Personal Stock Portfolio Dashboard

  • Project: Personal Stock Portfolio Dashboard
  • Objective: Track the performance of my personal stock portfolio and make informed investment decisions.
  • Metrics:
    • Current price of shares
    • Units
    • Industry
    • Market value
    • Today's change
    • Gain/loss
    • Last 12-month trend of stocks
  • Dashboard: The dashboard will be divided into two sections:
    • Current Portfolio: This section will show the current price of each stock in my portfolio, as well as the total market value of my portfolio.
    • Watchlist: This section will show the current price of stocks that I am considering adding to my portfolio.
  • Updates: The dashboard will be updated daily to reflect the latest stock prices.

Here are some additional details about the metrics that will be included in the dashboard:

  • Current price of shares: This will be the most recent trading price of each stock in my portfolio.
  • Units: This is the number of shares that I own of each stock.
  • Industry: This is the industry that each stock belongs to.
  • Market value: This is the total value of my portfolio, calculated by multiplying the current price of each stock by the number of shares that I own.
  • Today's change: This is the difference between the current price of each stock and the price of the stock at the end of the previous day.
  • Gain/loss: This is the total gain or loss that I have made on each stock, calculated by multiplying the change in price by the number of shares that I own.
  • Last 12-month trend of stocks: This will show the price movement of each stock over the past 12 months.

I believe that this dashboard will be a valuable tool for me to track the performance of my personal stock portfolio and make informed investment decisions. It will provide me with a clear overview of my portfolio's current value, as well as its historical performance. This information will help me to identify stocks that are performing well and stocks that may need to be sold. I can also use the dashboard to track the performance of stocks that I am considering adding to my portfolio.

04 Sep 2023

Keywords
Data Visualization
Excel Dashborad
Stock Market Portfolio

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