Excel Stock Portfolio Dashboard - FREE File Download 

:-) glad you enjoy my videos, Edward!

Wow, thanks for your kind words! It’s great to hear you find my tutorials helpful 😊

@@MyOnlineTrainingHub I think it was ironic. Starting at min 4.48 it gets really difficuklt I think and you could add explaination.

@@alexanderblock101 I don't think it was ironic - it's honestly a great tutorial, just not too easy to do if you're not familiar with coding.

Awesome to hear!

Did u built it in Microsoft 365?

Wow, thank you!

Cheers, Rick! You could definitely incorporate stocks in different currencies and then use the Stocks data type to get the conversion rates.

Thank you! 😃

So pleased to hear that, Igancio!

Great to hear, Fabio!

Great to hear!

Aw, thanks so much, Raz! Made my day :-)

@@MyOnlineTrainingHub How do we account for stock splits (ie. Apple, Tesla) in the ledger and your worksheets?

Glad you liked it 😊

You're very welcome, Felipe!

Glad it was helpful! If you have multiple currencies, you can add a column for the currency and then another to convert them to whatever currency you want to report on. You'll then reference this converted column in your dashboard.

Thanks, Zack! The prices must be updated manually by clicking the refresh all button. There is typically a 20 minute delay between the price in Excel and the market. It's not ideal for live trading, but rather a mechanism for reporting on your portfolio's value.

@@MyOnlineTrainingHub Great, thank you.

So pleased you found it helpful, Anti 😊

So pleased to hear that, Shinsuo :-)

Thanks for your kind words, Gary! Microsoft's STOCKHISTORY and stock data types don't support cryptocurrency properly yet.

@@MyOnlineTrainingHubHello, and Good Day; this response answers my inquiry (cryptocurrency), which I do not have to post separately now. Kind Regards.

Hi Kris, you'd need to split out the initial purchase into two transactions, one for the sold shares and one for the retained shares.

Glad it was helpful!

Most welcome!

In my case I don't have any partially sold holdings, so it's not affecting my total gain/loss calculation. If you will have partially sold holdings then you can add a column to your ledger that marks a holding as sold and then modify the total gain/loss SUMIF to a SUMIFS and exclude any transactions that are 'sold'.

@@MyOnlineTrainingHub Thanks for your answer. That’s a good idea. Actually, now that I think of it, I think it should be possible to have a formula that would calculate the open units for each buy position. All of the transactions have dates, so for each buy I just need to count the units open prior to this transaction and subtract the units sold after the current transaction. This will assume all of the positions are being closed in FIFO order, but should be fine for me. Thanks!

@@mctb32 hi mac, I am facing similar issue. If you have been able to apply the fifo functionality, can you kindly share the excel working. Thanks

@@MyOnlineTrainingHub Can you explain it in more detail?

@@mctb32 Hi, Have you solved the FiFo issue and could you share your solution/ template? Thanks

Wow, thank you, Josephine!

Glad it was helpful, Nelson!

So pleased to hear that 😊

Great to hear you modified it to suit your needs 👍

So nice of you, Dale :-)

Glad you think so!

Thanks so much, Herbert :-)

So pleased to hear that, Ben 😊

Glad to hear it, Eshwar!

Glad it was helpful, Michel!

Glad it was helpful!

Glad you enjoyed it, Darryl!

Glad you like it!

So nice of you, Dharmesh!

Thank you very much!

Thanks so much!

Thanks, will do!

Thanks for your kind words, Quentin!

Glad the video was helpful, Mauro!

Awesome to hear 😊🙏

Glad it was helpful!

Gracias, Miguel!

Glad it was helpful, Kyle! If you get stuck with your line chart, you're welcome to post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

Glad it was helpful, Joseph!

My pleasure!

Glad you liked it, Hubert!

Glad you like it, Wayne!

Wow! Thanks so much, Chris!

Glad it was helpful, Kevin!

My pleasure!

Thanks so much!

Glad you enjoyed it!

Thanks so much, Simon!

Thanks, Abdullah!

