Stock Price Calculator Excel Template
Stock price tracker in Excel. Fetches real time stock quotes and calculates profit/loss on your portfolio! No installation, no monthly fees.
Tracking financial market news and keeping up with the latest stock quotes can be a hassle for most traders. So, our Stock Price Calculator Excel Template is designed to give you the opportunity to get up-to-date stock quotes for your portfolio. Therefore, you can view the latest Apple or Amazon stock price to compare which one is better to invest in.
In particular, with the help of a built-in calculator, you can just enter your stock symbols and the number of shares you have bought. Afterward, you can see the current value of your portfolio and the gain or loss compared to the previous day!
Now it gets easier than ever to see how your stocks perform at a click of a button. Furthermore, No login, monthly fees, or complicated applications.
Excel Stock Price Template Features:
In general, the template consists of two main sections these are the Dashboard and the Navigation Sheets. Under navigation, you may find the Portfolio Calculator, Indicator Explanations, and Company Symbol List.
As a matter of fact, the Excel Stock Price Calculator retrieves the latest available data from Yahoo Finance. There are 50 rows of the available input area with almost 7000 available stocks.
Now, let’s continue by reviewing the Dashboard.
This is a dashboard where you can collect different details of stocks. You need to select the “Symbol” column from the dropdown menu. After that just click “Fetch New Data” and the rest of the table will be filled out automatically.
On our Excel stock price dashboard, you can choose what info is collected by clicking on the column header and selecting another option. Just click on the header below and select a different indicator from the list. After that, again click “Fetch New Data” and the table will be updated.
There are 3 different sections under the Navigation.
Excel Stock Portfolio Calculator:
You can use this section to generate the profit/loss of your portfolio. Stock Price Portfolio Calculator fetches the latest values and calculates a total profit/loss according to your stocks and amount of shares. For example, you’ve bought stock from Apple, and you want to see the latest Apple stock price with your gain or loss.
All you have to do is to fill in the required info and press the “Calculate” button.
Firstly, you will select the symbols for your stocks in the “Symbol” column. After that continue with entering the number of “Shares” and click “Calculate”.
Please fill in the “Symbol” and “Shares” columns only. Following that, the rest of the table will be calculated automatically.
Now you can go to the next step on this Excel Stock Price template and enter the volume of stocks in your portfolio and the calculator will get the latest close price. After that, together with the volume of your portfolio, you will get the following:
- Total number of shares
- The total value of your portfolio
- Daily performance
- Individual value and latest price of each stock in your portfolio
- Gain/Loss of each individual stock
- Total Gain/Loss of all your stocks in your portfolio
The top row shows the total shares, value, and overall performance of your current portfolio.
In this section, you will find the details of each indicator. You can refer to these explanations below to see exactly what info you can request.
Company Symbols List:
This is a comprehensive list of all stock symbols you can use in this template. Use this section as a reference in case you are not sure about the symbol of a company. So you don’t need to look for it online if you don’t already know it.
Excel Stock Price Calculator Features Summary:
- Stock Quotes in Excel
- No installation needed, ready to use
- Current portfolio view
- No monthly fees
- Suitable for both beginner and experienced traders
- Make your own calculation as the data is in Excel
- On-sheet instructions
- Compatible with Excel 2007 and later versions
This template relies on the data provided by Yahoo Finance. Someka is not responsible for any liability for any damages -whether direct or indirect- on lost profits, indirect, special, or consequential damages. Including damages of you or any other person seeking relief through you, relating to the accuracy, delays, or omissions in any data.