This spreadsheet can be used for managing a basic stock portfolio, including simple tracking of stock purchases and sales. Please note that any stocks listed in the template are in no way being endorsed; this is a stock portfolio example primarily designed for educational purposes. The spreadsheet can be used to record purchases and sales of stock, to aid in analysis or planning. It should not be used for tax purposes, as financial advice, or as a floatation device.

Anyway, a stock portfolio tracker will help give you an overview of your stock portfolio, so you can not only keep tabs on your current investments, but see which of your past investments paid off, and which were Pets.com. By entering all of your transactions into a simple spreadsheet, you can have a running tally of what you bought and sold, when, and for how much. Whether you're trying to evaluate how you should rebalance your portfolio, or just deciding which of your current holdings can be sold off, having all your information in a single stock spreadsheet makes things more convenient.


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A stock portfolio tracker is a way to see all of your investments in one location, so you can more easily track their performance, and make changes when you notice that prices have risen or fallen to pass a certain threshold. And of course, because this tracker is in the form of a customizable spreadsheet, you can modify the template to include anything else you want as well.

If you're not paying a hefty fee for a brokerage firm to manage and track your stock portfolio for you, then you may have to do it yourself. On the other hand, those fees can easily add up to thousands of dollars, so even if you have to take a few minutes to enter your transactions into a stock spreadsheet, you'll be well paid for it.

When it comes to investing, it's safer not to have all your eggs in one basket. But if you have accounts with more than one brokerage firm, then even if they each send you a summary, you'll still want some sort of centralized stock tracking spreadsheet where you can view all of that information at once.

I'd prefer not to make a validation list of manually entered times and days. I've been playing around with Excel's new stock market features, but of course when the stock market closes there's no new data to watch.

I was hoping to have a few cells up at the top of the sheet that will automatically say "Open" or "Closed" for the markets I watch. Given that Excel can pull live data on the individual securities, it should be able to get general market data as well, right? I just don't know where to look, and google searches are failing me.

The US Stock Market Tracker template provides an overview of the U.S. stock market, displaying the performance of the three major indices DOW, S&P500, and NASDAQ 100. This template tracks the performance of 529 stocks that make up the indices.

Market analysis is an essential tool for investors to make informed investment decisions. Excel templates such as the US stock market industry stocks analyzer and the India stock market industry stocks analyzer can assist in the analysis of industry-specific stocks. These templates allow the analysis of stocks across any two measures using scatter plots, analysis of stocks in specific industries, and comparison of two or more stocks across various measures.

You can now track your stock market investments with ease using the Stock Portfolio Tracker 2023 Excel Template. This template provides a one-stop solution for entering all stock transactions in a single table and viewing the current market value of all stocks and cash balances. With the portfolio mix categorized by instrument type and industry, you can easily keep track of their portfolio performance.

Please take a look at the screenshot of an Excel schedule I put together of global markets indexes I was able to link with Excel stock data types, and the data card of one of them not only does provide the correct points from the last trading day close, but it also clearly indicates on the bottom righthand corner under "Instrument type" as an "INDEX".

Nothing so far...

I also learned as I was developing some more complex tables to fetch historical stock data via STOCKHISTORY function (which also pulls data from the data types functionality) that this data fetching feature is still ways to go in order to get to some robust state. It still does a lot of data lagging, compromises sheet processing performance, etc.

I'm currently giving up that route and fetching financial instruments historical data and other related info using Power Query scripts via Yahoo! Finance links, and that also applies to global stock exchanges indexes.

@leolapa I would add that Canada's newest equity exchange is not there, yet because it has started small, it is no doubt the fastest-growing equities and ETF exchange in Canada. Originally dubbed the NEO Exchange when it was created in 2014, it has been acquired by CBOE (yes, THE leader in options trading), and is now called CBOE Canada. This marks CBOE's entry into regular equities trading, an initiative that is intended to grow into a multi-national network of equities markets world-wide. (To be clear, this is a STOCK market, not an options market.) CBOE Canada is also the only Canadian exchange that lists Canadian Depositary Receipts (CDRs), which allow Canadians to buy major US securities without currency risk (much like ADRs in the US). In short,I think that we're all in agreement that Microsoft needs to escalate it's efforts to fill in the gaps in it's promise to deliver stock prices and other timely information for all equities exchanges, not just the major US ones.

