Because people in many places are stuggling to stay safe, I encourage everyone lucky enough to own stocks to contribute to people who need it. I donate 10% of the profits from Stock Connector to givedirectly.org, which distributes the money mostly in Kenya, Rwanda, and the United States.

Stock Connector add-in for Excel

The Stock Connector add-in lets you link US stocks, market indexes, international stocks, currencies, crypto, or ETFs to cells in the spreadsheet and updates them automatically. You can get the add-in free from the Excel Stock Connector AppSource page. Or download this template Excel file that already has the add-in set up with some sample stocks.

The add-in works in Microsoft Excel 365, Excel 2013, Excel 2016, and Excel 2019 for Mac and Windows, Excel Online, and Excel for iPad. It allows you to choose the location where it inserts the price or the daily change. Then those values are updated automatically throughout the trading day at an interval you specify, as quickly as once every 10 seconds. Real-time data for US stocks is available for contributors. The add-in is intended for creating a variety of portfolio-tracking spreadsheets or more complex stock-management tools in Excel. Any holdings supported by the IEX exchange are supported by this add-in, including US stocks, market indexes, mutual funds, international stocks (updated daily), OTC stocks (updated daily), and ETFs.

The user base is growing (around 290,000 monthly user sessions as of November 2020), but I still only get 60 to 80 requests/bugs/feedback messages per week, so each time you contact me it helps me improve the add-in. So go ahead and tell me about any problems or suggestions from the stockconnectorapp@outlook.com.

How To

Insert Stock Connector in a blank workbook

  1. Open a new Excel workbook and go to Insert > Get Add-ins
  2. Search for "stock connector" and click Add.
  3. Stock connector is immediately installed. Click the Stock Connector button in the ribbon on the Home tab to insert the task pane.

Start from an Excel template

One easy way to get started is to simply download this template Excel file. When you open the workbook you'll need to click through a few prompts to trust the add-in. Then the task pane will appear with several stocks and currencies already connected. In this sample, the stocks are connected to the second sheet, and they're referenced in a portfolio view on the first sheet, which uses Excel's =VLOOKUP() function to refer to the live connected prices.

Connect your First Stock

  1. Enter the desired ticker in the input box (eg. "MSFT" for Microsoft). If you don't know the ticker for the stock you want, you can search on the IEX exchange.
  2. Choose Connect.
  3. A prompt will appear asking you to select any cell. Choose a cell in the Excel workbook where you want the live updating price to appear.
  4. The add-in writes the price in the selected cell and also gives more information in the task pane, including the ticker, the last trade price, the percent change since the previous close, and the time of the last reported trade. This information is displayed for the time zone of the stock's exchange and is delayed by default or available without delay (real-time) as a premium feature for contributors.
  5. That's it! To insert the daily change % into the spreadsheet as well, select the change value for that stock in the task pane. Then the add-in will prompt for a location in the same way that it did to add the stock initially.
  6. Clear the contents of a cell to unlink it from the add-in.

Search for a symbol

If you don't know the ticker symbol for the company you want to track, enter the company name in the white text box at the top of Stock Connector and click Connect. If the name is recognized, you'll see a list of up to 10 symbols with the full company name and country code. This feature is especially useful for finding the symbols for international stocks.

Connect to market indexes

Stock connector supports several market indexes, which have symbols beginning with the "^" character. Here are the supported indexes today:

NameSymbolCurrencyUpdate interval
S&P 500 Index^GSPCUSD realtime
Dow Jones Industrial Average Index ^DJIUSD realtime
NASDAQ Composite Index ^IXICUSDrealtime
Russell 2000 Index ^RUTUSD realtime
FTSE 100 Index ^FTSEGBPdaily

Connect to international stocks

Stock Connector supports stocks in 14 non-US exchanges across 13 countries (and 8 US exchanges). Non-US stocks update only at the end of each trading day, not in real time throughout the day. Here are the supported regions:

NameAbbreviationCountrySymbol suffix
Toronto Stock ExchangeTSECanada -CT
TSX Venture Exchange TSXCanada -CV
Mexican Stock Exchange MEXMexico-MM
London Stock Exchange LONUnited Kingdom -LN
XETRA ETRGermany-GY
Euronext Paris PARFrance -FP
Euronext Amsterdam AMSNetherlands-NA
Euronext BrusselsBRU Belgium -BB
Euronext DublinDUB Ireland -ID
Euronext Lisbon LISPortugal-PL
Abu Dhabi Securities ExchangeADS United Arab Emirates -DH
Tel Aviv Stock ExchangeTAE Israel -IT
BSE Ltd. BOM India-IB
Korea ExchangeKRXSouth Korea -KP

In order to add the stock you want, take the symbol and append the suffix above. For example, to add Volkswagen on the German exchange, type VOW-GY. You can also use the Search function in Stock Connector to find international stocks.

