Track every stock position, P&L, and daily return in one clean Excel dashboard - no Bloomberg subscription required.
WHAT'S INCLUDED:
Dashboard with 8 live KPI cards (Total Value, P&L, Best/Worst Performer)
Holdings sheet — log your positions once, formulas do the rest
Prices sheet — update in 60 seconds from your broker
Conditional formatting — winners and losers visible at a glance
Supports up to 50 positions
Industry-standard colour coding (blue inputs, black formulas)
WHAT YOU'LL LEARN IN THIS VIDEO:
How to separate price data from position data (and why it matters)
VLOOKUP to pull live prices across sheets
INDEX-MATCH to find your best and worst performers dynamically
Professional financial model structure used in institutional finance
DISCLAIMER: Although I have taken great care to check all of the calculations, I am not a qualified accountant or financial advisor and you should not use this video to substitute financial advice. Make sure you talk to your own accountant before you use this calculator to make any financial decisions.
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[email protected]Overview: (0:00)
Why it's structured this way: (0:37)
Prices sheet walkthrough: (1:23)
Holdings sheet + VLOOKUP explained: (2:39)
Dashboard KPI cards: (4:40)
Live demo: (6:27)
How to make it your own: (7:29)