Stock Connector (2024)

Stock Connector lets you link stocks, ETFs, mutual funds, currencies, and cryptocurrencies to cells in your spreadsheets and refreshes them automatically.

This stock-tracking add-in works in Excel 2013 and later for Windows on desktop, Excel 2016 and later for Mac, Excel Online (browser), and Excel for iPad, whereas other stock-tracking applications for Microsoft Excel work only in the desktop version. That means you can even put your live portfolio tracker Excel file in OneDrive or DropBox and access it from any computer, including ones that don't have Office installed.

Real-time data is provided by IEX (https://iextrading.com/developer/), so all US stocks, ETFs, and mutual funds are supported. Crypto support and normal FOREX currency support are provided by Coinbase and various other exchanges. International (non-US) stocks are supported with prices updating daily for these countries: Canada, Mexico, United Kingdom, Germany, France, Netherlands, Belgium, Ireland, Portugal, United Arab Emirates, Israel, India, and South Korea.

To get started after you install, click the Launch Stock Connector button on your Home tab. Once it launches, type a ticker (like "MSFT" for Microsoft's stock, "VOO" for Vanguard's S&P 500 fund, "VTSAX" for Vanguard's Total Stock Market mutual fund, "VOW-GY" for Volkswagen's stock on the German XETRA exchange, or "BTC/USD" for Bitcoin's price in dollars) and click the Connect button. Stock Connector allows you to choose the location where it inserts the quote price (last trade) or the daily change %. Then those values are updated automatically throughout the trading day at an interval you specify. You can also search for symbols by entering a company name. The app is intended for creating a variety of portfolio-tracking spreadsheets or more complex stock-management and finance tools in Excel.

Stock Connector is funded via voluntary contributions, which can be made through PayPal from the Stock Connector task pane on every platform except iPad. The core features are available for free, but contributions unlock several bonus features. With the premium version of the add-in, prices are provided without delays (real time) and can be updated at a maximum rate of once every 10 seconds for US securities. With the free version, those prices are provided with approximately 15 minutes of delay and can be updated at a maximum rate of once every 5 minutes.

See detailed help information at https://michael-saunders.com/stocksapp/pages/info.html and contact support at stockconnectorapp@outlook.com.

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Version 8.0 Update (4/19/2020):

FAQs

Is stock connector free? ›

Stock Connector is funded via voluntary contributions, which can be made through PayPal from the Stock Connector task pane on every platform except iPad. The core features are available for free, but contributions unlock several bonus features.

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How do I add a stock connector in Excel? ›

Insert Stock Connector in a blank workbook

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

Stock Connector add-in for Excel

Stock Connector

https://www.michael-saunders.com

Stock Connector

https://www.michael-saunders.com

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How do I link Stocks to Excel? ›

To create a table, go to Insert > Table. With the cells still selected, go to the Data tab, and then click either Stocks or Geography. Select one or more cells with the data type, and the Insert Data button will appear. Click that button, and then click a field name to extract more information.

What is the best Excel stock add-in? ›

In conclusion, the best Excel stock add-in is Wisesheets. It is very affordable, customizable, and easy to use. It also includes a variety of different templates that you can use for different tasks. So, if you are looking for an Excel stock add-in, I would highly recommend giving Wisesheets a try.

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How does stock connect work? ›

Stock Connect is a Mutual Market Access programme through which investors in the Mainland China and Hong Kong can trade and settle shares listed on the other market via the stock exchanges and clearing houses in their home market.

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What stock app has no fees? ›

Robinhood provides free stock, options, ETF and cryptocurrency trades, and its account minimum is $0, too. Mutual funds and bonds aren't offered, and only taxable investment accounts are available. Still, if you're looking to limit costs or trade crypto, Robinhood is a solid choice.

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Where does Excel get stock data from? ›

Data Providers

Fundamental company data, historical data, real-time and delayed prices, fund summary and performance data are provided by Refinitiv.

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How do I remove stock connector from Excel? ›

In Excel ribbon, right click Stock Connector and click Remove Add-in > click Yes. Then go to reinstall it via Insert tab> click “Get Add-ins”> search for "stock connector" and click Add. Or you can get it from this page.

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How do I automatically update stock prices in Excel? ›

Here's how: Right-click a data type in your workbook, and then select “Data Type” > “Refresh Settings”. In the “Data Types Refresh Settings” pane, select the option you want. You can choose to refresh when you open the file, manually, or automatically every five minutes.

How do I add stock add-ins in Excel? ›

To create a table, go to Insert > Table. With the cells still selected, go to the Data tab, and then click Stocks. Select one or more cells with the data type, and the Add Column button will appear. Click that button, and then click a field name to extract more information.

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How do I download add-ins for Excel? ›

Click File> Get Add-ins. You can directly install an add-in on the page or click More Add-ins to explore.

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Are add-ins in Excel free? ›

With PowerPivot from Microsoft, you can import data sets, create tables and charts, and identify relationships between data. PowerPivot can process larger data sets than Excel can on its own, making it one of the most valuable free Excel add-ins.

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Is it free to use Webull? ›

Webull no longer offers completely-free trades on all options — they still do not charge a commission, and equity options are still no-contract-fee, but they do now charge a per-contract fee of $0.55 on index options. However, that's still lower than the fees charged by many other brokers.

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Are stock brokers free? ›

The best free trading platforms offer $0 stock and ETF trades, easy-to-use trading apps, quality market research and education, and a diverse selection of trading tools. Our top picks for free stock trading in 2024 are Interactive Brokers, Charles Schwab, Fidelity, Merrill Edge, and E*TRADE.

What is the alternative to Stockhistory in Excel? ›

Sockhistory Excel alternative

As for a stockhistory alternative, the best tool you can use is the Google Finance function which works very similar to the stockhistory function, except it's more straightforward to use and only works on Google Sheets.