Enter your holdings and quantities in Excel, then use live market data formulas to value and monitor your portfolio automatically - no copy and paste from websites.
If you hold your portfolio with a supported broker, Excel Price Feed can bring your holdings directly into Excel - no need to type tickers and quantities manually.
=EPF.Yahoo.Price("AAPL")=EPF.Yahoo.DayChangePercent("AAPL")=EPF.Yahoo.Name("AAPL")=EPF.Yahoo.Price("EURUSD=X")=EPF.IB.Stream_Portfolio()=EPF.IB.Stream_Portfolio("Symbol,Position,DailyPnL,UnrealizedPnL,Value")=EPF.IG.Stream.Account.PNL=EPF.IG.Stream.Account.Equity=EPF.IG.Bid("UA.D.AAPL.DAILY.IP")
Build an investment portfolio spreadsheet with realtime data.
There are two options: Integrate the Excel Price Feed formulas for pricing and valuation with your current portfolio spreadsheet. Alternatively, if you have an Interactive Brokers or IG Index account, you can bring your portfolio automatically into Excel using the brokerage portfolio formulas.
Yes. Excel Price Feed pulls live market data directly into your spreadsheet using standard Excel formulas. There is no need to copy and paste prices from websites.
Live prices, day change and summary data for stocks, ETFs and mutual funds. FX rate formulas are also available for multi-currency portfolio valuation.
Live price formulas, day change formulas, mutual fund formulas and FX rate formulas such as =EPF.Yahoo.Price("AAPL"). If you have a brokerage account, Interactive Brokers portfolio formulas stream your live holdings into Excel, and IG Index formulas download your live positions directly into Excel. See the Yahoo Finance formula reference for stocks, mutual funds and FX rates.
No. Yahoo Finance is included with Excel Price Feed at no extra cost and does not require a Yahoo account or API key.
Yes. If you have an Interactive Brokers account, portfolio formulas stream your live holdings directly into Excel. If you have an IG Index account, you can download your live positions and trade history directly into your spreadsheet.