Crazy amount of customization and work put in but well worth it! Love that after it’s all set up, you’re able to look up any stock symbol and the data gets updated automatically
@RolyTheHolyPaladin
3 жыл бұрын
Amazing video, would love another one with a more in-depth look. Maybe do a monthly tracker showing what you bought, at how much and an overall portfolio growth or something? I feel we've only scratched the surface with this video :D
@jbbevan
4 жыл бұрын
Gary, this video, more than any other from anyone, is sending me to Patreon. I'm getting more solid Mac associated information from you than anyone else I have listened to...live or on video...including trips to the Genius Bar. Question: does Numbers (which is a 'language' I have not learned) have a "macro" function? You do go very fast and I may need to watch this video a half dozen times to pick up all you are teaching us, but your Mac knowledge is obviously very REAL and you are not just another talking head when it comes to your subject. Thanks so much.
@manuelnavarrofernandez2484
3 жыл бұрын
I do totally agree. Gary is an amazing master about Mac Numbers !!! ;-)
@BiblicalBasics
2 жыл бұрын
What can I say....?? Brilliant! Thank you so much! I think you have probably saved me several hours of hard labor....
@peterwilliams6188
Жыл бұрын
Brilliant - thanks Gary
@invcark
2 жыл бұрын
Wonderful!! Simply a Genius you are. Thanks very much. I have spent years trying to learn to use Numbers and its formulas to help me with my stocks investments. While I have learned much, your channel is on a much needed higher level. I feel so grateful for it, is an answer to my prayers.
@d.h.taylor6790
2 жыл бұрын
Awesome. I learned tons despite using numbers daily. Still, it would be nice if Apple put some of this as a template.
@Max-xu8lm
3 жыл бұрын
it is exactly what I want !!!!THX A LOT!
@DigitalMediaCanada
3 жыл бұрын
awesome tutorial !
@Deadleeef
3 жыл бұрын
Great Tutorial!
@conmig31
3 жыл бұрын
It doesn't work
@JasonPiepmeier
3 жыл бұрын
Awesome video!
@Bacusone
3 жыл бұрын
Great video. I don't understand why you did the 1% and the Close2 ... what is the point of that in terms of data analysis?
@manuelnavarrofernandez2484
3 жыл бұрын
I have the same doubt !
@44derngate56
3 жыл бұрын
great tutorial - how can I add NON USA stocks to the table - i.e. London Stock Exchange ?
@macmost
3 жыл бұрын
Sure. Just figure out what the ticket symbol is that Yahoo Stocks accepts.
@ec-homes9636
3 жыл бұрын
Hi Gary, when i add the iferror function it shows me "The formula contains a syntax error". But i have exactly the same formula you have! Where is the fault?
@BlunderToo
3 жыл бұрын
I had the same problem. When I exchanged the comma (,) with a semicolon (;) it all worked.
@andreplamondon9237
2 жыл бұрын
This is very nice but how do you refresh the table. After one week no cells have change which is impossible.
@junioralberto6328
2 жыл бұрын
Is it only for US Stock or could be other stock exchange ?
@bid_wacker
3 жыл бұрын
Hi, when I added ROI on my stock spreadsheet, it doesn’t give me red of green numbers. Any help would be great. Great videos.
@raleedy
2 жыл бұрын
Was hoping to see some future prices in there.
@macmost
2 жыл бұрын
LOL. Would be the most viewed KZitem video if I could manage that!
@rudyatgmail7839
4 жыл бұрын
Excellent. Your topics, content and tutorials really help me. Each day it's like you've read my mind. I was just looking for a way to solve the tedium of tracking stock prices. Just saved me hours of research.
@seanohaimheirgin1047
4 жыл бұрын
Brilliant!
@financekeem7679
2 жыл бұрын
Great gems Is it possible to set a formula to ONLY work within a certain date range (month) then move to another date range once the previous range is complete? So a formula ONLY calculates data in January, then moves to count the data in February?
@macmost
2 жыл бұрын
Not sure exactly what you want, but the answer would be yes. It will just take some work and know-how to build the formula with IF, SUMIF functions and others.
