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Options for Income Tracking Tool

$30-40 CAD / hour

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已发布5 个月前

$30-40 CAD / hour

I would like to create a tracking, journaling, and dashboard analysis too that will allow me to track the income collected from selling options. More specifically from selling puts (with a put protection hedge) and selling calls (covered call strategy). The Tracking Tool The Tracking Tool section would allow someone to track their current positioning. It should have information about: Entering Trades The Option Sold The Hedge (if any) Income Collected Transaction Costs Notional Exposure Management of the Trade Current Option Price Current Hedge Price DTE (% of Time in the trade) Margin Requirement Delta of Options Net Delta Dollars Alerts 50% of Profit in 50% of time 2/3 Profit in 1/3 of time Position In-the-Money (ITM) Hedge In-the-Money (ITM) # of Days until Expiry for Hedges Analysis of Tracking Tool Cashflow Goals Cash Balances Cashflow Targets Unrealized Cashflow Realized Cashflow Realized Cashflow from Cash balances The Journaling The Journaling section would allow someone to keep track of their historical trades in order to analyze their past performance. It should have information about: Closing Prices information Realized Cashflow Achieved % of Cashflow achieved Entry/Exit Dates Notes/Personal Analysis Section The Dashboard The Dashboard section would allow someone to see at a glance how they are performing, what position they should act on, and information about their portfolio, leverage, risk, etc. It should have information about: Current Portfolio Breakdown by Industry/Asset Class Cashflow Information Portfolio Exposure Risk Metrics Alert Section (Would allow someone to quickly see what positions are at risk or should take profits in)
项目 ID: 37545864

