Stock Portfolio — Build & Manage Your Investment Portfolio in Excel
Published by MarketXLS Limited
About this tutorial
Stock portfolio management in Excel - build, track, and optimize your stock portfolio directly with MarketXLS. This session covers everything from setting up a basic portfolio tracker to advanced analysis with real-time data, performance metrics, and risk management. Topics covered: - Stock portfolio setup in Excel with live market data - Real-time portfolio valuation with MarketXLS formulas - Sector allocation and diversification analysis - Performance tracking and benchmarking against S&P 500 - Dividend income tracking and yield analysis - Portfolio risk metrics - beta, correlation, volatility - Rebalancing alerts and optimization - FundXLS for adding ETFs and mutual funds to your portfolio Book a free demo: https://marketxls.com/book-demo Try MarketXLS: https://marketxls.com Options Functions: https://marketxls.com/functions