Jeff
Looks that it is very impressive and…
Looks that it is very impressive and will bo of good use
Response from Ryan O'Connell FinanceJan 2, 2026
Thank you so much for this feedback Jeff! -Ryan

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.
Ryan O'Connell Finance (ryanoconnellfinance.com) has 51 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Austin, Texas
Excellent
Investments & Wealth · Austin, Texas
Excellent

Investments & Wealth · Austin, Texas
Excellent

Investments & Wealth · The Woodlands, Texas
Excellent
51 approved reviews, newest moderated first
Jeff
Looks that it is very impressive and will bo of good use
Response from Ryan O'Connell FinanceJan 2, 2026
Thank you so much for this feedback Jeff! -Ryan
Russell W.
Chart came promptly
Response from Ryan O'Connell FinanceNov 18, 2025
Thank you for this feedback Russell! -Ryan
A recent B.
Prompt and helpful in guiding through the software
Response from Ryan O'Connell FinanceOct 30, 2025
Thank you for the feedback and I am glad to help! -Ryan
Bob V.
I have been looking for and trying to build a spreadsheet similar to the stockportfolio dashboard for years. I purchased a copy from Ryan. I had a couple minor problems as I attemped to make some changes, emailed Ryan and got a speedy reply's resolving the issues. Very pleased with my purchase.
Response from Ryan O'Connell FinanceOct 6, 2025
Bob, Thank you so much for coming over here and leaving this feedback for me! It was my pleasure to help you out with your spreadsheet and I am very glad you're happy. Best, Ryan
Narahari
I liked the worksheet , it is pretty much all I need . Would have loved tips on accessing Indian Mutual Funds
Response from Ryan O'Connell FinanceSep 30, 2025
Thank you so much for the feedback Narahari! I can look into covering the topic of Indian Mutual Funds in the future. -Ryan
John A.
Easy to modify works very well after doing some entry of additional lines for my portfolio. Saved me a lot of time creating my own. I used an Ai bot to create one, but it was far more detailed than I needed. Thank you!
Response from Ryan O'Connell FinanceAug 30, 2025
Thank you so much for this feedback John, I appreciate that! I'm really glad to hear the file is helping you to track your portfolio and that, at least for now, human creation > AI bot creation Best, Ryan
Jim
Great video on creating a stock portfolio dashboard in excel. I ended up buying the file anyway as it was so reasonably priced. Thanks!
Response from Ryan O'Connell FinanceAug 18, 2025
Thank you so much for leaving this feedback Jim and I am glad the file is proving to be valuable for you! -Ryan
Customer
Ryan’s videos and content is amazing and of great value. Keep it up.
Response from Ryan O'Connell FinanceAug 4, 2025
Thank you so much Elvin, I really appreciate the feedback! I will absolutely keep it up. -Ryan