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.

Common Use Cases

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  Tracking a personal investment portfolio
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  Performing financial analysis for professional investment advice
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  Creating a dynamic dashboard for stock market monitoring
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  Comparing historical stock performance for multiple companies
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  Automating the process of updating stock prices for market research reports

Excel vs. Sourcetable: A Comparative Analysis

Discover the differences between Excel and Sourcetable. Excel, a widely-used spreadsheet program, offers robust functionality for data analysis. Sourcetable, on the other hand, specializes in aggregating data from multiple sources into a single, user-friendly interface.

Excel is known for its versatility and broad application, but Sourcetable provides a unique feature: an AI copilot. This tool aids users in creating complex formulas and templates, streamlining the data management process.

Sourcetable's spreadsheet-like interface allows for intuitive data queries, a contrast to Excel’s traditional approach. Users seeking a more automated and integrated experience may find Sourcetable advantageous.

The AI copilot in Sourcetable marks a significant evolution from Excel's manual formula creation. This innovation helps users leverage data insights with minimal effort and advanced technical knowledge.

When choosing between Excel and Sourcetable, consider the need for AI assistance and data source integration. Sourcetable may offer a more efficient workflow for those dealing with diverse and extensive datasets.