Small family investment firm wants to build a tracker with reporting for managing Investments across several accounts. The work will be based in Excel, likely to need functions like the VLook-up, macros and possibly some VB plus report generation. It’s not likely to be a big piece of work - feels like a day of work really, paid hourly because it’s unclear. We have some of the tables mocked up with sample data in. Most of the work is about consolidating data from transaction logs into different views.
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