Welcome

Instructions for screen readers: After you go through the tip sheets in this tutorial, you'll learn how to work with stocks in Excel. The
instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.

Work with stocks

Learn how to use the Stocks data type, which
lets you get stock prices and other useful information.

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Have you ever wanted up-to-date stock information in Excel? This is possible to do, when you use the Stocks data type.
Have
Cells youG13
B9 through ever wanted
contain up-to-date
data. There stock
are six columns: information
Company in Excel?
name, Price, Change, This
Last trade is 52
time, possible
week high,toand
do5
There is a label pointing to the
you use the Stocks data type. cells in the row column Company name (B9) that says, "Each of these cells have a stock icon, w
There is a label to the side of the data that says, "If you see #NAME? in these cells, this means you don't have the latest subscr
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Each of these cells have a stock icon, which means
they're using the Stocks data type.

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

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 the Stocks data type.
This is 52
de time, possible toand
week high, do, whenlow. Each column has various values for each row.
52 week
se cells have a stock icon, which means they're using the Stocks data type.".
don't have the latest subscription version of Excel installed. However, you can learn about stocks by watching our video on the web.

IMPORTANT
If you see #NAME? in these
cells, this means you don't
52 week low have the latest subscription
#NAME? version of Excel installed.
However, you can learn
#NAME? about stocks by watching
#NAME? our video on the web.
#NAME?

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video on the web.
When you use the Stocks data type in a column of cells, you can extract financial information (like Price, Change, etc.) from th
When
Cells youG13use
B9 through thedata.
contain Stocks data
There are type in
six columns: a column
Company of cells,
name, Price, Change,you can time,
Last trade extract financial
52 week high, andin5
There is a label pointing to the cells in the row column Company name
(like Price, Change, etc.) from that column and use it in other columns.(B9) that says, "...and these cells extract financial inform
There is a bracket label pointing to columns C9 to G9 that says , "Each of these cells have a stock icon, which means they're us
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cells this first column use the Stocks data type...

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

...and these cells extract financial information

from the cells in the first column.

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 Price, Change, etc.) from that column and use it in other columns.
n time,
de extract financial
52 week high, andinformation
52 week low. Each column has various values for each row.
ens.
cells extract financial information from the cells in the first column.".
con, which means they're using the Stocks data type.".

52 week low
#NAME?
#NAME?
#NAME?
#NAME?

nformation
umn.

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And of course, the data is refreshable. Meaning, you can refresh it so that it stays up-to-date with the latest pricing informatio
And
Cells of course,
B12 through thedata.
G16 contain data is refreshable.
There Meaning,
are six columns: Company name,youPrice,can refresh
Change, it so
Last trade that
time, it stays
52 week high, up-
and
There is a bracket label pointing to all
with the latest pricing information. columns of the table that says, "This information can be refreshed. First click the Enable
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You can refresh this information.

On the Data tab, click Refresh All.

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME? #NAME?

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 the latest pricing information.
it so
ade that
time, it stays
52 week high, up-to-date
and 52 week low. Each column has various values for each row.
eshed. First click the Enable Content button above, and then click Refresh All on the Data tab (ALT+A, R).".

52 week low
#NAME?
#NAME?
#NAME?
#NAME?

Next
So how do you use the Stocks data type? First, type tickers or company names in some cells. In this example, we typed tickers
SoB9how
Cells throughdo
B13you use
contain the
data. ThereStocks datalabeled
is one column type?Company
First, type
name. tickers or company names in som
There is a bracket label pointing to all cells of the table that says,
cells. In this example, we typed tickers for several well-known "We typed tickers into these cells.".
companies.
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Company name
MSFT
NKE
BA We typed tickers into these cells.
SBUX

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xample, we typed tickers for several well-known companies.
pany names in some
es.

s.

