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2026 Stock Trading Template (FREE!)

howtoexcel — Fri, 09 Jan 2026 00:32:51 +0000

If you want to track your investments in a spreadsheet, with visuals, metrics, and up-to-date data, you can download my free Google Sheets template. Below, I’ll go over how the template works, and provide you with a link that will enable you to copy the file for your own use. How the H2E 2026 Stock […]

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How to Calculate the Altman Z Score in Excel

howtoexcel — Tue, 29 Jul 2025 04:19:01 +0000

The Altman Z Score is a financial formula that evaluates a company’s financial health by analyzing key balance sheet and income statement ratios. In simple terms, it produces a single number (“Z-score”) that helps predict the probability that a company will go bankrupt. A low Z-score can alert you that a company is at high […]

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How to Analyze S&P 500 Sector Performance Using an Excel Bar Chart

howtoexcel — Tue, 10 Jun 2025 00:52:43 +0000

Charts can be an effective way to convey data, as opposed to just tables. By visualizing numbers, readers can easily see the highs and lows, and just how much of a variance exists between them. In this example, I’m going to show you how to turn a table summarizing S&P 500 sector performance into a […]

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2025 Stock Trading Template

howtoexcel — Wed, 26 Feb 2025 01:05:07 +0000

If you want to track your investments and stay on top stocks in a watchlist, I’ve created a template which will make that easy to do. My 2025 Stock Trading Template is a free template in Google Sheets that you can use for that purpose. It will give you a place to enter trades, populate […]

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Dynamic Conditional Formatting: How to Link Rules to Specific Cells

howtoexcel — Tue, 11 Feb 2025 04:52:32 +0000

If you want to create conditional formatting rules but want to easily change the cutoff values for them, you can link your rules to specific cells, to make that process easy. Below, I’ll show you how to make your conditional formatting rules dynamic. Rather than going into the settings each time, you can just update […]

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How to Create Excel Charts to Visualize Variances in Stock Performance

howtoexcel — Wed, 22 Jan 2025 06:39:24 +0000

If you want to compare and contrast between two sets of values, a chart can help you accomplish that. In this post, I’m going to show you how you can compare multiple investment returns, and using a chart to not only map them but to also display the variances. For this example, I’m going to […]

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How to Create a Stock Heat Map in Google Sheets

howtoexcel — Tue, 14 Jan 2025 04:22:58 +0000

Heat maps can help you easily identify high and low values. You’ll often find them to display stock prices to show which stocks did well, and which ones didn’t. They can also make it easy to see whether it was a good or bad day on the markets when looking at a list of stocks. […]

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Add Horizontal Lines to Stock Charts to Identify Min and Max Values in Excel and Google Sheets

howtoexcel — Tue, 19 Nov 2024 03:03:57 +0000

If you’re pulling in stock prices into your spreadsheet, you can easily plot those values on a chart. And one way to help visualize the data is to add horizontal lines to help you identify where the maximum and minimum values are. I’ll go over how this can be done in both Excel and Google […]

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How to Track Hundreds of Stocks in Google Sheets

howtoexcel — Tue, 28 May 2024 00:36:47 +0000

Google Sheets makes it easy to pull in data from the internet, including stock prices. An advantage it has over Excel’s StockHistory function is that it can pull prices even before the trading day has finished. This gives users access to more up-to-date information. Plus, it’s easy to track not just one or two stock […]

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How to Download Financial Statements Into Excel and Google Sheets

howtoexcel — Tue, 23 Apr 2024 01:10:08 +0000

In a previous post, I went over how to download a company’s financial statements from the Wall Street Journal’s website. However, that connection appears to now be closed. One of the risks when using Power Query to download data from a website that the connection will always be there. But there is another way to […]

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