import stock prices from discount broker acct

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

want to get price and qty from my broker acct into my long time excel
spreadsheet. Can "export" all stocks, funds into excel using their program
which gives me a new spreadsheet with all info. I put = in my own sheet cell;
go to broker's sheet and highlight cell, go back to my sheet and hit enter.
Price comes across correctly.

Tomorrow when I import an updated broker spreadsheet and replace today's
stock may happen to be on a different row and the correct stock price will
NOT show up on my own spread sheet.

Help. Please
 
want to get price and qty from my broker acct into my long time excel
spreadsheet. Can "export" all stocks, funds into excel using their
program which gives me a new spreadsheet with all info. I put = in my
own sheet cell; go to broker's sheet and highlight cell, go back to my
sheet and hit enter. Price comes across correctly.

Tomorrow when I import an updated broker spreadsheet and replace
today's stock may happen to be on a different row and the correct
stock price will NOT show up on my own spread sheet.

Hopefully, the stock ticker symbol is one of the columns in the broker's
sheet. Then, VLOOKUP can be used to find a row for a particular ticker
symbol and to return a selected value in that row (price, quantity, name,
whatever).
 
do a search in the excel.programming ng. You can have macros pull stock
quotes directly from Yahoo finance and update your sheet in realtime without
have to refer to a different workbook.
 
Back
Top