Excel Tutorial: How To Make An Excel Sheet For Stocks


Welcome to our excel tutorial on how to create a spreadsheet for tracking and analyzing stocks. In today's fast-paced and dynamic stock market, it's essential to have a reliable tool for tracking, organizing, and analyzing stock data. Excel is the perfect platform for this task, offering powerful features and flexibility for keeping track of your stock portfolio.

Key Takeaways

  • Excel is a powerful tool for tracking and analyzing stock data in the fast-paced stock market.
  • Understanding basic and advanced Excel functions is crucial for effective stock analysis.
  • Organizing stock data in separate columns and formatting it properly is essential for easy analysis and visualization.
  • Formulas, conditional formatting, charts, and pivot tables are valuable tools for in-depth stock analysis in Excel.
  • Practicing creating stock excel sheets is important for improving skills in tracking and analyzing stocks.

Understanding Excel functions for stocks

When it comes to managing stock data in Excel, understanding the basic and advanced functions is crucial for accurate analysis. Let's explore some of the essential functions:

A. Discuss the basic functions
  • SUM: This function allows you to calculate the total value of a range of cells. In the context of stocks, it can be used to determine the total value of a portfolio.
  • AVERAGE: A useful function for finding the average value of a range of cells, which can be applied to analyze the average performance of a stock over a period of time.
  • MIN/MAX: These functions help in identifying the lowest and highest values within a given range, aiding in stock performance analysis.

B. Explain more advanced functions
  • VLOOKUP: VLOOKUP is a powerful function for retrieving specific data from a table. When applied to stock data, it can be used to fetch details such as stock prices, company information, and more from a designated range.
  • IFERROR: This function helps in handling errors within the data. In the context of stock data, it can be used to manage and display error messages, ensuring the accuracy of analysis.

Organizing stock data in Excel

When it comes to tracking stocks in Excel, organizing your data is key to effectively analyzing and visualizing the information. Here are some important points to consider:

A. Discuss the importance of organizing data in separate columns
  • Date, open, high, low, close, volume, and adjusted close

  • It is crucial to separate stock data into distinct columns for key metrics such as date, open price, high price, low price, close price, volume, and adjusted close price. This allows for easier manipulation and analysis of the data.

B. Provide tips for formatting data for easy analysis and visualization
  • Use consistent date format

  • Ensure that the date format is consistent throughout the entire dataset to avoid any discrepancies and errors in analysis.

  • Apply conditional formatting for visual cues

  • Utilize conditional formatting to highlight specific trends or outliers in the stock data, making it easier to identify important data points at a glance.

  • Create charts and graphs for visualization

  • Utilize Excel's chart and graph tools to visually represent the stock data, making it easier to identify trends and patterns over time.

By organizing stock data in Excel with separate columns and utilizing formatting techniques for analysis and visualization, you can effectively track and analyze stock performance with ease.

Using formulas and conditional formatting for stock analysis

When working with stock data in Excel, it’s important to be able to accurately calculate daily and total returns, as well as identify trends and outliers. In this tutorial, I will demonstrate how to achieve this using formulas and conditional formatting.

Demonstrate how to calculate daily and total returns using formulas

One of the key metrics in stock analysis is the daily and total returns of a stock. To calculate the daily return, you can use the following formula:

  • =((Today’s Closing Price – Yesterday’s Closing Price) / Yesterday’s Closing Price)

This will give you the percentage change in the stock price from one day to the next. To calculate the total return over a certain period, you can use the following formula:

  • =((Current Price – Initial Price) / Initial Price)

This will give you the percentage change in the stock price from the initial date to the current date.

Explain how to use conditional formatting to highlight trends and outliers in stock data

Conditional formatting is a powerful tool in Excel that allows you to visually highlight trends and outliers in your stock data. For example, you can use conditional formatting to automatically highlight any cells that contain a value above or below a certain threshold. This can make it much easier to identify stocks that are performing well or poorly compared to the rest of the market.

Another useful application of conditional formatting is to highlight any cells that contain a significant increase or decrease in value compared to the previous period. This can help you identify potential trends or outliers in your stock data.

By using a combination of formulas and conditional formatting, you can quickly and easily analyze stock data in Excel to make informed investment decisions.

Creating charts and graphs for stock analysis

When analyzing stocks in Excel, it is important to visualize the data in a clear and concise manner. Creating charts and graphs allows for a better understanding of stock trends and patterns.

A. Discuss the different types of charts
  • Line charts

    Line charts are used to track stock prices over time and are especially useful for identifying trends.

  • Bar charts

    Bar charts are effective for comparing stock performance between different time periods or companies.

  • Candlestick charts

    Candlestick charts display the open, high, low, and close prices for a stock, providing a comprehensive view of its performance.

B. Provide step-by-step instructions for creating and customizing charts in Excel
  • Step 1: Select data

    Highlight the stock data you want to visualize in the chart.

  • Step 2: Insert chart

    Go to the "Insert" tab and select the type of chart you want to create (e.g., line, bar, or candlestick).

  • Step 3: Customize chart

    Right-click on the chart to access options for customizing elements such as axes, titles, and data labels.

  • Step 4: Format chart

    Use the "Format Chart Area" pane to change the appearance of the chart, including colors, fonts, and styles.

  • Step 5: Add trendlines or moving averages

    Enhance the chart with trendlines or moving averages to better analyze stock trends.

Using pivot tables for in-depth stock analysis

Pivot tables are a powerful tool in Excel that can help summarize and analyze large sets of stock data. They can be used to quickly and easily organize and manipulate data, making it easier to gain insights into stock performance.

Explain how pivot tables can be used to summarize and analyze large sets of stock data

  • Organizing data: Pivot tables allow you to organize large sets of stock data by different factors such as stock name, date, closing price, volume, and more.
  • Summarizing data: They can also be used to summarize data by calculating averages, counts, sums, and other statistical measures, making it easier to understand overall trends and patterns.
  • Manipulating data: Pivot tables make it easy to filter, sort, and rearrange data to focus on specific aspects of stock performance.

Provide examples of how pivot tables can be used to gain insights into stock performance

  • Comparing stock performance: Pivot tables can be used to compare the performance of different stocks over time, allowing for quick identification of potential investment opportunities.
  • Identifying trends: By using pivot tables to analyze stock data over specific time periods, you can identify trends such as price movements, trading volumes, and more.
  • Spotting anomalies: Pivot tables can help identify unusual patterns or outliers in stock data, which may be indicative of potential investment risks or opportunities.


In conclusion, this tutorial has covered the key steps to creating an effective stock excel sheet, including organizing data, using formulas and functions, and creating visual representations of stock data.

  • Summarize key points: Proper organization of stock data, utilization of formulas and functions, and visualization of stock data.
  • Encourage practice: I encourage readers to practice creating their own stock excel sheets to improve their skills and become more proficient in managing and analyzing stock data.

By putting these steps into practice, readers can better understand the stock market and make informed decisions when it comes to their investments.

Start creating your stock excel sheet today!

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