Excel formulas to track stock and options risk, profits, and losses.

As an excel expert and master of data manipulation, I am adept at handling intricate tasks such as tracking stock and options investments. My past projects have consistently showcased my skilful command over the intricacies of Excel and my ability to transform raw data into meaningful insights. I understand how crucial it is to capture real-time information and apply formulas to ensure accurate calculations, especially when it comes to something as dynamic as the stock market. My dedication to providing user-friendly data presentations will enable me to create a spreadsheet for you that not only fulfils your tracking needs but also is easily navigable while showcasing your overall risk, profits, and losses in a clear manner. Additionally, I can leverage my machine learning expertise to identify patterns or trends in your investments, helping you make informed decisions for the future. As a responsible freelancer, I believe that validation and error correction are crucial components of any financial tracking tool. With my skills in validating data, spotting errors, and creating comprehensive navigation aids, you can be assured that your data will be thoroughly checked for its accuracy and reliability. Trust me with this project, and you'll receive a comprehensive package that enhances your investment analysis journey with efficiency, ease of use, and accuracy. Let's unlock the power of your investments together!

As an Excel and VBA expert, I am confident that I can provide you with the comprehensive tracking system you need for your stock and options investments. In my over five years of mastering Excel, I have successfully completed more than 20 projects with a focus on business accounting and financial modeling, making me the ideal partner for your investment tracking needs. The skills that I bring to the table include report automation, template design, interactive dashboards, business and financial modeling, and data analysis — all of which will be vital in designing a strategic system for tracking your risk, profits, and losses. As you must be aware, accurate tracking of investments is key to making informed decisions, and with my expertise, I guarantee precise results that will aid your decision-making process. Moreover, my penchant for seeing projects through various industries will allow me to understand the unique requirements of your investments in stock and options. I’ve successfully handled complex formulas, large file sizes as well as slow VBA code; therefore, minimal hitches shouldn't stand in the way of delivering high-quality work within stipulated timelines. So let’s entrust your investment tracking project to a diligent professional like me who has already proven his mettle in the field!

With over 12+ years of experience in diverse roles for MNCs like IBM, Accenture, Amazon, and Google, I have honed my skills in Excel and VBA/Macro to perfection. Not only can I create powerful formulas to track stock and options risk, profits, and losses as per your requirements but also offer you an efficient workflow management that ensures a smooth process throughout. To add value to your project, I bring excellent analytical skills gained through my MBA degree and postgraduate diploma in computer application. These attributes will assist me in diving deep into your investments' data, allowing us to craft a comprehensive solution that suits your needs perfectly. Beyond Excel and VBA expertise, I am accomplished in utilizing other crucial tools like Power BI, Power Query and Python, which ensure dynamic functionality and automate mundane processes. Overall, my extensive experience in the stock market, option strategy, finance, data analysis coupled with my adaptability make me the ideal candidate for this task. I dedicate myself to delivering top-quality and effective work to all clients. With me as your partner on this project, you can trust that you will receive a spreadsheet system that accurately tracks all your investments while saving you precious time.

Hello there , this is simple task , I can do this job now and end in 5 hours max , I have experience in Excel, please contact me

HI there, I am an experienced freelancer with the required expertise to perfectly desired a suitable tracker for your stocks. Please reach out. I will begin right away

Hi, I am a certified data analyst and have 13+ years of experience. I'll provide you quality work according to your instructions. Please award me the project so that we can discuss it more. Below are the my services Excel | Power Pivot | PPT | Dashboards | Power BI | Visualization | Thanks

As a data scientist and expert in Excel. I can create you a file which will trach stocks and options investments. I will provide quality work with high accuracy. let's discuss

