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Showing posts with label Excel. Show all posts
Showing posts with label Excel. Show all posts

Saturday, March 20, 2021

Using Excel to Track Stocks

You can use Excel to track stock information. For this, I am using Excel for Office 365, but that just means I'm using the latest version. The features of Excel for tracking stocks have been around for a bit now. (Side note: I have not tested this with Excel Online.)

Using the stock functions, you can track everything from the company name associated with a ticker to the 52-week high and low.

To test this, create a new Excel spreadsheet. Then, in A:1 put "Stock" and in A:2 put MSFT.

Next, after ensuring you have clicked the field A:2, click Data->Stocks.

Excel may need you to disambiguate the ticker:

Once done, notice how Excel expands the ticker to the company:

Now is the fun part! Excel will now provide various functions, including ticker, 52-week high, 52-week low, price, etc. There are 20+ functions provided out-of-the-box! To choose one, go to B:2 and type in "=A2." and you'll see the list of functions available:

Now, you can easily create an Excel spreadsheet that only requires 3 input fields (orange in the screenshot) to track everything you need to know.

One key note, unless you enable Auto Refresh, you'll need to click the Data->Refresh All button when you first open the spreadsheet each day/week/month for review.


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