'Finance' category


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  • Stock market trend (5)
  • Stock portfolio (5)

  • How to track sector performance in the stock market – Excel template
    The image above shows the performance across industry groups for different date ranges, conditional formatting makes the table much easier […]
    How to calculate and plot pivots on an Excel chart
      If you study a stock chart you will discover that sometimes significant trend reversals happen when a stock chart […]
    Follow stock market trends – trailing stop
    This time I want to demonstrate an alternative way to identify a major trend in the stock market. The previous post […]
    Follow stock market trends – Moving Average
    In my previous post, I described how to build a dynamic stock chart that lets you easily adjust the date […]
    All you need to know about calculating NAV units for your stock portfolio
    This blog article explains in greater detail how to determine stock portfolio performance based on units of NAV (Net Asset […]
    How to calculate totals of stock transactions based on dates
    Did you know that you can use a pivot table to summarize portfolio holdings at any point in time? If you trade […]
    Compare your stock portfolio with S&P500 in Excel
    By comparing your stock portfolio performance to index S&P500 you know if the time you spent on analyzing companies paid […]
    Plot buy and sell points in an Excel Chart based on two moving averages
    This article demonstrates how to display buy and sell signals on an Excel chart based on two moving averages, the […]
    Add buy and sell points to a stock chart
    The image above shows an Excel chart of the S&P 500 with buy and sell signals based on a 50 […]
    Bill reminder in excel
    Brad asks: I'm trying to use your formulas to create my own bill reminder sheet. I envision a workbook where […]
    Tracking a stock portfolio #2
    This is follow up post to: Tracking a stock portfolio in excel (auto update) In this post we are going to […]
    Tracking a stock portfolio in excel (auto update)
    Question: I found a question here about tracking a stock portfolio. He would like to automatically create an overview table […]
    Schedule recurring expenses in a calendar in excel (Personal Finance)
    Below is an excel table containing recurring expenses and corresponding amounts, dates and recurring intervals. An excel table allows you to […]
    Calculate your stock portfolio performance with Net Asset Value based on units in excel
    In a previous related post we calculated the stock portfolio performance using the most current stock prices compared to buying […]
    Automate net asset value (NAV) calculation on your stock portfolio
    Introduction In this post I am creating a spreadsheet that will calculate stock portfolio performance. To do this I am […]

    Excel formula categories

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    Excel categories


    Latest updated articles.
    More than 300 Excel functions with detailed information including syntax, arguments, return values, and examples for most of the functions used in Excel formulas.
    More than 1300 formulas organized in subcategories.
    Excel Tables simplifies your work with data, adding or removing data, filtering, totals, sorting, enhance readability using cell formatting, cell references, formulas, and more.
    Allows you to filter data based on selected value , a given text, or other criteria. It also lets you filter existing data or move filtered values to a new location.
    Lets you control what a user can type into a cell. It allows you to specifiy conditions and show a custom message if entered data is not valid.
    Lets the user work more efficiently by showing a list that the user can select a value from. This lets you control what is shown in the list and is faster than typing into a cell.
    Lets you name one or more cells, this makes it easier to find cells using the Name box, read and understand formulas containing names instead of cell references.
    The Excel Solver is a free add-in that uses objective cells, constraints based on formulas on a worksheet to perform what-if analysis and other decision problems like permutations and combinations.
    An Excel feature that lets you visualize data in a graph.
    Format cells or cell values based a condition or criteria, there a multiple built-in Conditional Formatting tools you can use or use a custom-made conditional formatting formula.
    Lets you quickly summarize vast amounts of data in a very user-friendly way. This powerful Excel feature lets you then analyze, organize and categorize important data efficiently.
    VBA stands for Visual Basic for Applications and is a computer programming language developed by Microsoft, it allows you to automate time-consuming tasks and create custom functions.
    A program or subroutine built in VBA that anyone can create. Use the macro-recorder to quickly create your own VBA macros.
    UDF stands for User Defined Functions and is custom built functions anyone can create.
    A list of all published articles.