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 […]

Compare the performance of your stock portfolio to S&P 500 using Excel
Table of Contents Compare the performance of your stock portfolio to S&P 500 Tracking a stock portfolio in Excel (auto […]

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 […]

Automate net asset value (NAV) calculation on your stock portfolio
Table of Contents Automate net asset value (NAV) calculation on your stock portfolio Calculate your stock portfolio performance with Net […]