![]() ![]() There are 7 possible transaction types supported in the template. You can select the stock you are interested in. Select-the-stock-from-the-list - stock portfolio tracker excel If Excel does not recognize your stock symbol, it will pop up this data selector box. In the above screenshot, we have entered several transactions.Įnter Transaction date and Ticker symbol of the stock you traded. Then we can enter each transaction in the table. Entering Stock transactions in Excel (click to view in full size) In the transactions sheet, we begin by entering the Starting cash balance at the top. Portfolio Dashboard – which is fully automated and displays the Portfolio dashboard.Transactions – where you enter all the stock transactions.How to track your Stock Portfolio in Excel Premium Attendance Report (Google Sheet).Group Shared Expense Calculator (Excel).2023 Free Google Sheet Calendar (Any Year).2024/2023 Premium Google Sheets Calendar.Kanban Board Task Tracker (Google Sheet).Resource Capacity Planner (Google Sheet).Fitness & Weight Loss Tracker Excel Template.RSI Relative Strength Index (Google Sheet).Exponential Moving Average Crossover (Excel).India Stock Market Tracker (Google Sheet).Simple Moving Average Screener (Google Sheet).Stock Price Analysis Chart (Google Sheets).Rental Inventory Tracker (Google Sheet).Manufacturing Inventory Tracker (Google Sheet)).Manufacturing Inventory Tracker (Excel).Inventory and Sales Manager (Google Sheet).Retail Inventory Tracker (Google Sheet).Retail Business Manager Pro (Google Sheets).Manufacturing Business Manager (Google Sheet).Small Business Finance Manager (Google Sheet).Employee Net Promoter Score (Google Sheets).Employee Annual Bonus Planner (Power BI).Employee Annual Bonus Planner (Google Sheet).Salary Structure Calculator (Google Sheet).PTO Balance for Salaried (Google Sheet).PTO Manager for Salaried (Google Sheet).Learning & Development Dashboard (Google Sheet).Learning & Development Dashboard (Excel).Compliance Training Dashboard (Google Sheet).Free Recruitment Tracker (Google Sheet).Recruitment Tracker Dashboard (Google Sheet).
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