How to Build a Dynamic Stock Portfolio Dashboard in Excel (Under 30 Mins!)

Learn how to build this premium, dynamic Stock Portfolio and Performance Dashboard in Microsoft Excel from scratch, in just 30 minutes! Whether you're tracking your personal investments or building up your data analytics portfolio, this step-by-step tutorial covers everything you need to create a professional financial tracker. Key Features You'll Learn to Build: • Live stock data integration and automatic price updates • Dynamic asset allocation donut charts • 52-week stock performance trend lines (Sparklines/Line Charts) • Total investment and profit/loss summary cards • Formatting clean, professional financial data tables TIMESTAMPS: 0:00 - Introduction & Dashboard Preview 0:21 - Table Framework 0:34 - Setting Up the Stock Data Types in Excel 1:38 - VBA Tutorial: Cells.EntireColumn.AutoFit 3:59 - Table Inputs and Simple Calculations 13:13 - Building Asset Allocation Chart (LET, VSTACK, TAKE, SORTBY) 19:54 - Negative and Positive Columns Stacked Chart (IF statements) 21:53 - 52-Week Performance Trend Line (STOCKHISTORY, Dynamic Date Range) 24:25 - Creating Dynamic Investment Metrics (Total Value, P&L) 27:00 - Automatic Chart Update (Data Validation) 28:06 - Outro If you found this tutorial helpful, don't forget to LIKE, SUBSCRIBE, and hit the notification bell for more creative Excel automation and data visualization guides! Disclaimer: This video is for educational and portfolio-building purposes only. The dashboard shown is a tool for data visualization and tracking, not financial or investment advice. Trading and investing involve risk, and any financial decisions you make are entirely at your own risk. Always do your own research or consult with a licensed professional before investing. #ExcelDashboard #StockPortfolio #DataVisualization #ExcelTutorial #InvestmentTracker #DataAnalytics