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After typing tickers or company names, you can convert that text into the Stocks data type. Go ahead and try it out below—it
After
Cells typing
B9 through tickers
B13 contain orThere
data. company names,
is one column you can
labeled Company convert that text into the Stocks
name.
There is a bracket label pointing to all cells of the table that says, "TRY THIS: Select the four cells from B10 through B13. Then
type. Go ahead and try it out below—it only takes a few clicks.
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Company name
TRY THIS
MSFT Click and drag to select these four cells. Then
NKE on the Data tab, click Stocks. When you're
BA done, a stock icon will appear next to each
company name.
SBUX

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d and try it out below—it only takes a few clicks.
t into the Stocks data
m B10 through B13. Then press ALT+A, D1 then enter to launch stocks. When you're done, a stock icon will appear next to each company n

ells. Then
you're
to each

Next
ppear next to each company name.".
Now that you have the Stocks data type, you can extract up-to-date information and put it to the right of the stocks. Give it a s
Now
Cells thatE13
E9 through you have
contain the
data. There Stocks datalabeled
is one column type,Company
you can extract up-to-date information and
name.
There is a bracket label pointing to all columns of the table that says, "TRY THIS: Select the four cells from E9 to E13. Then, pre
the right of the stocks. Give it a shot!
A drop-down menu will appear, using your keyboard navigate to Price and press enter. You'll get recent stock prices for each c
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TRY THIS Company name

Select these four cells. Then, you'll
see the Add Column button #VALUE!
appear. It looks like this: #VALUE!
#VALUE!
#VALUE!

Click that button, and then click

Price and you'll get recent stock
prices for each company.

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e right of the stocks. Give it a shot!
-date information and put it to
ells from E9 to E13. Then, press Alt+Shift+F10 to Add Column.".
recent stock prices for each company added as a column.
L + PAGE UP.

Next
You can add even more data to the right of the stocks. Just press press Alt+Shift+F10 to Add Column again. That lets you extra
Cells E9 through E13 contain data. There is one column labeled Company name.
There is a bracket label pointing to all columns of the table that says, "TRY THIS: Select the four cells from E10 through E13. Th
To continue with this tutorial, press CTRL + PAGE DOWN. To go to the previous sheet, press CTRL + PAGE UP.
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TRY THIS Company name

Select these four cells again. Then,
click the Add Column button again #VALUE!
and choose Change. Then click the #VALUE!
button again and choose Last trade #VALUE!
time.
#VALUE!

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umn again. That lets you extract more data. Try it out below.

ells from E10 through E13. Then, press Alt+Shift+F10 to Add Column again and select Change. Then do the Add column option again and s
L + PAGE UP.

Price
#NAME?
#NAME?
#NAME?
#NAME?

Next
column option again and select Last trade time.".
Here's another way to use fields. If you click the stock icon, you can open a card for the stock. The card shows you a nice snaps
Cells E9 through G13 contain data. There are three columns: Company name, Price, and Change. Each column has various valu
There is a label pointing to cell E10 (Microsoft Corp) in the row column Company name (E9) that says, "TRY THIS: On the Micro
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TRY THIS Company name

Click the stock icon next to
Microsoft Corp, and a card will #VALUE!
appear. Scroll through the list of #VALUE!
fields. Then hover over any field, #VALUE!
and click this button:
#VALUE!

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 e card shows you a nice snapshot of each field, and the values for each.
Each column has various values for each row.
says, "TRY THIS: On the Microsoft Corp cell (E10) press CTRL+Shift+F5, and a card will appear. Tab through the list of fields. Tab to Extract
L + PAGE UP.

Price Change
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?

Next
he list of fields. Tab to Extract field to grid option and press enter.
You can also type formulas to add fields. How? By typing a formula with a "dot." Give it a try below, and you'll see how easy th
You
Cells can also
B12 through type data.
F16 contain formulas
There aretofiveadd fields.
columns: How?
Company ByPrice,
name, typing a formula
Change, withanda 52
Last trade time "dot." Give
week high.
TRYbelow,
THIS: In the yellow cell below, type =B13.[52
and you'll see how easy this is. week high] (Don't forget the equals sign, the dot, and the brackets.)
There is a bracket label pointing to the cells under column F12 (52 week high) of the table that says, "When you're done with t
To continue with this tutorial, press CTRL + PAGE DOWN. To go to the previous sheet, press CTRL + PAGE UP.
TRY THIS
Give feedback on this tutorial In the yellow cell below, type =B12.[52 week high]
(Don't forget the equals sign, the dot, and the brackets.) Then
press Enter.

