Workspaces

This post details using the Microsoft® Excel “Scatter Plot” Chart to track market performance. In this example, RTD formulas are used to pull in the percent net change of the 30 stocks that are in the Dow Jones Industrial Average from CQG. Two... more

This Microsoft® Excel Dashboard comes frontloaded with 30 Sector and Industry symbols. However, you can enter in whatever symbols you like using the Symbols tab. The long description of the symbol is displayed on the Symbols tab. Be sure to use “... more

Microsoft® Excel 2016 and higher offers the Waterfall Chart. The Waterfall Chart is also known as a bridge chart or a cascade chart. Typically, this kind of chart is used to see how positive or negative values in a data series contribute to the... more

If you track the performance of ETFs you may be interested in evaluating the performance of the stocks that are held by the ETF, such as the Invesco QQQ ETF, which tracks the Nasdaq-100 Index. Two downloadable samples are provided at the bottom... more

This article builds upon the post titled “Evaluate ETF Constituents Performance Using Excel” that detailed gauging the current price of a stock relative to the high as an indication of relative weakness and a table was included that demonstrated... more

Microsoft® Excel 2016 and higher offer a new chart type: The Treemap. A treemap chart provides a hierarchical view of your data. This view makes it easy to spot patterns, such as which markets are outperforming or underperforming in a group of... more

Traders and investors have a multitude of opportunities for theme investing. That is, ETFs are structured to invest in companies that are part of an industry, such as Biotech, Internet, Aerospace, etc. One such example is the SPDR® S&P Kensho... more

This macro-enabled Microsoft Excel® spreadsheet tracks the holdings of the SPDR® S&P® Biotech ETF (symbol: XBI).

Throughout the trading session, the individual stocks are dynamically ranked. The main display shows the top and bottom... more

This macro-enabled Microsoft Excel® spreadsheet tracks the holdings of the Invesco S&P 500® Equal Weight Technology ETF (symbol: RYT). This ETF seeks to replicate, before fees and expenses, the performance of the S&P 500® Equal Weight... more

This Microsoft Excel® dashboard presents two charts of the Nasdaq-100 futures contract and market data for the one hundred stocks that are constituents of the Nasdaq 100 Index.

The chart in the top left corner displays... more