Release Notes

1.153

Interactive Brokers Connector:

• Stream Model Greeks (delta, gamma, theta, vega, implied volatility, etc.) plus Bid / Ask / Last Greek variants.
• Expand tick coverage for TickString fields (e.g. Bid/Ask exchange).
• IB Field list: search function and column sorting.
• Persist Market Data search / form settings in the registry.
• Formula insert improvements: Contract Id only or multiple parameters.
• New Auto connect option: connect when Excel starts if TWS/Gateway is already running.

1.152

• Yahoo Finance: fix 24 hour price formulas for when overnight etc. prices not available, default to RTH price.

1.151

• Yahoo Finance: New overnight market price formulas:
  • EPF.Yahoo.OvernightMarketPrice
  • EPF.Yahoo.OvernightMarketChange
  • EPF.Yahoo.OvernightMarketChangePercent
  • EPF.Yahoo.OvernightMarketTime
  See Stocks Formula Reference for more details
• Yahoo Finance: New 24h price formulas:
  • EPF.Yahoo.Price24h
  • EPF.Yahoo.Change24h
  • EPF.Yahoo.ChangePercent24h
  • EPF.Yahoo.Time24h
  These return a price regardless of the time of day and currently active trading session.
  See Stocks Formula Reference for more details

1.150

• Fix instrument identifier conversion formulas.
• Interactive Brokers: add CUSIP and ISIN to search results.

1.149

• New data connector for Interactive Brokers: see the User Guide for more details

1.148

• IG Index: Upgrade underlying streaming infrastructure.
• IG Index: Simplify registering additional streaming data.

1.147

• New date conversion and Now formulas, see the User Guide for more details
• Fix Yahoo Finance historical data timezone issue; was mainly affecting Australian and New Zealand historical data
• IG Index: miscellaneous fixes
• Screen resolution fixes; for screens with scale setting < 100%

1.146

• Yahoo Finance: Small fix for data retrieval of some fields.

1.145

• IG Index: Fix for streaming formula not working for some instruments.

1.144

• Yahoo Finance: Added new formulas for stock splits:
• EPF.Yahoo.Splits.DatePeriod
• EPF.Yahoo.Splits.LastDate
• EPF.Yahoo.Splits.LastRatio

1.143

• Fixed the PERatioForward formula to handle more stocks

1.142

• Fixed the following Yahoo Finance fields: EnterpriseValue, EnterpriseToEbitda, EnterpriseToRevenue, PriceToSales, PriceToBookRatio and PERatioForward.

1.141

• Yahoo Finance: Fix for some stocks not retuning data.
• IG Index: sentiment formulas return date in correct format.

1.140

• Yahoo Finance: Fixed HistoricDatePeriod formula, added optional parameters and pre/post market data option.
• Yahoo Finance: Fix PEG Ratio formula.

1.139

• Yahoo Finance: Added more quarterly and TTM formulas for fundamental data. The new Excel formulas cover many of the financial data points in the Balance Sheet, Cash Flow and Income Statement sections of a company's financial statement. See the blog for more details.
• Fixed issue with some historical lookback formulas.

1.138

• Yahoo Finance, added new formulas:
• TTMFreeCashFlow
• QuarterlyFreeCashFlow
• TTMBasicEPS
• TTMDilutedEPS
• TTMBasicAverageShares
• TTMDilutedAverageShares

1.137

• Yahoo Finance: Fix historical data formulas.
• Improve request handling.

1.136

• Yahoo Finance: EPF.Yahoo.AnnualRetainedEarnings new formula and fix for EPF.Yahoo.PEGRatio

1.135

• Yahoo Finance: fixes for search and news.

1.134

• Yahoo Finance: fixes for historical price and dividend data.

1.133

• Yahoo Finance: additional fixes for data feed issues and improved error logging.

1.132

• Yahoo Finance: fix for data feed issues.

1.131

• Yahoo Finance data feed: fix for price requests.

1.130

• Add error logging on startup and handle startup errors.

1.129

• Various stability improvements and bug fixes.

1.128

• Yahoo Finance: Fix historic lookback formulas pre-post market option.

1.127

• Yahoo Finance: Add order option to historic download.
• Yahoo Finance: Earnings estimates add new fields.
• Yahoo Finance: Historic lookback formulas add pre-post market option.
• Task Pane: Fix text colour.

