Create Your Own Excel Stock Tracker
Why Use Excel to Track Stocks?
Using Excel to track stocks can provide investors with invaluable insights into the performance and trends of their portfolios. Excel offers a comprehensive suite of powerful tools that enable users to quickly and easily record, analyze, and visualize data. With an Excel spreadsheet, users can easily keep track of stock prices, dividends, company performance metrics, and ratios over time. Additionally, spreadsheet formulas and charts can be used to compare market and industry trends with past performance to identify investing opportunities and minimize risk. Finally, Excel’s data analysis functionality allows users to quickly track more obscure statistics, such as revenue growth, profitability, and performance against competitors. All of these factors make tracking stocks with Excel an invaluable tool for any investor.
Build Your Own Stock Tracker with MarketXLS
Build your own stock tracker with MarketXLS is a powerful and easy-to-use tool that allows users to keep track of their investments with real-time information on the stock market. With MarketXLS, you can quickly create customizable charts and graphs to visualize the performance of various stocks and indexes. MarketXLS also offers a number of tools and features that allow you to analyze trends, develop strategies, and track your investments easily. These tools and features include market trend tracking, financial statement analysis, research report generation, and portfolio monitoring. Build your own stock tracker with MarketXLS simplifies the process for investors looking to monitor their investments and make informed decisions.
How MarketXLS Can Help
MarketXLS is an incredible tool for traders and investors to gain insight and make informed decisions. By utilizing advanced technologies such as artificial intelligence and machine learning, MarketXLS is able to pinpoint valuable information from financial markets and efficiently provide that data in a user-friendly format. With its diverse range of financial analysis and technical analysis tools, MarketXLS can be used to help traders analyze price trends, chart behavior and find hidden opportunities in the market. Additionally, the tool can be used to identify risk/reward ratios, monitor positions and alert when specific events occur. MarketXLS can truly be a valuable asset for anyone who wishes to take their trading and investing to the next level.
MarketXLS offers a range of functions to help investors analyze and track their investments, including:
| Function Title | Function Example | Function Result |
|---|---|---|
| 1 Month Return | =StockReturnThirtyDays(“MSFT”) – Returns the total stock return for MSFT for the given period =StockReturnThirtyDays(“MSFT”,”total”) – Returns the total stock return for MSFT for the given period =StockReturnThirtyDays(“MSFT”,”price) – Returns the price return for MSFT for the given period |
The return is calculated on the closing prices for the given calendar days. The value gets updated everyday at around 5PM EST.Can be used to retrieve total return or price return. |
| 1 Year Return | =StockReturnOneYear(“MSFT”) – Returns the total stock return for MSFT for the given period =StockReturnOneYear(“MSFT”,”total”) – Returns the total stock return for MSFT for the given period =StockReturnOneYear(“MSFT”,”price) – Returns the price return for MSFT for the given period |
The return is calculated on the closing prices for the given calendar days. The value gets updated everyday at around 5PM EST.Can be used to retrieve total return or price return. |
| 14 Day EMA ($) | =ExponentialMovingAverage(“MSFT”)- Returns ExponentialMovingAverage value for 30 day period =ExponentialMovingAverage(“MSFT”,20) – Returns ExponentialMovingAverage value for 20 day period =ExponentialMovingAverage(“MSFT”,20,”9/1/2022″) – Returns ExponentialMovingAverage value for 20 day period with start date 1 September 2022 |
EMA is more reactive to recent price changes and hence the results are more timely and preferred more than SMA by many traders |
| 14 Day SMA ($) | =SimpleMovingAverage(“MSFT”) – Returns SimpleMovingAverage value for 30 day period =SimpleMovingAverage(“MSFT”,20) – Returns SimpleMovingAverage value for 20 day period =SimpleMovingAverage(“MSFT”,20,”9/1/2022″) – Returns SimpleMovingAverage value for 20 day period with start date 1 September 2022 |
It is a tool to quickly identify if a security is in an uptrend or downtrend |
| 15 Day Return | =StockReturnFifteenDays(“MSFT”) – Returns the total stock return for MSFT for the given period =StockReturnFifteenDays(“MSFT”,”total”) – Returns the total stock return for MSFT for the given period =StockReturnFifteenDays(“MSFT”,”price) – Returns the price return for MSFT for the given period |
The return is calculated on the closing prices for the given calendar days. The value gets updated everyday at around 5PM EST. Can be used to retrieve total return or price return. |
Use AI driven search for all functions on MarketXLS here: https://marketxls.com/functions
Download from the link below, a sample spreadsheet created with MarketXLS Spreadsheet builder
Note this spreadsheet will pull latest data if you have MarketXLS installed. If you do not have MarketXLS consider subscribing here
https://mxls-templates.s3.us-west-2.amazonaws.com/MarketXLS-Model-ID-BeDnjm.xlsx
Relevant blogs that you can read to learn more about the topic
Real Time Stock Quotes In Excel
How to Calculate Stock Beta in Excel
Research Stock History with Excel Formulas for Multiple Stocks
Excel Tracker for Dividend Portfolio Monitoring
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