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Income Tracking Tool

$550-650 USD

En curso
Publicado hace 5 meses

$550-650 USD

Pagado a la entrega
I would like to create a Tracking, Journaling, and Dashboard analysis tool 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)
ID del proyecto: 37562970

Información sobre el proyecto

17 propuestas
Proyecto remoto
Activo hace 5 meses

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$0 USD en 7 días
5,0 (618 comentarios)
8,6
8,6
17 freelancers están ofertando un promedio de $901 USD por este trabajo
Avatar del usuario
Dear Sir, Are you looking for a tool to effectively track your income from selling options and provide timely analysis to enhance your trading strategy? I propose to develop a comprehensive Tracking, Journaling, and Dashboard analysis tool tailored to your specific trading needs. The tool will allow you to enter trades, track option details, manage hedge prices, and analyze income collected against transaction costs and margin requirements. Built-in alerts will help you make informed decisions based on profit percentages, In-the-Money positions, and days until option expiry. The Journaling section will provide a platform to record historical trades, analyze realized cashflow, and track entry/exit dates and personal analysis notes. This data will be crucial for evaluating your past performance and identifying areas for improvement. The Dashboard will offer a visual representation of your portfolio breakdown, cashflow information, risk metrics, and real-time alerts to keep you updated on potential risks or profit-taking opportunities. I am prepared to provide you with a free demonstration of the tool, to showcase its functionality and value even before the project is awarded. My skills in Data Visualization, Excel, Excel Macros, and Excel VBA will enable me to create a user-friendly and efficient tool that meets your exact specifications. Let’s take the next step in enhancing your trading strategy and making informed decisions. Sincerely, Smith
$475 USD en 7 días
4,9 (82 comentarios)
7,1
7,1
Avatar del usuario
I'm Adel, a data visualization specialist with extensive experience in data engineering and data architecture. I have a stellar record in developing and implementing data pipelines, so you can rest assured that your project will be successful. From ETL to data architecture, I've got it covered. I'm excited to hear about your project! With my skillset of data visualization, I am well-equipped to create the income tracking tool you are looking for. Specifically, I would use Python and SQL to build the Tracking, Journaling, and Dashboard analysis tool that will allow you to track income collected from selling options. More specifically from selling puts (with a put protection hedge) and selling calls (Covered Call strategy). I believe that my skillset makes me the perfect fit for this project. Specifically my experience in data visualization gives me the knowledge necessary to create an income tracking tool that is easy for users to understand. Additionally I have academic training in Data Engineering and Machine Learning which lend themselves well to analyzing historical trades to analyze past performance.
$475 USD en 7 días
5,0 (10 comentarios)
4,9
4,9
Avatar del usuario
Hi there! My name is Omar and I am an Artificial Intelligence engineer and data scientist with more than 10 years of experience in programming. I understand that you are looking for someone to create an income tracking tool that will allow you to track the income collected from selling options. Specifically puts and calls with a put protection hedge. I believe that I am the perfect person for this project! With my extensive knowledge in Python, Matlab and data analysis, as well as my dedication to providing clear communication throughout the project, I am confident that I can deliver a successful product that meets your needs. Not only do I want to provide you with a beautiful tool that will help you analyze your past performance but I also want to ensure 100% satisfaction when delivery is complete as well as continued support after the delivery of the final project.
$900 USD en 7 días
5,0 (5 comentarios)
4,5
4,5
Avatar del usuario
Thank you for posting the project. I am a U.S. based software development consultant with years of experience working for Fortune 500 tech companies in the Silicon Valley. I have a team of more than 30 web and mobile app developers working for me. We deliver end-to-end software solutions to our clients globally. I would like to discuss your project with you in detail. Once we have taken down the requirements and documented them, I will be happy to provide an exact estimate and timeline. Looking forward to hearing from you. Thanks. — Asad Jahangir The Coding Company LLC
$5.000 USD en 30 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de CANADA
Ottawa, Canada
0,0
0
Forma de pago verificada
Miembro desde dic 12, 2023

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