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What is an Excel Dashboard?

A dashboard is usually a single pageview of reports comprising of charts, tables and other summaries of data that provide a high-level visual overview of your business.

Trading Spreadsheet

Share Trade Tracker

Challenge

A client came to us looking for a Share Trading Portfolio spreadsheet that could record the trading activity for their clients and then to display those trades to a Dashboard to report on performance of the portfolio.

The spreadsheet needed to automate the update of daily price and dividend information and the dashboard should update automatically.

How we help with Dashboards?

Solution

We started by developing a simple spreadsheet that extracted prices for a list of stocks from some of the existing free data sources like Yahoo and Google Finance. By the end of the development we had integrated the price feed for the Spreadsheet Application to a number of paid data sources for prices and dividends.

The result is a spreadsheet (Share Trade Tracker) that simplifies the process of recording trade information and once entered automatically retrieves daily prices for the open positions and where required dividend details for the trades.

The key functionality included to Share Trade Tracker

  • Track multiple portfolios

  • Automated upload of trades, prices and dividends

  • Dashboard update automatically when new trades are added or prices are updated

  • Custom ribbon makes access the spreadsheets functionality simple and quick

  • Charts and Reports to analyse your trading performance

Outcome & Benefits

The spreadsheet automation to retrieve prices and dividends saves traders hours each week in sourcing and updating manual spreadsheets. This translates into more time to analyse the trade performance rather then mucking around with data and updates.

The solution we developed for our client was so good we provided Share Trade Tracker as a product offering for a number of years. We had a small but parochial subscriber base always interested in improving the spreadsheet. In 2020 we removed Share Trade Tracker as a product and now offer it as a one-off purchase without support. If you like what you see and are interested in getting a copy of Share Trade Tracker for yourself contact us by the "Get In Touch" button below and we will let you know how to purchase a copy.

Video Demo - Share Trade Tracker 

Trading Spreadsheet Testimonal

Not only do we personally use Share Trade Tracker in our own business, we confidently provide it to our clients as well. I highly recommend the use of XLAutomation for anyone wanting better business tools

Nick Radge, The Chartist

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