excel

How To Get Stock Price In Excel

Boost your productivity with Sourcetable's AI spreadsheet assistant. Work like a spreadsheet power user and answer all your questions in seconds.


Learn more
Jump to

Introduction

Acquiring real-time stock prices in Excel can enhance financial analysis, allowing users to keep a close eye on market fluctuations. Excel offers native functionality and external add-ins for this purpose.

However, complexities can arise when setting up and maintaining these data streams in Excel. This guide will provide step-by-step instructions on how to get stock prices into Excel.

While Excel requires manual configuration and complex formulas, Sourcetable's AI chatbot can instantly fetch and analyze stock data through natural conversation. Simply upload your data or connect your database, and let Sourcetable's AI create visualizations and perform any analysis you need - try Sourcetable now to experience the future of spreadsheet analysis.

excel

How to Get Stock Price in Excel

Using Excel Stocks Feature

To insert stock prices in Excel, begin by converting text into the Stocks data type. Select the cell with the stock symbol, then choose 'Stocks' from the 'Data' tab. This requires a Microsoft 365 account or a free Microsoft Account.

After conversion, right-click the cell and select 'Insert Data' to extract attributes like stock price, price change, and more. For better organization, create a table.

The stock data type in Excel is connected to an online source, providing delayed but comprehensive stock information. Remember, this data is for informational purposes only and should not be used for trading.

Automating with Wisesheets

For real-time data with only a 15-minute delay, use Wisesheets. This tool can be integrated into Excel to automate the retrieval of stock data, including dividend payment information and advanced metrics like segment revenues.

Wisesheets also offers historical financials and key metrics, aiding in thorough financial analysis. Use the Wise and Wiseprice functions to set up your Excel sheet for displaying this data.

The API that Wisesheets uses pulls data directly from the SEC, ensuring that the information is accurate and up-to-date. This tool is especially useful for determining a company's value.

Important Considerations

Stock data in Excel is provided "as-is" and is not intended for trading or giving advice. Always verify the data through other sources before making financial decisions.

excel
excel

Key Use Cases for Excel Stock Price Functions

Personal Investment Portfolio Management

Track and monitor your personal stock investments in real-time using Excel. This allows individual investors to maintain an organized view of their holdings and make informed decisions about their portfolio allocation.

Professional Financial Analysis

Conduct comprehensive financial analysis for clients and stakeholders. Financial advisors can leverage Excel's stock price functionality to create detailed investment recommendations backed by current market data.

Dynamic Stock Market Dashboard Creation

Build interactive dashboards that automatically update with the latest stock prices. This provides a centralized view of market movements and helps identify trends at a glance.

Historical Performance Comparison

Analyze and compare historical stock performance across multiple companies. This enables investors to identify patterns, evaluate investment opportunities, and make data-driven decisions about future investments.

Automated Market Research Reporting

Streamline the creation of market research reports with automatic stock price updates. This saves time and ensures that reports always contain the most current market data without manual intervention.

sourcetable

Excel vs. Sourcetable: A Powerful AI Alternative

While Excel has long been the standard for spreadsheet software, Sourcetable represents the next evolution with its AI-powered approach. Rather than wrestling with complex functions and manual data analysis, Sourcetable's conversational AI interface lets you create, analyze, and visualize data through simple chat commands. Solve any spreadsheet challenge by signing up at Sourcetable.

Natural Language Interface

Sourcetable eliminates the need to learn complex Excel functions by letting users interact with an AI chatbot. Simply describe what you want to accomplish, and the AI handles the technical implementation.

Data Analysis and Visualization

While Excel requires manual chart creation and formatting, Sourcetable's AI can instantly transform your data into stunning visualizations based on your conversational requests.

Data Handling Capabilities

Sourcetable processes files of any size and connects directly to databases, removing Excel's size limitations. The AI interface makes complex data analysis accessible to users of all skill levels.

Spreadsheet Creation and Management

Instead of starting with blank sheets and manual formatting in Excel, Sourcetable can generate entire spreadsheets, complete with sample data, based on your requirements through simple chat commands.

Automated Analysis

Sourcetable's AI eliminates the time-consuming process of manual Excel analysis by automatically generating insights and performing calculations based on natural language requests.

excel

Frequently Asked Questions

How do I add live stock prices to Excel?

To add live stock prices in Excel, first enter the ticker symbol, company name, or fund name in a cell. Select the cell(s), go to the Data tab, and click Stocks. Excel will convert the text into a Stocks data type if it finds a match from online sources.

What are the requirements to use stock prices in Excel?

You need a Microsoft 365 account or a free Microsoft account, and Excel must be set to use one of these editing languages: English, French, German, Italian, Spanish, or Portuguese.

How do I extract stock information like price and other details?

After converting text to the Stocks data type, use the Add Column button to extract specific information such as price, last trade time, or exchange details in additional columns.

Conclusion

Getting stock prices in Excel can be complex and time-consuming. Multiple methods exist, each with their own limitations and technical requirements.

Sourcetable eliminates these challenges by providing a simpler solution. Its AI-powered interface lets you create spreadsheets and retrieve stock data through natural language commands.

Skip the manual formulas and complex functions. Get started with Sourcetable today.



Sourcetable Logo

Work smarter, not harder

Boost your productivity with Sourcetable's AI spreadsheet assistant. Answer all your questions about spreadsheets in seconds. Try for free to get started.

Drop CSV