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Technical Analysis Toolkit

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• Simple Moving Average (SMA)
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Yahoo Finance

• Formula Reference
• • All Formulas
  • Stocks
  • Stocks: Income Statement
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• Historical Array Formulas
• Historical Data Download
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IG Index / IG Markets

• Account Setup
• Formula Reference
• VBA Functions Reference
• Historical Price Data Download To Excel
• Historical Price Data Download To File
• Historical Client Sentiment Data Download
• Watchlists
• Live Positions, Transactions & Activity History

EODHistoricalData.com

• Overview & Setup
• Historical Price Data
• Stocks Fundamental Data
• Stocks Financial Analysis

Nasdaq Data Link

• Overview & Setup
• Formula Reference

Excel Formula Reference: Stocks

Excel Price Feed provides market data for a large range of stocks across many different countries and exchanges. The Excel formulas are very easy to use, they operate exactly the same as standard Excel formulas and usually require just a stock ticker.

Click on a category below to view the different Excel formulas which Excel Price Feed provides:

• Live Price
• Pre-market Price
• Post-market Price
• Summary
• Next Earnings Announcement Date
• Analyst Recommendation
• Analyst Price Targets
• Company Profile
• Valuation Measures
• Financial Highlights
• Stock Price History
• Share Statistics
• Dividends & Splits

Live Price

Yahoo Finance provides data from many different exchanges, some are real-time (such as the NYSE and NASDAQ) whilst others are delayed. For full details of coverage refer to Exchanges and data providers on Yahoo Finance on the Yahoo Finance website.

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.Price("AAPL")

Formula	Description
EPF.Yahoo.Price	Current mid price.
EPF.Yahoo.DayChange	Change in price today.
EPF.Yahoo.DayChangePercent	Percentage change in price today.
EPF.Yahoo.RegularMarketTime	Regular market time/date (UTC). This effectively the time of last trade in the regular market. It can be used to tell if the market is currently open or not.

Pre-market Price

These formulas are only valid during the pre-market trading session. Use the EPF.Yahoo.MarketState formula to query the current market start (Pre, Regular, etc).

Please note: there is an article on our blog which discusses pre-market prices.

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.PreMarketPrice("AAPL")

Formula	Description
EPF.Yahoo.PreMarketTime	Current pre-market time (UTC). Empty if the pre market session is not open.
EPF.Yahoo.PreMarketPrice	Current pre-market price.
EPF.Yahoo.PreMarketChange	Change in pre-market price during the current session.
EPF.Yahoo.PreMarketChangePercent	Percent change in pre-market price during the current session.

Post-market/After hours Price

These formulas are only valid during the post-market/after hours trading session. Use the EPF.Yahoo.MarketState formula to query the current market start (Pre, Regular, etc).

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.PostMarketPrice("XOM")

Formula	Description
EPF.Yahoo.PostMarketTime	Current post-market time (UTC). Empty if the post market session is not open.
EPF.Yahoo.PostMarketPrice	Current post-market price.
EPF.Yahoo.PostMarketChange	Change in post-market price during the current session.
EPF.Yahoo.PostMarketChangePercent	Percent change in post-market price during the current session.

Summary

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.PrevClose("AAPL")

Formula	Description
EPF.Yahoo.PrevClose	Previous market close price.
EPF.Yahoo.MarketOpen	Market open price.
EPF.Yahoo.Bid	Current bid price.
EPF.Yahoo.BidSize	Current bid size.
EPF.Yahoo.Ask	Current ask price.
EPF.Yahoo.AskSize	Current ask size.
EPF.Yahoo.DayLow	Day low.
EPF.Yahoo.DayHigh	Day high.
EPF.Yahoo.52WeekLow	52 week low.
EPF.Yahoo.52WeekHigh	52 week high.
EPF.Yahoo.52WeekChange	52 Week Change in price (%).
EPF.Yahoo.DayVolume	Volume of shares traded today.
EPF.Yahoo.AverageDailyVolume10Day	Average daily volume over past 10 trading days.
EPF.Yahoo.AverageDailyVolume3Month	Average daily volume over past 3 months.
EPF.Yahoo.MarketCap	Current market capitalisation.
EPF.Yahoo.Beta	Beta.
EPF.Yahoo.PERatio	PE Ratio TTM (Trailing Twelve Months).
EPF.Yahoo.EPS	EPS TTM (Trailing Twelve Months).
EPF.Yahoo.ForwardAnnualDividendYield	Forward annual dividend yield.
EPF.Yahoo.ForwardAnnualDividendRate	Forward annual dividend rate.
EPF.Yahoo.ExDividendDate	Ex Dividend Date.
EPF.Yahoo.TargetMeanPrice	1Y Target Estimate (Analyst Target Mean Price).

