Note: the functions in this workbook are not compatible with Excel 2019 or Earlier.

- The Dashboard in this file and data was created by Mynda Treacy from My Online Training
- Individual users are permitted to recreate the dashboard for personal practice only.
- Recreating the dashboard for training of others is not permitted, unless written consent i
- Sharing images of dashboards you build based on this data and or dashboard on social me

Check out the original Dashboard by Mynda Treacy here: https://youtu.be/D44EDant0rs?rel=0

- Sharing Excel files containing dashboards you build based on this data and or dashboard o
*Please direct people to download the original file from the link in the video description on

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- Any uses of this workbook and/or data must include the above attribution.
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om My Online Training Hub.

nal practice only.
nless written consent is granted by Mynda Treacy.
dashboard on social media must be accompanied by the following:

0rs?rel=0

ata and or dashboard on social media is not permitted*.

e video description on YouTube.

y the following copyright notice: My Online Training Hub ©.

Dashboard techniques.
Personal Stock Portfolio Dashboard
Current Holdings
Stock (Exchange:Ticker)
#NAME?

#NAME?

#NAME?

#NAME?

#NAME?

#NAME?

Portfolio by Industry
Industry
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?

Holding Market Value by Industry

 Total Holding Today's Change
Dashboard Market Value
$31,722.75 ($20.63)

Industry Units Current Price Market Value Today's Change

#NAME? ### #NAME? #NAME? #NAME?

#NAME? ### #NAME? #NAME? #NAME?

#NAME? ### #NAME? #NAME? #NAME?

#NAME? ### #NAME? #NAME? #NAME?

#NAME? ### #NAME? #NAME? #NAME?

#NAME? ### #NAME? #NAME? #NAME?

WATCH LIST
Market Value
#NAME? BORAL LIMITED (XASX:BLD)
0.0M 12
#NAME? 0.0M 10
#NAME? 0.0M 8

#NAME? 0.0M 6

#NAME? 0.0M 4
0.0M 2

t Value by Industry 0.0M 0

E? E? E? E? E? E? E? E? E? E?
A M AM AM AM AM AM AM AM AM AM
#N #N #N #N #N #N #N #N #N #N

#NAME? #NAME?

Close Last 12 Months

1
0.8
0.6
0.4
0.2
0
 Today's Change Total Gain/(Loss)
#VALUE!
(0.06%) $16,044.90 #NAME? Latest Date #NAME?

Today's Change Gain/(Loss) Last 12 Months #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME?

WATCH LIST
Note: STOCKHISTORY cannot accept a dynamic array refer
BORAL LIMITED (XASX:BLD) argument and spill multiple dates. Therefore, the formula
12 0.0M 12
=TRANSPOSE(STOCKHISTORY(B6#,TODAY()-365,TODAY(),0
10 0.0M 10
Which is why I have entered them as separate formulas fo
8 0.0M 8
6 0.0M 6
4 0.0M 4
2 0.0M 2
0 0.0M 0
E? E ? E ? E ? E? E ? E ? E ? E? E ? E ?
AM AM AM AM AM AM AM AM AM AM
#N #N #N #N #N #N #N #N #N #N

#NAME? #NAME?

Close Last 12 Months

1
0.8
0.6
0.4
0.2
0
 #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

accept a dynamic array reference in the stocks

dates. Therefore, the formula below will not work:

(B6#,TODAY()-365,TODAY(),0,0,1))

them as separate formulas for each stock.

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

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#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

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#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

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#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

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#NAME?

#NAME?

#NAME?

#NAME?

#NAME?

#NAME?