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43提案
远程项目
活跃5 个月前

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Hi, Can you please share the mentioned attached spreadsheet as it is not attached with the project description? What type of calculations will be required for the tool? Does it needs to calculate onto the basis of current and historic data? We have creative UI/UX Designers & experienced Developers team working on different tech stacks, so we will provide you quality services with 5 months FREE support and longterm relationship guarantee. For quick response & one-on-one communication, you may click on the chat button, as I am online most of the time. FYI. current bid amount is placeholder to submit the proposal. Look forward to hearing from you thru' chat. Regards, Yasir LEADconcept
$35 CAD 在40天之内
5.0 (123条评论)
9.3
9.3
用户头像
Hello there! My name is Raman and I'm part of the team at CnELIndia. We understand that you are looking for someone to build a calculator/analysis/journaling tool for trading. Specifically, you would like us to create a tool that can track variables related to cashflow target per year. I personally have 18+ years of experience in web and app development, specializing in PHP, WordPress and WooCommerce development. I also have experience in data scraping, Buddypress theme creation, and React Native development. This makes us the ideal choice for this project because we have the necessary skills to build a dynamic calculator/analysis/journaling tool for trading. We would be glad to discuss further how we can make your tool unique and dynamic so that it can meet your needs exactly. Please feel free to contact me directly if you have any additional questions or would like to set up a call so we can discuss further about this project!
$35 CAD 在40天之内
4.9 (573条评论)
8.9
8.9
用户头像
Dear Massil B.,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in PHP, Visual Basic, Data Processing, Excel, Software Architecture and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details or let's appoint time for Zoom meeting to meet and discuss your project in details.    Best regards, Sales department Tangram Canada Inc.   
$35 CAD 在5天之内
4.7 (216条评论)
8.6
8.6
用户头像
Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with Trading Tools Development. Its been 8 years since I have been working on freelancer.com, I have 9 years of experience doing similar jobs. I would request you to check my profile and review projects, feedbacks of projects related to those skills. Questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements in chat and let me review and get back with queries. 2. Do you currently have anything done or this job has to be done from scratch? 3. What is the timeline to get this job done? 4. Are you open to use 3rd party APIS for it even if they are paid? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Please initiate the chat so we could discuss it in detail and we will continue from there. Thanks! Awais
$40 CAD 在40天之内
5.0 (51条评论)
7.8
7.8
用户头像
Hello, Investment and Trading expert here. I will be glad to assist you with that. I am an experienced Financial Analyst and Financial Planning expert holding years of experience in Financial Analysis, Financial Modeling, Financial Forecasting, Cash Flow Projections and Corporate Finance. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. Lets discuss your project in detail and how I am highly suitable for this.
$30 CAD 在1天之内
4.8 (238条评论)
7.3
7.3
用户头像
Hi there! As I have read, I see you need help professional to create a calculator/analysis/logging tool for your project and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Appreciatively, Giovanni.
$30 CAD 在40天之内
4.9 (60条评论)
7.0
7.0
用户头像
Hi, I am here for your Assistance in MS Excel and Google Sheet with 4 year professional experience and knowledge of advance excel which will give your spreadsheets an organized and professional data view. Includes: Spreadsheet Google Sheet MS Excel Dashboard Automation Graphs & Charts Formula & Tools Data Analysis Pivot Tables Macro & VBA Financial Budgeting Data Validation Web Scrapping Investment Calculators Conditional Formatting VLOOKUP and HLOOKUP Excel Data Entry
$40 CAD 在40天之内
5.0 (30条评论)
6.1
6.1
用户头像
kii-te-daas a I can build a calculator/analysis/journaling tool for trading, focused on selling options and tracking various variables with the goal of achieving a certain cashflow target per year. The tool will include features such as: -Simulations to determine profits from different selling strategies -Data analysis and visualization to track progress -Account management tools -Journaling capabilities to record trades and modifications to each strategy -Data export to integrate with other programs -Automation of data tracking and analysis I am familiar with the spreadsheet you have included. I have experience in software development and am comfortable working with various programming languages and tools to create the tool of your choice. Best regards, Giáp Văn Hưng
$40 CAD 在7天之内
5.0 (94条评论)
5.8
5.8
用户头像
Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein
$35 CAD 在40天之内
5.0 (34条评论)
5.2
5.2
用户头像
Hi I am a software engineer and trading bot developer with over 10 years of experience. I majored in statistics and computer science and I worked on a wide variety of projects in finding machine/deep learning solutions for several applications and in building profitable technical indicators and strategies for e-financial trading. So I have a solid knowledge of the trading market and practical programming languages and libraries. I also pride myself on being detail-oriented, analytical, fast-driven and teamwork. I believe my expertise and skills make me a good fit for your company or personal goal. Please contact me for more discussion. Kind regards.
$40 CAD 在40天之内
5.0 (2条评论)
4.1
4.1
用户头像
Hello, I understand the importance of having a dynamic and efficient tool for options trading analysis, journaling, and achieving specific cash flow targets. With my 10 years of experience in the field, I specialize in developing advanced analytical tools. I am highly proficient in Excel, along with programming languages such as VBA, Python, and JavaScript, which are essential for creating dynamic, user-friendly interfaces and complex data analysis. My previous projects include similar tools for trading analysis, where I've successfully integrated multi-strategy analysis, industry group segmentation, and intuitive UI/UX designs tailored for client presentations. I'm confident in my ability to enhance your existing spreadsheet into a comprehensive and dynamic tool that meets your specific needs. Best regards, Jorge
