Dashboard Development for Stock Management and Portfolio Building
Upwork

Remote
•1 hour ago
•No application
About
We are seeking a skilled developer to create a simple dashboard that will help visualize stock strategies performance. The dashboard should be capable of reading a CSV file, enable us to filter and sort each column, add/remove (strategies to portfolios and chart the portfolio returns . There is a main sheet that has all strategies and then a sheet for each equity with multiples tabs for each strategy of the equity. Each strategy has a unique ID to identify the stock and strategy number. Each strategy tab has all trade data. As strategies are added to portfolios we would like the visually see how these performed as a cumulation of stocks in a chart formation including other benchmarks like S&P500.




