Hi ,

Personal Stock Portfolio Dashboard

Keeping track of your share trading is easy with this personal stock portfolio dashboard. 

It uses the latest Excel tools* including Data Types and the STOCKHISTORY function to create a report that’s connected to live data and updates at the click of a button.

*Note: requires Microsoft 365. Not suitable for Excel 2019 and earlier.

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Tools & Techniques Used to Build the Personal Stock Portfolio Dashboard

I used several techniques to build this personal stock portfolio dashboard and you’ll find the links to individual tutorials on these topics below:

1. Excel Tables – format your source data in Tables to make it easy to reference in formulas using the Structured Referencing that comes automatically when you insert the Table.
2. Excel Data Types – connect your files to rich live online data with updates at the click of a button. Available for stocks, currency and much more.
3. PivotTables – extract subsets of your data quickly and easily with PivotTable Report Filter Pages.
4. STOCKHISTORY Function – get historical price data about financial instruments.
5. UNIQUE Function – extract a list of unique or distinct values from a range or array.
6. SORT Function – sort cells or arrays in ascending or descending order.
7. SUMIF Function – sum a range of cells based on a condition.
8. TEXT function – apply custom formats to numbers in a formula.
9. Conditional Formatting – make it quick and easy for users to interpret reports with visual indicators.
10. Custom Number Formats – change the appearance of numbers to suit your needs. Rounding to millions or billions, leading zeros, color coding, symbols and more.
11. Sparklines – create cell sized charts to illustrate trends and patterns in your data.

Learn More

The topics above are a great start, but if you’d like to take your Excel skills further, please consider our courses below:

• Excel Dashboards Course – A comprehensive course designed to give you the skills to build dashboards for any industry.
• Excel PivotTable Quick Start – this course will help you overcome your fears and challenges with building PivotTables. It’ll have you up and running in under 2 hours.
• Excel Advanced Formulas - I’ve designed this course to get you quickly up to speed with the functions that are going to give you the biggest efficiency gains. Many of the functions are considered advanced, but when you’ve finished the course, you’ll know like I do, that everything is easy once you know how.
• Excel Expert Course – This course includes the PivotTable Quick Start and Advanced Formulas course as well as a load more topics covering everything from beginner topics (which you can skip if you already know them) to more advanced topics.
• Power BI Course - Power BI offers functionality we can only dream of in Excel. Including secure sharing of reports on any device, clickable chart elements that cross filter and highlight other charts, and much more.

Have a great day,

Mynda Treacy

Co-founder My Online Training Hub

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