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Build a macro to retrieve financial valuation data from websites

$30-250 USD

Closed
Posted over 8 years ago

$30-250 USD

Paid on delivery
Wealth management industry. I have an excel sheet filled with 1000s of my client policy numbers. I need a software or macro written that can automatically login to certain websites and retrieve certain fields of dynamic data like the client's investment valuations, investment breakdown etc. I plan to run it weekly or monthly.
Project ID: 8571664

About the project

16 proposals
Remote project
Active 8 yrs ago

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16 freelancers are bidding on average $192 USD for this job
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Hello, I am VB, VBA, C#, WPF, Java, Delphi, PHP, ASP.NET, CAD and GIS developer, I developed many desktop applications and custom tools, macros and Add-Ins. For reference see my profile and portfolio. I am ready to discuss and doing the project. Regards, Eyad
$388 USD in 7 days
5.0 (73 reviews)
8.0
8.0
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Hi Sir/Madam. Please send details. Thanks. Our slogan: ** What we do, you can find elsewhere ** ** How we do it, makes all the difference **
$155 USD in 3 days
4.9 (471 reviews)
7.6
7.6
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Hello, I am a Freelance Consultant based out of India. Prior to freelancing I was working in Financial Services industry and did projects on Portfolio Performance Reporting (for Bank of America - ML) and Risk Management (AmEx). I am also a GARP certified FRM. I also did a project for BofA-ML where we evaluated different MFs for performance. For BofA, I designed and manged the complete monthly portfolio performance reporting project which was used to get client portfolio details either through electronic feeds from different custodians or by automatically logging into their holding accounts and retrieving the values. Then calculated the returns through Modified Dietz and IRR methods. The portfolios were for HNIs and comprised of Alternative Investments as well. So, I am well aware of exactly what you are looking for and how it could be built. You would appreciate that the effort in such an automatic data gathering system is proportional to the type of website(s) and number of data points to be fetched. Can you send some sample data to be fetched and the websites that need to be accessed? I would then be able to determine the correct method and also provide a correct estimate to cost and time. Please drop a message if you would like me to work on this project for you and we may discuss the details and next steps. Look forward to working with you and Thank You for considering my bid. Regards, Rishi Mehta (Automyze Consulting)
$277 USD in 15 days
4.9 (265 reviews)
7.4
7.4
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I am an expert in delivering custom scripts and look forward to discuss further about the project details
$252 USD in 6 days
4.9 (163 reviews)
7.5
7.5
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We are working with the team of 67 developers here and very much capable to handle this project. I can assure you to get this project done by my most Sr. developer, if i get opportunity to work on this project. Kindly contact us in chat window to initialize quick chat regarding this project. Message me to initiate quick chat. Thank you Pragati Shinde
$154 USD in 3 days
4.8 (54 reviews)
7.1
7.1
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Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 250 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$200 USD in 10 days
4.9 (157 reviews)
6.5
6.5
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Dear Sir, Done numerous similar projects in the past and always impressed the clients with my excellent VBA solutions. Out of my 40 projects, almost 35+ are complex VB/VBA projects, hence i can definitely deliver an excellent solution to your requirement. Expert in MS excel, complex Formulae, Statistical analysis, Macros (VBA), pivot, Charts, formatting, templates, dashboard, etc. Worked on several complex excel VBA projects, viz converting Raw data to structured using vba, sales dashboard, PO tracking, budgeting, profitability, estimation, time management dashboards, etc. Also I am a quick learner and complete tasks very quickly using keyboard shortcuts and multitasking skills. And I have been consistently rated as excellent by all the employers. Also Having more than 14 years of experience in banking /finance /accounting, Business analysis, Data analysis, Software development, Software Testing, SDLC, Budgeting, estimation, Project management, Process re-engineering, Statistics, Bookkeeping, HR, Payroll, AR/AP, copy typing, ebook creation, publishing, Web research, Social media marketing, lead generation, etc. Looking forward to work with you.. Have a nice day Thanks.
$210 USD in 3 days
4.9 (91 reviews)
6.2
6.2
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Hello, I am interested in the project. I can create iMacros script. Please send the complete details. I will check & confirm only after checking the details.. Looking forward to the reply. Regards, Aditya
$111 USD in 3 days
5.0 (171 reviews)
5.7
5.7
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Hi, I have worked on similar projects for websites like LinkedIn, Indeed, sports betting websites etc. You can have a look at feedback provided by other customers. Please ping so that we can discuss details of how to execute your project. I would like to demonstrate some of the executed Web scrapping programs. Regards Vikas
$167 USD in 3 days
4.9 (38 reviews)
5.6
5.6
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Hello, there! I'm an experienced developer and I can provide you a fully customizable, reliable and fast solution. Please check my profile for some examples of projects I've worked on and to see how my former employers liked my work. You'll like it too. Best regards, Danilo G Botelho.
$55 USD in 3 days
5.0 (14 reviews)
4.9
4.9
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-> Excellent Programmer -> 4+ years of experience in VBA programming, PDF designing and Excel Macro Development -> Will provide high quality product. -> I have a Master degree in Computer Application and kind of a workaholic.I just love working -> Good Analytical and Problem Solving Skills Happy to Help Lal
$55 USD in 3 days
5.0 (9 reviews)
3.5
3.5
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Hello, how are you? I'm a professional web programmer. I read your job post and I can build this macro within a quick turnaround. Lets talk more! Thanks
$66 USD in 3 days
5.0 (1 review)
0.6
0.6
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I have been working with excel for 20 years+ of similar kind of job and been successful always. I did handled data of 25000+ records and created links with data base updated files for automatic updating of records.
$166 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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i have a huge knowledge in excel as well as Microsoft office my typing is 90 wpm i am unemployed and i need money to make my life good i am hard worker i work day and night i have so many responsibilities of my home
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED ARAB EMIRATES
Dubai, United Arab Emirates
5.0
32
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Member since Feb 6, 2013

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