ryanoconnellfinance.com

4.9
4.9 Based on 40 reviews

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. Beyo...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.

Average Rating

4.9

/
5

40 Reviews

5 Star
90%
4 Star
8%
3 Star
3%
2 Star
0%
1 Star
0%

All Reviews

Filter Reviews

Review Time

A recent buyer
Good Service

Prompt and helpful in guiding through the software

5
Date of experience: Oct 28, 2025
Bob V
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.

5
Date of experience: Sep 27, 2025
Narahari
I liked the worksheet

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

5
Date of experience: Sep 23, 2025
Jeff
The video was very helpful

5
Date of experience: Aug 30, 2025
John Anderson
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!

5
Date of experience: Aug 22, 2025
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!

5
Date of experience: Aug 03, 2025
Ryan’s videos and content is amazing…

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

5
Date of experience: Jul 28, 2025
WF38
Straight forward

Straight forward and easy instructions to follow

5
Date of experience: Jul 28, 2025
Albert Foster
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 !!!

4
Date of experience: Jul 06, 2025
Works great for stocks!!

Works great for stocks!!! Worth the investment!

4
Date of experience: Jun 17, 2025

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • 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.See more

  • email ryan@ryanoconnellfinance.com
  • language https://ryanoconnellfinance.com

Business Social Links

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More