Company name Price Change Last trade time 52 week high

#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?

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#N/A
 w, and you'll see how easy this is.
mula withand
rade time a 52
"dot." GiveEach
week high. it acolumn
try has various values for each row.
t, and the brackets.)
ys, "When you're done with the formula, select these four cells. Then press CTRL+D to fill the formula down.".
+ PAGE UP.
high]
brackets.) Then

Did the formula fill down

when you pressed Enter? If
not, select these cells and
then press CTRL+D to fill the
formula down.

Next
Here's an extra tip for formulas. You can use the arrow and tab keys to make things easier. Just follow the instructions below c
Here's
Cells an extra
B12 through tipdata.
F16 contain forThere
formulas. You can
are five columns: use name,
Company the arrow and tab
Price, Change, Last keys to make
trade time, things
and CEO. Each cole
TRYJust
THIS:follow
In the yellow cell below (F13), type =B13 and then press the down arrow
the instructions below carefully, and you'll get the hang of it. key until you reach CEO. Now press the TA
There is a bracket label pointing to the cells under column F12 (CEO) of the table that says, "When you're ready, select these c
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TRY THIS
In the yellow cell below, type =B13 and then press the
down arrow key until you reach Employees. Now press the
TAB key to select it. Then press Enter and the number of
employees will appear in the cell.

Company name Price Change Last trade time Employees

#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?
#VALUE! #NAME? #NAME? #NAME?

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#N/A
w the instructions below carefully, and you'll get the hang of it.
estime,
to make things
and CEO. easier.
Each column has various values for each row.
h
t. CEO. Now press the TAB key to select it. Then press Enter and the CEO name will appear in the cell.
ou're ready, select these cells and then press CTRL+D to fill the formula down. You may also need to make the column a little wider.".

ess the
w press the
umber of

Did the formula fill down

when you finished it? If not,
select these cells and then
press CTRL+D to fill the
formula down.

Next
mn a little wider.".
And here's another tip we recommend: Use an Excel table for your stocks. When you use a table, you get a nice, convenient w
Cells E9 through E13 contain data. There is one column labeled Company name.
TRY THIS: Select all of these five cells (E9 to E13). Then on the Insert tab, click Table (Alt+N, T). Make sure that the My table ha
After you insert the table, go ahead type Price in cell F9. When you do that, the Price field will be extracted and put into the ta
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TRY THIS Company name

Select all of these five cells.
Then on the Insert tab, click #VALUE!
Table. Make sure that the My #VALUE!
table has headers check box is
selected. Then click OK. #VALUE!
#VALUE!

After you insert the table, go ahead type Price in cell F9. W
Enter, the Price field will be extracted and put into the tab

Previous
, you get a nice, convenient way of adding fields…

ake sure that the My table has headers check box is selected. Then click OK.
e extracted and put into the table for you.
L + PAGE UP.

o ahead type Price in cell F9. When you press

extracted and put into the table for you.

Next
Practice: Make a table, convert to stocks, and add price.
Cells B14 through B18 contain data. There is one column labeled Name.
1: Select the 5 cells below with text (B14 to B18), and then click Insert > Table (ALT+N, T). Make sure to check the box for My t
2: With those cells still selected, press ALT+A, D1, then Enter to select the stocks option. When you're done, stock icons will ap
3: With those cells still selected, press Alt+Shift+F10 to select the Add Column option (Make sure your F lock or Fn lock is on). T
4: Repeat step 3 and add another field, like Change or Last Trade Time.
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Name
MSFT
NKE
BA
e to check the box for My table has headers and then click OK.
re done, stock icons will appear to the left of the company names.
our F lock or Fn lock is on). Then choose Price from the dropdown menu.
Practice: View a card, and add some fields.
Practice: View a card, and add some fields.
Cells B13 through B18 contain data. There is one column labeled Name.
1: Select the six cells from B13 through B18 and press ALT+A, D1, then Enter to select the stocks option.
2: Press CTRL+SHIFT+F5 to show the card on the cell Starbucks (B14).
Select the six cells and In cell C13, type The Instrument Type
3: In1the card that
then click Data >use the tab key 2
appears, until you
Instrument Type and Type. Focus3
reach Instrument on that field, and
column wasthen taband
added, to the button 'Ex
Stocks. press Enter. now you can see which
4: The Instrument type column was added to the right of the name column, and now you can see which ones are funds and w
ones are funds and
To continue with this tutorial, press CTRL + PAGE DOWN. To go to the previous sheet, press CTRL
which + PAGE
ones UP.
are stocks.
Give feedback on this tutorial

