You will get a Portfolio Tracker with live stock market data in Excel/Google Sheet.
Top Rated
You will get a Portfolio Tracker with live stock market data in Excel/Google Sheet.
Project details
You will get a Portfolio Tracker in Google Sheet(Script)/MS Excel(VBA). I will use every automation possible. The only task you will need to do will be to copy and paste the data from your broker account.
If you want I can use the API for your broker to get your account information directly into your sheet.
The design of the Tracker will be customized according to your requirements.
If you want I can use the API for your broker to get your account information directly into your sheet.
The design of the Tracker will be customized according to your requirements.
Project Type
Presentation Design$1,000
- Delivery Time 3 days
- Number of Revisions 5
- Source Files
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$250
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As always, Neeraj delivered exceptional work on this sales forecast model project. He quickly understood our complex multi-tiered account structure and built a comprehensive model in Google Sheets that exceeded expectations. Responsive, proactive, and timely, Neeraj is a top-tier freelancer. I highly recommend him and look forward to working with him on future projects, including v2 of this model.
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Madeline P.
Jan 6, 2025
LBO + add on
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About Neeraj
Financial Modeling Expert | Ex-KPMG | CFA
98%
Job Success
Delhi, India - 9:59 pm local time
🏆 𝐓𝐨𝐩 𝟑% of Freelancers on Upwork | 𝟏𝟎𝟎% Job Success Score
📜 𝟏𝟖𝟎+ Financial Modeling Jobs Completed |⏳ 𝟖+ Years of Experience
𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡:-
I specialise in creating financial models that don’t just crunch numbers but tell the story of your business. None of my models are the same — each one is custom-built to fit the specific needs of the client and their business. This is why my clients rely on my models daily to assess the impact of key decisions. For me, a financial model isn’t just a formality to raise finance; it’s a written story of your business, told through numbers.
𝐌𝐲 𝐏𝐫𝐨𝐜𝐞𝐬𝐬:-
I follow a clear, step-by-step approach to ensure that your financial model is tailored to your business's specific needs and delivered with the highest quality.
➤ I begin with a call to fully understand your business and financial needs.
➤ We finalise the scope, timeline, and cost, ensuring clear expectations.
➤ I gather all necessary documents and ensure I fully understand your business before starting.
➤ I deliver the first draft and a Loom video walkthrough to explain the model.
➤ I make any updates based on your feedback and don’t close the contract until you’re fully satisfied.
➤ Even after the contract is closed, I’m available for future updates. Expect a reply within a day, even if you reach out after a year.
𝐖𝐡𝐨 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡:
I specialise in working with clients who need expert financial modelling to drive their business decisions. My primary clients include:
➤ Startups & Entrepreneurs – I help new ventures secure funding and validate business ideas with investor-ready financial models tailored to their needs.
➤ Investment Firms & Private Equity – I provide in-depth financial analysis, risk assessment, and ROI modelling to guide smart investment decisions.
➤ Real Estate Developers & Investors – My expertise in building detailed pro forma models ensures successful property developments and investment outcomes.
➤ Corporate Finance Departments – I offer precise budgeting, forecasting, and financial planning to support corporate growth and decision-making.
➤ Consulting Firms – I partner with consultants to deliver bespoke financial models that support mergers, acquisitions, and other strategic initiatives.
Whether you’re raising capital, managing investments, or optimising your financial planning, I can craft custom financial solutions to meet your needs.
𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐓𝐫𝐮𝐬𝐭 𝐌𝐞:-
❖ "Neeraj’s financial model provided the clarity we needed to raise capital. His attention to detail and understanding of our business was impressive." - 𝑱𝒂𝒓𝒆𝒅 𝑺𝒂𝒓𝒃𝒊𝒕, 𝑪𝑬𝑶 (𝑷𝒊𝒄𝒕𝒖𝒓𝒆 𝑷𝒆𝒓𝒇𝒆𝒄𝒕 𝑪𝒍𝒆𝒂𝒏𝒊𝒏𝒈)
❖ "The model Neeraj built is one I use every day. His efficiency and expertise make him a fantastic partner for financial modelling." - 𝑹𝒂𝒎𝒕𝒊𝒏 𝑵𝒊𝒌𝒛𝒂𝒅, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 (𝑭𝒐𝒓𝒕𝒓𝒆𝒔𝒔 𝑷𝒓𝒆𝒔𝒆𝒏𝒕𝒔)
𝐋𝐞𝐭’𝐬 𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬:-
💬 Send me a message today, and we’ll discuss how I can tailor a financial solution to meet your business needs.
𝑵𝒐𝒕𝒆:- 𝑰 𝒘𝒐𝒓𝒌 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕𝒍𝒚, 𝒔𝒐 𝒚𝒐𝒖'𝒍𝒍 𝒂𝒍𝒘𝒂𝒚𝒔 𝒌𝒏𝒐𝒘 𝒘𝒉𝒐 𝒉𝒂𝒏𝒅𝒍𝒆𝒔 𝒚𝒐𝒖𝒓 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒑𝒂𝒚 𝒇𝒐𝒓.
Steps for completing your project
After purchasing the project, send requirements so Neeraj can start the project.
Delivery time starts when Neeraj receives requirements from you.
Neeraj works on your project following the steps below.
Revisions may occur after the delivery date.
Gather requirements
You can give your specific requirements. Like key statistics, the format of input you will provide.
Create first Draft
I will create the first draft for you. You can tell me any other customization that you want.