Description

Take control of your investments with the Live Stock Portfolio Tracker Premium File for Excel, developed by Ryan O’Connell, CFA, FRM. This powerful tool enables you to create a dynamic and visually appealing stock portfolio dashboard that updates in real-time, without the need for an Office 365 or Microsoft 365 subscription.

In his YouTube tutorial, Ryan O’Connell demonstrates how to create this live stock portfolio tracker using Google Sheets and Microsoft Excel. The premium file includes all the necessary components and detailed instructions to guide you through the process of setting up and customizing your own stock portfolio tracker.

Key Features:

1. Real-time stock price updates: Leverage the Google Finance function to retrieve live stock prices and keep your portfolio tracker up-to-date.
2. Seamless integration with Google Sheets: Easily connect your Excel spreadsheet to Google Sheets for data syncing.
3. Comprehensive stock portfolio dashboard: Input your stock holdings and track key metrics, such as market capitalization, amount paid, current portfolio value, and gains or losses.
4. Portfolio allocation analysis: Visualize your portfolio allocations with pie charts for stock position, sector, and market cap distributions.
5. Conditional formatting: Highlight gains and losses with color-coded cells for a clear and visually appealing dashboard.
6. Customizable and user-friendly: Easily tailor the stock portfolio tracker to your specific needs and preferences.

Stay informed and make better investment decisions with the Live Stock Portfolio Tracker Premium File for Excel. Enhance your stock monitoring experience and keep a close eye on your investments with this easy-to-use, customizable, and powerful tool.