Name
SBUX
VBMFX
VTSMX
VGTSX
MSFT

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ect the stocks option.
The Instrument Type In cell D13, type
s on that field, and
column wasthen taband
added, 4 'Extract
to the button instrument
Expense type to grid' and press enter.
Ratio and
now you can see which
ow you can see which ones are funds and which ones are stocks. that
press Enter. Notice
ones are funds and the funds have an
eet, press CTRL
which + PAGE
ones UP.
are stocks. expense ratio because
they have management
fees.

Since the company

stocks don't have
management fees, Excel
returns the error
#FIELD! because there
isn't any data to show.

Next
Practice: Write some formulas for stocks.
Practice: Write some formulas for stocks.
Cells B15 through G16 contain data. There are six columns: Company name, Price, Change, Last trade time, GMT difference, an
1: Under Change (D16), type this: =B16
Then press the down arrow key until you reach Change. Finally, press Tab, and then press Enter.
Under Change, type this:
1that again
2: Do 2 Do
=B16in cell E16, but this time add the field,
that again in cell E16,
butLast
thisTrade Time.
time add
3 Under
theWhen you're done, the
GMT difference,
lastthe
type trade date andintime will ap
difference
field, Last Trade Time. hours between
3: Under GMT difference (F16), type the difference in hours between your time and GMT. For example, if you're yourintime
Tokyo, you
4: When you press Enter, you'll see that cell G16 has a special formula that converts the GMT time in cell E16 to your iflocal tim
Then press the down and GMT. For example,
arrow key until you reach When you're done, the you're in Tokyo, you're 9
To continueChange.
with thisFinally,
tutorial, press CTRL + PAGE DOWN.
press To godate
last trade to the
andprevious
time sheet, press CTRL + PAGE
hours ahead,UP.
so type 9. If
Tab, and then press
Give feedback on this tutorial Enter. will appear, in Greenwich you're behind GMT, type
Mean Time (GMT). a negative number. For
example, in New York
City, you'd type -5.

Company name Price Change Last trade time

#VALUE! #NAME?

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#N/A #N/A
ange, Last trade time, GMT difference, and Local time. Each column has various values for each row.

Under GMT difference, When you press Enter,

done, the lastthe
type trade date and
difference 4 in Greenwich
intime will appear, Mean
you'll see that cellTime
G16 (GMT).
hours between your time has a special formula that behind GMT, type a negative number. For example, in New
MT. For example, if you're in Tokyo, you're 9 hours ahead, so type 9. If you're
and GMT. For example, if
he GMT time in cell E16 to your local time. Feel free to copy and paste thisinformula and use it in your own spreadsheets.
converts the GMT time
you're in Tokyo, you're 9 cell E16 to your local
press CTRL + PAGE
hours ahead,UP.
so type 9. If time.
you're behind GMT, type
a negative number. For Feel free to copy and
example, in New York paste this formula and
City, you'd type -5. use it in your own
spreadsheets.

GMT difference Local time

12/30/1899 0:00:00

Next
er. For example, in New York City, you'd type -4.
Learn more - Scroll down to cells B11, D11, and F11 for links to other information
Learn more
Use CTRL+PAGE UP to return to the previous worksheet
Give us feedback on this tutorial

Check out these other resources for more information.

Related articles Other helpful information

Get a stock quote About the geography data type
Write formulas against data types
FIELDVALUE function
#FIELD! error

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