Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 4 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Service de finances alternatives

Écrit par l'entreprise

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.


Coordonnées de contact

4,7

Excellent

TrustScore 4.5 sur 5

54 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Comment cette entreprise utilise Trustpilot

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

The Best

? Hm Ryan down to earth, knowledgeable,professional.

31 mars 2026
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Réponse : Ryan O'Connell Finance

Thank you so much for the feedback Ken!

-Ryan

Noté 5 sur 5 étoiles

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 février 2026
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Réponse : 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

Noté 3 sur 5 étoiles

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 janvier 2026
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Réponse : 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

Noté 5 sur 5 étoiles

Prlmpty

Chart came promptly

3 novembre 2025
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Réponse : Ryan O'Connell Finance

Thank you for this feedback Russell!

-Ryan

Noté 5 sur 5 étoiles

Good Service

Prompt and helpful in guiding through the software

28 octobre 2025
Avis spontané
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Réponse : Ryan O'Connell Finance

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

-Ryan

Noté 5 sur 5 étoiles

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 septembre 2025
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Réponse : 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

Noté 5 sur 5 étoiles

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 septembre 2025
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Réponse : 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

Noté 5 sur 5 étoiles

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 août 2025
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Réponse : 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

Noté 5 sur 5 étoiles

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 août 2025
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Réponse : 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

Noté 5 sur 5 étoiles

Ryan’s videos and content is amazing…

Ryan’s videos and content is amazing and of great value. Keep it up.

28 juillet 2025
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Réponse : Ryan O'Connell Finance

Thank you so much Elvin, I really appreciate the feedback! I will absolutely keep it up.

-Ryan

Noté 5 sur 5 étoiles

Straight forward

Straight forward and easy instructions to follow

28 juillet 2025
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Réponse : Ryan O'Connell Finance

Thank you for leaving this feedback for me Vlad!

-Ryan

Noté 4 sur 5 étoiles

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 juillet 2025
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Réponse : Ryan O'Connell Finance

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

Best,

Ryan

Noté 5 sur 5 étoiles

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 juin 2025
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Réponse : 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

Noté 5 sur 5 étoiles

great products

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

19 mai 2025
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Réponse : Ryan O'Connell Finance

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

-Ryan

Noté 5 sur 5 étoiles

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 avril 2025
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Réponse : 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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