جان پہچان کرنا ## Excel Spreadsheet for Tracking Stock & Options Investments: **This spreadsheet provides a basic framework for tracking your stock and options investments. You can adjust it to fit your specific needs.** **Sheet 1: Trades** | **Date** | **Symbol** | **Type** | **Quantity** | **Price** | **Total Cost** | **Fees** | **Net Cost** | |---|---|---|---|---|---|---|---| | 01/01/2023 | AAPL | Buy Stock | 100 | $150 | $15,000 | $10 | $15,010 | | 01/10/2023 | AAPL | Sell Stock | 50 | $160 | $8,000 | $10 | $7,990 | | 02/01/2023 | TSLA | Buy Call Option | 5 | $10 | $50 | $5 | $55 | | 02/15/2023 | TSLA | Sell Call Option | 5 | $15 | $75 | $5 | $70 | **Formulas:** * **Total Cost:** `Quantity * Price` * **Net Cost:** `Total Cost + Fees` **Sheet 2: Portfolio** | **Symbol** | **Quantity** | **Average Cost** | **Current Price** | **Market Value** | **Profit/Loss** | |---|---|---|---|---|---| | AAPL | 50 | $150.20 | $170 | $8,500 | $1,990 | | TSLA | 0 | $10 | $200 | $0 | $0 | **Formulas:** * **Quantity:** Use `SUMIFS` function to calculate the net quantity of each symbol based on the "Type" column in the "Trades" sheet. For example, for AAPL: `=SUMIFS(Trades!Quantity, Trades!Symbol, "AAPL", Trades!Type, "Buy Stock") - SUMIFS(Trades!Quantity, Trades!Symbol, "AAPL", Trades!Type, "Sell Stock")` * **Average Cost:** Use `AVERAGEIFS` function to calculate the average cost based on the "Type" column in the "Trades" sheet. * **Market Value:** `Quantity * Current Price` * **Profit/Loss:** `Market Value - (Quantity * Average Cost)` **Sheet 3: Risk & Return** | **Date** | **Total Value** | **Daily Return** | **Cumulative Return** | **Maximum Drawdown** | |---|---|---|---|---| | 01/01/2023 | $15,010 | 0% | 0% | 0% | | 01/10/2023 | $15,990 | 6.53% | 6.53% | 0% | | 02/01/2023 | $16,045 | 0.34% | 6.88% | 0% | **Formulas:** * **Total Value:** Sum of the "Market Value" for all symbols in the "Portfolio" sheet. * **Daily Return:** `(Total Value - Previous Day Total Value) / Previous Day Total Value` * **Cumulative Return:** Use the `PRODUCT` function to calculate the cumulative return. For example, for 02/01/2023: `=PRODUCT(1+Daily Return (01/01/2023):Daily Return (02/01/2023)) - 1` * **Maximum Drawdown:** Use the `MAX` function to calculate the maximum drawdown. You can find the maximum drawdown using `MAX((Total Value - Previous Day Total Value) / Previous Day Total Value)`. **Additional Features:** * **Option Expiry Dates:** Add a column to track the expiry date for your options. * **Strike Prices:** Add a column to track the strike prices of your options. * **Option Premium:** Add a column to track the premium paid for your options. * **Profit/Loss (Options):** Add a separate column to calculate profit/loss for your options. **Disclaimer:** * This spreadsheet is for illustrative purposes only and should not be considered professional financial advice. * You should consult with a qualified financial advisor before making any investment decisions. * The formulas provided are basic and may need to be adjusted based on your specific investment strategies and risk tolerance. **Next Steps:** 1. **Customize the Spreadsheet:** Modify the spreadsheet to reflect your specific investments, investment strategies, and risk tolerance. 2. **Add Additional Data:** Add columns for other relevant data points, such as dividend payments or other relevant financial information. 3. **Create Charts and Graphs:** Create charts and graphs to visualize your investment performance and risk over time. By following these steps, you can create a comprehensive and personalized spreadsheet to track your stock and options investments. Best regards, Giáp Văn Hưng

Hi, I’d love to help you create a detailed and organized spreadsheet to track your stock and options investments. Based on the file you’ve shared, I can assist with: • Analyzing and optimizing the current data structure. • Creating formulas to automatically calculate gains, losses, and returns. • Setting up easy-to-use summaries to help you monitor your portfolio. • Adding any necessary charts or visualizations for better insight. I have solid experience with Excel and can ensure that the spreadsheet will be user-friendly and tailored to your needs. Looking forward to working with you! Best regards, Sajjad

Hi there, I'm Laiba from Pakistan and I've read your job description about creating a spreadsheet to track your stocks and option investments. I've full command on MS office and can complete this job in less than 2 hours. Please msg me to discuss more. Try me once I'll not disappoint you. Thank you

Hi I am a professional engineer having more than 15years of experience in different MNC. I have huge practical experience in excel. I can do your work perfectly. Let's do a chat to discuss more

Hi Sir, I have worked as a finance manager in local NGOs, Schools, Chartered Accountant Company & Super Markets, and I have over 15 years of experience. My qualification is an MBA (Master of Business Administration), I am proficient in xcel formulas to track stock and options risk, profits, and losses task. I have gone through your requirements and am highly interested. I will deliver the project with 100% satisfaction and under a deadline. I will do this job as per your expectations. Please come over and chat, let's discuss more on the project. I will start work immediately and provide you with daily updates. My Skills; ✅ Proficient in Excel/Google Sheets Data Analysis. ✅ Familiarities to with Excel Formulas. ✅ Highlight any duplicate lot numbers or values. ✅ Attention to detail and accuracy. After the competition & delivery of the project, any modification and alteration will be provided free of cost. I am looking forward to working with you! Best Regards, Naseem

