Work with stocks

Learn how to use the Stocks data type, which

lets you get stock prices and other useful information.

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Have you ever wanted up-to-date stock information in Excel? This is poss
do, when you use the Stocks data type.

Each of these cells have a stock icon,

which means they're using the Stocks
data type.
Company name Price Change Last trade time 52 week high
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

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xcel? This is possible to

IMPORTANT
If you see #NAME? in these
52 week low cells, this means you don't
have the latest subscription
#NAME? version of Excel installed.
#NAME? However, you can learn
#NAME? about stocks by watching
our video on the web.
#NAME?

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When you use the Stocks data type in a column of cells, you can extract
financial information (like Price, Change, etc.) from that column and use i
other columns.
The cells in this first column use the Stocks
data type...
Company name Price Change Last trade time 52 week high
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

...and these cells extract financial

information from the cells in the first
column.

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 you can extract
column and use it in

52 week low
#NAME?
#NAME?
#NAME?
#NAME?

nancial
n the first

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And of course, the data is refreshable. Meaning, you can refresh it so tha
stays up-to-date with the latest pricing information.

You can refresh this information.

On the Data tab, click Refresh All.

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

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refresh it so that it

52 week low
#NAME?
#NAME?
#NAME?
#NAME?

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So how do you use the Stocks data type? First, type tickers or company n
in some cells. In this example, we typed tickers for several well-known
companies.

Company name
MSFT
NKE
BA We typed tickers into these cells.
SBUX

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s or company names
l well-known

cells.

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After typing tickers or company names, you can convert that text into the
Stocks data type. Go ahead and try it out below—it only takes a few click

Company name
MSFT TRY THIS
Click and drag to select these four cells. Then
NKE on the Data tab, click Stocks. When you're
BA done, a stock icon will appear next to each
SBUX company name.

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hat text into the
akes a few clicks.

ells. Then
you're
to each

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Now that you have the Stocks data type, you can extract up-to-date infor
and put it to the right of the stocks. Give it a shot!

TRY THIS Company name

Select these four cells. Then, #VALUE!
you'll see the Add Column button
appear. It looks like this: #VALUE!
#VALUE!
#VALUE!

Click that button, and then click

Price and you'll get recent stock
prices for each company.

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ct up-to-date information

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 TRY THIS Company name
Select these four cells again. Then, #VALUE!
click the Add Column button again
and choose Change. Then click the #VALUE!
button again and choose Last trade #VALUE!
time. #VALUE!

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Price
#NAME?
#NAME?
#NAME?
#NAME?

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 TRY THIS Company name
Click the stock icon next to #VALUE!
Microsoft Corp, and a card will
appear. Scroll through the list of #VALUE!
fields. Then hover over any field, #VALUE!
and click this button: #VALUE!

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Price Change
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?

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You can also type formulas to add fields. How? By typing a formula with a
Give it a try below, and you'll see how easy this is.

TRY THIS
In the yellow cell below, type =B12.[52 week high]
(Don't forget the equals sign, the dot, and the brackets.) Then
press Enter.

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?

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#N/A
g a formula with a "dot."

high]
brackets.) Then

Did the formula fill down

when you pressed Enter? If
not, select these cells and
then press CTRL+D to fill the
formula down.

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Here's an extra tip for formulas. You can use the arrow and tab keys to m
things easier. Just follow the instructions below carefully, and you'll get th
of it.

TRY THIS
In the yellow cell below, type =B13 and then press the
down arrow key until you reach Employees. Now press the
TAB key to select it. Then press Enter and the number of
employees will appear in the cell.

Company name Price Change Last trade time Employees

#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?

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#N/A
d tab keys to make
and you'll get the hang

ess the
w press the
umber of

Did the formula fill down

when you finished it? If not,
select these cells and then
press CTRL+D to fill the
formula down.

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 TRY THIS Company name
Select all of these five cells.
Then on the Insert tab, click #VALUE!
Table. Make sure that the My #VALUE!
table has headers check box is #VALUE!
selected. Then click OK. #VALUE!

After you insert the table, go ahead type Price in cell F9. W
Enter, the Price field will be extracted and put into the tab

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o ahead type Price in cell F9. When you press
extracted and put into the table for you.

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Name
MSFT
NKE
BA
Practice: View a card, and add some fields.

1 Select the six cells and

then click Data >
2 In cell C13, type
Instrument Type and
3 The Instrument Type
column was added, and
Stocks. press Enter. now you can see which
ones are funds and
which ones are stocks.

Name
SBUX
VBMFX
VTSMX
VGTSX
MSFT

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e fields.

The Instrument Type

column was added, and
4 In cell D13, type
Expense Ratio and
now you can see which press Enter. Notice that
ones are funds and the funds have an
which ones are stocks. expense ratio because
they have management
fees.

Since the company

stocks don't have
management fees, Excel
returns the error
#FIELD! because there
isn't any data to show.

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Practice: Write some formulas for stocks.

1 Under Change, type this:

=B16
2 Do that again in cell E16,
but this time add the
3 Under GMT difference,
type the difference in
field, Last Trade Time. hours between your time
Then press the down and GMT. For example, if
arrow key until you reach When you're done, the you're in Tokyo, you're 9
Change. Finally, press last trade date and time hours ahead, so type 9. If
Tab, and then press Enter. will appear, in Greenwich you're behind GMT, type
Mean Time (GMT). a negative number. For
example, in New York
City, you'd type -5.

Company name Price Change Last trade time

#VALUE! #NAME?

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#N/A #N/A
ocks.

Under GMT difference,

type the difference in
4 When you press Enter,
you'll see that cell G16
hours between your time has a special formula that
and GMT. For example, if converts the GMT time in
you're in Tokyo, you're 9 cell E16 to your local
hours ahead, so type 9. If time.
you're behind GMT, type
a negative number. For Feel free to copy and
example, in New York paste this formula and
City, you'd type -5. use it in your own
spreadsheets.

GMT difference Local time

12/30/1899 0:00:00

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Learn more

Check out these other resources for more information.

Related articles Other helpful information

Get a stock quote About the geography data type
Write formulas against data types
FIELDVALUE function
#FIELD! error

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