💰 Financial Analysis in Excel - Create a Stock Portfolio Tracker on Excel Using Live Data

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8 learners

What you'll learn

This course includes

6.5 hours of video
Certificate of completion
Access on mobile and TV

Summary

Keywords

stock portfolio stock tracker excel stock portfolio excel stock data excel stocks live excel stocks stock tracker excel live stocks in excel create a stock portfolio in excel create a stock tracker in excel excel stock analysis financial analyst excel

Full Transcript

Build an interactive stock portfolio dashboard on Excel that updates in real time. 👉 Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/kenji Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer 🆓 DOWNLOAD Free Excel file for this video: https://view.flodesk.com/pages/6276470646c9ddac82189e10 In this vide you'll learn to create a dynamic stock portfolio dashboard. First, you'll learn how to input buy or sell orders in the transactions tab using the excel stock feature under the data tab. Then, we'll using formulas such as SUMIFS and FILTER to create a table of the current holdings and their relevant financials such as share price, 52 week high/low, market value etc. Thirdly, we'll create a few visuals to summarise the health of our stock portfolio such as a share weight breakdown and the biggest winners and losers. Lastly, we'll create a dynamic trend chart using data validation and stock history to assess how an investment has performed for us. In addition, we'll create a second chart to compare how two stocks have performed. LEARN: 📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course 👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance 📊 Get 25% OFF Financial Edge Using Code KENJI25: https://bit.ly/3Ds47vS 📝 Investment Banking Recruiting Course: https://learn.careerprinciples.com/courses/the-complete-investment-banking-recruiting-course SOCIALS: 📸 Instagram - https://www.instagram.com/kenji_explains/ 🤳 TikTok - https://www.tiktok.com/@kenjiexplains?lang=en GEAR: 📹 My Favorite Books & Gear: https://kit.co/kenjiexplains ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Chapters: 0:00 - Stock Transactions 1:27 - Current Stock Holdings 5:51 - Summary Financials 6:25 - Stock Portfolio Visuals 9:11 - Dynamic Trends Chart 12:25 - Stock Comparison Chart Disclaimer: I may receive a small commission on some of the links provided at no extra cost to you.