Stock Trading Transaction Logs into a Dynamic Portfolio & Dashboard | Microsoft Excel

Welcome back to Data with Dominic! In today's video, I'll show you how to use Microsoft Excel to transform your stock market trading history into a dynamic stock portfolio.

🔍 What You'll Learn:

Importing your trading history from Zerodha
Creating an Excel workbook that automatically calculates:
The stocks you own
The number of shares you have
The average purchase price
📊 Tools Used:

Zerodha trading history
Microsoft Excel for Mac (applicable to any system and version of Excel)
By the end of this tutorial, you'll have a comprehensive and dynamic Excel workbook to track your stock portfolio effortlessly.

FORMULA'S :-

Adj. Quantity
=IF(I2="","",IF(G2="sell",I2*-1,I2))

Total Amount
=IF(I2="","",I2*J2)

Name
=UNIQUE(FILTER(Sheet1!A2:Sheet1!A1000,SUMIF(Sheet1!A2:Sheet1!A1000,Sheet1!A2:Sheet1!A1000,Sheet1!N2:Sheet1!N1000){greater than symbol here}0))

** Youtube doesn't allowed greater than symbols / angled brackets in description text. Please insert greater than symbol in front of 0

Quantity
=IF(A2="","",SUMIF(Sheet1!A2:Sheet1!A1000,A2,Sheet1!N2:Sheet1!N1000))

Avg. Purchase Price
=IF(A2="","",(SUMIFS(Sheet1!O2:Sheet1!O1000,Sheet1!A2:Sheet1!A1000,A2,Sheet1!G2:Sheet1!G1000,"buy")/B2))

Current Price
=A2.Price


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Keywords:

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Hashtags:

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Тэги:

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