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Walter

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  1. 1,110 votes
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    Huge progress update toward historical data! We have released our preview of the StockHistory function! https://support.microsoft.com/en-us/office/stockhistory-function-1ac8b5b3-5f62-4d94-8ab8-7504ec7239a8

    However, this is only available to our Beta Channel at the moment, so when it is rolled out to General Availability, I will be sure to update the status to completed.

    If you are able to use the feature in preview and have feedback, please send-a-frown for us to review.

    —Kaycee Reineke
    Excel PM

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    Walter commented  · 

    Historically, the Yahoo-finance site included a functionality where real-time and end- of-business stock data could be downloaded to Excel spreadsheets. This was terrific for me and many others and became an important part of my personal finances management program.
    Then, Yahoo found out that “someone” had developed a for-sale product that drew on their data. That violated the covenants Yahoo had with the stock data sources and, rather than lose that connection, Yahoo (reluctantly) stopped providing the connectivity that previously had communicated these data with the user community. There has been a lot of blow-back onto Yahoo and Microsoft, but it is not their fault . . . but what to do?
    I have developed a “work-around” that I would like to share. Note that Yahoo still has their portfolio function. You can open their site and create one or more named portfolios each with a data base of stock symbols, number of shares, original investment amount etc. as input and with an output table showing the instantaneous stock price, shares traded, dividend amount and percentage, dividend pay dates etc. At any time, the user can click the “Export” button to create a .csv (a matrix spreadsheet file compatible with Excel) file containing all this information which you can name and save to your desktop… say as MASTERSTOCK.csv.
    Then open your portfolio Excel file and Copy the relevant portions of the MASTERSTOCK.csv file to an empty region of the Excel file. It will not be a “clean” replication of the original portfolio information (single listings of each stock etc.) but will have all the data from the Yahoo portfolio within it. Then, cell-by-cel , draw the .csv data by reference to the relevant cells in your spreadsheet and VIOLA! you have all your data in the form you want it that is current. Future days, just carefully copy that day’s .csv file into the same .csv region of your Excel file and the data is updated.
    This is not as neat as previously, but your precious spreadsheet data will be current and accurate and you can get on with your financial life.
    Hope this helps.

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    Walter commented  · 

    I have developed a "Work-around" for the loss (not Microsoft's problem nor Yahoo's... they had to do it or violate their covenants).

    (1) Create an Excel spreadsheet with the information and design you want.
    (2) Create a portfolio listing of your stocks in Yahoo Finance which includes all of the data you want for each stock symbol (price, change etc.) They have quite a bit available.
    (3) Show the portfolio and click "Export" and save to your machine desktop the file that will include all of the data in the portfolio . . . though not as you want to see it. Call it, say, Master.csv
    (4) Copy the data from Master.csv to a clear area on your Excel sheet. Pull the data from the copied Master.csv file to the correct cells in the Excel sheet... Viola! you have your info as you want it . . . not as convenient as before . . . but IT GETS THE JOB DONE.

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  2. 23 votes
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    Walter commented  · 

    I would go further and allow the user to select a color other than dark green or black, gray or white.

    Walter supported this idea  · 

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