Excellent
Based on 51 reviews
Ryan O'Connell Finance4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
Ryan O'Connell Finance (ryanoconnellfinance.com) has 51 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
Showing 3 reviews with 4 stars · Clear filters
Bryan S.
Ryan O’Connel presentation to a financial novice like me hoewever familiar with Excel and VBA. Go and Excel !!!
Reply from Ryan O'Connell FinanceJul 14, 2025
Thank you for taking the time to leave this feedback for my Bryan! Best, Ryan
Nathaniel Z.
Works great for stocks!!! Worth the investment!
Reply from Ryan O'Connell FinanceJul 1, 2025
Thank you Nathaniel!
Cleveland
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 just leave the field empty which doesn't help with sector allocation. However I am aware of the holdings in each ETF and simply use my knowledge to understand the allocation. Besides that, incredible
Reply from Ryan O'Connell FinanceMay 24, 2024
Thank you for the positive feedback Cleveland! You are correct that Excel API only returns the sector value for individual stocks and not ETFs! I really wish there was a work around for that one as I have run into that issue myself
