In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the essential tools and techniques for effective portfolio management using Microsoft 365 and Google Sheets. Discover how to choose the right tool for your needs by comparing Excel Data Types with Sheets Smart Chips, and learn to enrich your stock tickers with real-time data. David will demonstrate how to build a live stock table using the STOCKHISTORY function, as well as how to track stocks with Google Sheets and link them back to Excel. Additionally, you'll gain insights into leveraging Power Query for connecting files and extracting data via APIs, while also mastering Excel's filtering capabilities with slicers and creating dynamic PivotTables. Join us to enhance your portfolio management skills and take your data analysis to the next level!

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Topics typically covered:

• Comparing Data Types, Worksheet Functions, and Power Query for investment workflows.

• Adding columns to a blank PivotTable to create instant reports.

• Extracting data from web site via API connections with Power Query.

• Comparing how each platform handles stock symbols, data access, and refresh behavior.

• Establishing a refreshable link between Google Sheets and an Excel spreadsheet.

• Convert a ticker list into a structured table with linked market data.

• Creating a PivotTable by adding fields to Rows and Values for a quick total.

• Explaining how Power Query can streamline portfolio management.

• Using the GOOGLEFINANCE function to build a live portfolio.

• Return historical stock data with customizable columns, intervals, and formatting.

Learning objectives:

• Explain how to use Excel’s Stocks Data Type to insert related financial fields, such as 52-week high, into a worksheet.

• Recall the Google Sheets function used to retrieve live financial market data such as stock prices.

• Explain how to use Power Query’s From Web option to connect to APIs and import data into Excel.