Get Latest Stock Data in Excel & Create Your Own Stock Portfolio

Published: 31 December 2020
on channel: Leila Gharani
332,339
7.5k

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Easily pull live stock data in Excel with Stock data types.
With Excel's stock data feature you can get live stock information. Stock data types allows users to quickly pull stock information into Excel from various exchanges.

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In this tutorial I'll show you how you can pull data related to stocks, bonds, currency, and even crypto-currency such as Bitcoin into your spreadsheet. This way you can easily calculate your portfolio value directly from within Excel. You'll learn to build your very own stock portfolio in Excel. We'll use Excel tables together with conditional formatting.
With stock data types you can retrieve stock prices, stock volume, 52 week high, 52 week low, shares and a lot more. If the stock data type is showing you an incorrect stock or the wrong exchange, you can easily change it. I'll show you how to in the video.

Note: Excel Stock Data Types are available in Excel for Microsoft 365 and in Excel for the web.

00:00 How To Use Stock Data Types in Excel
04:27 How To Setup a Stock Portfolio in Excel
09:54 Use Conditional Formatting for Stock Portfolio
12:30 How To Setup Language for Stock Data Type

More Excel 365 tutorials:    • Excel for Office 365 & Dynamic Arrays  

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