Jul 17 2019 11:44 PM
Hi,
I am looking to create a template which will be able to review the correlation or impact on factors upon a return of a share. I am looking at returns, and also the fundamentals of a company.
Does anyone have any templates or advice on how to create this?
Thank you for your assistance.
Kind regards,
Jul 18 2019 03:31 AM
@calof1 ,
If you are using Office365 version Micorsoft, has a template called "Investment tracker" , this may be a good place to start with. In excel File>New>Serach for online Templates will list the template.
You may not get all the variables you are looking for in this template. But if you know any website that provides fundamental data , Excel provides a way to refresh your worksheet with the web content. Please check Data->From Web option in Excel.
Jul 18 2019 06:13 PM
Thanks for your message.
I have looked at the spreadsheet, however it appears to not find stocks based in Australia. Do you know if there is a way to change which exchange it view?
Many thanks,
Jul 18 2019 08:41 PM
You can prefix the stock symbol with exchange code ( example XASX:TLS for Telstra or XASX:14D for 1414 degrees ).
I was able to get few stock details with this method, but not for some. If this solution does not work for you, there are pointers on this link (specifically for Australian market) https://www.aussiestockforums.com/threads/live-feed-for-excel-spreadsheet.8671/
Jul 18 2019 10:19 PM
Thanks for the reply.
I will look at the website and review over the weekend.
Thanks for your help.