AI Excel Dashboard Developer for Stock Analysis
Project: AI-Enabled Excel Dashboard for 30 Indian Stock Holdings Objective: Build a user-friendly Excel dashboard to monitor my Indian equity portfolio, i…
Angebotsbeschreibung
Project: AI-Enabled Excel Dashboard for 30 Indian Stock Holdings Objective: Build a user-friendly Excel dashboard to monitor my Indian equity portfolio, identify concentration and fundamental risks, and generate automated weekly and quarterly reports. I do not have coding knowledge. Required deliverables 1. Portfolio dashboard: Total investment, current market value, unrealised profit/loss, stock-wise returns, portfolio weights, and sector allocation. 2. Data refresh: Reliable and legally permitted price-data source with refresh instructions, timestamps, and stale-data warnings. Do not rely on fragile website scraping. 3. Risk alerts: Concentration thresholds, material price movements, liquidity concerns, debt and cash-flow deterioration, governance issues, auditor qualifications, and s...
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