This tutorial will show you how to track your investments in real-time, including Federal Thrift Savings Plan funds using Excel.

Step-by-step tutorial covers using Data type to pull in stock info as well as using a data connector to to get TSP fund information. We will get investment information, categorize it using VLOOKUP, SUMIF, HLOOKUP, and create basic visualization of investment portfolio.

Follow along file:
Final File:

0:00 Overview
0:49 Tickers and Shares
3:49 Use IFERROR
4:39 VLOOKUP for Category and Subcategory
6:37 TSP Funds Using Data Connector
8:49 HLOOKUP for TSP
10:19 UNIQUE function, SUMIF, % of Total
13:48 Helper Column
15:47 Basic Dashboard

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Mastering Excel: Real-Time Investment Tracking & Thrift Savings Plan Monitoring!

Excel, the popular spreadsheet program, is a powerful tool that goes beyond simple calculations and data organization. With its extensive range of features and functions, Excel can be utilized for a variety of purposes, including real-time investment tracking and monitoring of Thrift Savings Plan (TSP) accounts.

Investment tracking is a crucial aspect for any individual looking to build and grow their wealth. Excel provides the perfect platform to monitor and analyze investments, allowing users to make informed decisions and adjust strategies accordingly. By utilizing real-time data feeds, Excel can provide up-to-date information on stock prices, portfolio balances, and asset allocations.

To start tracking investments in Excel, users need to gather the necessary data from investment platforms or financial institutions. This can be done by exporting account statements or utilizing APIs that provide real-time data feeds. Once the data is imported into Excel, users can create custom dashboards and reports to visualize and analyze their investments.

The key to effective investment tracking in Excel lies in the use of formulas and functions. Excel has a wide range of built-in functions that allow for complex calculations and data manipulation. For example, the SUM function can be used to calculate total portfolio value, while the LOOKUP function can be used to retrieve real-time stock prices.

In addition to tracking investments, Excel can also be used to monitor Thrift Savings Plan (TSP) accounts. The TSP is a retirement savings and investment plan for federal employees and members of the uniformed services. By leveraging Excel’s features, individuals can gain a comprehensive view of their TSP accounts and make informed decisions regarding contributions and asset allocations.

Excel’s data visualization capabilities further enhance the monitoring of TSP accounts. Users can create charts and graphs to represent contribution trends, asset allocations, and future projections. These visual aids help users better understand their TSP investments and make necessary adjustments to meet their retirement goals.

Furthermore, Excel allows for the automation of investment tracking and TSP monitoring. By creating macros and utilizing Excel’s VBA (Visual Basic for Applications) programming language, users can automate repetitive tasks, such as data imports and calculations. This automation saves time and ensures that investment data is always up to date.

Mastering Excel for real-time investment tracking and TSP monitoring requires a combination of technical skills and financial knowledge. However, with the abundance of online resources, tutorials, and Excel courses, individuals can quickly become proficient in utilizing Excel for their financial management needs.

In conclusion, Excel is a versatile tool that can greatly benefit individuals seeking to track and monitor their investments, including TSP accounts. With its powerful features, formulas, and automation capabilities, Excel allows for real-time investment tracking, analysis, and informed decision-making. By investing time in mastering Excel’s functionalities, individuals can take control of their financial future and achieve their investment goals.