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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 4 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Alternatieve financiële diensten

Geschreven door het bedrijf

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.


Contactgegevens

4,7

Uitstekend

TrustScore 4.5 uit 5

54 reviews

5 sterren
4 sterren
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Zo gebruikt dit bedrijf Trustpilot

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Beoordeeld met 5 van de 5 sterren

The Best

? Hm Ryan down to earth, knowledgeable,professional.

31 maart 2026
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Antwoord van Ryan O'Connell Finance

Thank you so much for the feedback Ken!

-Ryan

Beoordeeld met 5 van de 5 sterren

Great Product By A Great Company

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 young age to be successful in any business large or small, you have to make the customer want you. Trust me I feel wanted and would not think twice about doing business with Ryan again.
Keep up the great work!!!

24 februari 2026
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Antwoord van Ryan O'Connell Finance

Thank you for this feedback Jeffrey and that is vey good business advice! I really appreciate you taking the time to leave this review.

Best,

Ryan

Beoordeeld met 3 van de 5 sterren

Document hard to open

For some reason, the document was hard to open despite following the instructions. I finally got it to open and am modifying it for my use.

13 januari 2026
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Antwoord van Ryan O'Connell Finance

Hey!

Sorry about any issue you may have had. You can always reach out to me via email directly at ryan@ryanoconnellfinance.com if you have any trouble with any file you may have purchased from my site and I'll be sure to give you a quick response to walk you through possible solutions.

Thanks,

Ryan

Beoordeeld met 5 van de 5 sterren

Prlmpty

Chart came promptly

3 november 2025
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Antwoord van Ryan O'Connell Finance

Thank you for this feedback Russell!

-Ryan

Beoordeeld met 5 van de 5 sterren

Good Service

Prompt and helpful in guiding through the software

28 oktober 2025
Review zonder uitnodiging
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Antwoord van Ryan O'Connell Finance

Thank you for the feedback and I am glad to help!

-Ryan

Beoordeeld met 5 van de 5 sterren

Just what I was looking for

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.

27 september 2025
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Antwoord van Ryan O'Connell Finance

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

Beoordeeld met 5 van de 5 sterren

I liked the worksheet

I liked the worksheet , it is pretty much all I need . Would have loved tips on accessing Indian Mutual Funds

23 september 2025
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Antwoord van Ryan O'Connell Finance

Thank you so much for the feedback Narahari! I can look into covering the topic of Indian Mutual Funds in the future.

-Ryan

Beoordeeld met 5 van de 5 sterren

Easy to modify works very well & saves time…

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!

22 augustus 2025
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Antwoord van Ryan O'Connell Finance

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

Beoordeeld met 5 van de 5 sterren

Excellent video on creating a Stock Portfolio Dashboard

Great video on creating a stock portfolio dashboard in excel. I ended up buying the file anyway as it was so reasonably priced. Thanks!

3 augustus 2025
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Antwoord van Ryan O'Connell Finance

Thank you so much for leaving this feedback Jim and I am glad the file is proving to be valuable for you!

-Ryan

Beoordeeld met 5 van de 5 sterren

Straight forward

Straight forward and easy instructions to follow

28 juli 2025
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Antwoord van Ryan O'Connell Finance

Thank you for leaving this feedback for me Vlad!

-Ryan

Beoordeeld met 4 van de 5 sterren

Ryan O’Connel presentation to a…

Ryan O’Connel presentation to a financial novice like me hoewever familiar with Excel and VBA. Go and Excel !!!

6 juli 2025
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Antwoord van Ryan O'Connell Finance

Thank you for taking the time to leave this feedback for my Bryan!

Best,

Ryan

Beoordeeld met 5 van de 5 sterren

I was so impressed with Ryan’s…

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!

15 juni 2025
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Antwoord van Ryan O'Connell Finance

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

Beoordeeld met 5 van de 5 sterren

great products

great products, good content, and Ryan is very responsive to questions.

19 mei 2025
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Antwoord van Ryan O'Connell Finance

Thank you for leaving this feedback for me Jim! I really appreciate that.

-Ryan

Beoordeeld met 5 van de 5 sterren

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 april 2025
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Antwoord van 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

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