How to create a stock watchlist with Excel | Investing 2020

Welcome to my Perspective guys! In this video I show you how you can use Excel to your advantage. Create a stock watchlist for yourself and start investing! But make sure you do enough research before you buy.

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Tools used in this video:
iMovie - v10.1.14

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Disclaimer:
The content in this channel is for educational purposes only. This channel does not provide any financial advice nor should the content be taken by the viewer as financial advice in any way. To the best of our knowledge, the information provided is true, accurate and up-to-date. We do not accept liability for any losses to your investments arising directly or indirectly from the reliance on the content in this video and this channel. The viewer should conduct their own research and make their own judgements and is encouraged to seek independent financial advice.

[marcusspagnardi]

Awesome video man I am about to start investing and needed this video to help me create a watchlist 👍🏼.

[jerrydellasala]

I've been working with Stock Data extensively for a few months. The stocks I wanted to use were in a CSV that needed to be updated regularly, and at the time it seemed like there was no other way to update the Stock Data without refreshing the CSV (imported using Power Query). I wrote a macro that would import the CSV and then select the column with the Ticker (symbol) and convert it (back to) a Stock Data type. The macro grew as I hid the display, returned to the worksheet I started on, and even cleared the filters on all tables as the macro would crash if a table was filtered. Then earlier this week I discovered that you can right click on the column with the symbols and select "Data Type -> Refresh" to update the Stock Data and bypass having to do a Refresh All. While all my data is in an Excel Table, it would work for a range as well. I put that action into a macro that saves a LOT of time on a refresh!

[richardbroom]

I love how you prepare your information precise and clear. Easy to follow tutorial. Thank you. I am now a subscriber.

[jennw]

Thank you for explaining this so well!

[SamuelHsiao]

This is very useful! Thanks for sharing the build up!

[CJ-trji]

Great stuff Daniel! Interested to see how the manual dividend import process looks like

[harrybs]

Wow, thanks for sharing your knowledge, very helpful. 😀

[danielwang]

Thank you Daniel! Very useful, more please

[jaehus]

hi, I have the latest version of Microsoft 365 but do not have this facility. please can you let me know why ? Thank you

[angeladebries]

Thank you very much for this tutorial! Much appreciated. I have one question and you might be able to help. I have an ETF with symbol ESPO which is traded on the NASDAQ. However, my bank trades it on London Stock Exchange. I already tried to manually force to switch from XNAS:ESPO to XLON: ESPO in Excel but it doesn't work. Do you have any idea how I could achieve this?

[chamindasilva]

Is there easy way to download the dividend data???

[dilhanprasanna]

on my excel window I can't see a button of stock what's the reason?

[emcee]

Anyone has any idea from where the watchlist popped up from the bottom tab? At the 3 min 57s mark come from? 🧐 Seems to come from nowhere

[wafflezplay]

Wow this was very helpful!
-Jonathan