How well does the Stock data type work in MS Excel?

 Microsoft introduced the Stock datatype previously. It does work with a few minor points of irritation. Still, I recommend this program for retail, individual investors with the usual warning that you do so at your own risk.

The problems I have noticed are the following:

1. New IPOs take considerable time to appear, sometimes weeks

2. Suddenly you start seeing the message that some of the items could not be updated, etc.

3. Recently, the Excel program is getting sluggish (not all the time but enough to cause discomfort) and the controls for FILE, Data, View, etc. get slowed down to the extent, you rapidly lose heart and interest.

4. Sometimes the stock data type does not get updated even after using the 'Refresh' control. Only one submenu item gets enabled in the 'Refresh, button.

5. Interestingly if you create a new instance of the stock in a different cell, it gets updated.

The program should work without these hitches if it has to be taken seriously.

This is the version of Office365/Excel I am using on Windows 10 (x64) with the most current update:




Here are some pictures of misbehaving Excel sheets:

Obviously, the feedback has been sent a couple of times.


Here are some links if you are not familiar with the STOCK data type in Excel.

How do you use the stock data type in MS Excel?

https://hodentekhelp.blogspot.com/2020/05/how-do-you-use-stock-data-type-in-ms.html


Does Stock Analysis with Microsoft Excel Work?

https://hodentekhelp.blogspot.com/2016/03/does-stock-analysis-with-microsoft.html


How do you extract financial data from the web using MS Excel?

https://hodentekhelp.blogspot.com/2020/06/how-do-you-extract-financial-data-from.html


How do you create a moving average using MS Excel?

https://hodentekhelp.blogspot.com/2017/10/how-do-you-create-moving-average-using.html




Good luck!

How do you use the stock data type in MS Excel?

This is the easiest way to work on your stock holdings using Excel. The stock data type is awesome. Just one entry in a cell gives everything you want to know about your stock. You can build applications with it, but I will show you how to do it in three simple steps.

Step 1. Open a cell and enable it for stock data type using the Data menu.

Step 2: Open a cell or cells (I am just showing ROKU in one cell). You can type in stock ticker symbols in any number of rows in the same column. Highlight the column each row of which contains a ticker symbol and click Stocks in the Data Menu. By the way, I just typed ROKU and it changes to Roku Inc.(XNAS:ROKU)

Step 3: Now you pick the items you want to see in the little icon with a + in green. I choose Price (scrolling down this list) and in the adjoining column the current price will be displayed. You can see other items like 52 Week high, 52 Week low, Industry, etc. 

I have added 5% down, 15% down of the stock I sold on a particular date, etc. if you are interested in using it for trading. you could also have a link to your investment account and trade as easily.