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How to use Excel to Track Stock Portfolio?

Description

Microsoft Excel can import external data from the web. Microsoft shipped Excel with standard stock link. It is easy to set up Excel to track a stock portfolio.

Steps to Setup Stock Portfolio tracking in Excel

  1. Set up stock ticker symbols you want to check. It is better to start from row 4 since it looks better after the work is done. Add a new data connection in Excel

    Enter Stock Ticker Symbols you want to check

    Enter Stock Ticker Symbols you want to check

  2. Select “MSN MoneyCentral Stock Quotes”

    Select MSN MoneyCentral Stock Quotes

    Select “MSN MoneyCentral Stock Quotes”

  3. Click on “Property” button and click on “Definition” tab. Then click on “Parameter” button.

    Modify Properties

    Modify Properties

  4. Select cells $A$4:$A$6  in sheet1 (ticker symbols setup in step 1) for future flexibility. Then close all pop up windows.

    Select Ticker Symbols in Sheet1

    Select Ticker Symbols in Sheet1

  5. Click on “Existing Connections ” on “Data Tab” to access the data connection. Then select “MSN MoneyCentral Investor Stock Quotes” and click “Open”

    Click "Existing Connections" in Data Tab

    Click “Existing Connections” in Data Tab

  6. Select import data’s destination cell.

    Select Result Data Location sheet1!$B$1

    Select Result Data Location sheet1!$B$1

  7. If you have connection to Internet, your spreadsheet should show current stock quote. From now on, you just need to click “Refresh All” to update your stock portfolio.

    Final Stock Quote

    Final Stock Quote

Notes:

  1. Microsoft also provides built-in “MSN MoneyCentral Investor Currency Rates” connection for currency rate.
  2. Microsoft also provides built-in “MSN MoneyCentral Investor Major Indicies” connection for major indicies tracking.

 

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