Investment Portfolio Excel Template, Live Updates, Stocks & ETFs Tracker, Excel 365

Stock Portfolio in Excel with Live Data. Live Portfolio using Microsoft Excel 365. Excel Financial analysis for Stocks or ETFs.

Get it at my other shop for a 25% discount (use promo code RELOCATE25)
https://bluetigersystems.etsy.com?coupon=RELOCATE25

Track Your Stock and ETF Portfolio with This Excel Template:
Simplify your investment management with this user-friendly Excel template. Designed for quick setup and easy updates, this template automatically pulls stock data directly into your spreadsheet.

Key Features:
Simple Input: Easily add your stocks and ETFs, purchase price, and units.
Automatic Updates: Excel 365 users enjoy real-time stock price updates.
Clear Overview: Visualize your portfolio performance at a glance.
Time-Saving: Spend less time on data entry and more time on investment decisions.

Perfect for:
Individual investors
Beginner to intermediate Excel users
Those seeking a straightforward portfolio management tool
Download now and start managing your investments efficiently!

Link of the video where I built the template to give you an idea how it works:
https://youtu.be/BrcgqzD90bQ

I provide support after purchase, nothing to worry about, just make sure you have EXCEL365 if you want to use the template to its full functionality.

✅𝙒𝙝𝙖𝙩'𝙨 𝙞𝙣𝙘𝙡𝙪𝙙𝙚𝙙
1 Microsoft EXCEL Spreadsheet fully Accessible

✅𝙄𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣𝙨
The Excel is not difficult to use, but I provide some basic instructions on how to use the Spreadsheet.
1. Input your stock data in Column C and press Data/Stocks - If unclear please check my video with link below

2. Input your units in Column E

3. Input the price you bought them at in Column F

4. Clear out all the Stocks (given as example) you do not need from colum C Note: This template is best used with Excel 365 as it brings back all data automatically.  

This is it! You only need to input data in those 3 columns, if you have Excel 365 the Stock will be updated automatically.
You do not need to update anything in the other tabs.

✅𝙎𝙪𝙥𝙥𝙤𝙧𝙩
You get my full support with your purchase. I will provide you with my email address to enable you to contact me directly.