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Sure! I can guide you on creating a simple Excel spreadsheet to track your stocks and changes in prices. Follow the steps below:
Step 1: Open Microsoft Excel and create a new blank workbook.
Step 2: In the first row, enter the following column headers in cells A1 to D1: "Stock Name," "Ticker Symbol," "Purchase Price," and "Current Price."
Step 3: Starting from cell A2, enter the relevant information for each stock you want to track. In column A, enter the stock names (e.g., Apple, Microsoft). In column B, enter their ticker symbols (e.g., AAPL, MSFT). In column C, enter the purchase prices of the stocks. Leave column D blank for now.
Step 4: To automatically update the current price of each stock, we will use the "STOCKHISTORY" function, which retrieves historical stock data from the internet. In cell D2, enter the following formula:
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=STOCKHISTORY(B2, DATE(2023, 7, 4), DATE(2023, 7, 4), 0, 1)
Replace "B2" with the corresponding cell containing the ticker symbol for the stock. The dates (DATE(2023, 7, 4)) represent the specific date for which you want to retrieve the current price. Change the dates accordingly to match the current date.
Step 5: Copy the formula from cell D2 and paste it into the rest of column D for all the stocks you want to track.
Step 6: Format the cells in column D as currency. Select the range D2:D<last row>, right-click, choose "Format Cells," select the "Currency" category, and choose the desired currency format.
Step 7: Whenever you want to update the stock prices, simply go to the spreadsheet, click on any cell within column D, and press the "F9" key to recalculate all formulas. This will fetch the most recent prices for all the stocks.
That's it! You now have an Excel spreadsheet that tracks your stocks and automatically updates the current prices. Remember to update the stock prices regularly by pressing F9 to get the latest information.
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