Connect to FOREX currency exchange rates

First, find the currency code of the 2 currencies you want to compare. In Stock Connector, enter both currency codes together, separated by a slash (/) symbol. The second symbol should be the base currency - the one you want to use to express the value of the first symbol. For example:

Connect to cryptocurrencies like Bitcoin

First, find the currency code of cryptocurrency you're interested in, for example, BTC for Bitcoin. Then find the currency code of your base currency, for example, USD for American dollars. In Stock Connector, enter these two currency codes together, separated by a slash (/) symbol. For example:

Connect a stock to more than one cell

Often you'll want a quote to appear in multiple places on a spreadsheet. Since the Stock Connector add-in only lets you insert each quote in one place, you can use the power of Excel to show it in more places. Let's say you want a price to appear in cell A1 and B1. First connect the price to cell A! as usual. Then type in =A1 in cell B1. Now both cells will be updated automatically as the price changes. If you want to get fancy, you could even create a separate sheet specifically to hold connected stocks, and use a forumla like VLOOKUP to automatically get quotes for any stock on the main sheets.

Sort spreadsheets without breaking connections

If you enter stocks in a sheet directly with Stock Connector and then sort the sheet, the connections may break.

To solve this problem, create a new sheet called "stockconnector" whose only purpose is to hold a list of tickers in column A, with their price and change% in columns B and C. You will not sort this sheet. On the sheet you want to sort (for example, your portfolio sheet), let's say you want the price of Google's stock. Then you can use the formula "=VLOOKUP("GOOG",stockconnector!A$1:C$1000,2,FALSE). Then when you sort the portfolio sheet, all the connections continue to work. Another advantage of this approach is that you can include the same stock multiple times (for example, maybe you hold a stock in multiple accounts). If you want to make it even easier, you can reference a cell on your portfolio shee with the ticker instead of typing the stock, like "GOOG".

You can see an example of this setup working in this sample portfolio spreadsheet using Stock Connector.

Find a cell you already connected a stock to

If you manage a lot of stocks in the same spreadsheet, you might forget which cell you've connected for a particular stock. The solution is simple: just click the price in the task pane and the cell you're looking for will be selected.

Change the refresh interval

By default, quotes are updated automatically every 15 seconds. You can change the update frequency by clicking the two small arrows to increase or decrease the amount of time between updates. The minimum interval for automatic refreshing is 5 seconds in Excel 2013 and Excel for iPad, 30 seconds in Excel Online.

Refresh immediately

At any time premium users can refresh all stocks immediately by clicking the word "Refresh".

Turn off automatic refreshing

You can prevent stock prices from updating automatically by clicking the upward-pointing small arrow until the add-in displays a ∞ symbol. Then click Refresh whenever you want to update manually.

Connect to a large number of stocks

The number of securities per workbook was not limited with Yahoo's data source (now discontinued). The new data source supports a maximum of 100 stocks per workbook. However, as of 12/29/2017 I have implemented a fix that allows an unlimited number of stocks with the new data source.

There is no way to automatically connect large numbers of stocks all at once using Stock Connector. They must all be entered individually. However, I'm working on a new add-in which will enable this type of functionality in the future.

Using the Stock Connector add-in with Excel 2010

Excel 2010 does not support Stock Connector or any other web-based add-ins. If you're using Stock Connector with a workbook and then open that workbook in Excel 2010, you will still be able to use all the normal Excel features, but the stock prices will not update. Once you reopen the workbook in a supported (more-recent) version of Excel, the stock prices will start updating properly again.

Clean a workbook to get out of a bad or corrupted state with Stock Connector

In rare cases you might find that Stock Connector seems to be "corrupted". For example, it might prevent you from adding valid stocks or loading any prices for your existing stocks. The exact causes of this bug are unknown, but events like the removal of a stock from an exchange (eg. acquisition) could be one cause.

