03 Stock Portfolio - Dashboard in Excel | Part 3 – Prepare Database

✔ Download the Practice file:

✔ Download the Dashboard file from the Store:

In this series of 4 videos, you will learn to create your own “Trading Portfolio – Dashboard” in Excel.
This is the third part of the series, in which we will prepare a database to link it with the dashboard.

Timeline:
00:00 - Introduction
01:12 - Input Data Sheet
04:02 - Master Data Sheet
12:54 - Holding Stock Logic
15:20 - Steps for Holding Stock Calculation
16:20 - Holding Stock Calculation
30:03 - Update Master Data

Playlist - Trading Portfolio - Dashboard:

Part 1: Overview
Part 2: Design Layout
Part 4 - Visualize Dashboard

Be sure to follow the links to stay in touch:

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#excel
#stocks
#sharemarket
#portfolio #portfoliostock #portfoliotracker
#dashboard #leanexcelsolutions #exceltutorial #exceldashboard #exceltemplates

[NaveenSharma]

Its just wow ! You have put a great amount of hard work and explained everything perfectly. Your excel sheet is a 'must have' tool for every investor and trader, much better than online portfolio sites. Great work !!

[michaelharlan]

Wow, what an amazing video!!! You are truly talented. I wish you the best. I truly admire your skills. You have made a new fan! And will support your work anyway I can. Thank you so much for doing this and sharing it with the world.

[SanjayKumar-plpe]

Hi please make a video on only for delivery trades
Or
Upload a excel in u r website

[vijayanand]

Appreciate the detailed explanation, but debugging if something is messed up will be a nightmare.

[rajeshthakkar]

Its a nice dashboard but as I am having multiple demat account so request you to please add option to add demat account column so that we can check holding as per separate demat account

[gitepradip]

Hi, wonderful video!! But unique functions and other formulas don't make sense. Please write me the formulas used in the video.

[hariharagupta]

Hi, your video is great, but I am using the lower version excel hence all the functionality will not support for me, I need one help, how to calculate the profit and loss, example on one stock I made profit of 1000, after some days I made loss of 1200 in the same stock, ho
w to get the final report of -200 for that particular stock, your help is much appreciated

[pradeep]

Hi this is such a wonderful tutorial for learning and I was trying to download the excel file for practice and I see the data is till #212 rows only, am I picking the right file!

[muhammadawaissaqib]

Hi! I am unable to sink in with PSX (Pakistan Stock Exchange). Is there any way to do that manually?

[prernasingh]

I can't see the dataset. Please provide.

[mozhk]

hi how do you solve the dividend? there are only "Sell and Buy"

[dawood_analytics]

where is the dataset? i cant find it. Please reply fast