I need the following from the excel spreadsheet:
1) Create a master spreadsheet to showcases different investment options
2) Allow for input of starting balance, optional additional cash, additional monthly amount that can be inputted
3) Option to set any or all of the compounding to daily or monthly.
4) A Compounding variable indicating the percentage of the amount to be compounded. (e.g compounded at 50% per month and 50% withdrawn either daily weekly or monthly again)
5) The option to reinvest the percentage that is not compounded in other products.
6) Break up the total investment into the different products by percentage.
7) Show returns per week/per month/per year to 20 -30 years
In order to deliver the solution through a structured approach, We will need to go through the activities as listed below.
1. Requirement clarification and understanding - can be done via skype with myself
2. Detailed component design
3. Development of specified components
4. Testing and user acceptance of solution
5. Training and implementation