1.126

• Yahoo Finance: More data connector fixes to address issues caused by recent Yahoo changes.

1.125

• Yahoo Finance: Fixes to data connector caused by recent Yahoo changes.

1.124

• Yahoo Finance: added Working Capital, Invested Capital and Tangible Book Value formulas.
• Technical Analysis Toolkit: added the Heikin-Ashi indicator.

1.123

• Yahoo Finance Historical Hourly Formula: now includes pre and post market data.

1.122

• New data source: Federal Reserve Economic Data (FRED)
• New Yahoo Finance formulas for Key Executives

1.121

• Fix for Yahoo Finance dividend payments formula: EPF.Yahoo.DividendsDatePeriod
• Two new Yahoo Finance formulas: EPF.Yahoo.Employees and EPF.Yahoo.BusinessSummary

1.120

• New mutual fund formulas for: Alpha, Beta, Mean Annual Return, R-Squared, Sharpe Ratio, Standard Deviation and Treynor Ratio (for 3,5 and 10 year periods).
• New historical data formulas for 5 minute and 1 hour lookbacks: EPF.Yahoo.Historic5MinuteLookback and EPF.Yahoo.Historic1HourLookback
• Fix for Annual Holdings Turnover formula.

1.119

• IG Index: Improve account switching.

1.118

• Fix Yahoo Finance data connector.

1.117

• Fix Yahoo Finance option formulas.

1.116

• Yahoo Finance: Fix dividend history download which affected some stocks with irregular payments.
• Yahoo Finance: Fix timezone issue with some historical data points.

1.115

• Fix size of Activation Code dialog.

1.114

• New Activation Code button on the toolbar to assist with managing your Activation Code.

1.113

• New Yahoo Finance formula for Mutual Funds Past Quarterly Returns: EPF.Yahoo.FundQuarterlyTotalReturn
• Technical Analysis Toolkit: fix for sorting dates of output array.

1.112

• Fix for intermittent network error (affects small number of users)

1.111

• Fix EBITDA formulas
• Fixes required in new versions of Excel

1.110

• 3 New formulas:
• EPF.Yahoo.PreMarketTime
• EPF.Yahoo.PostMarketTime
• EPF.Dates.UTCToLocal

1.109

• Fix Yahoo Finance connector.

1.108

• Fix Yahoo Finance connector for non pricing data.

1.107

• Another fix for the Yahoo Finance price feed connector.

1.106

• Fix for the Yahoo Finance price feed connector.

1.105

• Fix intraday formulas bug.

1.104

• Added new formulas for Yahoo Finance estimate dates (quarter and annual).
• Fix bug with Yahoo Finance historical adjusted price data.

1.103

• Rename Quandl to Nasdaq Data Link, add caching and LastestDate formula.
• Add Nasdaq Data Link US Treasury Yield formulas to the Excel Toolbar.
• Fix stability when using the Toolbar formula wizard.

1.102

• Upgrade Excel-DNA library.

1.101

• Added new formulas for Top 10 Holdings in ETF and Mutual Funds
• IG Index Positions Formula: enhancements for live positions, see our new IG Index live positions spreadsheet for more details.
• IG Sentiment: fix caching bug.
• General fix for preventing the Add-in from being flagged by some anti-virus software.

1.100

• Fix auto refresh timer bug.

1.99

• Added the Aroon indicator to the Technical Analysis Toolkit
• Fix for stocks with limited ESG data.

1.98

• Technical Analysis Toolkit released.
• Additional 30 second and 2 minute Auto Refresh options.
• Fix for anti-virus detection during install.

1.97

• Yahoo Finance: New formulas for trailing twelve months (TTM) company income statement data.
• EODHistoricalData.com: New formulas for historical outstanding shares.

1.96

• New formulas for quarterly company income statement data.

1.95

• New formulas to easily convert from third party instrument identifiers such as an ISIN or CUSIP to a ticker.
• New IG Index VBA functions for starting/stopping streaming.

1.94

• New formula: EPF.Yahoo.HistoricIntraday
• Fix for GBP exchange rate formula bug.
• Fix for multiple message box bug.

1.93

• New formula menu on the ExcelPriceFeed tab.
• Preparation for a new Technical Analysis toolkit coming soon.
• Major infrastructure update.

1.92

• IG Index Historical Sentiment Data: new hourly resolution option. IG Index Historical Sentiment Data: new VBA functions for data download.

