Create Simple Excel Spreadsheet Gathering Some Financial/Stock Data

Completed Posted Aug 13, 2015 Paid on delivery
Completed Paid on delivery

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

Project ID: #8263362

About the project

18 proposals Remote project Active Aug 20, 2015

Awarded to:

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] More

$30 USD in 0 days
(1 Review)
1.1

18 freelancers are bidding on average $40 for this job

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 More

$80 USD in 1 day
(595 Reviews)
8.2
Teloquence

A proposal has not yet been provided

$100 USD in 0 days
(334 Reviews)
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 More

$111 USD in 5 days
(156 Reviews)
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 in 3 days
(137 Reviews)
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 in 2 days
(115 Reviews)
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 in 2 days
(97 Reviews)
6.1
muzammil21

A proposal has not yet been provided

$34 USD in 1 day
(23 Reviews)
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 More

$28 USD in 1 day
(30 Reviews)
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 in 3 days
(6 Reviews)
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 in 1 day
(1 Review)
1.1
ZACKOTAX

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$25 USD in 1 day
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0.0
reguloavila

La propuesta todavía no ha sido proveída

$25 USD in 3 days
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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 in 3 days
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brainy360

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$20 USD in 1 day
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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 in 1 day
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arsa89

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