Stock Connector lets you link stocks, ETFs, mutual funds, currencies, and cryptocurrencies to cells in your spreadsheets and refreshes them automatically.

This stock-tracking add-in works in Excel 2013 and later for Windows on desktop, Excel 2016 and later for Mac, Excel Online (browser), and Excel for iPad, whereas other stock-tracking applications for Microsoft Excel work only in the desktop version. That means you can even put your live portfolio tracker Excel file in OneDrive or DropBox and access it from any computer, including ones that don't have Office installed.

Real-time data is provided by IEX (https://iextrading.com/developer/), so all US stocks, ETFs, and mutual funds are supported. Crypto support and normal FOREX currency support are provided by Coinbase and various other exchanges. International (non-US) stocks are supported with prices updating daily for these countries: Canada, Mexico, United Kingdom, Germany, France, Netherlands, Belgium, Ireland, Portugal, United Arab Emirates, Israel, India, and South Korea.

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To get started after you install, click the Launch Stock Connector button on your Home tab. Once it launches, type a ticker (like "MSFT" for Microsoft's stock, "VOO" for Vanguard's S&P 500 fund, "VTSAX" for Vanguard's Total Stock Market mutual fund, "VOW-GY" for Volkswagen's stock on the German XETRA exchange, or "BTC/USD" for Bitcoin's price in dollars) 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. You can also search for symbols by entering a company name. 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. The core features are available for free, but contributions unlock several bonus features. With the premium version of the add-in, prices are provided without delays (real time) and can be updated at a maximum rate of once every 10 seconds for US securities. With the free version, those prices are provided with approximately 15 minutes of delay and can be updated at a maximum rate of once every 5 minutes.

See detailed help information at https://michael-saunders.com/stocksapp/pages/info.html and contact support at stockconnectorapp@outlook.com.

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Version 8.0 Update (4/19/2020):

• Added support for 13 international stock markets

• Search function to fund symbols by name

• New easily-accessible help page

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Version 7.0 Update (7/5/2019):

• Integrated new data source after IEX disabled its free data source

• Bug fixes including performance issues on large files and incorrect prices being displayed after-hours

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Version 6.0 Update (1/16/2017):

• Cryptocurrency support (eg. "BTC/USD" for Bitcoin) for more than 100 cryptocurrencies including BTC (Bitcoin), ETH (Etherium), and LTC (Litecoin)

• Foreign currency support (eg. EUR/USD for the price of a Euro in US dollars)

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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)

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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

Stock Connector

door Michael Saunders