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Paid episode

The full episode is only available to paid subscribers of Jam_invest

Tutorial #2; Use imported data in Portfolio

This video demonstrates how to direct imported data to an Excel stock portfolio, using 1) direct links and 2) the vertical (v)lookup function.

In video 1 we imported stock data in Excel. In this second video we use the imported data in a portfolio. Some of the Excel tools/functions used are;

  • Vertical lookup function (vlookup)

  • Data > Filter > to create a Sortable table

  • Define cell names function

Do like this post or leave a comment if you find this type of content useful and want me to post more videos like this in the future.

You can download the Excel sheet featured in the video, right here 👇.

This post is for paid subscribers

Jam_invest
Tutorials
Tutorials on financial analysis and financial modeling in Excel
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Jam_invest