Excel

This year, 2026, has seen a rotation towards large cap value stock. This post details a downloadable Microsoft Excel dashboard that tracks the current sessions performance of the holdings of the… more

This post is an update to: Excel 365: S&P 500 Screening Dashboard.

The original post offered an Excel dashboard that screened the holdings of the S&P 500 for market performance… more

This post is an update to: Excel 365: NASDAQ 100 Screening Dashboard.

The original post offered an Excel dashboard that screened the holdings of the NASDAQ 100 for market performance… more

The S&P North American Natural Resources Sector Index is a financial benchmark that measures the performance of U.S. and Canadian publicly traded companies operating within the natural… more

This post is another example of using Excel functions and RTD calls to screen a large portfolio. The sample dashboard tracks the holdings of the NASDAQ 100® Index (as of 8/02/2026). The screening… more

This post is another example of using Excel functions and RTD calls to screen a large portfolio. The sample dashboard is the holdings of the S&P 500® Index (as of 7/20/2026). The screening is… more

This post details an Excel dashboard for measuring the Z-Score of stocks from the NASDAQ 100. The dashboard sets the parameters as user defined inputs for the time frame, the average lookback… more

Excel has some very useful functions for screening market performance data and filtering large amounts of data to highlight particular user defined results for further analysis.

This post… more

This post offers a downloadable Excel Dashboard that details the current session's market performance of the constituents of the two averages.

The top block of the dashboard is the Dow Jones… more

Updated 06/30/2026 to add ALPHABET CL A CMN (Symbol: S.GOOGL) and remove Verizon Communications (Symbol: S.VZ)

This Microsoft Excel® spreadsheet tracks the constituents of the DJIA Index (… more