1.91

• Added VBA functions for the equivalent Yahoo Finance option formulas.

1.90

• Save auto-refresh setting between Excel sessions.
• Fix Yahoo Finance option chain dates to work with non English Excel.

1.89

• Yahoo Finance: Fixed data retrieval bug which affected some instruments/fields such as VFIAX/FundCategory etc.

1.88

• Yahoo Finance: Fixed historical data bug.
• Yahoo Finance: Added new earnings history formulas.

1.87

• Yahoo Finance: Fixed Beta formula for ETFs.

1.86

• Yahoo Finance: Added fiscal year end formulas.
• Small fix for historical price data.

1.85

• Yahoo Finance: Added more Income Statement formulas.
• Yahoo Finance: Fix for tickers with special characters, such as ampersands (&).

1.84

• Yahoo Finance: Added Analyst Recommendations, see the User Guide for more details.
• Yahoo Finance: Added News Headlines/Content, see the User Guide for more details.

1.83

• Yahoo Finance: Added Revenue Estimate and EPS Trend formulas, see the User Guide for more details.
• Yahoo Finance: Added EPF.Yahoo.AnnualEBITDANormalized formula
• Yahoo Finance: Fixed EPF.Yahoo.PERatioForward and deprecated EPF.Yahoo.PERatioTTM, use EPF.Yahoo.PERatio instead.

1.82

• Maintenance release: fix historical data bug.

1.81

• Yahoo Finance Historical Data: There is now an additional option on the download screen to specify a number of points to download, as well as a date range.
• New EPF.Yahoo.AnnualSellingAndMarketingExpense formula.
• Bug fix for historical minute lookback formula.

1.80

• New ESG Risk Rating formulas. See the User Guide for more details.
• New EPF.OptionTicker formula which is used to construct option tickers. See the User Guide for more details.

1.79

• New Black-Scholes option pricing and Greeks formulas. See the User Guide for more details.

1.78

• Yahoo Finance: Added Options Chain download and formulas. See the User Guide for more details.

1.77

• Yahoo Finance: We've fixed some formulas so the names are more meaningful as well as added some new ones:
• • EPF.Yahoo.AnnualInventory and EPF.Yahoo.AnnualInventoryChange FIXED and NEW: Inventory
  • EPF.Yahoo.AnnualAccountsReceivable and EPF.Yahoo.AnnualAccountsReceivableChange FIXED and NEW: Accounts Receivable
  • EPF.Yahoo.AnnualAccountsPayable and EPF.Yahoo.AnnualAccountsPayableChange FIXED and NEW: Accounts Payable
  • EPF.Yahoo.AnnualCapitalLeaseObligations NEW: Capital Lease Obligations
  • EPF.Yahoo.AnnualGoodwill NEW: Goodwill
  • EPF.Yahoo.AnnualGoodwillAndOtherIntangibleAssets NEW: Goodwill & Other Intangible Assets
  • EPF.Yahoo.AnnualTotalDebt NEW: Total Debt
  • EPF.Yahoo.AnnualNetDebt NEW: Net Debt

1.76

• Yahoo Finance: New Formulas added:
• • EPF.Yahoo.TotalCash Total Cash (mrq)
  • EPF.Yahoo.TotalCashPerShare Total Cash Per Share (mrq)
  • EPF.Yahoo.TotalDebt Total Debt (mrq)
  • EPF.Yahoo.50DayMovingAverage 50-Day Moving Average
  • EPF.Yahoo.200DayMovingAverage 200-Day Moving Average
  • EPF.Yahoo.ShortPercentOutstanding Short % of Shares Outstanding
  • EPF.Yahoo.SharesShortPriorMonth Shares Short (prior month)
  • EPF.Yahoo.EarningsGrowthQuartely Quarterly Earnings Growth (yoy)
  • EPF.Yahoo.CurrentRatio Current Ratio (mrq)
  • EPF.Yahoo.OperatingCashFlow Operating Cash Flow (ttm)
  • EPF.Yahoo.LeveredFreeCashFlow Levered Free Cash Flow (ttm)
  • EPF.Yahoo.5YearAverageDividendYield 5 Year Average Dividend Yield
  • EPF.Yahoo.Growth.Estimate.Quarter Quarterly Growth Estimate
  • EPF.Yahoo.Growth.Estimate.Annual Annual Growth Estimate
• IG Index: Fix sentiment retrieval bug.

