Live Stock Portfolio Tracking: Different Exchanges & Currencies in Google Sheets

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  • เผยแพร่เมื่อ 30 มิ.ย. 2024
  • Dive deep into live stock portfolio tracking with Ryan O'Connell, CFA, FRM, as he unveils the secrets to monitoring stocks across different exchanges and currencies using Google Sheets. Starting with an insightful introduction to exchanges and currencies, we'll explore how to utilize the =GOOGLEFINANCE() function to get stock prices in your base currency, retrieve real-time exchange rates, and effortlessly convert stock prices to US dollars. Whether you're a seasoned investor or just getting started, this tutorial simplifies the complexities of global portfolio management.
    💾 Download the file created in this video for free here: ryanoconnellfinance.com/produ...
    👨‍💼 My Freelance Financial Modeling Services:
    ► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/
    Chapters:
    0:00 - Intro to Exchanges & Currencies in Google Sheets
    1:17 - Get Stock Price in Base Currency w/ =GOOGLEFINANCE()
    3:07 - Retrieve Exchange Rates Between Currencies
    4:48 - Convert Stock Prices to US Dollar
    6:06 - Calculate Total Position & Portfolio Values
    *Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

ความคิดเห็น • 10

  • @RyanOConnellCFA
    @RyanOConnellCFA  10 หลายเดือนก่อน +3

    💾 Download the file created in this video for free here: ryanoconnellfinance.com/product/international-stock-currency-converter-for-google-sheets/
    👨‍💼 My Freelance Financial Modeling Services:
    ► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/

  • @nurullahsonmez5458
    @nurullahsonmez5458 5 หลายเดือนก่อน +1

    Thanks. Valuable tutorial

  • @user-hu9dl6xm9n
    @user-hu9dl6xm9n 3 หลายเดือนก่อน

    Realy nice, thx!

  • @Gaurav_Shrivastav
    @Gaurav_Shrivastav 10 หลายเดือนก่อน +3

    Hey, do you known when CFA Scholarship is given after applying for scholarship ? by the way video was very nice and Will you teach us python for finance as per the syllabus of 2024 were they had put python and I have zero knowledge about python. Please huge request

    • @RyanOConnellCFA
      @RyanOConnellCFA  10 หลายเดือนก่อน +1

      Hello Gaurav, I'm sorry to say that I'm not sure when the CFA scholarship is given. As for the the Python CFA syllabus, I'd love to make videos or even courses on that. I'll look into ordering the 2024 curriculum books

    • @Gaurav_Shrivastav
      @Gaurav_Shrivastav 10 หลายเดือนก่อน +2

      ​@@RyanOConnellCFA But please make it in free of cost because in india usd rate are really higher which will really not affordable because we are giving nearly 1000 usd and additional classes fees and material cost which cost my father 3 to 4 months income and if additionally you make the course in high fees than it will not benefit for needy people who are really enthusiastic in finance. Well you are reallly a god saver for us

    • @RyanOConnellCFA
      @RyanOConnellCFA  10 หลายเดือนก่อน +2

      @@Gaurav_Shrivastav I truly appreciate your feedback and understand the challenges many face due to currency exchange rates and other financial constraints. I'm actively exploring ways to keep a significant portion of my best content freely accessible and not behind a paywall. It's a balance to ensure the sustainability of the business, but I promise to keep dedicated learners like you in mind. Rest assured, I'll continue to deliver valuable free videos on TH-cam. Your enthusiasm for finance is commendable, and I'm here to support your journey! Stay tuned, and thank you for your kind words. 🙏🏼

    • @user-hv3xg7jl2o
      @user-hv3xg7jl2o 10 หลายเดือนก่อน +1

      @@RyanOConnellCFA Thanks for preparing the Python CFA video!! I've been waiting for it for a long time.

    • @RyanOConnellCFA
      @RyanOConnellCFA  10 หลายเดือนก่อน

      @@user-hv3xg7jl2o It is my pleasure! Looking into this topic is at the top of my to-do list