Скачать с ютуб Create a Live Stock Portfolio Tracker in Excel | No Microsoft 365 Required в хорошем качестве

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

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/produ... 👨‍💼 My Freelance Financial Modeling Services: ► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/ 🎓 Tutor With Me: 1-On-1 Video Call Sessions Available ► Join me for personalized finance tutoring tailored to your goals: ryanoconnellfinance.com/finance-tutoring/ 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