Sven-Bo / portfolio-tracking-excel-python

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Dividend & Portfolio Tracker in Excel by using Python [Free Template]

In this tutorial, I will show you the Excel Dividend & Portfolio Tracker I have built for you. All you need to do is to enter the Ticker Symbol, the number of shares you own as well as your average purchase price.

The Excel Spreadsheet is pulling the financial data from Yahoo Finance by using Python. It is not only limited to US stock. You could return any stock, cryptocurrency, forex, mutual fund & ETF data which is available on Yahoo Finance.

In this video, I will show you:

  1. how to use this template
  2. how you can build your own portfolio tracker from scratch
  3. and last but not least, how to customize this template to your needs and liking

Screenshot

Excel File Screenshot

Video

YouTube Video

πŸ€“ Check Out My Excel Add-ins

I've developed some handy Excel add-ins that you might find useful:

  • πŸ“Š Dashboard Add-in: Easily create interactive and visually appealing dashboards.
  • πŸ€ͺ Emoji Add-in: Add a touch of fun to your spreadsheets with emojis.
  • πŸ› οΈ MyToolBelt Add-in: A versatile toolbelt for Excel, featuring:
    • Creation of Pandas DataFrames and Jupyter Notebooks from Excel ranges
    • ChatGPT integration for advanced data analysis
    • And much more!

🀝 Connect with Me

β˜• Support

If you appreciate the project and wish to encourage its continued development, consider supporting my work. ko-fi

Feedback & Collaboration

For feedback, suggestions, or potential collaboration opportunities, reach out at contact@pythonandvba.com. Logo If you have any feedback, please reach out to me at contact@pythonandvba.com

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Language:Jupyter Notebook 52.5%Language:Python 47.5%