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Stock Connector

Michael Saunders
Links stock prices to cells in your Excel spreadsheet and update them in real time.

Stock Connector lets you link stocks to cells in the spreadsheet and refreshes them automatically.

This stock-tracking app works in Excel 2016 for Windows, Excel 2016 for Mac, Excel Online (browser), Excel for iPad, and Excel 2013 (desktop), whereas all other stock-tracking applications for Microsoft Excel work only in the desktop version. That means you can put your live portfolio tracker Excel file in OneDrive or DropBox and access it from any computer, even ones that don't have Office. And unlike other stock-tracking Excel add-ins, Stock Connector does not pose a security risk because the code runs in an isolated web process.

Data is provided for free by IEX (https://iextrading.com/developer/), so all US stocks and ETFs are supported.

By default, values are updated on a delay, usually 15-20 minutes. However, the premium version of the add-in supports real-time data.

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To get started after you install, click the Launch Stock Connector button on the ribbon. Once it launches, type a ticker and click the Connect button. Stock Connector allows you to choose the location where it inserts the quote price (last trade) or the daily change %. Then those values are updated automatically throughout the trading day at an interval you specify, as quickly as once every 5 seconds. The app is intended for creating a variety of portfolio-tracking spreadsheets or more complex stock-management and finance tools in Excel.

Stock Connector is funded via voluntary contributions, which can be made through PayPal from the Stock Connector task pane on every platform except iPad. All the core features are available for free, but contributions unlock several bonus features.

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Version 6.0 Update (11/12/2017):

• Integrated a new data source after Yahoo disabled its data source

• Added support for real-time (non-delayed) data, as a premium feature

• Currently investigating other data sources for international stocks, mutual funds, currencies, and options

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Version 5.0 Update (8/18/2017):

• Added a Stock Connector button to the Insert tab

• Bug fix allowing large numbers of stocks in a single workbook

• Bug fix ensuring the task pane remains open the next time the workbook is opened

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Version 4.2 Update (2/23/2015):

• Added the ability to connect market indices like the S&P 500

• French language support

• German language support

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Version 4.1 Update (2/17/2015):

• Added the ability to connect exchange rates for currencies (highly-requested at stockconnector.uservoice.com)

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Version 3.3 Update (2/2/2015):

• Optimized script loading for faster start time

• Visual tweaks for a cleaner and more organized look

• Accessibility features

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Version 3.2 Update (1/9/2015):

• Support for earlier versions of Office

• Combined more API calls to use less bandwidth

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
  • https://az158878.vo.msecnd.net/marketing/Partner_21474836740/Product_42949677075/Asset_8f7cf9ea-33c6-415c-b38a-8721243d0674/screen1.png
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