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Excel visualisation tips for stock portfolio and watchlist spreadsheets

We were recently involved in helping a customer build an stock watchlist Excel spreadsheet based around the Large Cap watchlist on the Yahoo Finance website. They wanted it to “look good” so here are some techniques we used to improve formatting and visualisations: Custom number format colours One useful Excel feature for financial spreadsheets is…

Chart Crime and Bubbles

There are lies, damned lies and statistics. There are also charts that are published to mislead or simply to reinforce a point of view that’s flimsy at best, or just plain wrong. We call these charts “chart crime”, let’s dig in…

Understanding Company Retained Earnings

What are company retained earnings and how can we retrieve this data easily in Excel? In this article we compare retained earnings for Apple and Goldman Sachs, and explain how to easily retrieve this data in Excel.

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