
Closed
Posted
Paid on delivery
I want a polished, macro-enabled Excel workbook that lets me log, analyse and visualise every trade I take in Crypto, Stocks, and Futures & Options—all from one file. Accuracy and speed matter, so most number-crunching must run through well-structured VBA rather than manual formulas. What I need the workbook to cover • Trade Logging sheet that captures order details, market, strategy tag and quick psychology notes • Automated calculations for Profit & Loss, overall Win/Loss Ratio, per-strategy Win/Loss Ratio and average trade duration • Dynamic dashboard on the main tab using pie charts, bar charts and line graphs to show key metrics at a glance • Strategy performance section that slices results by strategy tag for deeper insight • Trading-psychology tracker that pulls my notes into simple sentiment stats I can review later • Risk-management calculator that auto-fills position size, risk per trade and portfolio exposure • Auto-generated monthly and yearly summaries with printable reports • Clean UI with buttons or drop-downs, plus VBA macros to import trade data, refresh dashboards and clear forms Acceptance criteria The file must open without security warnings, run on Excel 2016+, and perform all macros in under five seconds on a 2 000-trade data set. Charts should update instantly after I press a single “Refresh” button. Formulas, code and ranges need to be clearly documented inside the workbook so I can tweak them later. If this sounds like a build you can complete quickly and cleanly, let’s talk timing and milestones.
Project ID: 40316042
9 proposals
Remote project
Active 26 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
9 freelancers are bidding on average ₹7,322 INR for this job

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
₹7,000 INR in 2 days
5.1
5.1

I am Naresh, a highly skilled support professional, and my expertise in data analysis, Excel, Excel VBA,and PHP aligns perfectly with the requirements of your project. I have a longstanding interest in the financial markets which will ensure my understanding of the specific needs of your trading journal dashboard. With my proficiency in Excel VBA, I'll skillfully design your workbook to automate all the essential calculations mentioned, giving you accurate and fast statistical analyses of your trades. Moreover, I can create well-structured VBA codes that'll vastly reduce manual data crunching time while significantly improving accuracy. In addition to dynamic and user-friendly dashboards that update instantly when needed, I'll ensure seamless label risk-management and trading-psychology trackers. I believe these features will not only help simplify trade monitoring but also offer invaluable insights for future strategy enhancement. Given my commitment to providing top-quality services within set timeframes without compromising on quality, I assure you that I can complete this project swiftly while maintaining utmost precision. My constant availability and efficient communication assure an effective partnership. Let’s discuss timing and milestones further!
₹5,000 INR in 1 day
4.1
4.1

Hello! I have reviewed your requirements and understand that you need a polished, macro-enabled Excel workbook to log, analyze, and visualize all your trades across Crypto, Stocks, and Futures & Options, with VBA-driven calculations for speed and accuracy. The focus is on a clean, responsive, and fully documented system that provides instant insights from a large dataset. I can build a workbook that includes: Trade Logging sheet capturing order details, market, strategy tags, and psychology notes Automated calculations: Profit & Loss, overall Win/Loss ratio, per-strategy metrics, and average trade duration Dynamic dashboard with pie, bar, and line charts updating instantly via a “Refresh” button Strategy performance analysis by tags Trading psychology tracker summarizing sentiment from your notes Risk-management calculator for position size, risk per trade, and portfolio exposure Auto-generated monthly/yearly summaries with printable reports Clean UI with buttons, drop-downs, and fully documented VBA macros for importing data, clearing forms, and refreshing dashboards The workbook will open without security warnings, run on Excel 2016+, and process 2,000 trades in under 5 seconds. All code, formulas, and ranges will be clearly documented for easy future tweaks. I am ready to start immediately and deliver a high-performance, fully functional Excel trading workbook with all dashboards, calculations, and macros working seamlessly. Best regards, Ibrahim Altaf
₹7,000 INR in 7 days
0.6
0.6

Hello You need a streamlined, macro-enabled Excel workbook expertly designed to log, analyze, and visualize your trades across Crypto, Stocks, and Futures & Options—with speed and accuracy powered by VBA over manual formulas. Your requirement for a single “Refresh” button updating dynamic charts instantly perfectly reflects your need for efficiency and clarity in trade insights. I propose building this with clean, well-documented VBA modules that perform crucial calculations like Profit & Loss and strategy analytics, and generate interactive dashboards with pie and bar charts. Using Excel 2016+ ensures compatibility, while carefully structured macros will enable sub-five second refreshes even with 2,000 trades, saving you time and enhancing decision-making. I’m genuinely excited to create this powerful tool tailored to your exact trading workflow. Regards, Marissa
₹7,000 INR in 14 days
0.0
0.0

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon.
₹3,500 INR in 1 day
0.0
0.0

Delhi, India
Member since Jan 20, 2021
₹1500-12500 INR
₹37500-75000 INR
$3000-5000 USD
£20-250 GBP
$250-750 USD
₹12500-37500 INR
$250-750 USD
$30-250 USD
₹12500-37500 INR
₹12500-37500 INR
€30-250 EUR
₹600-1500 INR
$30-250 USD
₹600-1500 INR
₹12500-37500 INR
₹12500-37500 INR
£20-250 GBP
₹600-1500 INR
₹600-1500 INR
₹600-1500 INR
$250-750 USD