The Ultimate Spreadsheet Add-On for Stock Investors (2024)

FAQs

What is the Excel add on for Stocks? ›

The Stock Connector add-in lets you link US stocks, market indexes, mutual funds, international stocks, currencies, crypto, precious metals futures, or ETFs to cells in the spreadsheet and updates them automatically.

Financial Data - Google Workspace Marketplace. This powerful, formula-free add-on enhances Google Sheets by integrating various financial data and charts, including End-of-day Historical, Live, Intraday, and Fundamental data for Stocks and more.

Although it's not required, we recommend creating an Excel table. Later on, this will make extracting online information easier. To create a table, go to Insert > Table. With the cells still selected, go to the Data tab, and then click Stocks.

Great product and customer service. As a junior analyst for my on-campus investment group, I can say that this excel add-in has provided me exceptional value and saved me a whole lot of time. Thank you Wisesheets!

Wisesheets is a fantastic Excel stock add-in that makes bringing stock data into your spreadsheets easy. With Wisesheets, you can access both real-time and historical stock information, such as prices, financials, dividends, and key metrics.

Traders looking to back-test a model or strategy can use simulated prices to validate its effectiveness. Excel can help with your back-testing using a monte carlo simulation to generate random price movements. Excel can also be used to compute historical volatility to plug into your models for greater accuracy.

To use the GOOGLEFINANCE function, you need to provide the necessary parameters such as the stock symbol, the attribute you want to fetch, and optional parameters like the start and end dates for historical data. For example, =GOOGLEFINANCE("AAPL", "price") will fetch the current stock price for Apple Inc.

What is the best way to get stock data in Excel? ›

With the cells still selected, go to the Data tab, and then click either Stocks or Geography. Select one or more cells with the data type, and the Insert Data button will appear. Click that button, and then click a field name to extract more information.

Accurate Price Data: Real-time and historical stock price data at your fingertips. Free Access: No hidden costs or charges. You can download and use the template for free. However, if you want to get the data automatically, you will need a Wisesheets account.

The financial data is obtained from the company's financial reports.

Overall, Wisesheets Finance is a powerful tool that can save investment professionals time and money. It provides access to accurate and up-to-date financial data, all in a user-friendly format. If you're looking for a way to streamline your investment process, Wisesheets Finance is definitely worth considering.

You can get stock and geographic data in Excel. It's as easy as typing text into a cell, and converting it to the Stocks data type, or the Geography data type.

Stock Level: =[@[INITIAL STOCK]]+[@INCOMINGS]=[@OUTGOINGS] Excel can combine the formulas you have already into a new formula so you can see what your current stock level is based on the incomings and outgoings.

The E*TRADE Excel Add-In is a powerful tool that allows you to connect with live data from E*TRADE, directly from Microsoft Excel. Use Excel to connect to E*TRADE Accounts, Transactions, Alerts, Quotes, Orders, etc. Perfect for Excel based data analysis, data cleansing & de-duplication, and more!