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To refresh the price and other information, just use the regular Excel refresh in the Data ribbon.
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Please mention the country and exchange you use, in the comments below. Please share your experience on if you see more fields or if you don’t see these fields I am seeing. This field list will likely change over time and also may differ by country. To see all the fields available, you can do the dot formula or see the ‘Show Data Type Card’ as explained earlier. To accommodate any missing data, we wrap it with an IFERROR function.For example, I can type in Employees instead of Year incorporated, to have employees show up in the cell above.
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I prefer this because this is dynamic based on a cell reference.In this case, I am pointing to this ‘Exchange Abbreviation’ text. Value – which is our ticker symbol and the field name is any of the field names available with the data type. We provide two inputs to this function.The second method which I have used a lot in this template is the FieldValue function.You can type a dot and then choose which field you need to extract.I_SYM is the name of the cell where we receive the input ticker symbol.To pull the latest price, we have used this dot formula.
Excel lookup stock price how to#
There are two different methods we have shown here on how to pull all the rich stock data into Excel. To see all the cells where we have used formulas, in the Editing section of the Home ribbon, Find -> Formulas Here is the link to the article from Microsoft which shows which exchanges are available and the delay in data refresh for each. In addition to individual Stocks, you can get data about Indices and Currency exchange data as well. What we are doing in our template is to make this more customizable in layout and presentation. Now this is all the information that is available. If Excel is picking the wrong value automatically, you can Change Data type to modify the associated stock.Īfter converting to data type, Right click and choose ‘Show Data Type Card’. Select accordingly.Īs an alternative, you can type the exchange in front of the ticker with a colon in between, like XNAS:MSFT If the symbol is not unique, Excel will offer the choices. You can type any symbol in any cell and then convert to stock data type. With the ‘Stocks’ Data Type, Excel has introduced a new way to bring additional data into Excel via a service. The foundation of this is the Stocks Data type. Now, let’s learn about how this template was built. You can change the Ticker symbol and immediately view the information for a stock.