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There are several alternatives to Excel's 'stock data' format for managing a portfolio. One could use Google Sheets, which also offers real-time stock data updates. There are also various portfolio management software available in the market such as Quicken, Personal Capital, and SigFig that provide comprehensive tools for tracking and managing your investments. Additionally, many brokerage firms offer their own portfolio management tools that can be used by their clients.
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A standout feature of this spreadsheet is its integration with Excel's 'stock data' format, which enables the real-time feed of stock information. For those unfamiliar, this functionality allows users to pull in stock-related information and ensure their portfolio reflects current market dynamics. In case you want to add new securities using this feature:
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Need to manage your portfolio with a template that updates the stock data in real-time? Download our Portfolio Tracker template, available in both Mic...
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