Great to hear, Alain! Have fun with it 😊

@@MyOnlineTrainingHub Hi "Mynda" ( not sure how you write your name sorry!) . I am having tons of fun with that spreadsheet, I am completely lost! Haha. That led me to dive into your you tube channel! Impressive stuff you have there. I am not sure how I got the formulas to work (8:55... 10:25) so I will re-visit that but it is working for now. Curiously any of my stock that are an ETF the current holding 'industry' section and therefore the Pie Chart doesn't recognize it and I either have a blank cell or a ref! error. So lots to love lots to learn, very glad to have stumbled on your channel!

You got my name right 😉 if you get stuck with anything you can post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

@@MyOnlineTrainingHub . . Hi Mynda, I am totally enjoying your tutorials, I have learned so much (and it is totally for my personal enjoyment since I am semi-retired). In regards of this particular spreadsheet "Stock Portfolio Dashboard", I find it so simple and useful (no clutter, no ads or unsolicited 'advices') that I often use it as my "go-to" stock portfolio glance performance reference! Unfortunately, I still manages to crash it on a regular basis... And it can take me a few days to figure-out what I did incorrectly! So my dilemma is: I like using this as my "go-to" reference but I find it conflicting to have my "need" for this information relying on my limited ability as an Excel amateur/hobbyist. I came to wondering if you would do a 'custom' project, for a fee of course. So this "Stock Portfolio Dashboard " would be the same but a bit more "robust" with some "idiot proof" features and a few more (maybe) capabilities. There, the question is out! Cheers, a.

I'll try :-)

Awesome to hear 😳

Thank you, Shakthi!

Glad you enjoyed it!

Glad to hear that!

You're very welcome!

My pleasure 😊

Cheers, Graham!

Glad you liked it, Ed!

Glad you liked it 😊

Glad it was helpful!

You're very welcome!

Thanks, Sean!

So glad you found my video helpful 😊

Great to hear!

Glad you liked it!

Thanks for your kind words. For double entry data, assuming it's in separate columns for Debit and Credit, I would add a column that puts the values into a single column, flipping the sign for the credit values. You can then work with the data in a tabular format.

Glad I could help :-)

Glad you think so!

Glad to hear that, Largo. Perhaps this tutorial will point you in the right direction for scraping data from the web: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-VkDpwSGWPmk.html

@@MyOnlineTrainingHub Hi, great tutorial, thank-you! Like Largo mentioned above, is there any way you can do a tutorial specifically to retrieve info from Income Statement / Balance sheet / Cash flow ? Thanks.

I'm so glad!

Glad you like it, Ray!

Cheers, Geoff!

You're welcome, Stephen!

You can wrap the formula in IFERROR to hide the field errors for those stocks that don't have that data.

Glad you enjoyed it 😊

Great to hear you could make use of these techniques and thanks for sharing your notes.

This left function you speak of, what exactly is this, and how does one implement this? Many thanks!

Thanks, Jeff! You can use the SORTBY function to sort by a specific criteria: www.myonlinetraininghub.com/excel-sortby-function

My pleasure :-)

Great to hear 😊

Thanks so much!

You can watch it now. No need to wait.

You shouldn't split your data over multiple sheets, but if you must then you can use Power Query to consolidate it into one table that feeds your dashboard: www.myonlinetraininghub.com/power-query-consolidate-excel-sheets

Yes, you can provide the date range by referencing dates in cells.

Glad you like it!

Glad to hear that, Saheer!

Thankyou Mynda, it works really well and is nearly perfect for me with my trading. Just one problem is bugging me. If I have bought and sold a particular stock at an earlier time the resulting profit/loss is retained and this of course is calculated into my Unrealised Gain/Loss, even though it is actually realised. I have had to move all prior transactions to a separate ledger to fix this. But I'm thinking there must a more elegant fix to this problem so I can keep just one ledger. Any ideas?

Aw, thanks so much! Please spread the word :-)

You’re very kind

Glad you liked it! You can add a field in the ledger that converts the purchase currency into your local currency using the prevailing rate available from the Currency data type.

Great to hear, Tanya! I used a custom number format for the market value and today's change values. You can download the file to see the format. Learn more about custom number formatting here: www.myonlinetraininghub.com/excel-custom-number-format-guide

Great to hear, Mitesh!

Great to hear 🙏