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Author: |
David Ringstrom, CPA |
Course Length: |
Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10 |
CPE Credits: |
2.0 |
IRS Credits: |
0 |
Price: |
$29.95 |
Passing Score: |
70% |
Course Type: |
Video |
Technical Designation: |
NonTechnical |
Field Of Study: |
Computer Software & Applications |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course teaches how to streamline stock portfolio management using Microsoft 365 Excel and Google Sheets tools such as stock data types, STOCKHISTORY, and Smart Chips.
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Frequently Asked Questions: |
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Description: |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the essential tools and techniques for effective portfolio management using Microsoft 365 and Google Sheets. Discover how to choose the right tool for your needs by comparing Excel Data Types with Sheets Smart Chips, and learn to enrich your stock tickers with real-time data. David will demonstrate how to build a live stock table using the STOCKHISTORY function, as well as how to track stocks with Google Sheets and link them back to Excel. Additionally, you'll gain insights into leveraging Power Query for connecting files and extracting data via APIs, while also mastering Excel's filtering capabilities with slicers and creating dynamic PivotTables. Join us to enhance your portfolio management skills and take your data analysis to the next level! David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”. In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email. |
Usage Rank: |
10000 |
Release: |
2026 |
Version: |
1.0 |
Prerequisites: |
Prior experience with Microsoft Excel is recommended. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Excel CPE Courses For CPAs
Internal: Computer Software and Applications Courses for CPAs
External: Excel STOCKHISTORY function Microsoft Support
External: Track product inventory
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
18-Mar-2026 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Streamlining Stock Portfolio Management in Excel (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives Upon completion of this course, participants will be able to do the following:
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Course Contents: |
Chapter 1 - Streamlining Stock Portfolio Management in Excel Chapter 1 Review Questions Key Terms |
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