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 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

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

On Workspaces there are four Excel Dashboard for tracking the current session’s performance of four ARK ETFs. The four ETFs added the recent SpaceX IPO: Space Exploration Technologies Corp. Class… 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 Excel Dashboard tracks the holdings of the Defiance Drone & Modern Warfare ETF.

From their Web Site:

Modern defense is being reshaped by drones, autonomous systems, and AI-… more