Downloading Historical Stock Prices - Portfolio Performance Manual (2024)

Downloading Historical Stock Prices - Portfolio Performance Manual (1)

Finding accurate and up-to-date but free data sources for historical prices can be challenging. The list of data sources in PP includes the following options (see Figure 1): Alpha Vantage, EOD Historical Data, Finnhub, Leeway, Twelve Data, Portfolio Report, Quandl, and Yahoo Finance. The remaining alternatives are tailored for bitcoins and other statistical data.

Unfortunately, the terms of use for many of these options have become increasingly restrictive over time. They are included here mainly for compatibility reasons. In practical terms, only Portfolio Report and Yahoo Finance or JSON could be recommended for a typical portfolio.

Some specific use cases are discussed below. Many more are described in the Forum (in German).

Very old historical prices

Most financial services typically provide historical prices for a limited time period, such as the last year or since a specific recent date. However, if you happen to be one of the fortunate individuals who purchased Apple stock back in the 1980s, tracking your performance from the very beginning should be nice.

Note

Apple went first public on December 12, 1980, opening at $22 a share. The company was listed on the NASDAQ stock exchange under the ticker symbol AAPL. The share has since split five times, most recently in 2020, so on a split-adjusted basis the IPO share price was $.10.

  1. Choosing Yahoo Finance as the Quote Feed provider will not get you very far: only 3 months of historical quotes are downloaded, starting from today.

  2. Choosing the JSON Quote Provider allows you to specify the desired period for prices. For instance, the following URL attempts to download 30 years of data:

    https://query1.finance.yahoo.com/v8/finance/chart/NVDA?interval=1d&range=30y

    It's not possible to obtain 30 years, but you do receive data until 1991, or about 25 years of historical prices.

  3. Normally, company websites contain that kind of information. Surprisingly, The Apple website doesn't offer the option to download historical data; you only can look up some prices. On the other hand, you can access dividend and split information. NASDAQ allows you to download a CSV file that extends only 10 years into the past.

  4. Naturally, being a high-profile stock, more extensive data can be found on the web. For instance, Kaggle provides a CSV file of Apple Stock Prices from 1980-2021. You could download this file, import it into the historical prices, and have Yahoo Finance append the missing data.

Mutual funds

Suppose that you want to track the Sustainable Health Care Fund (ISIN: lu0114720955) of the European based Fidelity Funds. Yahoo Finance has only the most recent price.

Investing.com does a bit of a better job and provides historical data from the launch of the fund (2000-09-01). You can download these data as CSV file; see section on Downloading historical prices > CSV File.

Of course the most extensive website for mutual funds is MorningstarYou need to visit a European website for example https://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F0GBR04EBS&tab=13

ETF tracker

Bonds

Gold

Downloading Historical Stock Prices - Portfolio Performance Manual (2024)

FAQs

Where can I download all historical stock prices? ›

Internet Sources for Historical Market & Stock Data
  • Yahoo! Finance - Historical Prices. ...
  • Dow Jones Industrial Averages. Historical and current performance data. ...
  • S&P Indices. Historical performance data.
  • IPL Newspaper Collection. ...
  • Securities Industry and Financial Markets Association. ...
  • FINRA: Market Data Center.
Jun 20, 2024

Why won't Yahoo Finance let me download historical data? ›

This is most likely caused by licensing terms between Yahoo and the particular stock exchange or index provider. Unfortunately this currently (2023) applies to some of the most popular stock indices, including S&P500 (^GSPC) and the Dow Jones Industrial Average (^DJI).

How to download historical stock prices from Google Finance? ›

The direct method involves entering the attribute and other fields in Google Finance's formula into a cell on Google Sheets. After entering the information in the formula, the historical price data are downloaded onto the spreadsheet.

How to find out historical share prices? ›

If you're looking for a historical range of data on an individual security then you can use Investopedia's Markets section to find what you need. In order to navigate to the historical data, enter the ticker symbol of the equity you're looking for into the "Search Company or Symbol" search box on the page.

Where can I download historical stock data CSV? ›

NASDAQ allows you to download a CSV file that extends only 10 years into the past. Naturally, being a high-profile stock, more extensive data can be found on the web. For instance, Kaggle provides a CSV file of Apple Stock Prices from 1980-2021.

Can Excel pull historical stock data? ›

The STOCKHISTORY function retrieves historical data about a financial instrument and loads it as an array, which will spill if it's the final result of a formula. This means that Excel will dynamically create the appropriate sized array range when you press ENTER.

Is there a replacement for download Yahoo Finance? ›

EODHD's competitive pricing and advanced add-ons for Google Sheets and Excel provide more flexibility and value than Yahoo Finance's subscription plans. For those looking to replace Yahoo Finance, EODHD delivers a more accessible, affordable, and powerful solution for all financial data needs.

How do I download multiple historical stock prices from Yahoo Finance? ›

Save historical data from a desktop browser
  1. Go to Yahoo Finance.
  2. Enter a quote into the search field.
  3. Select a quote in the search results to view it.
  4. Click Historical Data.
  5. Select a Time Period, data to Show, and Frequency.
  6. Quote data will refresh automatically.
  7. To use the data offline, click Download.

Why is there no download option in Yahoo Finance? ›

History: In the past, Yahoo Finance allowed users to automate downloads of stock data freely. With the advent of paid data services, Yahoo has unfortunately decided to disable automated downloads. However, manual downloads of data are still possible, and the files in this folder can be used to accomplish this task.

How to get stock prices in Excel from GOOGLEFINANCE? ›

To import stock prices from Google Finance into Excel, first go to the 'Data' tab and click on 'From Web' under 'Get External Data'. A dialog box will appear where you can enter the URL of the Google Finance page with the desired stock prices.

How to use GOOGLEFINANCE to fetch historical exchange rates? ›

Here's how to do it: Use the GOOGLEFINANCE function with additional parameters to specify the historical date range. For example, to get the USDEUR exchange rate from January 1, 2022, to December 31, 2022, use: =GOOGLEFINANCE("CURRENCY:USDEUR", "price", DATE(2022,1,1), DATE(2022,12,31), "DAILY")

How do you automatically update stock prices in Excel? ›

' First, you type the stock ticker symbol in a cell. Then, you go to the Data tab and click on 'Stocks. ' Excel recognizes the stock and provides real-time information. These data updates automatically.

How to find historical stock prices for cost basis? ›

How do I find a stock's cost basis?
  1. Sign in to your brokerage account. Although your broker may not include your basis on your 1099-B, it doesn't necessarily mean they don't have it. ...
  2. Look at previous broker statements. ...
  3. Contact your brokerage firm. ...
  4. Go online for historical stock prices. ...
  5. Go directly to the source.
Dec 11, 2023

Where can I find historical stock prices for companies no longer exist? ›

Additionally, a web resource for historic stock prices is Yahoo Finance (Stock Prices) - http://finance.yahoo.com/ . Stock prices go back to the 1070s. Begin by doing a search using the ticker symbol, then choose "Historical Prices" from the blue bar on the left; choose daily, weekly, or monthly data.

How to download historical stock prices from Yahoo Finance? ›

Click Historical Data. Select a Time Period, data to Show, and Frequency. Quote data will refresh automatically. To use the data offline, click Download.

How do you find historical returns on stocks? ›

Investors study historical return data when trying to forecast future returns or to estimate how a security might react in a situation. Calculating the historical return is done by subtracting the most recent price from the oldest price and divide the result by the oldest price.

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