Excel Stock Portfolio Dashboard - FREE File Download

Build your own personal stock portfolio dashboard using the built in tools available in Excel for Microsoft 365.

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⏲ TIMESTAMPS
0:00 Introduction
0:46 Dashboard Overview
2:37 Stock Data Types
3:54 Current Holdings Summary
7:54 Sparklines with STOCKHISTORY
10:40 Headline Figures
14:41 Portfolio Summary by Industry
16:39 Shares Watch List

[edwardchau]

I've been busy with other things, but in the coming years, I will be spending a significant amount of time learning from Mynda. It's everything I need to know.

[pressrepeat]

Incredible how good you are at teaching. It’s so clear when you explain what each function does as you type it in, makes it very easy to follow and understand what’s going on. Thank you!

[MoHiT-hpgv]

WOW.... I WAS IN SEARCH OF THIS. I HAVE FALLEN IN LOVE OF YOUR VIDEOS.

I WILL REPLICATE IT TO INDIAN STOCK MARKET.

THANKS A LOT SISTER. THE WAY YOU EXPLAIN IS INDEED AWESOME.

[Revantrekk]

does she even excel, though? :))
in all seriousness, I've been following Mynda for a couple of years now and she's probably the most well versed Excel professional on youtube. I've seen many great content creators but she just adds an extra touch.

[chilllmax]

I already built most my stock portfolio but I didn't know about the 'stockhistory' function in Excel. Now I can easily graph my %gains/losses of each stock according to my buying date value. Also I pulled my currency exchanges from an external source, way easier like you did in Excel itself. Thank you so much :) learned a lot!

[filippoghezzi]

Thank you very much for sharing your knowledge. I am starting to create my portfolio tracker and this video was very useful. I just wish you had inserted purchases of stocks in other currencies as well since, personally, in my portfolio I purchased some stocks in USD and CHF but the overall totals are in euro because the bank is in EUR

[QuebecSouverain]

Thank you for the tutorial! I have too many stocks on my watchlist for the watchlist section to be useful ahaha and since I mostly invest in stocks and ETFs to hold for a long time and collect dividends, I added a dividend section to my tables!

[Ignacio_Bel_Vidal]

I am loving it already, I have my own excel data sheet already and will improve it 100%! My best Minda! ....remember...you're the oneeee....
best from Barcelona

[enilon]

You are so good at teaching! Simply incredible :D

[investingtools]

Thank you! Everything was very well explained! :)

[Slifer]

I cannot express how gobsmacked I am by this spreadsheet/excel's new functions, and i am already quite familiar with excel...
MS should sponsor this vid (if they arent already) cuz i bet other people are now going 'finally a worthwhile reason to get 365'. Lots of thanks for the quality content, keep it up!

[nelsontcs]

This is a real deal!!! I've watch many portfolio tracker tutorials but only cover minor technic on excel. Thanks so much for sharing.

[rvankuyk]

Really great stuff, very useful and great to learn some new techniques. Would be awesome to see an example where the template supported stocks with different base currencies e.g. AUD and USD. as this will impact calculating portfolio value and overall gain/loss.

[Glitz]

My life would be complete if you could make a similar spreadsheet which also tracks Cryptocurrency. I have spent several years at university and wish my lecturers would explain things as clearly as you do! Great video and a wonderful spreadsheet, thank you! :-)

[travel-warrior]

you just made what seemed impossible, possible, thank you for such clear instructions and demonstrations

[jesuscervantes]

Awesome excel handling. Love all the the formulas used, super practical and smart. Loved it. I did my own dashboard with macros, cracy coding, now you just showed super simple for everybody, NICE!

[chipper]

If you Sell some but not all of a stock, how do you separate out Realized Gains from unRealized Gains using the Ledger?

[Blackheart]

You've been a life saver! Great work in all your videos! They've been really helpful! Would the prices be live or do you have to manually update them each time?

[jhklpa]

A huge thanks from south korea! Although it seems the video has been uploaded for more than a year, I've started learning excel lately and found this recently. Its true there are a lot of helpful contents in the internet but by far this video was one of the most helpful one applying my purpose for learning. Thanks again. I am very excited to further study with your tutorials!

[Coyotehello]

there is no way I could have build anything resembling this dashboard. Amazing.
I just downloaded the file (thank you) and will now go play with it. I am certain I will get into trouble and that is part of the fun in learning Excel.