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Showing posts with label portfolio. Show all posts
Showing posts with label portfolio. Show all posts

27 August, 2021

STOCK PORTFOLIOS Tracking with Yahoo Finance in Excel - Part 3

After completing Excel tables (in Part 2) for tracking trades in your account, it's time for creating some summary of your Portfolio performance. For this purpose you can create another Excel Table (e.g. called "Portfolio Status") and a chart based on the table content. This will allow you to conduct a quick and easy visual evaluation of your investment positions.

Start with adding a new worksheet named e.g. "Performance". First, create the table. Here is an exemplary format and content:

As in previous tables the cells filled with green colour indicate data entry cells. The remaining cells contain formulas filled automatically after entering all necessary data. Cells in column E are conditionally formatted, so that cells showing gains are filled with yellow background.

26 August, 2021

STOCK PORTFOLIOS Tracking with Yahoo Finance in Excel - Part 1

Do you want to manage your stock portfolio in Yahoo Finance and follow its performance in your private Excel workbook rather than somewhere in a cloud? If so, I'll show here, step by step, how to do it.

I assume that you are actual user of the Yahoo Finance site. If not, then sign up there with user Id. and password.

Create your own portfolio, if you don't have any yet, by clicking on Create Portfolio in the menu, entering portfolio name (e.g. "BestView") and selecting the currency. Click on Submit button.

At this stage you can select either one of the available Views, e.g. "DayWatch", or use Create New View option to make your own selection of portfolio columns you want to include in your View. Having done the selections, now enter your stock symbols you need to follow.

When you finish, your portfolio could look like e.g. this in the "BestView" (View using your own selections of columns: 

If you change your mind, you can still edit the table after clicking on Edit View).