Tutorials

This video demonstrates how to convert portfolio positions that trade in various foreign currencies to a base currency

Jan 15, 2025 • Jam_invest

21:28

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.

Jan 3, 2025 • Jam_invest

8:02

Tutorials; Import Excel stock data

This video demonstrates how to import current + historic stock data in Excel

Jan 3, 2025 • Jam_invest

8:47

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