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Excel Stock Price Calculator

4.17 (6 reviews)

Excel Stock Price Calculator fetches the latest stock quotes from the web and generates the profit/loss of your portfolio!

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TEMPLATE DESCRIPTION

Tracking financial market news and keeping up with the latest stock quotes can be a hassle for most of traders. Excel Stock Price Template is designed to give you the opportunity to get up-to-date stock quotes for your portfolio. So you can view the latest Apple or Amazon stock price to compare which one is better to invest in.

With the help of a built-in calculator, you can just enter your stock symbols and the number of shares you have bought. After that, you can see the current value of your portfolio and the gain or loss compared to the previous day!

Now it gets easier than ever to see how your stocks perform at a click of a button. No login, monthly fees or complicated applications.

Excel Stock Price Calculator Features:

The template consists of two main sections these are the Dashboard and the Navigation Sheets. Under navigation, you may find the Portfolio Calculator, Indicator Explanations and Company Symbol List.

Excel Stock Price Calculator retrieves the latest available data from Yahoo Finance. There are 50 rows of the available input area with almost 7000 available stocks.

Now, let’s continue by reviewing the Dashboard.

Dashboard

This is a dashboard where you can collect different details of stocks. You need to select the “Symbol” column from the dropdown menu. After that just click “Fetch New Data” and the rest of the table will be filled out automatically.

By the way, you can choose what info is collected by clicking on the column header and selecting another option. Just click on the header below and select a different indicator from the list. After that, again click “Fetch New Data” and the table will be updated.

Excel-Stock-Prices-03-Dashboard-1u

Navigation

There are 3 different sections under the Navigation.

Excel Stock Prices-04-Navigation

Portfolio Calculator: You can use this section to generate the profit/loss of your portfolio. Stock Price Portfolio Calculator fetches the latest values and calculates a total profit/loss according to your stocks and amount of shares. For example, you’ve bought stock from Apple, and you want to see the latest Apple stock price with your gain or loss. All you have to do is to fill in the required info and press the “Calculate” button.

Excel-Stock-Prices-03-Dashboard-2u

Firstly, you will select the symbols for your stocks in “Symbol” column. After that continue with entering the number of “Shares” and click “Calculate”.

Please fill in the “Symbol” and “Shares” columns only. Following that, the rest of the table will be calculated automatically.

Now you can go to the next step on this Excel Stock Price template and enter the volume of stocks in your portfolio and the calculator will get the latest close price. After that, together with the volume of your portfolio, you will get the following:

  • Total number of shares
  • Total value of your portfolio
  • Daily performance
  • Individual value and latest price of each stock in your portfolio
  • Gain/Loss of each individual stock
  • Total Gain/Loss of all your stocks in your portfolio

Top row shows the total shares, value and overall performance for your current portfolio.

06-Total Shares

Indicator Explanations:  In this section, you will find the details of each indicator. You can refer to these explanations below to see exactly what info you can request.

Excel-Stock-Prices-03-Dashboard-3u

Company Symbols List: This is a comprehensive list of all stock symbols you can use in this template. Use this section as a reference in case you are not sure about the symbol of a company. So you don’t need to look for it online if you don’t already know it.

09-Company Symbols

Note: Excel Stock Price Calculator is compatible with Excel 2007 and later versions. Currently, not available on Microsoft Excel for Mac.

Excel Stock Price Calculator Features Summary:

  • Stock Quotes in Excel
  • No installation needed, ready to use
  • Current portfolio view
  • No monthly fees
  • Suitable for both beginner and experienced traders
  • Make your own calculation as the data is in Excel
  • On-sheet instructions
  • Compatible with Excel 2007 and later versions

Disclaimer:
This template relies on the data provided by Yahoo Finance. Someka is not responsible for any liability for any damages -whether direct or indirect- on lost profits, indirect, special, or consequential damages. Including damages of you or any other person seeking relief through you, relating to the accuracy, delays, or omissions in any data.

This excel template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

6 reviews for Excel Stock Price Calculator

  1. Larryenect

    This is my first time pay a quick visit at here and i am really impressed to read all at one place.

  2. krisraja78

    Hi,
    I just purchased this product. I would like to know if the US stocks data given by
    IEX ,free of cost , are the Real time data or 15 minute delayed data or End of Day Data.

    • Someka

      Hi,

      Our Excel Stock Prices Calculator fetches real-time stock quotes from online platforms and generates the profit/loss of your portfolio.

      If you have an account on the IEX platform, you can take your data free of cost. We also explained all the steps in detail in our product description.

      For further questions please do not hesitate to contact us anytime!

    • krisraja78

      Thank you.

      I had already created a IEX account inorder to use the API Key. I will again read the descriptions. When I all deleted all the default symbols and tried to add my own symbols, it was not fetching data…but i keep
      some of your default symbols and then add mine to it, it seems to fetch the data. I will have another look at this behaviour and report back. Appreciate your timely response.

    • Someka

      Hi again,

      Thanks a lot for your interest! We are happy that you solve it.

  3. Singh

    You will be charged VAT on top of the price Quoted for Germany and the whole of Europe.

    • Someka

      Hi Singh,

      The added VAT amount is totally related to the regulation of our payment gateway provider. For further questions please feel free to contact us anytime!

  4. brian_h

    These guys did a great job with product. It is super flexible and super stylish.

  5. mattbarry

    Great but time frame is too limited

  6. cara

    The theme is nice and quick, as advertised, however one better has some front-end styling knowledge in order to customize the template as the built-in customization options are quite limited.

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