@bhanupratapsihag1154
3 жыл бұрын
Sir how to import watchlist in Tradingview. using Numbers on my Mac? There are tutorials of doing the same but using excel. there they use "concatenate" function. I tried to do the same on mac numbers but it says syntex error. Kindly help me. thanks
@johncrow7878
2 жыл бұрын
Very cool. Can this be used to track the open and closing of the markets?
@macmost
2 жыл бұрын
Sure. Open and Close are options in the functions. Try it.
@tommoseley284
3 жыл бұрын
Hey, great work. could you help me please. How could I track my total portfolio by its corresponding date automatically in a similar process to how you have tracked apple over certain dates. My total portfolio updates every day and so I wish to plot this against its corresponding date. e.g. Date Value 12/02/2021 1000 13/02/2021 900 14/02/2021 950 So on future dates when the portfolio value changes it will automatically change and paste the value into the next cell. I hope this makes sense. thank you for your time.
@carpenterhillstudios8327
10 ай бұрын
I have a portfolio of sticks. I track closings each day. (not obsessive just mindful of a small investment nestegg). How would you build a sread sheet to tabulated the whole portfolio on a daily basis? just curious if you cando that.
@macmost
10 ай бұрын
Lots of ways. For instance, you could put a stock in each column, and dates in each row. So each cell is the closing price for the stock for that day. Then add rows as needed.
@johnparker6219
3 жыл бұрын
Gary, having trouble with the STOCKH function. I type stock symbol in quotes then enter my option, but the date of 9/14/2021 goes in as 9+14+2021! I am hitting the ?/ key but that isn't what is going into the cell and I have no idea why not! Looking forward to making this thing work because your tutorial gives me exactly the information I have been looking for. Thank you!
@johnparker6219
3 жыл бұрын
Okay, I am dumb! Re-reviewed your tutorial and found I have to enclose the date in quotes as well as the stock symbol! Works great! Sorry for the bother.
@markscrim
4 жыл бұрын
This made my brain hurt. I’ll leave this to a pro.
@leeward1717
8 ай бұрын
If I use the STOCK function and Price, how do I get the price to update to current when I next open the sheet? TIA!
@macmost
8 ай бұрын
When opening it, it should update those values automatically.
@joedivetta383
3 жыл бұрын
what about the pre set portfolio chart
@nanlistudio
2 жыл бұрын
how to track the stock on the time "now"?
@vostoksl3884
3 жыл бұрын
Great video! I do have a question though. I am using the my stocks portfolio template in numbers. How would I add a something that is not publicly traded (like the thrift savings plan funds)?
@macmost
3 жыл бұрын
The information comes from Yahoo Finance. Find the symbol used by the web site and you should be able to use the same symbol.
@zzzzt
2 жыл бұрын
How about tracking crypto portfolio in numbers app?
@racerx6
4 жыл бұрын
Another excellent video!
@John-dp8oh
2 жыл бұрын
Do these techniques work with all stock exchanges including international? Also does it work with mutual funds?
@macmost
2 жыл бұрын
Try it and see. Just find what code Yahoo Finance uses and plug that in and see if it works for what you want to use.
@John-dp8oh
2 жыл бұрын
@@macmost Thanks. I've started to do this. Looks promising but not easy for some uk based mutual funds.
@nitrospice1222
2 жыл бұрын
Can you do this for intraday charts? For example, could do this for individual 5m candles within a trading day?
@macmost
2 жыл бұрын
I don't think so. But read the descriptions of the stock functions thoroughly and then see if you can do what you want.
@nitrospice1222
2 жыл бұрын
@@macmost thanks for getting back to me
@Beatsmithdotorg
Жыл бұрын
What API is Numbers using to access historical stock information? How accurate is it compared to, say, Yahoo Finance? Thanks!
@nejonstudio553
Жыл бұрын
Can the cell turn Green/Red based on the close-up or down? If so how?
@macmost
Жыл бұрын
Yes. kzitem.info/news/bejne/jmqt1Gpjn2aYhZw
@nicolaloder2969
3 жыл бұрын
At the end of the last formula I had a blue triangle in the date column that said "The formula compares a date to a string." Any idea how to resolve this?
@macmost
3 жыл бұрын
Not sure why you would see that, sorry. Check your formula carefully.
