AI Excel Dashboard Developer for Stock Analysis

Project: AI-Enabled Excel Dashboard for 30 Indian Stock Holdings Objective: Build a user-friendly Excel dashboard to monitor my Indian equity portfolio, identify concentration and fundamental risks, and generate automated weekly and quarterly reports. I do not have coding knowledge. Required deliverables 1. Portfolio dashboard: Total investment, current market value, unrealised profit/loss, stock-wise returns, portfolio weights, and sector allocation. 2. Data refresh: Reliable and legally permitted price-data source with refresh instructions, timestamps, and stale-data warnings. Do not rely on fragile website scraping. 3. Risk alerts: Concentration thresholds, material price movements, liquidity concerns, debt and cash-flow deterioration, governance issues, auditor qualifications, and significant company announcements. 4. AI weekly report: Executive summary, major portfolio movements, important company news, risk alerts, and prioritised follow-up actions, with source links. 5. Quarterly fundamental review: Revenue, profit, margins, debt, cash flow, valuation metrics, and material changes in the investment thesis. 6. Screener.in compatibility: Use my existing subscription wherever supported. Confirm which exports or integrations are available before promising automation. 7. Automation: Schedule weekly reports by email, with clear error notifications and minimal manual work. 8. Documentation: Provide a working Excel file, setup guide, data-source details, maintenance instructions, and a demonstration. Portfolio: ITC, Swan Corp, AVTNPL, Asian Hotels North, Bohra Industries, Carysil, Coal India, Data Patterns, Delton Cables, Gujarat Energy, IOC, RattanIndia Enterprises, Reliance Industries, L&T, L&T Finance, JSW Infrastructure, MV Electronic, National Aluminium, NSE, SBI Funds, IT BeES, Rico Auto, Rushil, Satia, TARC, Tata Capital, Tata Steel, Tata Technologies and Vision Infra. Important: Verify the exact listed company, ticker and exchange for every name before implementation. Identify any unlisted security, fund, ETF or ambiguous name separately rather than assuming all 30 are ordinary listed shares. Investment objective: Balanced growth and capital protection. The dashboard should support decisions, not issue unverified automatic buy/sell recommendations. Please quote separately for: * One-time development and testing * Monthly software, data and AI costs * Optional ongoing maintenance Please demonstrate a working prototype using sample data before final payment.