Excel Stock Portfolio Dashboard - FREE File Download

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Information Excel Stock Portfolio Dashboard - FREE File Download

Title	:	Excel Stock Portfolio Dashboard - FREE File Download
Lasting	:	27.06
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Views	:	434 rb

Thank you for this fantastic tutorial Would this work for a large data set? For example I have data spanning over 12 years with a table of nearly 2,800 rows (and growing) Thanks in advance Cheers
Comment from : Joe K

Thank you Treacy ❤
Comment from : Salah eddine Mha

Would one be able to create something like this for Forex ??
Comment from : wonga fasi

love it!
Comment from : R Riv

amazing lecture, clear and can be followed Thank you, one of my best learning excel
Comment from : Afrizal Ramadhan

What I have noticed is that the Dashboard is focused on the Australian Stocks I started to input my portfolio in the Ledger Tab certain stock exchanges are not recognised, eg Mardid Stock Exchange - Banco Santander It also, at times does not recognise certain inputs for Bonds The exchange rate is also limits to AUS/USD, need multi-currency worksheet, eg USD/CHF, EUR/CHF, GBP/CHF What is the work-around?
Comment from : Niranjan Rama

thank you so much wich excel version used ?
Comment from : yassine talib

When I add a stock I want to keep an eye on to the stock list, how do I create a new priviot table so I don't create 2 new tables that I already have like "Boral Limited and Austal Limited" like in your video, because it doesn't work for me to create a priottable table/range when add new stock to the watchlist ?
Comment from : Per Bevensee Christiansen

Very useful one brHowever, I got a question in case some stock which has no data in excel or ETF that has no industry specifybrHow should we adjust the sheet?brbrAppreciate your answer
Comment from : Bank Poo

I can't seem to paste the triangle symbol in the currency formula It won't let me copy and paste Instead of a triangle, it just pastes a p or q?
Comment from : Xeno Morph

how can you sharing of excel files to me Madam, it is so good for me and thanks you for make this video
Comment from : BPOWER GREEN

Ohhhh, so you're from Australia mate!
Comment from : Corgi Kun

How does this spread sheet work if you don't have Excel 365 and have Excel 2021?
Comment from : MG Aframian

Hello - one more, how can we edit the stocks listed? When I tried, the default was to the London exchange vs US Based exchanges
Comment from : Paul Desruisseau

HI , it is a fantastic spreadsheet and dashboard just one question how to add the dividends ?
Comment from : Vitor Favrin

i wrote your formula exactly the same as yours , dashboard tab , column B current holdings, but i get #Spill ! ?
Comment from : B

Is it possible to mix multiple different currencies in the ledger and make it work relatively pain free? brWould be fine if the dashboard translates it to a single currency but say I use 3 different currencies in the ledger?
Comment from : Jonathan Blixt Nordin

Love this dashboard and video!brbrI posted this question in the excel forum a few days ago is there a straight-forward modification that would sort the dashboard by market value instead of alphabetically?brbrThanks!brMark
Comment from : mml3

Your videos are so helpful You make everything seem so easy brbrI'm wondering if you might have any insight on the best way to Export Options Chains for Day trading?
Comment from : Mary Smith

hi, can you show how to track mutual funds portfolio?
Comment from : Azmi Ahmad - Financial Planner

Hi, brI am stuck with getting Filter entries My sheet is unable to track the "Buy" and "Sell" column brEg: I bought 10 shares of XYZ for 100, and sold 10 for 110, the Dashboard is showing 20 Units, which Ideally shouldn't be reflected in the Dashboard Kindly help me for the same Thank you!
Comment from : Chaitanya Mehta

This is amazing thank you so much I built it while watching this tutorial brOne issue with the stockhistory though It does not show the data from today So let us say: today is 15February 2023 the data I see in the chart is ending only with February 10th What am i doing wrong here? today is not a weekend it is Wednesday so I should be able to see the data all the way till today, right?brYour help is so appreciated thank you!
Comment from : Youssef Merjaneh

Correct me if I am wrong but your heading that displays todays change in your holdings does not add up correctly to what is displayed beneath it
Comment from : True Logic Group Inc

How do I pull all the financial statements data?
Comment from : White Dancer

I miss a tool that allows me to track how my portfolio has performed in 2021 vs 2022 and also a tracker performer tool to track how the portfolio is performing on a giving year month after month Any thoughts? Congratulations for this awesome video Tschüss
Comment from : Carlos Figueiredo

please make a video where you can calculate taxable income on stock portfolio
Comment from : Phu Trinh

Great Video! Great Work!!! Great Help!!!
Comment from : WisdomWords

Any idea on how to create a real time Technical Scanner like MV Cross over or ROC crossed above/below Zero etc?
Comment from : Moe Sadr

Great video Really like how you make the dashboard coming live so easily and beautifully
Comment from : V Gupta

How do you track cash in the account?
Comment from : Joe Catanzaro

Very good job Love it I learnt a lot about Excel Thank you There is one last thing I am not able to do with stocks tools : earnings per share If you have a tutorial for that I'm in ^^
Comment from : SebDeb

