How to Track Stock Performance by Month, Quarter, and Year in WPS Spreadsheets
Question details
The user needs a spreadsheet system in WPS Spreadsheets for recording daily stock records and analyzing performance by month, quarter, and year using summary formulas and charts.
- Product
- WPS Spreadsheets
- Device & OS
- not provided
- Scenario
- Tracking daily stock performance over time and producing period-based visual reports.
- Observed behavior
- The user wants charts that display stock performance across month, quarter, and year periods based on daily records.
Prepare a normalized daily stock table with separate columns for Date, Stock Symbol, Price, and Return. Decide whether performance means price change, percentage return, or another metric before adding formulas.
Summarize Stock Performance by Month, Quarter, and Year with a PivotTable and PivotChart
Use this when you want an interactive report that groups daily records by calendar periods and visualizes trends without writing complex formulas.
A PivotTable automatically groups dates and calculates subtotals, while a PivotChart updates as the source data changes.
Open WPS Spreadsheets and enter columns: Date, Stock Symbol, Price, and Return. Make sure each row represents one daily record and there are no blank rows inside the table.
Select the data range, go to the Insert tab, and click PivotTable. In the Create PivotTable dialog, choose New Worksheet and click OK.
In the PivotTable Fields pane, drag Date to the Rows area. Right-click any date in the row area, select Group, and choose Months, Quarters, and Years, then click OK.
Drag Stock Symbol or Return to the Values area. Right-click the value field and select Value Field Settings to set Sum or Average depending on whether you measure total return or average return.
With the PivotTable selected, go to the Insert tab and click PivotChart. Choose a Line or Column chart, then click OK to insert a chart that shows performance over grouped periods.
Build Custom Month, Quarter, and Year Summaries with SUMIFS and AVERAGEIFS
Use this if you need formula-driven summaries for fixed report cells or a dashboard separate from a PivotTable.
Create a Stock Performance Tracker in WPS Spreadsheets
WPS Spreadsheets lets you record daily stock data, add month, quarter, and year helpers, and create PivotTables and PivotCharts to track performance over time without needing Microsoft Excel.
- 1. Download and install WPS Office: Go to the WPS Office download page, download the installer for Windows, macOS, Linux, iOS, or Android, and open WPS Spreadsheets.
- 2. Create the stock tracking workbook: Open a new spreadsheet, click cell A1, and enter Date, Stock Symbol, Price, and Return columns as headers. Type or paste your daily records below.
- 3. Add period helpers and summarize: Use grouping or helper columns for Month, Quarter, and Year, then insert a PivotTable from the Insert tab.
- 4. Insert a PivotChart: With the PivotTable selected, go to the Insert tab, click PivotChart, and choose a line or column chart to view performance over time.
Frequently Asked Questions
How do I group dates by month, quarter, and year in a WPS Spreadsheets PivotTable?
Insert a PivotTable, drag the Date field to the Rows area, right-click any row date, select Group, and then check Months, Quarters, and Years before clicking OK.
Can I use SUMIFS or AVERAGEIFS instead of a PivotTable?
Yes. Add helper columns for Month, Quarter, and Year, then use =SUMIFS(Return_range, Month_range, month_label) for total return or =AVERAGEIFS(Return_range, Month_range, month_label) for average return.
Why does my PivotChart not update when I add new stock rows?
PivotTables do not refresh automatically. Select the PivotTable, go to the PivotTable Analyze tab, and click Refresh, or refresh all from the Data tab.
What is the difference between price change and percentage return?
Price change is the simple difference between two prices. Percentage return divides that difference by the starting price. Define this before building formulas because it changes whether you use SUM, AVERAGE, or another aggregation.
Does WPS Spreadsheets support Excel stock charts and stock data feeds?
WPS Spreadsheets supports standard line, column, and PivotCharts and opens Excel .xlsx workbooks, but it does not have native live stock data feeds.
