Release Notes

This page documents the new features, enhancements and fixes for each release of the Add-in.
Please see the Software Updates page for details on how to update the Excel Price Feed Add-in on your PC.
6 July 2021
1.86

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


7 May 2021
1.85

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


30 April 2021
1.84


14 April 2021
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.


26 March 2021
1.82

  • Maintainance release: fix historical data bug.


24 March 2021
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.


12 March 2021
1.80


3 March 2021
1.79


2 March 2021
1.78


22 February 2021
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


16 February 2021
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.


8 February 2021
1.75

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


30 December 2020
1.74

  • New Yahoo Finance formula: EPF.Yahoo.FinancialsCurrency


8 December 2020
1.73

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


19 Nov 2020
1.72

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


17 Nov 2020
1.71

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


12 Nov 2020
1.70

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


14 Oct 2020
1.69

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


8 Oct 2020
1.68

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


6 Oct 2020
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.


25 Sep 2020
1.66

  • New EPF.Yahoo.RegularMarketTime formula.


17 Sep 2020
1.65

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


7 Jul 2020
1.64

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


29 Jun 2020
1.63

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


24 June 2020
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

11 June 2020
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.


5 Jun 2020
1.60

  • Maintenance Release.


4 June 2020
1.59


2 June 2020
1.58

  • Subscription/Trial details added to the About Screen.


27 May 2020
1.57

  • Maintenance Release.


20 May 2020
1.56

  • Fix for Yahoo Finance Historic Download.


18 May 2020
1.55

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


11 May 2020
1.54

  • Maintenance Release.


7 May 2020
1.53

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


1 May 2020
1.52

  • New Quandl data feed beta testing.


30 April 2020
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


14 April 2020
1.50

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


28 March 2020
1.49

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


13 March 2020
1.48

  • Yahoo Finance: fix historic date formula.


11 March 2020
1.47

  • Maintenance Release.


10 March 2020
1.46

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


6 March 2020
1.45

  • IG Index: Added trade history download.


4 March 2020
1.44

  • Added new Yahoo Finance Array Formula: HistoricLookbackDailyWeeklyMonthly


14 February 2020
1.43

  • Added functions and screen for downloading IG Index watchlists.


11 February 2020
1.42

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


5 February 2020
1.41

  • Fix for the new IG Index historic sentiment function.


4 February 2020
1.40

  • New IG Index historic sentiment function.


31 Janurary 2020
1.39

  • Maintenance release to fix issue with batched live prices.


30 Janurary 2020
1.38

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


28 Janurary 2020
1.37

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


22 Janurary 2020
1.36

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


14 Janurary 2020
1.35

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


9 December 2019
1.34

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


7 November 2019
1.32

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


7 November 2019
1.31

  • New IG Index historical client sentiment download functionality.


8 October 2019
1.30

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


4 October 2019
1.29

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


2 October 2019
1.28

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


1 October 2019
1.27

  • Added more Yahoo Finance income summary functions.


30 September 2019
1.26

  • Added historic adjusted close function.


30 September 2019
1.25

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


26 September 2019
1.24

  • Added next announcement date Excel functions.


22 August 2019
1.23

  • Encrypt IG Index password (for IG Singapore).


16 July 2019
1.22

  • Fix Yahoo Finance historic holiday data.


14 July 2019
1.21

  • Now compatible with Excel 2007.


23 June 2019
1.20

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


21 June 2019
1.19

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


21 June 2019
1.18

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


4 June 2019
1.17

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


15 May 2019
1.16

  • New Yahoo Finance Historic Data Excel and VBA functions.


15 May 2019
1.15

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


10 May 2019
1.14

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


6 May 2019
1.13

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


10 April 2019
1.12

  • New Yahoo Finance VBA functions.


23 March 2019
1.11

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


18 March 2019
1.10

  • Add IG Index client sentiment VBA functions.


12 March 2019
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 March 2019
1.8

  • Fix activation code check issue.


26 February 2019
1.7

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


21 February 2019
1.6

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


18 February 2019
1.5

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


13 February 2019
1.4

  • Added more Yahoo Finance functions.


5 February 2019
1.3

  • New Feature: Download IG Index Account Positions.


3 February 2019
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.


21 January 2019
1.1

  • IG Index: Added NewMarketOrder Excel function.


10 January 2019
1.0

  • First version released.