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Home > TechHelp > Directory > Excel > Stock Portfolio < Text to Columns | Stock History >
Stock Portfolio
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   2 years ago

Track Your Stock Portfolio in Microsoft Excel 365


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In this video, I'll show you how to track your stock portfolio in Microsoft Excel, and get real-time price updates from the Internet. We'll calculate our total profit and percent gain. This feature is only available for Microsoft 365 subscribers.

Xander from Omaha, Nebraska (a Gold Member) asks: A friend of mine told me that you can get current stock prices in Excel automatically. Can you show me how to do that?

Members

Members will learn how to format the stock data as a table which makes updates much easier. We will also see how to use conditional formatting to make the data easier to visualize. We'll see how to pick a stock when Excel doesn't guess the name correctly. Finally, we will record a macro and assign it to a button to refresh the stock data automatically.

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to register on my YouTube Find User page so I can set up your account here on my web site. If you're not a member, Join Today!

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Keywords

tracking stocks in excel, get latest stock data in excel, stock portfolio, stock dashboard, pull live stock data, track your portfolio, investment portfolio tracker template, stock prices in excel, stock quotes

 

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2 yearsMacro in Stock PortfolioDan Dewey
2 yearsStocks in AccessRichard Rost

 

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Keywords: TechHelp Excel tracking stocks in excel, get latest stock data in excel, stock portfolio, stock dashboard, pull live stock data, track your portfolio, investment portfolio tracker template, stock prices in excel, stock quotes  PermaLink  Stock Portfolio in Microsoft Excel