Create an Excel Investment Portfolio Tracker Template

Jun 10, 2019 | Excel, Excel General | 6 comments

Excel has has improved much since the early day when I started using Excel 2003. With the latest Office 365 update, you can now use the stocks feature to import live stock information.

In this tutorial, we will be learning how to build the a Investment Portfolio Tracker from a blank workbook in Excel.

Note: The stocks feature is only available for Office 365 subscribers. If you don’t have a Office 365 account, feel free to use the link (affiliated link) below to sign up.

Download the Portfolio Tracker Template file LINK

To purchase Micosoft Office 365 Subscription.
https://microsoft.msafflnk.net/mk6Ve

6 Comments

  1. Daniel
    Daniel on 2019-11-23 at 5:12 PM

    Hi Jie Jenn,

    The download is no longer available, can you please re-upload it?

    Thanks

    Reply
    • jiejenn
      jiejenn on 2019-11-24 at 5:35 PM

      Thanks for letting me know. Will upload the file soon when I get a chance.

      Reply
  2. Ligia
    Ligia on 2020-10-17 at 5:52 AM

    Hi Jiejen,

    I really enjoy your video
    i would like to download it, but it ‘s not available.
    im trading futures and im looking for a way to track my trades
    could you please send me a copy or do another video on Futures tracking trades?

    Thanks,

    Reply
    • jiejenn
      jiejenn on 2020-10-18 at 4:08 AM

      I just tried, the link seems to be working for me.

      Reply
      • Brandon
        Brandon on 2021-02-07 at 12:49 PM

        It is working for me as well. Thank you.

        Reply
  3. Patel
    Patel on 2022-11-21 at 5:19 AM

    How can we build company investment portfolio management?

    Reply

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