Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej

Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej

Zobacz, co mówią recenzenci

Oceniono na 5 z 5

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... Zobacz więcej

Reakcja na opinię

Oceniono na 4 z 5

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... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

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... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

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... Zobacz więcej

Reakcja na opinię

Informacje dotyczące firmy

  1. Alternatywne usługi finansowe

Napisane przez firmę

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.


Dane kontaktowe

4,7

Doskonała

Wynik TrustScore: 4.5 na 5

54 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

Jak firma korzysta z Trustpilot

Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.

Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

The Best

? Hm Ryan down to earth, knowledgeable,professional.

31 marca 2026
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Odpowiedź od Ryan O'Connell Finance

Thank you so much for the feedback Ken!

-Ryan

Oceniono na 5 z 5

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 lutego 2026
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Odpowiedź od 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

Oceniono na 3 z 5

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 stycznia 2026
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Odpowiedź od 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

Oceniono na 5 z 5

Prlmpty

Chart came promptly

3 listopada 2025
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Odpowiedź od Ryan O'Connell Finance

Thank you for this feedback Russell!

-Ryan

Oceniono na 5 z 5

Good Service

Prompt and helpful in guiding through the software

28 października 2025
Opinia niezależna
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Odpowiedź od Ryan O'Connell Finance

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

-Ryan

Oceniono na 5 z 5

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 września 2025
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Odpowiedź od 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

Oceniono na 5 z 5

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 września 2025
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Odpowiedź od 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

Oceniono na 5 z 5

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 sierpnia 2025
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Odpowiedź od 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

Oceniono na 5 z 5

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 sierpnia 2025
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Odpowiedź od 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

Oceniono na 5 z 5

Straight forward

Straight forward and easy instructions to follow

28 lipca 2025
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Odpowiedź od Ryan O'Connell Finance

Thank you for leaving this feedback for me Vlad!

-Ryan

Oceniono na 4 z 5

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 lipca 2025
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Odpowiedź od Ryan O'Connell Finance

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

Best,

Ryan

Oceniono na 5 z 5

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 czerwca 2025
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Odpowiedź od 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

Oceniono na 5 z 5

great products

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

19 maja 2025
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Odpowiedź od Ryan O'Connell Finance

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

-Ryan

Oceniono na 5 z 5

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 kwietnia 2025
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Odpowiedź od 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

Doświadczenie Trustpilot

Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.

Firmy mogą prosić o wystawienie recenzji za pomocą automatycznych zaproszeń. Te oznakowane jako zweryfikowane, dotyczą prawdziwych doświadczeń.

Dowiedz się więcej o innych rodzajach recenzji.

Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.

Dowiedz się więcej o procesie recenzji Trustpilot.

Oto 8 wskazówek jak napisać świetną recenzję.

Weryfikacja może pomóc zapewnić, że recenzje, które czytasz na Trustpilot są napisane przez prawdziwych ludzi.

Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.

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