Author Topic: Microsoft Excel for Stock Portfolio  (Read 3496 times)

drairlimpid

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Microsoft Excel for Stock Portfolio
« on: June 23, 2013, 02:42:37 PM »
I'm not an expert when it comes to Microsoft Excel and inputting the different formulas to get what you want.  I want to create an excel file on Google Drive where I can input my stock and it will be automatically updated with the latest price, dividend yield, EPS, P/E, etc etc from Yahoo! Finance or Google. I'm having a hard time finding a template online and was wondering if anyone has an Excel template they would like to share or direct me to the place they would be helpful.  Thanks in advance for your help!

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Re: Microsoft Excel for Stock Portfolio
« Reply #1 on: June 23, 2013, 03:05:13 PM »
dont have it made myself, but microsoft has a detailed outline on how to do this
https://office.microsoft.com/en-us/excel-help/get-external-data-from-a-web-page-HA010218472.aspx

drairlimpid

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Re: Microsoft Excel for Stock Portfolio
« Reply #2 on: June 23, 2013, 09:31:52 PM »
 
dont have it made myself, but microsoft has a detailed outline on how to do this
https://office.microsoft.com/en-us/excel-help/get-external-data-from-a-web-page-HA010218472.aspx

Thank you for your response eyem! I went to the microsoft website that you provided but after following the instructions from the link, I somehow can't use specific data that I need.  It allow me to import the data in a chart format into Excel, but not specific info that I need. I'm not sure what the problem is. :-/

aclarridge

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Re: Microsoft Excel for Stock Portfolio
« Reply #3 on: June 24, 2013, 08:23:23 AM »
I posted a spreadsheet I made in another thread - in one of the tabs, it grabs prices from Yahoo Finance. You can ignore/delete the other sheets, and just use that sheet if you want. Should do what you want.

http://www.mrmoneymustache.com/forum/investor-alley/question-about-calculating-annual-rate-of-return/msg87869/#msg87869