Workspaces

Thom Hartle
Sep 27, 2021
Updated: Sep 22, 2022

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

Thom Hartle
Jul 27, 2021
Updated: Jul 27, 2021

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

Thom Hartle
Jul 06, 2021
Updated: Jul 06, 2021

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

Thom Hartle
Jun 07, 2021
Updated: Jun 14, 2021

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

Thom Hartle
Jun 03, 2021
Updated: Jun 14, 2021

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

Thom Hartle
May 10, 2021
Updated: Jun 14, 2021

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

Thom Hartle
May 06, 2021
Updated: Sep 22, 2022

SPDR® Sector ETFs Analysis Dashboard This Microsoft® Excel dashboard provides analysis of S&P Sectors based on ETFs. The collection of ETFs are:

Symbol Description XLC Communication Services Select Sector XLY Consumer... more
Thom Hartle
Mar 09, 2021
Updated: Oct 31, 2022

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

Thom Hartle
Feb 21, 2019
Updated: Apr 18, 2022

This Microsoft Excel® dashboard tracks the 506 stocks in the S&P 500 index using CQG’s Level function. The Level function plots two lines, which identify the highest and lowest price levels attained over a defined period. The chart below... more

Thom Hartle
Feb 01, 2019
Updated: Dec 22, 2020

This Microsoft Excel® dashboard tracks the 104 stocks in the Nasdaq-100 index using CQG’s Level function. The Level function plots two lines, which identify the highest and lowest price levels attained over a defined period. The chart below shows... more