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Jun 14, 2024 · Popular stock exchanges around the world are easily accessible by this Excel feature, but others are completely unattainable. To use this stock tracking template for mutual fund scanning purposes, you have to manually collect data on mutual fund names, current prices, 52 Weeks’ High, 52 Weeks’ Low, and P/E ratio.

Mar 13, 2025 · Download your free stock portfolio with automatic prices and calculation of profit and loss.

Stock Portfolio Dashboard Excel Template (click to view in full size) The template can handle 7 types of stock transactions (Buy, Sell, Cash Deposit, Cash Withdrawal, Dividend Payout, Dividend Reinvestment, Fees).

May 25, 2024 · Are you looking for a free Excel stock portfolio template? Look no further! We have created a template that you can use right now to track your stock investments. This template is easy to use and customizable, so you can make it fit your own needs. Plus, it's free! So download it today and get started on building your own stock portfolio.

Excel Project Template for tracking stock portfolios with real-time updates and financial metrics. - Michael-Mattsson/Excel---Stock_Portfolio_Tracker_Template

This repository provides a template for a Stock Portfolio Tracker in Excel, designed to help users manage their investment portfolios efficiently. The template includes explanations within the Excel file, allowing users to adjust and update prices, positions, and view real-time financial metrics such as portfolio value and gains/losses.

Our step-by-step guide and customizable Excel Stock Portfolio template make it easy. Start optimizing your investments today.

Nov 7, 2023 · This unique tool is a robust system to keep track of all your stock investments, providing detailed insights, including Purchase Date, Purchase Price, Quantity, Cost, and Current Value. Moreover, it analyzes your stock's performance using real-time data from MarketXLS.com by reflecting changes triggered by market fluctuations instantly.

Manage your portfolio with a template that updates the stock data in real-time. Download our Portfolio Tracker template, available in both Microsoft Excel and Google Sheets, to benefit from a structured and systematic approach to portfolio management.