Hi I have used this as a demo basis for my own portfolio and works fine, however a questions that I have is, can this be built out further to pull data easily from Yahoo finance, I saw some videos for Google sheets, but nothing really works?
Comment from : Michael Carlton

Amazing video, thank you for your crystal clear explanations Do you know how can we capture daily total market value to create graph montly? Thank you
Comment from : SimantovP

Hi, will this work if you don't know the stock history? I just have the current value and average purchase price
Comment from : Mpho Mdaka

Is it possible to add liquidity? USD or Eur I have in the allocation
Comment from : francesco pellegrini

Hi guys, brI have set this up and it is working great! Thanks! Is there a way to add fund tracking as well? I have most of my investments in index funds or ETFs and want to include those Thanks in advance
Comment from : Carl Glyde

Hi, can you help me in fetching online data for Metals (Cu, Steel) from LME? I am not able to get the other data types such as currency and Organization, I have Excel 2018 version
Comment from : jagdish agarwal

H! I am looking for an excel software spreadsheet to consider future investments opportunities for evaluating day trading opportunities I don't have time or the desire to learn or create excel Can I purchased the spread sheet with a few modifications I may need? Thanks
Comment from : David Hazen

Can anyone know, how excel change colour if turn nagative (red) or come positive (become green) Please help
Comment from : Brijesh Surani

Great video, learned a lot! I am curious why you had to use TEXT and IF for the currency section instead of conditional formatting?
Comment from : Pete - HowToAnalyst

Do you have anything that can track stocks, crypto and metals all in one sheet?
Comment from : Wayne Frostick

Can you help me build a sheet I am not great at following directions I can pay you I have my sheet of what I want Let me know if you can help Thanks
Comment from : David Hazen

so good
Comment from : Ron Gabriel

How can we get the historical data for our portfolio's total holding market value (in cell F2) in order to make a line chart? And if it can't be done in retrospect, is there a way of having it automatically done going forward?
Comment from : Michael Rotlevi

Awesome excel handling Love all the the formulas used, super practical and smart Loved it I did my own dashboard with macros, cracy coding, now you just showed super simple for everybody, NICE!
Comment from : Jesus Cervantes

Awesome Video, thank you I have a question, is there a way of making a line chart for your own portfolio's performance?
Comment from : Michael Rotlevi

Hi, I have Microsoft office professional plus 2021 but I can not find that data types in excel menu Do you have any ideas what's wrong?
Comment from : Žan Letnar

Great video Easy to follow and setup The “Industry” does not appear in the stock function list I am using Office 365 How do I get this to work?
Comment from : Joe Hlas

@MyOnlineTrainingHub So, I finally found the time to do this The most frustrating part is that I don't have 365, but MS 2019 Hence, I don't have the "Stocks" button function Is there a way around this to essentially automate the process?
Comment from : Edward Chau

Exceptional
Comment from : A Edwards

Please turn on closed captioning for those of us who are hard of hearing
Comment from : Jonathan Samson

Really2 great video, So appreciate with your kind share!
Comment from : Hendra Setiawan

Great instruction Thanks!
Comment from : G Sharp

Is there a way to pull the dividend history or most recent dividend with a formula in 365?
Comment from : Jeremy Cross

Mynda, thank you so much Such an amazing and great stuff You make it easy to understand for a new to excel like me However, I can't find stock data type Any help if I need to install any plugin etc?
Comment from : Eng Muhammad

Thanks for the video- would be good if it had a realised gains calculation as well- which would of course require maintaining average cost of share- also will have to work through the sheet to make sure daily transactions are accounted for in movement in gains
Comment from : Adrian Bock

Lynda that was such an awesome video, super informative and you make it look like a walk in the park lolbrbrOne thing I really want on my dashboard is a line chart that that shows my inital deposit plus the portfolio growth over time, plus the regular deposits / withdrawals I make any chance you have made a video on this? brbrThanks again for all the work it took to make that video 🙌
Comment from : Shorty Mclong

Downloaded the Excel file but is full of errors Ive got this years Excel Office
Comment from : Eduard Conti

Thank you very much 😑🙏🏼
Comment from : Roberto Canales

Thank you for the amazing walkthrough It makes total sense with sharpening up one's Excel acumen I am using this skill to also develop dashboards amongst other business intelligence software like Tableau, and Power BI
Comment from : Michel du Preez

Nice video, how to get the live data for Stocks in other countries? ( I am in UAE, need Abu Dhabi and Dubai stock market)
Comment from : Mahesh K

great video!! just wanted to ask what function to use instead of stockhistory when making in google sheets
Comment from : Richa Agrawal

Thanks for great video! Is there any way to use/modify this file for long time investing? I means there will be monthly contribution with dividend payments and you can see performance and return of your portfolio?
Comment from : Shervin Shirazi

there is no way I could have build anything resembling this dashboard AmazingbrI just downloaded the file (thank you) and will now go play with it I am certain I will get into trouble and that is part of the fun in learning Excel
Comment from : Alain Pascal