$35 CAD 在40天之内
5.0 (2条评论)
2.9
2.9
用户头像
Hi, how are you? I have read your details and interested in your project. I`m Python and PHP and Node Engineer with 5 years experience. Familiar with web/pdf/image scraping, trading & chat bot, importing data from csv/excel file into database using python language. So, I can complete your project within deadline. Please, contact me and discuss more. Best Regards
$35 CAD 在40天之内
5.0 (1条评论)
2.5
2.5
用户头像
Hi there! My name is Vika and I am an experienced senior web designer/developer with over 10 years of hands-on experience. I have worked on a lot of projects and have used many different technologies. I understand you need someone to build a calculator/analysis/journaling tool for trading options that would track various variables to achieve a cashflow target per year. I believe that I am the best fit for this project due to my advanced Excel skills, presentation of data skills, previous experience in trading options and my experience in building user-friendly websites and web applications. I would be delighted if you would consider me for this project. Please feel free to reach out if you have any questions or would like more information about me or my skills. Best regards, Vika
$40 CAD 在40天之内
5.0 (1条评论)
2.4
2.4
用户头像
Hello, I hope this message finds you well. Our team brings a diverse skill set to enhance your project's success. **Services Offered:** 1. **Excel Expertise:** Advanced proficiency for data manipulation, analysis, and reporting. 2. **VBA (Visual Basic for Applications):** Streamlining Excel processes through automation. 3. **PDF Management:** Expertise in extraction, conversion, and formatting. 4. **Data Entry Accuracy:** Precise and efficient data entry services. 5. **Data Analysis:** Uncovering trends, patterns, and insights beyond Excel. 6. **Dashboard Creation:** Transforming raw data into visually appealing, interactive dashboards. 7. **Microsoft Access and Word Proficiency:** Database management and professional document creation. We are eager to contribute to your project's success. For further discussion or specific requirements, please feel free to reach out. Thank you for considering our proposal. We look forward to the possibility of working together. Best regards, IT SOLUTION TEAM
$35 CAD 在10天之内
5.0 (1条评论)
2.0
2.0
用户头像
Hi, Massil B.. Wish you a very good day . In response to your job posting I am here to apply for the post of Visual Basic, Data Processing, Trading, PHP and Excel Developer position. I have an excellent background as a Full-Stack Developer along with my academic education in Computer Science and Technology, with 8 years of industry experience and 2 years of experience in academia. I would like to inform you also that I am highly skilled with Visual Basic, Data Processing, Trading, PHP and Excel as I have a handsome experience over it. Still I am always eager to learn anew and make my skill sharper whenever I get any chance. My main priority is to maintain high quality of code from day one. I use the best tools, processes, design patterns, Clean Code and SOLID principles of software development to ensure the best results for my clients. Thank you for taking time reviewing the letter. I’ll look forward to hearing from you for further process. Jassie
$33 CAD 在34天之内
5.0 (1条评论)
2.0
2.0
用户头像
Hi I have worked on several similar projects and can deliver quality work on tight deadlines. I'm interested to hear more about the project. If you award me the project I'd be very happy to discuss this further and get started for you as soon as possible. Thanks!
$35 CAD 在40天之内
5.0 (1条评论)
0.3
0.3
用户头像
Hello, I am thrilled about the prospect of developing a dynamic calculator, analysis, and journaling tool tailored for option trading. With advanced Excel skills and a focus on UI/UX design, I am well-equipped to enhance your current spreadsheet into a powerful tool that not only meets but exceeds your requirements. To ensure the tool aligns perfectly with your trading goals, my question is: Could you provide more insight into specific features or data points you would like to emphasize when analyzing monthly and yearly data? Understanding these nuances will allow for a more personalized and effective solution. I look forward to the opportunity to discuss this further and collaborate on a tool that enhances your trading experience. Best regards, Jameson B.
$40 CAD 在40天之内
0.0 (0条评论)
0.0
0.0
用户头像
Halo, Perkenalkan saya Puti. Saya baru memulai untuk bekerja frelance. Namun saya telah berpengalaman sebagai staff administrasi dan input data selama 12 tahun. Saya dapat mengerjakan pekerjaan menggunakan Ms. Word, Excel dan Powerpoint. Jika Bapak/ Ibu berkenan, mohon hubungi saya. Slam, Puti
$35 CAD 在40天之内
0.0 (0条评论)
0.0
0.0
用户头像
I understand that you are looking for someone to build a calculator/analysis/journaling tool for trading options in the stock market. Specifically looking for someone with an advanced Excel skills, presentation of data experience since this sheet will be presented to clients, previous experience in trading options and alsofundamental knowledge of how options work. My name is Dima and I am a technology freelancer with many different skill sets. I have been working with programming, databases and networks for over 20 years. I have completed many design and development projects for companies ranging from startups to fortune 500 in languages such as Visual Basic, Python, Django, PHP and more. I am very familiar with advanced Excel techniques such as date filters, pivot tables and advanced analysis tools. Additionally I have experience in cloud network architecture & dev ops with AWS (partner) & Azure (partner). I would be delighted to discuss further how my skillset could be used to help you reach your goals for this project. Please feel free to contact me if you have any questions or would like to discuss further about this project! Dima
$35 CAD 在40天之内
0.0 (0条评论)
0.0
0.0
用户头像
$35 CAD 在40天之内
0.0 (0条评论)
0.0
0.0

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CANADA的国旗
Ottawa, Canada
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会员自12月 12, 2023起

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Income Tracking Tool
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