'Stock portfolio' category


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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 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 […]
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 […]

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More than 300 Excel functions with detailed information including syntax, arguments, return values, and examples for most of the functions used in Excel formulas.
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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.
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