Vlad
Straight forward
Straight forward and easy instructions to follow
Response from Ryan O'Connell FinanceAug 4, 2025
Thank you for leaving this feedback for me Vlad! -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
Vlad
Straight forward and easy instructions to follow
Response from Ryan O'Connell FinanceAug 4, 2025
Thank you for leaving this feedback for me Vlad! -Ryan
Bryan S.
Ryan O’Connel presentation to a financial novice like me hoewever familiar with Excel and VBA. Go and Excel !!!
Response from Ryan O'Connell FinanceJul 14, 2025
Thank you for taking the time to leave this feedback for my Bryan! Best, Ryan
Nathaniel Z.
Works great for stocks!!! Worth the investment!
Response from Ryan O'Connell FinanceJul 1, 2025
Thank you Nathaniel!
Nick
I was so impressed with Ryan’s knowledge of spreadsheets. I saw the value of the spreadsheet he was selling, so I bought it quickly. Being a novice on spreadsheets, I had a number of questions. I emailed Ryan and he got back to me real quick. And I appreciate his patience buying his spreadsheet saved me a lot of time trying to figure all this out. There’s some things that he had built into the former that I had no idea that it ever existed. Kudos to Ryan!
Response from Ryan O'Connell FinanceJun 23, 2025
Thank you for this feedback Nick and I enjoyed going back and forth with you to get your spreadsheet up and running! I'm really glad to hear you are finding the file useful and a big time-saver. -Ryan
Jim R.
great products, good content, and Ryan is very responsive to questions.
Response from Ryan O'Connell FinanceJun 3, 2025
Thank you for leaving this feedback for me Jim! I really appreciate that. -Ryan
Guy M.
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.
Response from Ryan O'Connell FinanceApr 23, 2025
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
Marian R.
I’ve found better explanations about portfolios and investments compared with other sources
Response from Ryan O'Connell FinanceApr 18, 2025
Thank you for coming here and leaving this feedback Marian, and I'm really happy to hear that you found my resources valuable! -Ryan
TT
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
Response from Ryan O'Connell FinanceMar 23, 2025
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