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Archive for the ‘Finance’ Category

Stock market trends – pivots
If you study a stock chart you will discover that sometimes significant trend reversals happen when a stock chart bar is higher than the previous bar and the following bar, specially in a monthly bar chart. Excel is a fantastic tool […]

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 showed you how to identify the trend using moving averages. The following picture shows you a stock chart with two […]

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 range and change index/company. Price data is quickly and automatically fetched from yahoo finance. This post shows you how to […]

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 Value). I made a similar blog article before (Calculate your stock portfolio performance with Net Asset Value based on units in […]

Sum security holdings monthly and yearly in a pivot table
Did you know that you can use a pivot table to summarize portfolio holdings at any point in time? If you trade securities or work as an accountant this blog post is for you. I am going to demonstrate how to sum […]

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 off. In fact, Warren Buffet recommends investing in an SP500 index fund if you have no knowledge investing in the stock […]

Adjust stock chart axis automatically
I posted a userdefined function a year ago that automatically imported stock prices from yahoo finance. The workbook demonstrated in this blog posts imports stock prices and refreshes a stock chart. The problem is how excel calculates maximum and minimum axis […]

Add buy and sell points to a stock chart
It is easy to create a stock chart in excel. In this post I am going to describe how to insert buy and sell points. A 50 day moving average will work as an indicator. If the average changes from […]

Excel udf: Import historical stock prices from yahoo – added features
This post describes how to import historical stock quotes from yahoo. This custom function is more advanced than the previous one: Excel udf: Import historical stock prices from yahoo You can choose: Start date End date Interval (daily, weekly and monthly) […]

Excel udf: Import historical stock prices from yahoo
Here is how to quickly import historical stock quotes from yahoo. First you need to know the company ticker. Go to Yahoo Finance and type the company name here. Microsoft has symbol ticker msft. Use the argument msft in the custom […]

Sum unique distinct invoices in excel 2007
Question: I have a long table The key is actually col B&C BUT…sometime there are few rows with same key (like rows 3:4 or rows 8:10). I'd like to sum data in column D and to consider same key rows […]

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 you enter your bills due date and their frequency. However what makes mine different than yours is I'd love for […]

Cash drawer bill extractor template in excel
Question: I need to setup a template to remove the largest available (Qty and denomination)bills and leave exactly $150 back in the cash drawer in small bills, change and rolls of change. I need to remove exactly $ 1178.29 in […]

Excel udf: Find positive and negative amounts that net to zero
I created/modified an udf to solve his question: Find positive and negative amounts that net to zero in excel Question:I would like to reduce the number of open items by identifying positive and negative amounts that net to zero and clear […]

Excel udf: Find numbers in sum
This article describes how to find a sum from a range of numbers using a user defined function. Let´s see how quickly excel solver finds the numbers using the instructions from this post: Identify numbers in sum using solver in excel. […]

Tracking a stock portfolio #2 in excel
This is follow up post to: Tracking a stock portfolio in excel (auto update) In this post we are going to calculate cost basis and returns. The calculations are simplified, commissions, stock splits and dividends are removed from calculations. In the […]

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 with a unique stock symbol per row. He also wants the range extended down to include new rows as they […]

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 easily add/delete records without changing the formulas, in other words cell refs to the table are dynamic. I am going 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 prices. Dividends, interest, deposits and withdrawals are not calculated in this post. In another previous related post we created a […]

Automate net asset value (NAV) calculation on your stock portfolio (vba) in excel
Introduction In this post I am creating a spreadsheet that will calculate stock portfolio performance. To do this I am calculating net asset value (NAV). Net asset value is the value of each stock and the account balance summed, calculated […]

Calculate your stock portfolio performance in excel
Track your stock investments in excel and use a web query to import current stock prices from yahoo. Setup excel sheet Concatenate stock symbols Import current stock share prices using a web query Refresh web query to update stock prices […]

Dynamic stock chart in excel – Add date ranges
Table of contents Introduction Create a lookup table Create a drop down list Change web query parameter Add dynamic ranges to stock chart Introduction I have previously posted how to create a dynamic stock chart in excel. It is really […]

Create a dynamic stock chart using a web query and a drop down list in excel
In this blog post I´ll show you how to update a stock chart in excel using a drop down menu and a web query connection. Create list of companies and corresponding tickers Create a dynamic range Create a drop down […]

Scan stock markets in excel
You can make Excel scan stocks automatically. In this post I´ll show you how to: Automate Excel to download historical stock prices using a web query Scan historical stock prices to identify trends using latest 50 day average Iterate through […]

Stock alerts in excel
In this post I will show you how excel can monitor stocks prices. Table of contents Introduction Create stock quotes separated by comma (vba) Setup a web query to import stock prices from msn money Create stock alerts when a […]

Learn how to create a stock chart in excel
Table of Contents Create a stock chart in excel 2003 Create a stock chart in excel 2007/2010 Create a stock chart in excel 2003 This tutorial will show you how to create stock charts in excel 2003. How to copy […]

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