XIRR Stock Valuation Software
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a computer system set up exclusively for my stock accounts, with one clear objective: precise stock valuation. My workflow relies on the XIRR method rather than the typical FIFO, LIFO, or weighted-average approaches, so the solution must calculate and report portfolio value using that exact formula.
Here’s what I expect:
• A ready-to-run machine (or a virtual environment) pre-loaded with accounting software capable of handling XIRR stock valuation out of the box.
• Easy import of trade history in CSV or Excel and seamless export of the valuation results in the same formats.
• Automated daily or on-demand valuation runs, plus a concise dashboard summarising current value, internal rate of return, and variance from cost.
• Clear documentation outlining how to maintain the data files, trigger new valuations, and back everything up.
I am not looking for invoicing, payroll, or general expense modules; if your preferred platform includes them, they can stay disabled. What matters is rock-solid, reproducible XIRR calculations and an interface simple enough for non-technical staff to operate.
If you can configure such a system, outline the software stack you plan to use, how quickly you can deliver a working prototype, and any licences or recurring fees I should know about.
Here’s what I expect:
• A ready-to-run machine (or a virtual environment) pre-loaded with accounting software capable of handling XIRR stock valuation out of the box.
• Easy import of trade history in CSV or Excel and seamless export of the valuation results in the same formats.
• Automated daily or on-demand valuation runs, plus a concise dashboard summarising current value, internal rate of return, and variance from cost.
• Clear documentation outlining how to maintain the data files, trigger new valuations, and back everything up.
I am not looking for invoicing, payroll, or general expense modules; if your preferred platform includes them, they can stay disabled. What matters is rock-solid, reproducible XIRR calculations and an interface simple enough for non-technical staff to operate.
If you can configure such a system, outline the software stack you plan to use, how quickly you can deliver a working prototype, and any licences or recurring fees I should know about.
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