Excel 2016 2013 2010 2007 2003

Unrealized Gain and Loss

For the analysis of the investment portfolio, it is helpful to see the unrealized gain or loss. These amounts show how many you will receive or lose if you realize all available stocks right now. Sure, there are some fees for the operations that can decrease gain or increase loss, but, at least, you want to see the least approximate amounts:

How to view current stock prices and other quotes in Excel

There are countless reasons why you might need to have stock prices in your Excel spreadsheet. In the past, you had to copy and paste from Yahoo Finance or another financial service, but at the moment, Microsoft offers a new way to add and update some stock information such as stock prices, changes of price, etc.

The Area chart for Investments

Many financial and non-financial companies like Yahoo provide investment portfolio tracking services but do not offer the ability to change the appearance of the charts. Microsoft Excel gives you full flexibility by providing different types of customizable charts. E.g., there are a few variations of the Area chart for tracking the value and costs of your portfolio.

How to highlight a data point

One of the essential parts of any work with data is presenting results. You can use many different charts, diagrams in Microsoft Excel or PowerPoint.

Progressively create a Gantt chart in Excel

A Gantt chart is one of the most popular tools in project management. It illustrates project schedules by showing activities, like tasks and events, against time.

How to create an automatically extended or dynamic drop-down list

When you work with data in Excel, you often need to add more and more new data. However, it takes some time to update formulas, charts, and tables when adding new data. Excel proposes functions that can help customize your data and avoid routine updating. This tip is about creating an automatically extended (also known as dynamically updated or just dynamic) drop-down list.

How to calculate age in Excel

To calculate the age of a person, a pet, a project, or even some device, you need to compute a number of complete years. The issue is that it doesn't seem enough to calculate a year's difference. Excel proposes a very useful formula that can help you to calculate that very fast.

How to calculate a lifetime in Excel

Sometimes it is necessary to calculate a lifetime for some devices, things. Usually, a lifetime calculates in full months, for example, to check a warranty or guaranty period. Excel proposes a very useful formula that can help calculate that time.

How to calculate how many days left to or passed from the specific date in Excel

For some projects or tasks, you might need to calculate how many days, months, or years left to some date or how many days, months, or years passed from some date till today. Excel proposes a very useful formula that can help you to calculate that very fast.

How many work weeks left to or passed from the specific date in Excel

When you plan a project, you can need to calculate a number of workdays or full workweeks between the start and end dates, or how many workdays or workweeks left/passed. This tip is about an easy and fast way of calculation of full workweeks for weeks from Monday to Sunday.

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