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Build a Custom Investment Portfolio in Excel with Gemini (Live Prices) with ZERO AI & VBA knowledge

Tech

Have you tried dozens of portfolio tracking apps only to find out they don't give you the visual layouts, custom math, or design freedom you actually want? In this video, I’m going to show you how to take complete control of your investments by building a fully customized, automated stock dashboard inside Excel—with absolutely ZERO coding knowledge. ​We let Gemini AI do 100% of the heavy lifting to write a powerful web scraper that pulls live market data directly into your spreadsheet. ​Best of all, you don't need to know a single thing about backend programming to handle errors. If something doesn't work right or a formatting issue pops up, you don't touch the code at all. I will show you how error handling can be done completely through conversation. You just type a prompt describing the issue to Gemini, let the AI correct it, copy the fresh code, and paste it right back in. Debug with Gemini through chat without knowing a lick of coding! ​Once our live stream is automated and running flawlessly, we'll build dynamic custom diagrams—including an asset allocation pie chart and a profit/loss column chart—and apply smart conditional formatting to make our gains turn green, losses turn red, and trigger bright visual alarms the exact second a stock hits our target purchase price! ​📥 DOWNLOAD THE TEMPLATES HERE: ​Starter Excel File: https://docs.google.com/spreadsheets/d/1nDC_viDL951S5F8konkRGt-k3jRjJMO3/edit?usp=drivesdk&ouid=113068949329763185622&rtpof=true&sd=true ​Finished Portfolio Dashboard: https://drive.google.com/file/d/1psKt5fkD5XT7pNf-MhHv39Uq9iAzA4BY/view?usp=drivesdk ​🤖 PASTE THIS PROMPT INTO GEMINI: I want to track data from a website but I have zero coding experience. Write an Excel VBA script that scrapes the live price of the tickers written in column A (A2:A13) with company names written in Column B (B2:B13) of the Excel file and puts current prices of each stock into column D (D2:D13) of Sheet1, along with a timestamp in column J (J2:J13). get data from a website or platform that gives me latest data even in the weekends.

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