Portfolio Management

Ryan O’Connell, CFA, FRM shows how to create a live updating stock portfolio tracker (dashboard) that DOES NOT require an Office 365 subscription or a Microsoft 365 subscription!

💾 *Purchase the files created in this video here:* https://ryanoconnellfinance.com/product/excel-stock-tracker/

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

CHAPTERS:
0:00 – Introduction
0:21 – Create a new Google Sheet document
0:45 – Use the Google Finance function to retrieve stock prices
2:26 – Connect Microsoft Excel to Google Sheets
4:10 – Input stock portfolio information
5:30 – Calculate stock market capitalization size
7:30 – Format to distinguish between manual inputs and formulas
7:57 – Calculate amount paid and current portfolio value
9:48 – Calculate portfolio allocations
10:15 – Calculate gains and losses on portfolio
12:00 – Conditionally format gains and losses
12:59 – Format the stock portfolio dashboard (tracker)
13:40 – Create stock position allocation pie chart
15:10 – Create sector and market cap pie charts
20:07 – Conclusion

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Title: Create a Live Stock Portfolio Tracker in Excel | No Microsoft 365 Required

Alternative Titles:
Create a Stock Portfolio Tracker in Excel With Live Prices | No Microsoft 365 Required
Create a Stock Portfolio Dashboard in Excel With Live Prices | No Microsoft 365 Required
Pull Live Stock Prices Into Excel
Pull Live Stock Prices Into Excel Without Microsoft 365
Pull Live Stock Prices Into Excel Without Office 365

Ryan O’Connell, CFA, FRM explains how to calculate Sharpe Ratio in excel. This ratio helps to measure the investment performance of a stock or stock portfolio.

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👉 https://ryano.finance/cfa

💾 Download the file created in this video free here: https://ryanoconnellfinance.com/product/sharpe-ratio-in-excel/

Chapters:
0:00 – Calculate Daily Stock Price Returns
1:06 – Calculate Annual Returns of a Stock
2:14 – Calculate Standard Deviation of a Stock
3:14 – Calculate Sharpe Ratio In Excel

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains stock and investment performance evaluation in Excel. Including the three most common measures of stock performance, Sharpe Ratio, Treynor Ratio & Jensen’s Alpha.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download the file created in this video free here: https://ryanoconnellfinance.com/product/investment-performance-evaluation-excel-file/

Chapters:
0:00 – Intro
0:18 – Download Stock Price Data with Yahoo Finance
0:56 – Calculate Daily Stock Price Returns
2:01 – Calculate Sharpe Ratio In Excel
4:49 – Calculate Treynor Ratio In Excel
6:42 – Calculate Jensen’s Alpha In Excel

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains how to estimate the beta of a stock in excel.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/estimating-beta-of-a-stock-in-excel-an-interactive-excel-file/

Chapters:
0:00 – Download Stock Price Data with Yahoo Finance
0:47 – Calculate Daily Stock Price Returns
1:26 – Estimate the Beta of a Stock Using =SLOPE()
2:00 – Estimate the Beta of a Stock Using =COVARIANCE.P()

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM walks through an example of how to calculate Value at Risk (VaR) in Excel using the Historical Method.

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/value-at-risk-var-excel-workbook-a-comprehensive-tool-for-risk-management/

Chapters:
0:00 – Calculate Daily Stock Price Returns
1:25 – Define Portfolio Assumptions
1:44 – Find Daily Profits and Losses
2:37 – Calculate Value at Risk (VaR) Using Historical Method
3:10 – Create VaR Histogram

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM walks through an example of how to calculate Value at Risk (VaR) in Excel using the Monte Carlo Method.

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/monte-carlo-method-value-at-risk-var-excel-template/

Chapters:
0:00 – Calculate Daily Returns Using Yahoo! Finance
0:43 – Calculate Security Standard Deviation and Covariance
2:35 – Create Assumptions for Portfolio
2:58 – Calculate Variance and Standard Deviation of Portfolio
4:04 – Calculate Value at Risk (VaR) In Excel (Monte Carlo Method)
8:24 – Create a Histogram to Interpret VaR

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains how to calculate Value at Risk (VaR) in Excel using the parametric method (variance-covariance method).

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/parametric-method-value-at-risk-var-excel-template/

Chapters:
0:00 – Calculate Daily Returns Using Yahoo! Finance
0:43 – Calculate Security Standard Deviation and Covariance
2:35 – Create Assumptions for Portfolio
2:58 – Calculate Variance and Standard Deviation of Portfolio
4:04 – Calculate Value at Risk (VaR) In Excel (Parametric Method)

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM shows how to build a Stock Portfolio Monte Carlo Simulation In Excel.

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/stock-portfolio-monte-carlo-simulation-excel-spreadsheet/

Chapters:
0:00 – Define Assumptions About S&P 500 Index
0:50 – Calculate the Ending Value of the Portfolio
2:30 – Create Monte Carlo Simulation Using Data Table in Excel
4:06 – Calculate Stock Portfolio Summary Statistics
6:28 – Create a Histogram of the Monte Carlo Simulation Results

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Ryan O’Connell, CFA, FRM shows how to calculate the risk and return of a two asset portfolio.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

Chapters:
0:00 – Calculating Expected Return of a Portfolio
1:06 – Calculating Standard Deviation of a Portfolio

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains the difference between a Defined Benefit Plan Vs Defined Contribution.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

Chapters:
0:00 – Defined Benefit Plan
1:21 – Defined Contribution Plan

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC