Product I purchased was exactly as described. I had a couple of questions concerning the product after purchase and Ryan responded ASAP with the answer and I was off and running. I was taught at a y... Ver mais
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Veja o que dizem as avaliações
Very good software. Easy to navigate. Easy on the eyes. Helps me in tracking the Australian side of my share portfolio. However, the only thing bugging me is that some ETFs don't provide a sector and... Ver mais
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Great job, except the spreadsheet does not accept Canadian Stocks (might be a limitation of Excel Stock data type). Since most of my portfolio is Cdn, it is less useful than expected. Maybe let pote... Ver mais
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We have a lot of talented math and coding professionals in our organization but wanted an outsider to provide another set of eyes. We interviewed several people and chose Ryan. To begin, Ryan took a l... Ver mais
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Detalhes da empresa
Escrito pela empresa
Ryan O'Connell Finance is your trusted partner in financial clarity and expertise. As a CFA Charterholder and FRM-certified professional, I offer meticulously crafted standard Excel files featuring robust financial models to streamline your analysis. Beyond ready-to-use tools, I provide bespoke financial modeling services tailored to your unique requirements. For those seeking to deepen their financial acumen, I also offer personalized one-on-one tutoring sessions to empower you with the knowledge to excel in finance. Let's unlock your financial potential together.
Informações de contato
Not Available, 75056, The Colony, Estados Unidos
- ryan@ryanoconnellfinance.com
- ryanoconnellfinance.com
4,7
Excelente
55 avaliações
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An invaluable tool!
The program was an invaluable tool to help me get started setting up my portfolio. I also learned a lot of shortcuts for working with excel. It's obvious, the time and effort put into developing the program. I found it very helpful and stimulating. From this program, I was able to determine other data points I wanted to track and was able to easily add those to the existing program.
9 de abril de 2025
Resposta da Ryan O'Connell Finance
Guy,
I really appreciate you leaving this feedback, it helps me a lot as a small business! I'm really happy to hear how much value you have been getting out of your portfolio tracker. It's awesome you are doing some customization by adding more data points as well.
Thank You,
Ryan
I’ve found better explanations about…
I’ve found better explanations about portfolios and investments compared with other sources
4 de abril de 2025
Resposta da Ryan O'Connell Finance
Thank you for coming here and leaving this feedback Marian, and I'm really happy to hear that you found my resources valuable!
-Ryan
Excellent financial training Videos
I've been watching Ryan's videos for some time now. They are well made , concise . Ryan manages to explain concepts with exceptional clarity.
I'm a big fan of his teachings
T
15 de março de 2025
Resposta da Ryan O'Connell Finance
Hey T, thank you for taking the time to come over here and leave this feedback, as well as for the support with buying the file! I just looked up your email and saw we talked back in 2024 as well. Its awesome to hear my videos are helping you as well.
Much appreciated,
Ryan
super thanks
26 de fevereiro de 2025
Resposta da Ryan O'Connell Finance
Thank you for the feedback John!
Great tool for tracking portfolio!
Great job, except the spreadsheet does not accept Canadian Stocks (might be a limitation of Excel Stock data type). Since most of my portfolio is Cdn, it is less useful than expected. Maybe let potential buyers know in advance.
Update: Thanks for the clarification Ryan, appreciate you taking the time to help. All good!
7 de março de 2025
Resposta da Ryan O'Connell Finance
Hey Tim,
Thank you for buying the portfolio tracker and I just emailed you with regard to your review. I figured I would paste the reply here as well in case it got lost in your in your inbox:
The Excel stock data connector fully supports stocks listed on Canadian exchanges like the Toronto Stock Exchange. The system can:
- Track TSX-listed stocks using .TO suffix (e.g., RY.TO, TD.TO)
- Display values in Canadian dollars
- Provide real-time data for major TSX listings (with a 15 minute lag)
The portfolio tracker can work with Canadian stocks and currency without any major modifications.
Basically, when you see me selecting the exchange here in this video around 2:30, you can select the Canadian Exchange for which stocks you want on the Canadian exchange or in CAD: https://youtu.be/6MlzMZ-B2ao
UPDATE: It is my pleasure! I am glad the file is working as you had hoped now!
He voluntarily refunded my money when…
He voluntarily refunded my money when he realized his application would not work on my computer. I did not have to ask. Obviously a man of trust and worthy to pilot you through the financial waters
14 de fevereiro de 2025
Resposta da Ryan O'Connell Finance
Thank you for leaving your feedback here Jim! It means a lot for me that you took the time to do that and I wish there was a better way to solve your problem.
-Ryan
Resposta da Ryan O'Connell Finance
Thank you Sayed! I appreciate that
-Ryan
Ryan was very helpful and extremely…
Ryan was very helpful and extremely responsive. What would have taken me a significant amount of time he helped resolve in a fraction!
Time is worth money and I'm very thankful for Ryan's services and professionalism.
20 de janeiro de 2025
Resposta da Ryan O'Connell Finance
Thank you so much Jason! I'm glad we got your issue fixed and I hope you get a lot of value out of the spreadsheet.
Best,
Ryan
Ryan's instructions
Ryan's instructions
The quality of the you tube presentation along with the files I purchased made setting up the dashboard a success. I did try to use the sample dashboard file originally rather that start with a blank workbook. When I tried to link the Google sheet to the sample dashboard file which produced a table (Table 1) versus Sheet 1. The table and the sheet may have been synonymous in the linking.
31 de dezembro de 2024
Resposta da Ryan O'Connell Finance
Don,
Thank you for taking the time to leave me this feedback, it really helps me! I'm glad to hear you are happy with the dashboard.
Much Appreciated,
Ryan
Easy to work with and very responsive…
Easy to work with and very responsive with correspondence.
15 de novembro de 2024
Resposta da Ryan O'Connell Finance
Thank you so much Michael! You taking the time to come over here and leave this feedback really helps me out. I appreciate it and I'm glad you enjoyed your interactions with me.
Best,
Ryan
Custom Analysis Tool
Was extremely helpful in providing the custom analysis tool I needed for portfolio optimization along with easy to understand instructions. Would definitely recommend his services!
21 de outubro de 2024
Resposta da Ryan O'Connell Finance
Thank you for taking your time to leave this review Marvin! I'm very much looking forward to the possibility of working with you again in the future.
Thanks,
Ryan
Great product at a very reasonable price.
Great product! It is an absolute steal. Ryan is a genuine, customer-friendly gentleman.
4 de outubro de 2024
Resposta da Ryan O'Connell Finance
Thank you Bala! That means a lot to me that you came over here to leave this feedback. I hope you get lots of value out of the model.
-Ryan
It is a great value
30 de setembro de 2024
Resposta da Ryan O'Connell Finance
Thank you for taking the time to leave feedback for me Satish! I appreciate that a lot.
-Ryan
The Dashboard is good but...
The Dashboard is good. I didn't rate it higher because I had to spend time adjusting it for my situation and troubleshooting and there are no support docs. I'm sure there are common issues/questions users have and a text troubleshooting file would be helpful, and probably save you time responding to emails. I paid the money because I didn't want to spend time making it work in Excel. Examples - how to get started do I make a copy or just overwrite data, how to deal with spill errors if you have more than 10 companies, how to sort alphabetically...There are a lot of people selling stock transaction logs. I have a log for my options trading that is user friendly and well documented. I'm probably going to buy a log for my Crypto. Extra features and good documentation go a long way towards repeat customers.
16 de setembro de 2024
Resposta da Ryan O'Connell Finance
Hey George,
I'm sorry to hear you weren't fully satisfied due to lack of written documentation. I'll be the first to admit, my files are not heavy on written documentation. I do my best to comprehensively cover all the features and functions of each file via video explanation however. The dashboard you purchased has a 30-minute, professionally shot and edited video outlining all of the functionalities with chapter time stamps if you are curious about how a specific part of the dashboard works. You can find that video here: https://youtu.be/6MlzMZ-B2ao
That being said, your suggestion to have a frequently asked questions doc is a good one that I will look into as you aren't the first person to wonder about the spill error and I did not explain the possibility for that in the video.
Best Regards,
Ryan
Great spreadsheet
Great spreadsheet, easy to modify if required. Had a query regarding download and Ryan responded quickly (operator error!). It works for me :)
8 de setembro de 2024
Resposta da Ryan O'Connell Finance
I'm glad to hear the spreadsheet is working well for you Michael! I really appreciate the feedback.
Thank you,
Ryan
Useful spreadsheets at the right price.
14 de agosto de 2024
Resposta da Ryan O'Connell Finance
Thank you for that Charles, I really appreciate you taking the time to leave this feedback for me.
-Ryan
Resposta da Ryan O'Connell Finance
Alessandro, thank you so much for taking the time to leave this feedback for me. I appreciate it and am glad you are getting value out of the Excel sheets.
Thanks,
Ryan
Resposta da Ryan O'Connell Finance
I really appreciate your feedback Gerald and am glad to hear you are getting value out of your file!
Thanks,
Ryan
Ryan explains concepts very clearly
Ryan explains concepts very clearly. He is an excellent instructor.
1 de julho de 2024
Resposta da Ryan O'Connell Finance
Jason, I really appreciate you taking the time to leave that feedback for me. Thank you!
-Ryan
Resposta da Ryan O'Connell Finance
I appreciate that Brandon, and enjoyed discussing your problem!
-Ryan
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