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Stock quotes in Excel using Financial Link.
Posted on 23-May-2009 by admin

Loading stock quotes into Excel is very easy by using Financial Link. Read this article to learn how.

To load a stock quote into excel you will need Financial Link installed on your computer. If this is done simple put the following formula into an excel cell:

=ftrading("ibm","yahoo","last price")

This formula will load the last price of IBM. Note that there are 3 parameters of this function. First you need to specify stock code (instrument id). If you don’t know this, you can do a search in Financial Link menu. Second parameter is data source, this can be for example “yahoo” to get the price from Yahoo Finance. Third parameter is the field name, which specifies what kind of information you want to see. This is now “last price” but could be a lot of others like “open”, “bid”, “profile” etc. To get a list of available fields and automatically create the function above for you, use the built-in assistants.

Select Financial Link/Stock Quotes Assistant:

 financial link menu

 

In the upcoming window select source from the dropdown and also type in the stock code (instrument id). Use the “Id Search” button if you do not know the code. Click on “Next”. Financial Link now will find and show you the available fields:

available fields

Double click on one or more fields you want to see. Click “Finish”
Financial Link now will create the functions in Excel required to load this information  starting from the active cell.


 

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