Hi there, I am an Excel expert with a solid understanding of stock and options tracking. I can help you create a comprehensive spreadsheet that will allow you to efficiently track your investments, including stock positions, option contracts, buy/sell dates, and performance metrics like profit/loss and ROI. I will ensure that the spreadsheet is user-friendly, with automated formulas and conditional formatting to give you clear insights into your portfolio. Looking forward to assisting you with this project! Best regards, Iqbal

Thank you for considering my bid for your project! I assure you that my electrical and electronics engineering background and my skills in data entry, data processing, and especially with Microsoft Excel will bring a unique perspective to your tracking needs. Considering the nature of stock and options investments, precision and accuracy are vital. My thorough understanding of Excel will enable me to design formulas that will accurately track your investments, generating real-time insights into risks, costs and lucrative opportunities. With my expert abilities in data extraction, I can efficiently pull information from various sources to ensure comprehensive tracking. Additionally, I understand the value of time in finance and investing. Therefore, I assure you that I will deliver your spreadsheet on time without sacrificing quality. Although I may be new at freelancing, this doesn’t negate the fact that my knowledge thoroughly perceives your requirement. You'll find that my dedication is second to none! Harnessing this opportunity will not only give you an outstandingly designed spreadsheet but also get back bang for your buck through the proficiency of multiple services offered by me. Again, thank you for considering me for this project. I look forward to working with you hand in hand so we can manage your investments efficiently and ensure maximum profitability!

Hello, Hope you are well! I'll design and develop a customized Excel spreadsheet to track your stock and options investments, thanks to my Excel expertise. We can supply you with accurate and organized investment monitoring. We will undertake the following assignments. 1 - Setting up investment tracking templates 2 - Creating formulas for automatic calculations 3 - Developing charts for visualizing investment performance 4 - Implementing data validation for accuracy 5 - Customizing spreadsheet for your specific investment needs Regards!

Hello, Skyfallen Company has a team of Excel experts with extensive experience in creating tailored spreadsheets for investment tracking. We can assist you in building a comprehensive and user-friendly spreadsheet to effectively monitor your stock and options investments. Our team will: Set up a detailed stock and options tracking system. Include automated calculations for gains and losses. Provide portfolio performance analysis tools. Customize the spreadsheet to suit your specific needs. We guarantee a quick turnaround with high-quality results at an affordable price. Our team is ready to start immediately to ensure you have the tools you need for effective investment tracking. Looking forward to working with you! Best regards,

My name is GhulamSarwar, and I am an experienced data entry operator with a strong attention to detail and a commitment to accuracy. I have successfully completed various data entry projects, including inputting large volumes of information into spreadsheets, databases, and other systems. I have gone through the complete description of your job post and I am confident that I will live up to your expectations and provide you with 100% satisfaction and quality work. . I will treat your work with the utmost confidentiality. I am fully ready and available to start working on it now. Can start work immediately and aim to complete it within their given timeline. I have seen your Excel format and I can do it well Moreover Experience, • Worked in Al-Sadiq Library, Islamabad as Assistant to Librarian for 9 years. • Worked on various miscellaneous projects in 360 technology company, Islamabad for 05 Years as Data Entry operator • Working as LDC in college being additional duty of Data Entry • Typewriting, Composing and editing of text in English and Urdu • Developing different sheets in MS Word, MS Excel by copy & paste • Experience to develop dynamic presentations in MS PowerPoint • Experience related to desktop publishing software related to make Images and create PDFs

It's been 5 years since I am writing data entry cantend excel expect I can write cantend for you data entry as well How many blog post do you want me to write daily I am looking forward to hearing from me Tarun Kumar

am a dedicated Spatial Planning and Natural Resource Management professional with administration. Experienced in customer service and administration.I have a track record in data management and proficient in computer Microsoft

I am the ideal candidate for this project due to my strong expertise in Excel, particularly in creating advanced formulas to track stock and options risk, profits, and losses. I have experience in developing custom spreadsheets with functions like IF, VLOOKUP, SUMIF, and pivot tables to monitor performance and automate risk calculations. My attention to detail ensures accurate tracking of market fluctuations, and I’m skilled in incorporating real-time data for analysis. I am committed to delivering a robust, user-friendly Excel solution that helps you make informed decisions and maximize profitability while minimizing risk.

As an a virtual assistant who has completed similar jobs, it will be easy to carry out this project without you having to worry about errors.. I'm very much ready to carry out your project. kindly reach out now! Best regards