1.75

• Yahoo Finance: Fix issue with historical formulas and volatile functions.
• IG Index: Fix dealing rules bug.

1.74

• New Yahoo Finance formula: EPF.Yahoo.FinancialsCurrency

1.73

• Fix Yahoo Finance PE Ratio formulas.
• Added additional 10 second auto refresh option.

1.72

• New EODHistoricalData.com Quarterly Financial Results formulas.
• See the User Guide for more details.

1.71

• New Yahoo Finance Exchange formula: EPF.Yahoo.Exchange
• Fix for EODHistoricalData.com data refresh issue.

1.70

• New Yahoo Finance OpenInterest formula: EPF.Yahoo.OpenInterest
• Fix for EODHistoricalData.com data refresh issue.

1.69

• New Yahoo Finance post-market price formulas.
• Fix configuration pane to work with multiple Excel instances.

1.68

• EODHistoricalData.com: New Excel formulas for Financial Analysis: Income Statement, Balance Sheet and Cash Flow.

1.67

• New data connector: EODHistoricalData.com
• The first phase includes historical price data and fundamental stock data. We will be adding more data types in the coming weeks.

1.66

• New EPF.Yahoo.RegularMarketTime formula.

1.65

• New EPF.Yahoo.DividendsDatePeriod formula for retrieving historical dividend payments.

1.64

• New EPF.Yahoo.HistoricDatePeriod formula (EPF.Yahoo.HistoricDateRange is deprecated).

1.63

• Add-in now available when Excel is in Administrator mode.

1.62

New Yahoo Finance Formulas:

• Pre-market price formulas: EPF.Yahoo.PreMarketPrice, EPF.Yahoo.PreMarketChange & EPF.Yahoo.PreMarketChangePercent
  See Stocks Formula Reference for more details
• More single cell historic formulas (1m, 5m and 1h) eg: EPF.Yahoo.Historic.Close.5Minute
  See Historical Market Data for more details

1.61

• Subscription Management: you can now manage your subscription (change card and view invoices) via the new option on the "Help" button on the Add-in toolbar in Excel.
• IG Index / Markets historical data file download: added period to future contracts.
• Error Logging: the error log can be viewed via a new option on the "Help" button on the Add-in toolbar in Excel.

1.60

• Maintenance Release.

1.59

• IG Index / IG Markets Enhancements:
• New Historical Data Download To File feature.
• New Account Activity Download feature.
• Added Trade/All option to Transaction Download.

1.58

• Subscription/Trial details added to the About Screen.

1.57

• Maintenance Release.

1.56

• Fix for Yahoo Finance Historic Download.

1.55

• New Yahoo Finance Array Formula: EPF.Yahoo.HistoricDailyLookbackAdjustedClose

1.54

• Maintenance Release.

1.53

• Quandl data feed improvements and new formulas: EPF.Quandl.Last and EPF.Quandl.HistoricLookback

1.52

• New Quandl data feed beta testing.

1.51

• Yahoo Finance: added more mutual fund formulas:
• • EPF.Yahoo.FundFamily: Fund Family
  • EPF.Yahoo.MorningstarRiskRating: Morningstar Fund Risk Rating
  • EPF.Yahoo.MorningstarOverallRating: Morningstar Overall Fund Rating
• Yahoo Finance: added EPS revisions formulas:
• • EPF.Yahoo.EPS.Estimate.Average.Annual: Annual EPS average estimate
  • EPF.Yahoo.EPS.Estimate.Average.Quarter: Quarterly EPS average estimate
  • EPF.Yahoo.EPS.Revisions.UpLast7Days.Quarter: Quarterly EPS revisions up last 7 days
  • EPF.Yahoo.EPS.Revisions.UpLast30Days.Quarter: Quarterly EPS revisions up last 30 days
  • EPF.Yahoo.EPS.Revisions.DownLast7Days.Quarter: Quarterly EPS revisions down last 7 days
  • EPF.Yahoo.EPS.Revisions.DownLast30Days.Quarter: Annual EPS revisions down last 30 days
  • EPF.Yahoo.EPS.Revisions.UpLast7Days.Annual: Annual EPS revisions up last 7 days
  • EPF.Yahoo.EPS.Revisions.UpLast30Days.Annual: Annual EPS revisions up last 30 days
  • EPF.Yahoo.EPS.Revisions.DownLast7Days.Annual: Annual EPS revisions down last 7 days
  • EPF.Yahoo.EPS.Revisions.DownLast30Days.Annual: Annual EPS revisions down last 30 days

1.50

• Yahoo Finance: added more formulas, improved reliability of revenue and income formulas.

