Q: I’ve heard that you can create a stock portfolio in Excel that can be updated automatically via the Internet. Can you please tell me if this true, and, if so, how this is accomplished? A: You’ve ...

Nothing punctures client complacency about investment advisers like a bad year for the markets. So let the intensive portfolio reviews begin. The year 2015 was a notably bad one for investors, and ...

This is what the ‘Portfolio’ worksheet does. It is the first sheet in the portfolio workbook because it’s the go-to reference that, at a glance, tells you what you’ve got and how it’s doing. You will ...