Hello, I develop modules for Stock Exchange Traders in Microsoft Excel. the models manage their trading process and analyze the symbols based on trading ratios and personal algorithms. The modules read (by API's) selected historical tickers information (Price, Open, High, Low) from [login to view URL] (or other platforms), update the historical database and show the statistic result automatically. Also, the app can read a Real-Time (stream) Ticker List from specific websites like eSignal.
Regarding your specific request, I can add the monthly indicators from Edward Jones' recommendation, (you will have to convert the PDF to excel which is easy to do). as excel has monthly historical indicators for long/short periods, you can get the trend over the years and monthly preform reports.
About me:
I am a financial expert and a guru in Excel and Excel-VBA/Macro. I come up with creative and sophisticated financial & statistic models in a simplified and logical manner having extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts.