💾 Purchase the file created in this video here: ryanoconnellfinance.com/product/google-sheets-stock-dashboard/ 👨💼 My Freelance Financial Modeling Services: ► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/
@franciswhite419 Жыл бұрын
the link does not work.
@RyanOConnellCFA Жыл бұрын
The link will work now! I appreciate you letting me know Francis
@ScottiePOGG8 ай бұрын
Wow, I bought the spreadsheet and the link does not work. Very disappointing@@RyanOConnellCFA
@RyanFaircloughАй бұрын
Dude this video is so awesome. I started out looking for a sheet to just track my investments over larges gaps of time and found out they can be tracked to the minute, and its super easy to set up. Mind blown.
@RyanOConnellCFAАй бұрын
Thank you so much for your feedback Ryan! Glad I could be of service
@luisparra853011 ай бұрын
Great layout, easy to follow. I would love a similar Googlel-sheets layout for "Dividend ETF" purchases, to track Dividen Yield, Expense Ratio, and other variable pulled from "Google Financials" just like the "Current Price" gets pulled on this worksheet. Thank you, Ryan, very informative.
@RyanOConnellCFA11 ай бұрын
Great suggestion! I can look into that in the future. Thank you!
@jayrajkhunti1814Ай бұрын
Thank you so much it was very informative and useful.
@RyanOConnellCFAАй бұрын
Glad it was helpful!
@urifigueroa84053 ай бұрын
Thanks Ryan I got it fix my bag. works great.
@RyanOConnellCFA3 ай бұрын
Awesome, glad to hear Uri!
@caerleon91769 ай бұрын
Thanks for this! helps learning to use Google Sheets
@RyanOConnellCFA9 ай бұрын
Glad you got some value out of it!
@WILDCARD1019 ай бұрын
Awesome video, just getting into stocks, and this is a great way for me to keep track!
@RyanOConnellCFA9 ай бұрын
Great to hear! I hope it helps you!
@brianmcgee88559 ай бұрын
Thanks Ryan! works like a charm!
@RyanOConnellCFA9 ай бұрын
Awesome, my pleasure!
@davidherald98958 ай бұрын
This was great - very useful content. Thanks for putting this out there!
@RyanOConnellCFA8 ай бұрын
Glad you enjoyed it! It's my pleasure David
@MrRafaelMatiazoguita4 ай бұрын
Great job man 🔥✨
@RyanOConnellCFA3 ай бұрын
Thank you Rafael!
@elroroces Жыл бұрын
Great video! Super well explained. Thanks!
@RyanOConnellCFA Жыл бұрын
Glad you enjoyed it!
@lukebecker71953 ай бұрын
Thank you so much for this video, Ryan! It helped a ton!!
@nadeemlalani181215 сағат бұрын
Is there an option to receive instantaneous tick by tick updates on stock prices for trading portfolios?
@TylerKropf21 күн бұрын
Thanks for the great instructional video Ryan. Would like to add a row or two to compare my returns with YTD S&P 500 and then as an annual comparison. Is there a way to do that on Google Sheets?
@dava123336 ай бұрын
Excelente video. Muy bueno. Claro y conciso.
@compoundingoakАй бұрын
Hi! Thanks for the Video! But if I buy more shares of one stock? For Example, I invest weekly in my portfolio. Is there a way to track my portfolio this way?
@zHurdx Жыл бұрын
Fantastic video!
@RyanOConnellCFA Жыл бұрын
Thank you Max!
@spalace7919Ай бұрын
Thank you, Ryan. Really appreciated. Does anyone know how to calculate 1 day return for Crypto like BTC, ETH?
@andrewereynolds58407 ай бұрын
Great info video.👍👍👍
@mbilly30139 ай бұрын
it would be nice if the transaction sheet for multiple buys and sells of same stocks was also included, just like what you did for the excel equivalent
@RyanOConnellCFA9 ай бұрын
I just added your video idea to my list! For anyone curious, he is referring to this video which includes transactions and dividends in excel: kzbin.info/www/bejne/bH7Pq4CQYqdll9E
@GL-Action Жыл бұрын
Thank you, Ryan. Really appreciated. 🙏
@RyanOConnellCFA Жыл бұрын
It is my pleasure!
@walttrinkala7728 Жыл бұрын
Awesome Video! Keep up the Great WorK
@RyanOConnellCFA Жыл бұрын
Thank you, I appreciate it and will do!
@abrekhov Жыл бұрын
Great video! Thanks! Do you have any recommendation how to track each purchase of same stock in some timeline? Cause each purchase can have different price. Is it better to track this on different sheet?
@RyanOConnellCFA Жыл бұрын
My pleasure! You can follow the methodology that I used in this video to accomplish that: kzbin.info/www/bejne/bH7Pq4CQYqdll9E
@pghomies9 ай бұрын
Hi there I'm thinking about buying your template. Does it work with EM stocks, particularly Thailand?
@RyanOConnellCFA8 ай бұрын
Hello, thank you for considering purchasing the file! I believe that should work for you if you set the exchange to Stock Exchange of Thailand. You can always test that out in a basic excel sheet before purchasing the file using the =STOCKHISTORY() function
@jkstudioart Жыл бұрын
how you do it, to put the price for stock, when you buy same stock couple times for different prices ? do you mean to use average price ?
@RyanOConnellCFA Жыл бұрын
Use a weighted average for the share prices in this situation. For example, if I bought 10 shares for $10, and 5 shares for $30, I would put $20 (= (($30*5)+($10*10))/(10 + 5))
@jkstudioart Жыл бұрын
@@RyanOConnellCFA thanks for advice and good video. Ive made my portfolio sheet today too finaly
@albertTarry3 ай бұрын
Thanks for the video! Does this work the same if we input a mutual fund vs stock perhaps in a new page?
@RyanOConnellCFA3 ай бұрын
My pleasure! Unfortunately, I do not believe the Google Finance API supports mutual funds
@jasonchan275 Жыл бұрын
May I ask how I could include Buy and Sell multiple stocks in a transactions sheet in which I connect to this main Stock Dashboard? It would be grateful if you could make another video including “Buying&Selling” transaction sheet and Stock Portfolio Dashboards. Thanks!!!!
@RyanOConnellCFA Жыл бұрын
Hey Jason, I have a video of how to add a buy and sell transaction sheet into an Excel stock tracker here: kzbin.info/www/bejne/bH7Pq4CQYqdll9E I can look into replicating this in Google Sheets in the future
@matthewh77678 ай бұрын
Should the wrapped section easily delete or did I do something wrong ?
@RyanOConnellCFA8 ай бұрын
Hey Matthew, could you point me to the timestamp you are referring to?
@petrs3798 Жыл бұрын
Hi Ryan, Do you know how to get EV google sheet formula from yahoo finance statics table ?
@RyanOConnellCFA Жыл бұрын
Hi there! Yes, you can retrieve the Enterprise Value (EV) from Yahoo Finance by using the IMPORTXML function in Google Sheets, targeting the specific element on the Yahoo Finance statistics page where the EV is displayed. Just a warning, web scraping can get weird and messed up if Yahoo Finance makes changes to the page in the future
@pmanager-of1fk5 ай бұрын
I have a question . umm, can I also use this same sheet for Mutual Funds instead?
@streetsg9 ай бұрын
Hi, does the stock tracker update prices by itself?
@RyanOConnellCFA9 ай бұрын
Yes it will as long as you are connected to the internet!
@AlfordLau Жыл бұрын
Thank you.😊
@RyanOConnellCFA Жыл бұрын
My pleasure Alford!
@mattshaffer47653 ай бұрын
How does this stock portfolio tracker account for individual stock transactions and realized gains over time compared to indices like qqq or spy? Say I've bought several shares of meta and trimmed the position to lock in a gain? Say the same thing for Ally that I've had for several years where I've bought and sold and then re-bought a portion of my position over that time frame and overall marketk returns annualized vs. the SNP?
@futsuu3 ай бұрын
How do you factor in different cost basis buys for the same ticker ticker symbol?
@kushankuru684011 ай бұрын
hello Ryan, I paid for the sheet for the tracking sheet, can you please send me the file. i am new to google sheets and i may have lost it. thx much
@RyanOConnellCFA11 ай бұрын
I have just sent it your way. It is possible that it ended up in your spam folder
@Grace-wq7fz5 ай бұрын
What do you do if it says n/a for market cap, I put the ticker symbol but I don't think it is recognised
@wassaapRA7 ай бұрын
How do we make this work for a different currency - I have stocks in both USD and CAD?
@arielsigler948 Жыл бұрын
How can I get the "Current price" for ZPRX and ZPRV small value cap etf ?
@RyanOConnellCFA Жыл бұрын
Hello, are you not able to pull those prices using the =GOOGLEFINANCE formula?
@arielsigler948 Жыл бұрын
I don't know how to find how Google finance call these ETF. In website they are called ZPRX and ZPRV but it dosn't work with Google finance@@RyanOConnellCFA
@VasimSubhaniya5 ай бұрын
Superb, Dear can you help me out to have the Value of indian stock in Rupees.
@Chuksenyi9 ай бұрын
Can I create a tracker for example Nigerian stocks? I can see all the companies are US companies.
@RyanOConnellCFA9 ай бұрын
To my knowledge, Google Sheets does not natively support Nigerian stocks unfortunately
@Chuksenyi9 ай бұрын
@@RyanOConnellCFA thanks I figured also.
@RyanOConnellCFA9 ай бұрын
@@Chuksenyi Wish I could have been of more help!
@urifigueroa84053 ай бұрын
IS your download still working? i Payed but could not get it in my spread sheets..
@RyanOConnellCFA3 ай бұрын
Hey, I just got back to you via email with instructions! If you have any problems, please respond to my email. Thanks for buying the file!
@Archiebold3817 ай бұрын
Hi there, Could you send me the file pls. I have paid but am unable to find the file or the link doesn’t work? Thank you.
@RyanOConnellCFA7 ай бұрын
Hello, thank you for purchasing the file! Please email me at ryan@ryanoconnellfinance.com with your order number and I will send you the file
@EdwardGil-gd5pf6 ай бұрын
how to replace the figures in column "E"? thanks
@l3eams-_ Жыл бұрын
How would I add a DRIP column?
@RyanOConnellCFA Жыл бұрын
What does DRIP stand for?
@l3eams-_ Жыл бұрын
@@RyanOConnellCFA dividend reinvestment program
@EDDIEGARAGE6 ай бұрын
ther is a fault in column "E" can not edited
@eraykai Жыл бұрын
Hi. Could you please explain how to track a trailing stock loss?
@RyanOConnellCFA Жыл бұрын
Hello Edidson, do you mean a trailing stop loss?
@eraykai Жыл бұрын
Hello Ryan, thanks for asking. yes that’s what I mean.
@RyanOConnellCFA Жыл бұрын
Unfortunately, this dashboard isnt complex enough to add a trailing stop loss. I will likely revisit this concept in the future and make a more sophisticated dashboard however
@Grace-wq7fz5 ай бұрын
What do you do if it says n/a for market cap, I put the ticker symbol but I don't think it is recognised
@HjbProductions4 ай бұрын
Is there a way to add Cash Flow through Google Finance?
@tenmaruhakuchou Жыл бұрын
Hey Guys is there a way for the google finance function to show me the currency of the stock?
@RyanOConnellCFA Жыл бұрын
Certainly! The Google Finance function in Google Sheets can provide the currency of a stock using the attribute "CURRENCY". For example, to get the currency for Apple Inc., you would use =GOOGLEFINANCE("NASDAQ:AAPL", "CURRENCY"). This will return the currency in which the stock is traded.