Joshua is a graduate student at the USF. He has interests in business technology, analytics, finance, and lean six sigma.
Having an Excel workbook with a linked stock quote can be invaluable. Especially if you do create your own portfolio information in Excel based on stock price. In this tutorial, we will search the Microsoft store for an add-in that will display stock prices in Excel. Additionally, we'll link stocks to the add-in and have prices displayed in a spreadsheet.
Need an Add-in
Older versions of Excel allow you to update cells directly from MSN Money. Well folks, those days are over. Another way to get updated stock quotes in your Excel worksheets is with an add-in. If you don't have the developer tab in the ribbon to manage add-ins, figure out how to add it here.
To find an add-in, start by clicking on the developer tab. This opens a variety of options. Click on the add-ins button that's located in the add-ins section.
Search the Office Store
To search the Microsoft store for Excel add-ins, click on the button labeled Office Store.
Shop for an Add-in
Select an Add-in
Type stock into the search box and you will find some free Excel add-ins come up on the list. Choose the add-in labeled "Stock Connector" by clicking the add button.
Add the Stock Connector
Go to Stock Connection
After the add-in is added, you should be able to locate the add-in on the home tab of all your Excel worksheets.
Launch Stock Connector
Click on the add-in icon to launch Stock Connector and a panel will appear on the right side of your Excel worksheet.
Stock Connector Panel
Find Your Stock
To find a stock quote, click in the field that reads "Enter a stock" and type in either the name of the public company that you want to retrieve a stock quote from or enter their ticker symbol.
Next, a window will appear. Click in the cell where you want the quote to appear on your spreadsheet, then click the OK button.
Details about that stock including the price, change in price, and updated time will appear in the add-in pane to the right. The quote will also appear in the cell that you chose.
Adding a Quote to a Spreadsheet
The percent change in the quoted price can also be displayed in your spreadsheet. To add the percent change, click on the percent in the panel and a window titled select data will appear. Click on the cell where you want the percent change to display and click OK.
Adding Stock Quote Percent Change to a Worksheet
The add-in will only give you the stock quote and percentage increase or decrease for a company. This means that you'll have to complete your own formatting to identify this information.
Add Column & Row Headers
To learn more about using linking Excel workbooks to external sources, I recommend the Excel Bible. I have been using the Excel Bible for years to improve my understanding of all aspects of this Microsoft product.
This content is accurate and true to the best of the author’s knowledge and is not meant to substitute for formal and individualized advice from a qualified professional.
© 2018 Joshua Crowder