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MS Office Forum / Excel / Worksheet Functions / September 2007

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import stock prices from discount broker acct

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barbara - 14 Sep 2007 19:40 GMT
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
MyVeryOwnSelf - 14 Sep 2007 21:59 GMT
> 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
[quoted text clipped - 5 lines]
> 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).
JNW - 15 Sep 2007 19:50 GMT
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.
Signature

JNW

> 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
[quoted text clipped - 7 lines]
>
> Help. Please
 
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