Skip to main content

How to Link Stock Quotes to an Excel File

Joshua earned an MBA from USF and writes mostly about software and technology.

how-to-link-stock-prices-to-an-excel-file

Having an Excel workbook with a linked stock quote can be invaluable. Especially if you do create your portfolio information in Excel based on the 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.

Stock Quotes

Linking stock quotes (prices) to Excel worksheets can save you from having to export new information or possibly from constantly viewing an internet browser or phone application to view current stock prices.

Linking stock quotes (prices) to Excel worksheets can save you from having to export new information or possibly from constantly viewing an internet browser or phone application to view current stock prices.

New Versions of Excel 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.

Find Add-ins

Steps to manage add-ins in Excel.

Steps to manage add-ins in Excel.

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

how-to-link-stock-prices-to-an-excel-file

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 Stock Connector

You are not limited to the Stock Contributor add-in. You can test whichever add-ins work best for you.

You are not limited to the Stock Contributor add-in. You can test whichever add-ins work best for you.

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.

Locate Stock Connector Add-in

By default, the add-in will be located on the home tab and will appear on the far right-hand side of the ribbon.

By default, the add-in will be located on the home tab and will appear on the far right-hand side of the ribbon.

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

In the above illustration the Stock Connector add-in is loaded, but there aren't any links to stock quotes.

In the above illustration the Stock Connector add-in is loaded, but there aren't any links to stock quotes.

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 Stock Quote to a Spreadsheet

how-to-link-stock-prices-to-an-excel-file

Percent Change of a Stock Quote

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

how-to-link-stock-prices-to-an-excel-file

Formatting

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 formatting to identify this information.

Add Column & Row Headers

how-to-link-stock-prices-to-an-excel-file

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