Скачать с ютуб LIVE Stock Portfolio Dashboard in Excel in 30 Minutes! в хорошем качестве

LIVE Stock Portfolio Dashboard in Excel in 30 Minutes!

Looking to master your stock portfolio management in Excel? In this easy-to-follow guide, "LIVE Stock Portfolio Dashboard in Excel in 30 Minutes!", we cover everything you need to know to set up a real-time stock portfolio tracker. From creating a transaction log and calculating returns to breaking down sector and market cap allocations with beautiful pie charts, this tutorial is your go-to resource for all things investing and Excel. Whether you're a novice or seasoned investor, this video will equip you with the tools to calculate gains, losses, dividends, and more, all in a live, up-to-date Excel dashboard. 💾 Purchase the file created in this video here: https://ryanoconnellfinance.com/produ... 📈 Need help with a project? https://ryanoconnellfinance.com/hire-me/ 👉 CORRECTION: I made one mistake @15:03. C4 in the denominator (# of shares purchased), should actually be E4 (# of shares sold). You should also remove the double quotes ,"") at the end of the IF statement from that same formula. 👨‍💼 My Freelance Financial Modeling Services: ► Custom financial modeling solutions tailored for your needs: https://ryanoconnellfinance.com/freel... 🔑 Join this channel to get access to perks & support my work:    / @ryanoconnellcfa   Chapters: 0:00 – Overview of the Live Stock Dashboard in Excel 0:39 – Create a Transaction Log 2:47 – Begin Constructing Portfolio Dashboard 4:11 – Retrieve the Sector of Each Stock in the Portfolio 4:46 – Find the Market Cap Size of Each Company 6:22 – Calculate the Percentage Allocated to Each Share 8:22 – Retrieve the Beta of Each Stock 9:13 – Calculate Today’s Return on Each Share 10:31 – Calculate Average Purchase Price Per Share 14:22 - Calculate Average Sale Price Per Share 15:24 – Calculate Total Dividends Received 16:45 – Calculate Realized Gain or Loss on Each Stock 17:37 – Calculate Total Gain or Loss on Each Stock 18:30 – Calculate Unrealized Gain or Loss on Each Stock 19:52 – Calculate Total Portfolio Gains and Losses 22:45 – Conditionally Format Gains & Losses 23:44 – Create Market Cap Size Pie Chart 26:33 – Create Sector Allocation Pie Chart 27:29 – Create Individual Securities Holdings Pie Chart *Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC