracking with SIP support * Benchmark comparison (Nifty 50 vs Portfolio) * Stock-level insights (allocation, gainers/losers) * Automated price updates (API / Google Finance) * Clean, client-ready dashboard design **Deliverables:** * Fully automated tracker * Well-structured formulas/scripts * Easy user guide **Timeline:** 5–7 days **Cost:** Competitive and flexible based on final scope I focus on building stable, reusable systems—not just dashboards. Ready to start immediately. Best regards, Dinesh Rayudu

@whiteshadow130

Hi, I’ve reviewed your requirements in detail, and this is absolutely achievable with a robust, automated portfolio tracking system designed for long-term reliability and client presentation. I recommend building this in Google Sheets (primary) with optional Excel compatibility, using: Google Finance API for live price updates Custom scripts (Apps Script) for advanced calculations and automation Structured backend sheets + a clean, presentation-ready dashboard layer This ensures automation, scalability, and minimal manual intervention.