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USD
I will build a personal wealth management dashboard in excel
Portfolio Manager Financial Controller
I am a finance professional with more than 5 years of hands-on experience in equity research, financial modeling, and discretionary multi-asset portfolio management. I have managed multi-million dolla...
About this Gig
I build custom personal wealth management dashboards in Excel, modeled on the reporting private banks prepare for their clients. This is not a template: I build it around YOUR accounts, income structure, and goals.
What your workbook includes:
- 36-month cash flow projection with Base / Best / Worst scenario switch flip one cell and the whole model updates
- Net worth tracker across all accounts and currencies (multi-currency supported)
- Financial health ratios: savings rate, liquidity (months of expenses), debt-to-income, loan-to-value
- Ex-post analysis: projected vs. actual, so you see exactly where you beat or missed plan
- Inflation & FX-adjusted "real growth" tracking what your savings are truly worth
- Clean summary dashboard with key indicators at a glance
Visualization tools:
Microsoft Excel
Service type:
Budget Vs. actual analysis
Target country:
Switzerland
•
United Arab Emirates
•
United States
My Portfolio
FAQ
Do you tell me what to invest in?
No. I build the analytical tools and dashboards; all investment decisions remain yours. I am not a licensed financial advisor, and the deliverable is a planning model, not advice.
What do you need from me to start?
A list of your accounts and balances, your recurring income and expenses, and any goals or targets. Bank statements (CSV or PDF) speed things up but aren't required — you can also fill in a simple intake sheet I provide.
Is my financial data safe?
Yes. Your data is processed locally, never shared, and I delete all files after delivery on request. You can also anonymize account names — the model works identically. (I am a CFA candidate and I work under CFA Code of Ethics and Standards of Professional Conduct)
Will I be able to update it myself after delivery?
Yes — that's the point. Every input cell is clearly marked, formulas are protected from accidental edits, and Premium includes a walkthrough call so you can maintain it monthly on your own.
Does it work with any currency?
Yes. The model supports multi-currency portfolios with an FX conversion layer, and can track real (inflation-adjusted) growth for your country.
What's the difference between the packages?
Basic = net worth + expense tracker with dashboard. Standard adds a 12-month cash flow projection and health ratios. Premium is the full private-bank treatment: 36-month scenarios, ex-post tracking, written findings, and two calls.
