Archive for Finance
Build a stock chart with two series
This article demonstrates how to create a stock chart with two series.
If you study a stock chart you will discover that sometimes significant trend reversals happen when a stock chart bar is […]
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 […]
This stock chart in excel allows you to change the date range and the chart is instantly refreshed. Here is […]
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 […]
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 […]
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 […]
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 […]
Plot buy and sell points in an excel chart using two moving averages
Below is an animated gif demonstrating a stock chart with monthly prices. Two moving averages #1, #2, buy and sell […]
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 […]
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 […]
Import historical stock prices from yahoo [UDF]
Here is how to quickly import historical stock quotes from yahoo. First you need to know the company ticker. Go […]
Brad asks: I'm trying to use your formulas to create my own bill reminder sheet. I envision a workbook where […]
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 […]
This article describes how to find a sum from a range of numbers using a user defined function. Let´s see […]
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 […]
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 […]
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 […]
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 […]
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 […]
You can make Excel scan stocks automatically. In this post I´ll show you how to: Automate Excel to download historical […]
In this post I will show you how excel can monitor stocks prices. Table of contents Introduction Create stock quotes […]
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 […]
