Ryan O'Connell Finance Reviews | Read Customer Reviews of ryanoconnellfinance.com

Ryan O'Connell Finance Reviews | Read Customer Reviews of ryanoconnellfinance.com

Ryan O'Connell Finance reviews

51 approved reviews, newest moderated first

John L.
Mar 12, 2025
super thanks
super thanks
Reply from Ryan O'Connell FinanceMar 12, 2025
Thank you for the feedback John!
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Tim W.
Mar 8, 2025
Great tool for tracking portfolio!
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 potential buyers know in advance. Update: Thanks for the clarification Ryan, appreciate you taking the time to help. All good!
Reply from Ryan O'Connell FinanceMar 8, 2025
Hey Tim, Thank you for buying the portfolio tracker and I just emailed you with regard to your review. I figured I would paste the reply here as well in case it got lost in your in your inbox: The Excel stock data connector fully supports stocks listed on Canadian exchanges like the Toronto Stock Exchange. The system can: - Track TSX-listed stocks using .TO suffix (e.g., RY.TO, TD.TO) - Display values in Canadian dollars - Provide real-time data for major TSX listings (with a 15 minute lag) The portfolio tracker can work with Canadian stocks and currency without any major modifications. Basically, when you see me selecting the exchange here in this video around 2:30, you can select the Canadian Exchange for which stocks you want on the Canadian exchange or in CAD: https://youtu.be/6MlzMZ-B2ao UPDATE: It is my pleasure! I am glad the file is working as you had hoped now!
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jim R.
Feb 22, 2025
He voluntarily refunded my money when…
He voluntarily refunded my money when he realized his application would not work on my computer. I did not have to ask. Obviously a man of trust and worthy to pilot you through the financial waters
Reply from Ryan O'Connell FinanceFeb 22, 2025
Thank you for leaving your feedback here Jim! It means a lot for me that you took the time to do that and I wish there was a better way to solve your problem. -Ryan
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Sayed
Feb 21, 2025
Easy and straight forward
Easy and straight forward
Reply from Ryan O'Connell FinanceFeb 21, 2025
Thank you Sayed! I appreciate that -Ryan
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Jason M.
Jan 29, 2025
Ryan was very helpful and extremely…
Ryan was very helpful and extremely responsive. What would have taken me a significant amount of time he helped resolve in a fraction! Time is worth money and I'm very thankful for Ryan's services and professionalism.
Reply from Ryan O'Connell FinanceJan 29, 2025
Thank you so much Jason! I'm glad we got your issue fixed and I hope you get a lot of value out of the spreadsheet. Best, Ryan
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Don P.
Jan 15, 2025
Ryan's instructions
Ryan's instructions The quality of the you tube presentation along with the files I purchased made setting up the dashboard a success. I did try to use the sample dashboard file originally rather that start with a blank workbook. When I tried to link the Google sheet to the sample dashboard file which produced a table (Table 1) versus Sheet 1. The table and the sheet may have been synonymous in the linking.
Reply from Ryan O'Connell FinanceJan 15, 2025
Don, Thank you for taking the time to leave me this feedback, it really helps me! I'm glad to hear you are happy with the dashboard. Much Appreciated, Ryan
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Michael C.
Nov 30, 2024
Easy to work with and very responsive…
Easy to work with and very responsive with correspondence.
Reply from Ryan O'Connell FinanceDec 1, 2024
Thank you so much Michael! You taking the time to come over here and leave this feedback really helps me out. I appreciate it and I'm glad you enjoyed your interactions with me. Best, Ryan
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Marvin
Oct 29, 2024
Custom Analysis Tool
Was extremely helpful in providing the custom analysis tool I needed for portfolio optimization along with easy to understand instructions. Would definitely recommend his services!
Reply from Ryan O'Connell FinanceOct 29, 2024
Thank you for taking your time to leave this review Marvin! I'm very much looking forward to the possibility of working with you again in the future. Thanks, Ryan
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