How to view current stock prices and other quotes in Excel

Excel 2016
There are countless reasons why you might need actual stock information, such as stock prices and changes, in your Excel spreadsheet. Previously, you had to copy and paste from Yahoo Finance or another financial service.

Today Microsoft offers a new way to add and update some stock information, such as stock prices, changes in price, etc.:

Stocks prices and other quotes in Excel 365

If you need to add only the actual or historical stock data (open, high, low, close prices, and volume) to your spreadsheet, see How to view historical stock prices in Excel.

To add the actual and updatable stock information into the Excel spreadsheet, do the following:

Select the Stock Data Type

   1.   Type ticker symbols or company names for which you want to add stock information.

   2.   Select these cells.

For example:

Stocks names in Excel 365

   3.   On the Data tab, in the Data Types group, click Stocks:

Stocks Data Type in Excel 365

Excel will try to convert the selected text to the Stocks data type. If the transformation was successful (Excel found in the Microsoft online source a matching stock data for the value in the cell), the cell data have the stock icon Stock icon in Excel 365:

Stocks data in Excel 365

Note: For some data (in this example, for Facebook), Excel can't find the appropriate stock record in Microsoft online sources. It can happen due to spelling mistakes or when Excel needs your help interpreting the stock correctly. In this case, click on the question icon Question icon in Excel 365 to open the Data Selector pane:

Data Selector pane in Excel 365
  • Modify the name in the field on the top if there is a spelling error, and click the find icon Data Type find icon in Excel 365.

    For this example:

    New item in Data Selector pane Excel 365
  • Select the appropriate stock data if there are several stock markets/exchanges for the stock ticker or name:
    Select in Data Selector pane Excel 365

Excel displays the selected stock data:

Stock Data Type in Excel 365

Add the stock information

   4.   Select one or more cells with the Stocks data type (with the stock icon Stock icon in Excel 365) and click the Insert Data button Insert Data button in Excel 365:

Stocks Data Type columns in Excel 365

From the drop-down list, select the data that you want to add to the spreadsheet.

   5.   Click the Insert Data button again and add more data columns.

For example:

Stocks information in Excel 365

Notes:

  1. To see all of the fields available for a company or fund, click the stock icon Stock icon in Excel 365 or select the cell and press Ctrl+Shift+F5:
    Available Stock information in Excel 365
  2. To refresh data type, do one of the following:
    • On the Data tab, in the group Queries & Connections, click the Refresh All button:
      Refresh All in Excel 365
    • Right-click the stock data (cells with stock icon Stock icon in Excel 365) and choose Data Type -> Refresh in the popup menu:
      Refresh Data Type in popup menu Excel 365

    This command refreshes all data types in the workbook (stock, currencies, geography, etc.), not just the current spreadsheet!

  3. To change the Stocks data, right-click on the cell with this data type you want to change (cells with stock icon Stock icon in Excel 365) and choose Data Type -> Change... in the popup menu.

    This command opens the Data Selector pane to type or select another data (see how to work in this pane above).

    The Change... command in the popup menu is available if you select only one Stock data element.

  4. To fix or change the Stocks data type to the regular text, right-click on the the data that you want to fix (cells with stock icon Stock icon in Excel 365), then choose Data Type -> Convert to Text in the popup menu.

    This command converts the Stocks data type to the regular text, and all dependent data won't be shown anymore:

    Not Stocks data type in Excel 365

    To save all dependent data, before converting the Stocks data type, do the following:

    1. Select all dependent data that you want to save and copy it to the Clipboard (by clicking the Copy button on the Home tab, in the Clipboard group, or by pressing Ctrl+C).
    2. On the Home tab, in the Clipboard group, click Paste, and then select one of the Paste Values buttons:
      Paste Values in Excel 365
      • Paste Values in Excel 365  Values (V) pastes the results of formulas. The destination for the copy can be a new or the original range. In the latter case, Excel replaces the original formulas with their current values
      • Paste Values and Number Formatting in Excel 365  Values & Number Formatting (A) pastes the results of formulas, plus the number formatting
      • Paste Values and Source Formatting in Excel 365  Values & Source Formatting (E) pastes the results of formulas, plus all formatting.
  5. Stock information is provided "as-is" and may be delayed. So, this data can't be used for trading purposes or advice:
    Excel 365 Message
  6. To work with stock information, you need online Internet access and an appropriate Excel version of Microsoft 365.

Please, disable AdBlock and reload the page to continue

Today, 30% of our visitors use Ad-Block to block ads.We understand your pain with ads, but without ads, we won't be able to provide you with free content soon. If you need our content for work or study, please support our efforts and disable AdBlock for our site. As you will see, we have a lot of helpful information to share.