#NAME?
Date Stock Ticker Transaction Units Price Currency
17-Apr-09 #VALUE! #NAME? Buy 150 32.2100 AUD
24-Sep-09 #VALUE! #NAME? DRIP 3 31.3300 AUD
29-Mar-10 #VALUE! #NAME? DRIP 5 5.4400 AUD
27-Sep-10 #VALUE! #NAME? DRIP 4 29.3600 AUD
21-Sep-01 #VALUE! #NAME? Buy 35 27.4900 AUD
30-Mar-20 #VALUE! #NAME? Buy 274 9.8500 AUD
15-Apr-20 #VALUE! #NAME? Sell -274 11.0600 AUD
30-Mar-20 #VALUE! #NAME? Buy 385 6.9900 AUD
15-Apr-20 #VALUE! #NAME? Sell -385 8.1500 AUD
17-Mar-20 #VALUE! #NAME? Buy 8,400 3.5200 AUD
09-Apr-20 #VALUE! #NAME? Sell -8,400 3.3400 AUD
23-Sep-05 #VALUE! #NAME? Buy 35 37.1900 AUD
05-Apr-07 #VALUE! #NAME? DRIP 1 50.0200 AUD
25-May-07 #VALUE! #NAME? DRIP 1 55.3500 AUD
24-Aug-07 #VALUE! #NAME? DRIP 2 54.8000 AUD
02-Apr-08 #VALUE! #NAME? DRIP 1 39.4400 AUD
17-Dec-09 #VALUE! #NAME? DRIP 3 52.0900 AUD
01-Apr-10 #VALUE! #NAME? DRIP 1 53.5600 AUD
28-Jul-14 #VALUE! #NAME? Buy 12 81.9200 AUD
30-Mar-20 #VALUE! #NAME? Buy 4,275 0.6300 AUD
30-Mar-20 #VALUE! #NAME? Buy 695 3.8900 AUD
03-Apr-20 #VALUE! #NAME? Buy 1,376 1.0900 AUD
Transaction Amount
4,831.50
93.99
27.20
117.44
962.15
2,698.90
-3,030.44
2,691.15
-3,137.75
29,568.00
-28,056.00
1,301.65
50.02
55.35
109.60
39.44
156.27
53.56
983.04
2,693.25
2,703.55
1,499.84
Stock Exchange Ticker 52wk High 52wk Low Price P/E
#VALUE! #NAME? #NAME? #NAME? #NAME? #NAME? ###
#VALUE! #NAME? #NAME? #NAME? #NAME? #NAME? ###
Change Stock - all -
#NAME?
#NAME? Exchange Ticker (empty)
#NAME? #NAME?
Stock BORAL LIMITED (XASX:BLD)

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
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#NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
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Stock BORAL LIMITED (XASX:BLD)

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I used several techniques to build this personal stock portfolio dashboard and you’ll find the links to individual tutorial
1. Excel Tables – format your source data in Tables to make it easy to reference in formulas using the Structured Referen
2. Excel Data Types – connect your files to rich live online data with updates at the click of a button. Available for stocks, c
3. PivotTables – extract subsets of your data quickly and easily with PivotTable Report Filter Pages.
4. STOCKHISTORY Function – get historical price data about financial instruments.
5. UNIQUE Function – extract a list of unique or distinct values from a range or array.
6. SORT Function – sort cells or arrays in ascending or descending order.
7. SUMIF Function – sum a range of cells based on a condition.
8. TEXT function – apply custom formats to numbers in a formula.
9. Conditional Formatting – make it quick and easy for users to interpret reports with visual indicators.
10. Custom Number Formats – change the appearance of numbers to suit your needs. Rounding to millions or billions, lea
11. Sparklines – create cell sized charts to illustrate trends and patterns in your data.

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 al stock portfolio dashboard and you’ll find the links to individual tutorials on these topics below:
ables to make it easy to reference in formulas using the Structured Referencing that comes automatically when you insert the Table.
h live online data with updates at the click of a button. Available for stocks, currency and much more.
uickly and easily with PivotTable Report Filter Pages.
ce data about financial instruments.
or distinct values from a range or array.
nding or descending order.
d on a condition.
umbers in a formula.
easy for users to interpret reports with visual indicators.
pearance of numbers to suit your needs. Rounding to millions or billions, leading zeros, color coding, symbols and more.
trate trends and patterns in your data.

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you insert the Table.