Hi, Great video with easy to follow information and formula writing The one thing I can not do but I can not find the key combination to remove the initial copyright box I don't know if I'm just old, due to using a mac, or online one drive 🤷🏻‍♂️
Comment from : Treadmill Pack

Thanks for taking the time to educate us! I have started to use your methods to track my (minor) portfolio All my holdings are on the ASX One of the shares I hold does not show up in Refinitive, it brings in data from overseas That makes me wonder if Refinitiv only tracks ASX 200, or only larger cap companies? Thanks, Phil
Comment from : Phil Smailes

how do i make my currency in euro's?
Comment from : Ryan Molenaar

I subscribedand am excited by your spreadsheet I don't see a column for yield?
Comment from : Edward McDonald

Hi, very cool videobrIs there way to make an automated chart about my holdings market value?
Comment from : Indrek Lepik

A huge thanks from south korea! Although it seems the video has been uploaded for more than a year, I've started learning excel lately and found this recently Its true there are a lot of helpful contents in the internet but by far this video was one of the most helpful one applying my purpose for learning Thanks again I am very excited to further study with your tutorials!
Comment from : ninob

Hi Mynda - enjoying your content, thank you! Trialling this sheet my PC constantly says 'excel has run out of resources' and a google says its the spilled arrays - do you have any suggestions as to how to eliminate this issue? Thanks 🙂
Comment from : Brad Parker

Mynda, I downloaded and opened your file, but keep running into an error: "Excel ran out of resources while attempting to calculate one or more formulas As a result, these formulas cannot be evaluated" This freezes the file brWhen I check my resources, (in Task Manager) there appears to be no problem - and there shouldn't be as I have a newer, Ryzen - based system with 16GB of memory) brCan you shed any light on this, or am I having a unique problem?brThanks
Comment from : Jim Berglund

I am struggling using the tempkate when trying to manually inputting stocks that arent listed or available in the Microsoft stocks databases how do I get to solve this
Comment from : Edgar Ndani

this spreadsheet looks smoking sick!
Comment from : SG

Thank you for the tutorial, I have found that for some reason having followed the steps that I recently found an error message that stated the following "Excel ran out of resources while attempting to calculate one or more formulas As a result, these formulas cannot be evaluated" What does this mean?
Comment from : Michael Carlton

Can this be done using Google Spreadshreets?
Comment from : Israa Ibrahim

Thank you for this helpful video I realized that, if there was a split of shares, the stockhistory shows a loss Eg value of share is 100 and the split rate is 20 the share value has to be 5, obviously the problem is, stockhistory does not adjust the past values so it shows at day 0 the value of 100 and after the split on day 1 the value of 5 so the graph drops dramatically and it looks like a loss of value of 95 I hope I could visualize my problem
Comment from : Shimpanzen Finanzen

Hi Mynda thank you so much for such an amazing video thank you so much, One question I have invested in the saudi market and whenever I try the Stock option from Data, no information can be found, could you please guide me?
Comment from : The Ibra

Great video! Id love to know the formulas how you work around different currencies? For eg I have, £ & $ Where the GBX on Excel is a pain, as it's in 4 decimals rather than the easy to use dollar
Comment from : Lonny Kid

Thank you for your video, very useful I only saw one missing piece of information there How to add dividend yield and ex-day I saw many other YouTubers trying to do but doesn't work Do you know how? thans
Comment from : Heli Nascimento

will this work on Excel Web App ?
Comment from : burhan shah

Hello,brDownload free link _?
Comment from : hüseyin yılmaz

Hello thank you for your great and useful work, I am learning a lot I would like to ask you why can be the reason that the first formula doesn't work if it's the same as yours Thank you!
Comment from : racionr

Waooo nice
Comment from : Yoon Sungkuk

Is there a way to use conditional formatting to change the sparkline color to RED when change <0? I cannot seem to get this to work
Comment from : Straitjacket Studios

I actually keep getting an error that Excel is running out of resources Trying to find which formula is causing the problem Any idea? Did you have the same problem?
Comment from : Christian Lacroix

Hi - Great informative video and spreadsheet Just have a question and hopefully you can provide a fix I have Australia Stock 'Vanguard MSCI Aust SmCosIdxETF (XASX:VSO)' which in your spreadsheet generates an Industry result as #FIELD! To make life easy, is it possible to return an Industry of say "Other" so the Holding Chart by Industry will work and show values (or ) of stocks held outside the normal Industry categories? I hope this makes sense and you have a simple formula to fix this Cheers
Comment from : GTR-1000

Hi your channel is amazing! brI have problem with the file i download, it says "excel ran out of resources while attempting to calculate one or more formulas" as a result these formulas can't be evaluated how can i get help?
Comment from : Giuseppe

Great Video!
Comment from : Datanalytics

Hi, Nice tutorial Very professional CongratulationsbrMaybe this question was already answered but here I go: How to add dividends?
Comment from : Ronald Nyssen