Development of a macro in Excel for automatic calculation of financial strategies.
The full details are specified in the attached technical specification. The file language is Russian.
Job Description:
It is necessary to create a macro that automatically loads data from .txt file, processes it according to the specified parameters, and generates tables for analyzing the results.
Calculations are performed for three financial strategies:
- Simple
- Complex without profit withdrawal
- Complex with profit withdrawal and reinvestment
Macro Functionality:
- Loading input data from .txt file.
- Automatic calculation of deposit, profit/loss, commission, reinvestment points.
- Ability to select testing parameters (deposit, risk, number of trades, entry interval).
- Generation of reports for the selected strategy or for two strategies simultaneously.
- Use of the "tail trimming" algorithm – considering only relevant trades for the accuracy of the final data.
- Setting iterations for optimizing parameters.
Additionally:
🔹 All parameters are set in a separate Excel sheet.
🔹 Results are displayed in formatted tables on separate tabs.
🔹 Mandatory verification of calculation accuracy after implementation.
Requirements for the Performer:
✅ Experience in developing VBA macros for Excel.
✅ Understanding of financial calculations and working with deposits.
✅ Ability to optimize code for fast processing of large data arrays (up to 400,000 rows).
⏳ Deadline: to be discussed.
💰 Budget: please propose your cost.
Applications 1
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492 1 0 Hello! I have experience in developing financial reports in Excel and automating calculations through the creation of macros (VBA). I can help you with creating automatic calculations. The technical specifications are generally clear, but there may be some additional questions that arise during the execution, particularly regarding the logic of the calculations. Feel free to reach out, I would be happy to collaborate.
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361 1 0 Good health! I have a financial education, developed analytical reporting in Excel for the International Bank for Reconstruction and Development on energy programs (investments, contracts, currencies, exchange rate differences).
Deadline - 4 weeks
Budget - 40K
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1574 37 0 Good day.
Experience in writing macros is available.
Your help may be needed in understanding financial calculations.
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631 5 0 Good afternoon
I offer my services in implementing your task. Considering the large volume of lines, I think it would be better to perform the calculations not with a macro, but with an application.
I have experience in developing credit/deposit accounting systems
(price is conditional)
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2854 72 0 Hello!
I have been working with formulas since 2008, and with VBA-Excel (macros) since 2011.
My priorities are optimizing calculations and user convenience.
I have worked on several projects related to finance: loan calculators; a payback model for an animal farm; a model for a credit organization (more than 70 variable input parameters), material and financial planning (for a year) for a sewing factory...
Despite all this, I have no knowledge in economics or finance. I can count money :), but that is far from specialized knowledge. The logic of calculations in these projects was explained by specialists; my part was data placement, coding, and optimization.
Budget and timeline - who knows... We need to discuss the task itself.
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5852 345 0 Experience in developing macros for Excel - available
Understanding of how to write macros for processing hundreds of thousands of rows - available
Knowledge of finance and deposits - close to zero
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