An effective way to fix these problems is to clean the workbook with the Document Inspector. This action will not affect the data in the cells (including tickers, prices, and other info). But it will remove all other traces of Stock Connector from the workbook (specifically, the task pane and the live "links" to your cells). So in order to reconnect the workbook afterwards, you'll need to manually connect all the tickers with their cells using the task pane. Workbook-cleaning is only available on the Windows versions of Excel. Here are the steps:

  1. Make a copy of the document as a backup (recommended)
  2. File > Info > Check for Issues > Inspect Document
  3. Select only Task Pane Add-ins and choose Inspect
  4. Remove All
  5. Once you're done, you can insert Stock Connector again and start reconnecting prices.

Support and feedback

If you have suggestions, requests for features you'd find useful, comments, bug reports, or you need help with something that isn't explained well above, please let me know at the stockconnectorapp@outlook.com.

Privacy

The add-in never collects, stores, or transmits information that can be used to identify you, except for PayPal data: If you use PayPal to contribute, then PayPal provides Stock Connector with the email address and name from your PayPal account.

The add-in does collect anonymous information about how the add-in is used, such as how often it's launched and which buttons get clicked. These logs are collected through the Google Analytics web service. To distinguish users from each other, the add-in generates a random number for each user, which is stored on your computer and can be removed by clearing your cookies. The information collected is used only to improve the quality of the add-in and is not sent or sold to any third party.

The data provider is IEX. In order to retrieve the stock quotes, the add-in sends IEX the list of stock tickers for each refresh.

The cloud services provider is Microsoft Azure. All assets and functionality are served by Microsoft Azure.

This policy is updated regularly whenever new service partners/vendors are added to Stock Connector.

Contributing with PayPal and getting premium features

Stock Connector is provided with all its core features for free. I fund Stock Connector via voluntary contributions, which can be made through PayPal from the Stock Connector task pane. My main monthly cost apart from my time is the data source itself, as well as the cloud services to run the app. I do the development work including bug-fixes myself, part-time.

If you'd like to contribute more from outside the add-in, you can do so here (does not enable any premium features):

Once a user contributes through the add-in, the add-in stores their Office account identifier in a database. From then on, those users get access to premium features. Those users also get a promise to never see ads in Stock Connector, now and in the future. These premium features work no matter what computer, document, or operating system you use for Stock Connector. The only requirement is that you sign in to Office with the account you used when you made the payment. The PayPal account you use does not matter: the only important account for Stock Connector is the one you use to sign in to Office.

Monthly $3 subscriptions through PayPal are currently in the process of being rolled out for users who have not contributed. If you're using a monthly subscription, Stock Connector checks to see whether the payment is on file for your account in the last 31 days. To end your subscription, sign in to www.paypal.com, click one of the transactions for this add-in, then click Cancel. This action will prevent future payments and also cancel your premium features within 31 days - no further action is required.

Here is the current list of premium features. All of these are awarded to users who contribute (either via one-time contribution or via monthly fee):

I will continue to add a combination of some features for everyone and some features for contributors only.

Here's how to contribute and get the premium features:

  1. Sign in to Excel on a PC or Mac (if you're an iPad user, the premium features will still work on your computer, but only if you contribute from a Windows or OSX computer first).
  2. Make sure you have at least 1 stock in your list to trigger the contribution prompt.
  3. If you see the contribution prompt with the PayPal button, skip to step #5.
  4. If you don't see the contribution prompt, it probably means Office isn't reading your account correctly for some reason. Try the following steps to connect your account:
  5. Click the PayPal button and follow the instructions in the new window to contribute.
  6. 10-15 seconds after the payment is completed, the ad should disappear and the premium features should be activated.

Terms and data sources

I will continue to maintain and improve Stock Connector as long as I'm able. Changes in financial data providers have the potential to prevent Stock Connector from working in the future, so this service may not be available indefinitely, but in the past I've been able to find replacement sources when that happened.

As always, you can of course use the add-in completely free. And I promise to never make you pay for access to features you're already using. Note that as of July 2019, I must pay the data provider based on the amount of data that the app receives, so please contribute if you're able.

The data is provided by IEX Cloud. Please do not abuse the data source by attempting to request large amounts of data with very high frequency. The data retrieval costs money, so I may disable it for users who use it in ways that aren't intended (eg. triggering programmatic refreshes every second with additional software).

Latest updates

You can view the latest updates and bug info at the Updates and Bugs Page.

About me

I'm a Canadian who likes to make stuff. I work at Google as a Product Manager, and previously worked at Microsoft on Excel's developer platform. https://www.linkedin.com/in/saundersmichael/