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There are a few ways to get stock quotes into Excel. For example, there are commercial add-ins that can download historical stock quotes into Excel and provide tools for analyzing the information, creating charts, and providing oodles of technical analysis functions. As of this latest article update (5/8/2020), the simplest method I know of is to use the new Stock data type, and I've created a free template to get you started.
Stock Quotes and Portfolio Template
for Excel (Office 365)⤓ Download (.xlsx)⤓ Google SheetsLicense: Personal Use (not for distribution or resale)
If you want refreshable Stock quotes directly within Excel, upgrading to Office 365 may be worth it. The new Stock data type makes it a piece of cake to get stock data into Excel. To see if your version of Excel works with this new feature, download the above template. If the table of stock quotes works, and can be refreshed via Data > Refresh All, you are good to go!
Microsoft Office Online Templates Downloads
This template also contains a very basic stock portfolio worksheet that uses VLOOKUP to get the current price based on the stock symbol. Note the disclaimer (not for professional or stock trading purposes or advice).
Stock Quotes in Excel via Google Sheets
The GOOGLEFINANCE function in Google Sheets allows you to get delayed quotes for stocks and mutual funds. After creating a table for the symbols that you want, you can publish the sheet as a web page (via File > Publish to the Web). You can then import the data into Excel via a web query that uses the Google Sheet as the data source. To do this, follow the steps below:
Step 1: Start with a Google Sheets Template
We've created a Google Sheets template that uses the GOOGLEFINANCE function to display stock quotes. You can make a copy of that template and update it with your own list of stocks and mutual funds.
GET TEMPLATEStep 2: Add Stocks and Mutual Funds
To add a new stock symbol to the Google Sheet, type the symbol in column A, then copy the formulas from previous rows.
Step 3: Publish as a Web Page
To connect your Google Sheet document with Excel, first publish your Google Sheet document to the web. In Google Sheets, go to File > Publish to the Web.
From the dropdown box, select the StockQuotes worksheet. Then click the 'Publish' button and copy the URL that is shown highlighted, like in the screenshot below.
This will make the worksheet viewable to anybody who ends up with the link to it. For security, you should only use the Google Sheet to list the stock quotes. Don't add other personal financial data to the published sheet.
Step 4: Import into Excel via a Web Query
Now you can use the URL of the published Google Sheet to import the data into Excel. Create a new Excel worksheet, then go to Data > Get External Data > From Web.
Paste the URL you copied from Google Sheets into the Address bar, then finish the wizard.
This will put your Google Sheet data directly into Excel:
To update the web query, go to Data > Refresh All.
With the data now in Excel, you can use VLOOKUP or INDEX/MATCH functions to reference the data in the web query. For example use a formula like =INDEX(D:D,MATCH('MSFT',B:B,0)) to get the Price for MSFT.
MSN Money Stock Quote Add-in
The old way to work with stock quotes in Excel was the free MSN Money Stock Quote Add-in for Excel versions 2002 and 2003 (and 2007). But, that add-in no longer works. The old MSN data source is no longer accessible (https://www.msn.com/en-us/money/quoteslookup). Instead, Excel uses the new Stock data types, like those included in my template above.
Historical Stock Quotes via Yahoo Finance
It is possible to create a web query to access historical stock quotes from Yahoo! Finance or some other site, but I have found this approach to be somewhat cumbersome. Perhaps a better way to do this is to download historical stock quote data into Excel from Yahoo Finance:
After you enter the symbol and click the Go button, choose the Time Period you want and then press the 'Download ' link at the top of the table. This will download the data within the entire date range as a .csv file rather than just the stock quote data shown on the page.
More Options
- Import data from external data sources at support.office.com
- Excel data types: Stocks and Geography at support.office.com.
- Stock Quotes in a Google Spreadsheet - at support.google.com - Google got it right. You can use the =GOOGLEFINANCE function to get stock quote data into your Google Spreadsheet directly from Google Finance. View an example template by Google here.
- Get Stock Quotes using Excel Macros - at chandoo.org - Describes a way to use VBA to get stock quote data from Yahoo Finance
When you need to compose a document in Microsoft Word, using the template is helpful. Whether you want to create a resume, a report, a proposal, a plan, or another popular document, templates will give you a starting point in the right format.
When you need to compose a document in Microsoft Word, using the template is helpful. Whether you want to create a resume, a report, a proposal, a plan, or another popular document, templates will give you a starting point in the right format.
Here are 6 websites that offer free choice of the best Word template you should consider.
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1. Templates.office.com
When it comes to Microsoft Word templates, where could it be better than Microsoft Office Online? The advantage of using this resource as the sample comes directly from Microsoft.
The site is well organized, you can search by keyword or browse by category, event or application. And you'll find hundreds of free Word templates like resumes, cover letters, brochures, advertisements, calendars, cards and more.
When you see a template you like, select it to see a brief description. Click the Download button to use it on your computer or click Edit in Browser to open the template in Microsoft Word Online.
2. Template.net
Another great place to download Word templates is Template.net. Because the site offers both free and paid form, unwieldy search box. You should use the Templates button at the top and then select the category Free Templates.
Template.net the free Word templates for everything from contracts, invoices, to the voucher plan. When you select a category, you will see a series of results. Each template has icons for their respective applications. So, to choose a Word template, look for the Microsoft Word logo on it.
To download the template, you need to register for a free account. Choose a template, click on Free Download and continue the process to get the template.
3. Vertex42
Another place to download Microsoft Office templates is Vertex42. Although the site focuses primarily templates for Excel, but you can also choose many beautiful Word template. At the top, you will see the Word Templates navigation button. Just click on it to see the full list of templates.
Users can find specific letters, resumes, leaflets or templates with assignments, exercise diaries and checklists for camping and shopping. When sampling for viewing or downloading, you will see the relevant form at the end is very useful.
To download a template, simply select it to see the full description including application recording and compatible version. Select versions of Word, click the Download button and then follow the instructions for sampling.
4. Wordtemplates.org
WordTemplates.org site contains tons of samples used for business or personal.
When visiting the site, you will see a simple way to navigate common patterns like advertisements, certificates, leaflets and contracts. You can also check the options and common or recent searches specific form.
Each template provides useful descriptions and photos. When you find a template you like, select it and click the Download Now button. You do not need to register an account or pay a fee. WordTemplates.org offers completely free templates.
5. Hloom.com
Hloom is an interesting site provides templates for all Microsoft Office applications, not just Word. So, this is the site you need to bookmark if necessary templates for Excel or PowerPoint.
At the top, you'll see Free Templates and can choose to view specific collections or templates like invoices, certificates, invitations, or flyers. If you check the Template Collections section, you will see that the samples are organized into categories from contract to survey.
To download a template, select it to see a description of the document type. Besides the file name, you will see the extension DOCX to know this is the template for Word. Click on the Download button.
6. Stock Layouts
Stock Layouts is a site anymore you can check when you want to download the Microsoft Word template. Users will find many attractive options for their projects.
The site offers both free and paid samples. To view a free sample, click on the button at the top and choose TemplatesFree Templates. Then in Graphic Design Templates Free, click on the dots to move through the different items.
When you find your favorite template, select it and check the file format for Word because the site also provides templates for applications like Illustrator and Apple Pages. Login or register with a free account and then press the Free Download button.
These six websites are great resources for free Word templates. Bookmark them all, and you won't have to waste time making prototypes from scratch.
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