I'm looking for a skilled Excel expert who can transform my investment portfolio data into a user-friendly, dynamic spreadsheet.
Key Requirements:
1. Create a comprehensive, dynamic Excel table capturing all of the client's investment positions.
2. Organize information into dedicated columns for each data point (e.g., ISIN, Name, Price, etc.)
3. Utilize advanced graphic design skills to present the data in an intuitive and visually appealing manner. The aim is to create a UX-friendly information table suitable for individual investors.
4. Include a dedicated column with links to Yahoo Finance or Investing.com. Each link should correspond to the historical chart data of each investment position.
Ideal Skills:
- Proficient in Microsoft Excel
- Strong data analysis and visualization skills
- Experience in financial data handling
- Knowledge of UX design principles
- Familiarity with Yahoo Finance and [login to view URL]
Please note that the data need to be periodically updated.