Dynamic Share Portfolio's in Excel


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So i thought this was a good idea for someone who doesn't want to use desktop widgets and wants to know if they are making a profit on their shares.

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First of all we have to find the site that we are going to pull the data of for this I will use Ninemsn Finance

http://investor.ninemsn.com.au/investor/sh...tes/delayed.asp?

source=http://finance.ninemsn.com.au/Default.aspx&cntry=au&code=CodeHere&lookup_infotype=Quote

We will use this to get the share price for Telstra (TLS)

To start of click data > Import external data > New Web Query

Once we have loaded this page go down to the prices section and tick the table

Then Click import and OK

The only cell we are interested in is the Last Sale price, so I like to label it with the code. (Go upto where it says the cell name eg: A1 and rename it TLS)

Now we get to the graphical part, a good share template to get can be found at the Office Website

http://office.microsoft.com/en-us/template...0233521033.aspx

Now that this template is downloaded, have the template as sheet 1 and the data as sheet 2.

Now where it says current quote all we have to do is type in =TLS and that will equal to the value in "LastSale$"

To update the field all we have to do, is press refresh all in the "external data" toolbar.

And here is one i prepared earlier

Example_Portfolio.zip

PS: Pictures can be added later if required

Edited by LG1
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