Working with Finances in Excel – 3 Different Tools

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Learn how to use 3 incredible tools to work with finances in Excel! With them, you can build your investment portfolio or track them.

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Working with Finances in Excel – 3 Different Tools
In today's class, I want to show you three amazing tools instagram data for working with finances in Excel! The idea is to provide you with useful tools so that you can build your investment portfolio or monitor them closely.

The objective of this class is not to guide you on where to invest or which stocks to buy; my purpose is simply to introduce you to the Excel tools that will help you in this process!

We will see how to use Solver in Excel, the STOCKHISTORY formula and the construction of line graphs. These tools will be essential to create the necessary means of building an investment portfolio and allowing you to efficiently monitor these investments.

So, download the available material and let's learn how to use these three tools to work with finances in Excel.

Initial Information – Shares and Quotes
In the class material, you will find an Excel spreadsheet containing the code for some shares and the price of each one.

Class schedule
When you access this material, it is likely that the stock values ​​will be different at the moment, but you will learn how to build your stock portfolio and will be able to make the necessary changes.

We will distribute and allocate a defined investment value among the available shares in the best way possible. To make this process practical and fast, we will use Solver .

Installing Solver in Excel
To install Solver in your Excel, go to File , Options , Add-ins and under Manage: Excel Add-ins , click Go .