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Stock Portfolio
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   2 years ago

Viewing Your Stock Portfolio Data in Access

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In this video, I'm going to teach you how to take your stock portfolio data from Excel and view it in Microsoft Access by linking to the workbook file, cleaning up the unnecessary data, and adding calculations where needed.

Spencer from Las Vegas, Nevada (a Platinum Member) asks: I watched your Stock Portfolio for Excel video last night. Very informative and helpful. Thank you. Is there any way I can pull that data into Access? I know how to import Excel files into Access but the names of the stock are missing and I get a ton of blank lines and garbage where the calculations are. Help?


Members will see how to make a nice pretty interface in Access, including conditional formatting, just like we had in Excel. I will also show you how to use VBA to refresh the data in the Excel sheet and get update stock prices on demand without having to open the sheet. We will then use a timer event to refresh the data automatically at whatever interval you choose. We'll also make a button to open the Excel sheet in case you want to make changes (you buy or sell stock, etc.) And by popular demand we'll do something cool with TempVars that everyone keeps asking me about.

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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Comments for Stock Portfolio
Age Subject From
10 monthsTrading Stock DBGerhard Marais
2 yearsExtended CutWilliam Dowler
2 yearsGood StuffJuan C Rivera


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