@GregK235
4 жыл бұрын
Thank-you for a very informative video. Wasn't aware of those functions. I've been using the Stock Quote function in the Insert button to get different stock information (e.g., price, annual dividend, EPS, etc.) to track my portfolio using Numbers. Are there ways to import stock information not provided by the Stock Quote function?
@JacobDaniel.
2 жыл бұрын
Is it possible to get NAV data from common funds in any way? Like Fidelity India Focus for example.
@macmost
2 жыл бұрын
No idea what that is, but if you can get it in Yahoo Finance, then you can use that same symbol to get it in Numbers.
@petertosh1495
Жыл бұрын
IFERROR thingy doesn't work for me syntax error is the response
@macmost
Жыл бұрын
Look closely at what you have and try to see how it is different than mine.
@eROBINc
2 жыл бұрын
Can you make a spreadsheet for Dividend Stocks??
@macmost
2 жыл бұрын
If you can get the data from Yahoo, you should be able to. Try it.
@CopyrightCreators
3 жыл бұрын
What is the stock is traded on a foreign exchange like TSX? I can’t seem to add stocks traded on the TSX. Other than that this is cool feature.
@macmost
3 жыл бұрын
Look it up on Yahoo Finance. Once you see the symbol Yahoo Finance uses on their site for the stock, you'll be able to use that in the function as well.
@CopyrightCreators
3 жыл бұрын
Thank you it worked:) much appreciated
@ayavelow
Жыл бұрын
so confusing. sure wish I could buy a template.
@govindpatil8875
3 жыл бұрын
it selects prices from US stock market . how can I use from Indian market NSE/BSE ???
@macmost
3 жыл бұрын
Yahoo is the source. Find out what the symbol is if you use Yahoo Stocks (the website). Go to that stock and look at the URL carefully.
@lf8038
2 жыл бұрын
I keep getting a syntax error when putting in the 1st formula. Is there a way to know what exactly is wrong with the formula? an orange triangle alone is pretty useless lol.
@macmost
2 жыл бұрын
Did you click on the orange triangle to see what the error was?
@lf8038
2 жыл бұрын
@@macmost I did, the message was “there is a syntax error” 🤷🏽♂️
@macmost
2 жыл бұрын
@@lf8038 Then check each character carefully. Maybe a mismatched parenthesis or a function spelled wrong.
@racerx6
3 жыл бұрын
Does anybody know if the STOCK function will update the daily closing price automatically? Mine doesn't seem to be doing it, unless I delete the cell, and then re-enter the formula.
@JasonPiepmeier
3 жыл бұрын
It does automatically, just doesn’t do it until sometime overnight. Usually past midnight ET.
@miguelmonje2618
3 жыл бұрын
On the HL Diff Chart depending on the stock, sometimes the numbers don't align perfectly. For example if you look for TSLA from 1/1/21 till 2/4/21 with 8 major tick marks on the y axis. the major numbers show up differently. on one chart the highest is 1000 and on the other chart that overlaps the highest is 900. then the stacked bars won't overlap perfectly. Ive noticed that this is rarely the case with most stocks, but every now and again, this will happen. is there a way to fix this?
@macmost
3 жыл бұрын
You can set the min and max for charts. Look through the properties in the sidebar for the chart. Set them both for the same min and max.
@miguelmonje2618
3 жыл бұрын
@@macmost in the side bar I go to properties? I tried looking around but I couldn’t find anything to change the max and min. Do I have to rigut click for it to appear?
@miguelmonje2618
3 жыл бұрын
@@macmost would you mind showing me the step by step process on how to change the min and mac. I was in the format chart area for y axis but couldn’t find anything . I only found the area to change the number of tic marks but not the min or max values.
@macmost
3 жыл бұрын
@@miguelmonje2618 Look in the Y-Axis.
@reallifelegend4781
3 жыл бұрын
Is there a way to do this with digital currency? And the current price, instead of the closing price?
@macmost
3 жыл бұрын
Yes, as long as Yahoo Finance has a symbol for it, just use that symbol as the stock.
