Tutorial #3; FX conversion

Table of Contents

1. Prior tutorials/videos

2. New tutorial/video

1. Prior tutorials/videos

1.a Video 1

In video 1 we imported current + historic stock data in Excel.

Tutorials; Import Excel stock data

1.b Video 2

In video 2 we used the imported data in a portfolio.

Tutorial #2; Use imported data in Portfolio

Some of the Excel tools/functions used;

• Vertical lookup function (vlookup)

• Data > Filter > to create a Sortable table

• Define cell names function

2. New tutorial/video

In this new video, we

• Import Foreign currency data

• Convert stock data to a base currency

• Edit table Names

• Create a portfolio Pie chart

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