As a (2nd best) alternative to the (many?) outstanding flaws in the Microsoft/Refinitive implementation of the Stocks data type and STOCKHISTORY function, you can always use Web Queries in your spreadsheets to access data from any web site that provides stock data in tabular form. It's kludgy, but once implemented it works better than data downloads and cut&paste. My dynamically-updated stock exchange indexes spreadsheet gets it's numbers (probably slightly delayed) from Yahoo! Finance. I just set up a watchlist there with all the indexes I want and put it's URL into a web query. A click on Refresh All gets the latest numbers, just as with the Stock Type/STOCKHISTORY approach.

for example i put tow more company in my excel sheet : (CompanyB and CompanyC) with more data i fill, so that you can look into it to understanding all trading i make and how my bank calculations loss/profit and how they calculate my shares average cost/total Shares cost

i reshare my Test Example

Alpha Vantage provides realtime and historical financial market data through a set of powerful and developer-friendly data APIs and spreadsheets. From traditional asset classes (e.g., stocks, ETFs, mutual funds) to economic indicators, from foreign exchange rates to commodities, from fundamental data to technical indicators, Alpha Vantage is your one-stop-shop for enterprise-grade global market data delivered through cloud-based APIs, Excel, and Google Sheets.

Backed by the prestigious Y Combinator and composed of a tight-knit community of AI researchers, software developers, and financial market experts, Alpha Vantage Inc. has partnered with major exchanges and financial institutions around the world to become a leading provider of global stock APIs as well as foreign exchange rates (forex) and cryptocurrency data feeds. Our cloud-native APIs are centered around rigorous research, cutting edge AI/ML technology, and an unwavering focus on democratizing access to premium-quality financial data.

My code creates excel file for a stock (symbol) and adds sheets into it (1m,3m,5m...) and saves the file and then pulls the data from stock market api and saves into correct sheet. Such as ETH/BTC, create the file and sheets and pull "1m" data and save it into "1m" sheet.

Code creates file and sheets, I tested it.The problem is after dataframe is written into excel file it deletes all other sheets. I tried to pull all data for each symbol. But when I opened the excel file only last time frame (1w) has been written and all other sheets are deleted. So please help.

To get started after you install, click the Launch Stock Connector button on your Home tab. Once it launches, type a ticker (like "MSFT" for Microsoft's stock, "VOO" for Vanguard's S&P 500 fund, "VTSAX" for Vanguard's Total Stock Market mutual fund, "VOW-GY" for Volkswagen's stock on the German XETRA exchange, or "BTC/USD" for Bitcoin's price in dollars) and click the Connect button. Stock Connector allows you to choose the location where it inserts the quote price (last trade) or the daily change %. Then those values are updated automatically throughout the trading day at an interval you specify. You can also search for symbols by entering a company name. The app is intended for creating a variety of portfolio-tracking spreadsheets or more complex stock-management and finance tools in Excel.

Tracking portfolio performance regularly is a good investment practice. Online platforms such as Yahoo Finance help do this in real-time. But, it may not be enough for sophisticated investors and market analysts looking for a more organized manner to keep track of portfolios. Connecting Yahoo Finance to Excel can bridge the stock market live data with a powerful analysis tool.

This template also contains a very basic stock portfolio worksheet that uses VLOOKUP to get the current price based on the stock symbol. Note the disclaimer (not for professional or stock trading purposes or advice).

The GOOGLEFINANCE function in Google Sheets allows you to get delayed quotes for stocks and mutual funds. After creating a table for the symbols that you want, you can publish the sheet as a web page (via File > Publish to the Web). You can then import the data into Excel via a web query that uses the Google Sheet as the data source. To do this, follow the steps below: 2351a5e196

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