@reallifelegend4781
3 жыл бұрын
@@macmost =stock, btc... cannot be entered into numbers. It will not allow me to type "bt...." It shows other options, but will not allow bt
@macmost
3 жыл бұрын
@@reallifelegend4781 Is that what you are entering? That's not how the function works. Look at the example in the help. For instance, you would type =STOCK("BTC-USD")
@reallifelegend4781
3 жыл бұрын
@@macmost the only way i could successfuly enter it was to copy and paste it
@reallifelegend4781
3 жыл бұрын
@@macmost I get this far, =STOCK(B, and it won't allow me to press t
@Shandukandab
3 жыл бұрын
I’m getting a “the formula contains a syntax error” on the last formula
@tahizreyes2782
3 жыл бұрын
Me too and i cant seem to find the problem
@Afreedsideas
4 жыл бұрын
I LIKE IT
@FitnessDevise
3 жыл бұрын
How we can do it for bitcoin? thank you
@macmost
3 жыл бұрын
Maybe the symbol BTC-USD ?
@christophegodard
2 жыл бұрын
how to track cryptocurrency data on mac?
@macmost
2 жыл бұрын
If you can see it in Yahoo Stocks, you can add it in Numbers. Just use the same symbol.
@tisdikwelswa4037
3 жыл бұрын
How can i make this som = 4,1 - 3,5 = 0,6 : 3,5 = 0,171x 100 = 17% Or 3,5 -4,1 = -0,6 : 4,1= -0,146x100=-14,6% Is this possible in Numbers
@macmost
3 жыл бұрын
Not sure what you are asking. Looks like simple math. So =((4.1-3.5)/0.171)*100 But I would leave out the *100 and just format the cell for percent instead of a regular number. That way you get the real value of 0.171.
@tisdikwelswa4037
3 жыл бұрын
@@macmost no it does not work unfortunately I want to calculate the difference in percentages between 2 cells example E1 minus F1 = value: by F1 = value x100 =% other example: € 4.1 - € 3.5 = € 0.6: € 3.5 = 0.17 x 100 = 17%
@macmost
3 жыл бұрын
@@tisdikwelswa4037 Percentages are just numbers. 0.01 is 1%. If you have 0.07 in E1 and 0.05 in F1 then E1-F1 would be 0.02. I can't tell what it is you are doing exactly from your description, but it is all just simple math. Do it like you would do it on paper.
@tisdikwelswa4037
3 жыл бұрын
I want to make a portfolio of shares purchase share E1 minus price F1 = profit or loss in percentages, but I can't do it in numbers
@macmost
3 жыл бұрын
@@tisdikwelswa4037 You definitely can. Just use math. Think of how you would calculate it by hand. Then do the same thing in a formula in Numbers. For instance, if you B2 was the number of shares bought and C2 was the price purchased, and D2 was the current price, then E2 could be the total purchase price (B2*C2) and F2 can be the current value (B2*D2) and G2 can be the gain or loss (F2-E2). Then for H2 take the gain or loss and divide by the purchase price (G2/E2). So if you bought 25 shares for $100 each, ($2,500 purchase price) and they are now $105 each ($2,625 value) then 2625-2500 would be 125. 125/2500 would be 0.05 or a 5% gain.
@Glowbetraveler
Ай бұрын
Iferror is not working on my new M2 Airbook
@macmost
Ай бұрын
Check your syntax carefully.
@gregmyce7657
Ай бұрын
@@macmost Got it to work. First Thanks for you excellent video. However, when I enter the IFERROR function, it show 2 gray boxes. First is any-expression. The second is If-error. I put the STOCKH function into the any-expression. And in if-error I place "-". The results are exactly as you displayed in your example.
@Thesaturnmovementradio
7 ай бұрын
too difficult
@brigittemarieblsn7786
3 жыл бұрын
All I’m getting is an exclamation point
@Afreedsideas
4 жыл бұрын
1 st View
@Trackhoe075
3 жыл бұрын
Neat but way overboard! Who needs all this work? First 3 after date column excellent the rest totally unnecessary for me use! If I ever need all that I’ll find a program that does that figuring for me but I just don’t see that reality, like I said earlier first 4 totally on target the rest A waste! I can deal with charting the close but all those other steps I rather get my teeth pulled
@donaldgendron3243
2 жыл бұрын
I don't get the stock information all I get is this: There is no historical data on the requested date. The next available is on 7/8/2827673.
@macmost
2 жыл бұрын
Perhaps the date you requested was a day the market was closed or before that stock symbol started trading.
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