Track your stock investments in excel and use a web query to import current stock prices from yahoo. Download excel tutorial file: Track your stock portfolio.

We need to concatenate ticker symbols in column B to be able to use them in a web query. I am using this simple user defined function that I have created in a previous post. I am using this udf in cell A1 on sheet2.

How to Create Custom User Defined Excel Functions. Calculate your stock portfolio performance with Net Asset Value based on units in excel. This tool works great, until I start inserting more items in row 54 and beyond on sheet MS Excel is expecting a different kind of value than what was provided. How can I remedy this?

StockTrak Global Portfolio Simulations and Trading Room Software

I wanted to let you know that I just finished a project in college around machine learning and stock trading. While it wasn't too successful, I did build a pretty good pipeline for bulk downloading historical stock quotes and quantitative data. I've made it available at http: It's probably a better route if you need long-term or verbose data, and you can download an entire portfolio at once.

How would one use excel to create a graph of end of day portfolio valuation over time? For example, enter your portfolio in the spreadsheet you created and then chart the portfolio end of day value from its inception? Hi Oscar, I downloaded and used the sample that you've provided. Worked fine till I started getting the same error that Robert has mentioned. I tried saving the file as ". Hi Oscar, Your latest file: Can you explain how you did it?

Also, it appears to take a long time to download. Have you intentionally added delays to avoid Yahoo blocking you out? I used the user defined function in this blog post: Import historical stock prices from yahoo. Extend user defined function 1. Select cell range I6: I tried to duplicate the above steps using Excel and it doesn't seem to be working. Does any of this need to be tweeked for Excel ?

I would like to just like to figure out how to get current market prices for about 5 ticker symbols with the ability to refresh the prices whenever I want to. I don't know what vba code stock option credit spread or any of the other technical jargon.

I'm pretty bright and I'm beyond a beginner on Excel. I just don't know what I'm supposed to copy character for character and what might need some customizing. For example, when I entered this:.

After entering the above formula the cell shows:. B6 is a custom function. How to create custom user defined functions: I don't under stand the top row or what it is pulling, how it's useful etc as it only shows numbers.

Is there a way this can have sub-headings as well and or can they be changed easily with out a big knowing of VB code? How can I pull those values too. Thanks, and I appreciate your effort in this thread. I'm a noobe and looking for help with tracking my new found stock portfolio.

Portfolio Slicer

Thanks works great, i also worked on the similar bases but i used access database, i thought access is faster than excell with handling data and it is I have uploaded the file on http: This file was excellent for me to help track my stocks. However, it ozforex usd rate like Yahoo did best buy restock fees changes and now the query is broken - any chance you can fix this I am not as good with stock portfolio tracker excel thing, as I would like to believe.

Also, is there a similar sigma makeup cyber monday to track options for an underlying stock? Would make fibonacci forex trading techniques Stock tracker complete. I'm getting a error as "Yahoo!

I checked the tickers straight on http: Thank you Oscar, I have downloaded your file Stock-portfolio-v3. When I do that, the entire cells open, close etc become empty. Can you please suggest what I could do. Setup excel sheet Concatenate stock symbols Import […]. How to add a formula to your comment: How to add VBA code to your comment: How to add a picture to your comment: Upload picture to postimage.

Stock Connector

You can contact me through this webpage. Mail will not be published required. Notify me of followup comments via e-mail. How to return multiple how much money do twitch streamers make per subscriber using vlookup.

How to extract a unique distinct list from a column.

How to create a dynamic chart excel and Match two criteria and return multiple rows. How to create a list of random unique numbers. Create dependent drop down lists containing unique distinct values. Create a drop down list containing only unique distinct alphabetically sorted text values using excel array formula.

Concatenate a cell range without vba. Auto refresh a pivot table. Lookup and return multiple values concatenated into one cell. Filed in ExcelFinancevba on Mar.

Stock Portfolio Tracking Spreadsheet - Google Sheets

Setup excel sheet Concatenate stock symbols Import current stock share prices using a web query Refresh web query to update stock prices Download excel tutorial file: Setup excel sheet Here is a picture of my excel sheet: September 20, at 6: September 21, at 9: October 13, at 3: October 24, at 5: December 9, at 4: March 1, at 8: March 6, at 2: May 11, at 5: May 14, at 2: June 12, at 4: June 13, at 9: January 3, at 5: January 3, at 6: January 4, at 9: March 10, at 6: March 12, at 2: January 4, at 4: May 17, at May 20, at 2: December 12, at 4: December 13, at 2: February 24, at 4: February 25, at April 5, at 6: April 8, at April 8, at 1: September 15, at 9: Stock Trading Portfolio Excel Today's Penny Stocks says: August 10, at Portfolio Stocks Excel Great Stock Market Futures says: September 25, at 7: Leave a Reply How to add a formula to your comment: Contact Oscar You can contact me through this webpage.

Click here to cancel reply. I am Oscar and here to help you!

Feel free to comment and ask excel questions. How to return multiple values using vlookup 2. How to extract a unique distinct list from a column 3. How to create a dynamic chart excel and 4. Match two criteria and return multiple rows 5. How to create a list of random unique numbers 6.

Create dependent drop down lists containing unique distinct values 7. Create a drop down list containing only unique distinct alphabetically sorted text values using excel array formula 8. Concatenate a cell range without vba 9. Auto refresh a pivot table