1.49

• Yahoo Finance: New formulas for mutual funds: Top holdings and Sector Weightings

1.48

• Yahoo Finance: fix historic date formula.

1.47

• Maintenance Release.

1.46

• IG Index: Added '1 second' option to historical price download.

1.45

• IG Index: Added trade history download.

1.44

• Added new Yahoo Finance Array Formula: HistoricLookbackDailyWeeklyMonthly

1.43

• Added functions and screen for downloading IG Index watchlists.

1.42

• Fix for Yahoo Finance historic function array: date adjustment.

1.41

• Fix for the new IG Index historic sentiment function.

1.40

• New IG Index historic sentiment function.

1.39

• Maintenance release to fix issue with batched live prices.

1.38

• New Yahoo Finance formulas for stock options: Strike, ExpireDate and UnderlyingTicker (the Add-in already provides Bid and Ask prices).

1.37

• Major upgrade to improve performance and stability.
• Added more Yahoo Finance functions including EBITDA, PEG Ratio and Book Value.

1.36

• Added more Yahoo Finance functions including analyst target price data and more dividend options.

1.35

• Added more Yahoo Finance functions for annual financial data: income statement, balance sheet and cash flow.

1.34

• Added more Yahoo Finance functions for Exchange-Traded Funds (ETFs).

1.32

• New Yahoo Finance functions for Exchange-Traded Funds (ETFs).
• Improved performance of Yahoo Finance historical data.

1.31

• New IG Index historical client sentiment download functionality.

1.30

• Added Excel formula for historic data download (daily/weekly/monthly).

1.29

• Added new historic data download option (daily/weekly/monthly).

1.28

• Added Yahoo Finance formulas for industry, sector, country and city.

1.27

• Added more Yahoo Finance income summary functions.

1.26

• Added historic adjusted close function.

1.25

• Added more Yahoo Finance fundamental data functions (for balance sheet and income statement).

1.24

• Added next announcement date Excel functions.

1.23

• Encrypt IG Index password (for IG Singapore).

1.22

• Fix Yahoo Finance historic holiday data.

1.21

• Now compatible with Excel 2007.

1.20

• New Yahoo Finance Functions for revenue, earnings, shares outstanding, beta etc.

1.19

• New Yahoo Finance Functions: EPF.Yahoo.TrailingAnnualDividendYield and EPF.Yahoo.TrailingAnnualDividendRate

1.18

• New IG Index Function: EPF.IG.VBA.Positions

1.17

• New Yahoo Finance Historic Lookback functions.
• Auto sheet refresh (1min and 5mins).
• Yahoo Finance symbol shortcut button.

1.16

• New Yahoo Finance Historic Data Excel and VBA functions.

1.15

• Yahoo Finance Historical Data: High, Low, Open, Close, Volume.

1.14

• New IG Index trading functions: CloseAllPositions, ClosePosition, ClosePositions and ClosePartialPosition.

1.13

• New IG Index trading functions: ClosePosition and DeleteAllWorkingOrders.
• New IG Index dealing rules functions such as MinimumDealSize, MinimumStopOrLimitDistance etc.

1.12

• New Yahoo Finance VBA functions.

1.11

• Add IG Index account formulas (streaming and non-streaming).

1.10

• Add IG Index client sentiment VBA functions.

1.9

• Add IG Index client sentiment formulas.
• Add new IG Index fields: margin factor, name, country, etc.
• Improve IG Index VBA trading functions, check confirmation.

1.8

• Fix activation code check issue.

1.7

• Enable separate IG Index CFD and Spreadbet streaming subscriptions.
• Improve error reporting on logon failure.

1.6

• Option to switch IG Index accounts.
• New VBA WorkingOrder function.

1.5

• Fixes for switching between IG Index demo and live accounts.

1.4

• Added more Yahoo Finance functions.

1.3

• New Feature: Download IG Index Account Positions.

1.2

• New Feature: IG Index historic data download.
• New VBA functions for retrieving IG Index live prices and historic data.
• Bug fix: un-subscribing from streaming epics now working.

1.1

• IG Index: Added NewMarketOrder Excel function.

1.0

• First version released.