Workspaces

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 details using a nested XLOOKUP function to pull data from a matrix. The matrix displays the monthly percentage net change using a column for the symbols and a row for the months. The RTD… more

This post details the Market Profile Value Areas (MPVA) study, as well as providing a downloadable Excel sample for pulling MPVA study data into a spreadsheet.

When applied to a chart, the… more

This post walks through using Excel's XLOOKUP with Min, Median, and Max Functions to create a summary table of market performance for the forward curves of Soybeans, Soybean Meal, Soybean Oil,… more

This post offers a sample spreadsheet with typical RTD formulas used for building a market quotes dashboard. You can download the dashboard and enter in symbols. All capital letters are required.… more

From the iShares website:

The iShares MSCI USA Momentum Factor ETF (Symbol: MTUM) seeks to track an index of U.S. stocks exhibiting relatively high price momentum. The fund offers a way to… more

Knowing Excel Shortcuts will increase your efficiency with designing your Excel dashboards. There is a previous post, "Excel Keyboard Shortcuts," that detailed Excel shortcuts that eliminated… more

This options dashboard uses a combination of functionality from the CQG RTD Toolkit and Excel functions including SORT, FILTER, and RIGHT to track the options market. The markets monitored are the… more