Stock Portfolio - Watch List Formula
Monitor Stock Prices in Microsoft Excel
Whether you have a
large stock portfolio or own a few shares of stock, monitoring the performance
of your investments can be done with Microsoft Excel, a product in the
Microsoft Office software suite. After setting up your stock
information in Microsoft Excel, you can update your stock prices with the
click of a mouse button.
Step by Step Instructions
Open a blank Microsoft Excel
Click on a cell where you want
to show a stock price.
Click on “Data” in the top menu
Scroll down to “Import External
Data,” then over to “New Web Query.”
In the window that pops up,
type the URL http://finance.yahoo.com in the address.
Enter the stock
symbol you wish to track. Be sure to double check that you entered the
correct stock symbol by checking the company name that shows.
Scroll down to “Last trade:”
and click on the arrow to the left. The arrow will change to a check mark. The
data highlighted will be shown on your spreadsheet.
Choose the data you wish to be
in your spreadsheet, then click on the “Import” button at the bottom of the
window. You may choose to add any data with an arrow next to it into your
spreadsheet by clicking on the arrow to the left of the data.
Verify the cell where you want
the data to appear when prompted. You can click on any cell in the spreadsheet
if you wish to change the location. Click on “OK” after choosing the cell.
Save the spreadsheet. You can
update the stock price(s) any time by clicking on “Data” in the top menu bar.
Then scroll down to “Refresh Data” and click on it.
Know that you can also update
the stock prices in the “External Data” toolbar. Just click on
the red exclamation point in that toolbar.