Next Earnings Announcement Date

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.NextEarningsDate("BMW.DE")

Formula	Description
EPF.Yahoo.NextEarningsDate	The next date that earnings will be announced Note: if the exact earnings date has not been announced yet then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimate	The estimated date period that earnings will be announced Note: if the exact earnings date has been announced then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimateStart	The estimated start date of the period that earnings will be announced Note: if the exact earnings date has not been announced yet then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimateEnd	The estimated end date of the period that earnings will be announced Note: if the exact earnings date has not been announced yet then this value will be empty.

Analyst Recommendation

All these formulas require just a stock ticker, for example: =EPF.Yahoo.AnalystRecommendation("AAPL")

Formula	Description
EPF.Yahoo.AnalystRecommendation	Analyst Recommendation: strong buy, buy, hold, under-perform, sell
EPF.Yahoo.AnalystRecommendation.Rating	Analyst Recommendation Rating: A number from 1 to 5. Ranges from 1 "strong buy" to 5 "sell".

Analyst Price Targets

All these formulas require just a stock ticker, for example: =EPF.Yahoo.TargetMeanPrice("MSFT")

Formula	Description
EPF.Yahoo.TargetHighPrice	Analyst Target 1Y High Price.
EPF.Yahoo.TargetLowPrice	Analyst Target 1Y Low Price.
EPF.Yahoo.TargetMeanPrice	Analyst Target 1Y Mean Price.
EPF.Yahoo.TargetMedianPrice	Analyst Target 1Y Median Price.

Company Profile

All these formulas require just a stock ticker, for example: =EPF.Yahoo.Industry("FB")

Formula	Description
EPF.Yahoo.Name	Company name.
EPF.Yahoo.City	City (the city where the HQ or registered office is located).
EPF.Yahoo.Country	Country (the country where the HQ or registered office is located).
EPF.Yahoo.Sector	Sector name.
EPF.Yahoo.Industry	Industry name.
EPF.Yahoo.QuoteType	Quote type, for example "EQUITY" or "MUTUALFUND".

Valuation Measures

All these formulas require just a stock ticker, for example: =EPF.Yahoo.MarketCap("NFLX")

Formula	Description
EPF.Yahoo.MarketCap	Current market capitalisation.
EPF.Yahoo.EnterpriseValue	Enterprise Value.
EPF.Yahoo.PERatio	PE Ratio Trailing.
EPF.Yahoo.PERatioForward	PE Ratio Forward.
EPF.Yahoo.PEGRatio	Price/Earnings-to-Growth (PEG) Ratio.
EPF.Yahoo.PriceToSales	Price/Sales TTM (Trailing Twelve Months).
EPF.Yahoo.PriceToBookRatio	Price to Book Ratio.
EPF.Yahoo.EnterpriseToRevenue	Enterprise Value/Revenue.
EPF.Yahoo.EnterpriseToEbitda	Enterprise Value/EBITDA.

Financial Highlights

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.ProfitMargin("GS")

Formula	Description
EPF.Yahoo.FiscalYearEnd.Last	Last Fiscal Year End Date.
EPF.Yahoo.FiscalYearEnd.Next	Next Fiscal Year End Date.
EPF.Yahoo.ProfitMargin	Profit Margin.
EPF.Yahoo.OperatingMargin	Operating Margin TTM (Trailing Twelve Months).
EPF.Yahoo.ReturnOnAssets	Return on Assets TTM (Trailing Twelve Months)
EPF.Yahoo.ReturnOnEquity	Return On Equity.
EPF.Yahoo.RevenuePerShare	Revenue Per Share TTM (Trailing Twelve Months).
EPF.Yahoo.RevenueGrowth	Quarterly Revenue Growth (Year on Year).
EPF.Yahoo.EBITDA	EBITDA (Earnings before interest, tax, depreciation & amortization).
EPF.Yahoo.NetIncomeToCommon	Net Income To Common.
EPF.Yahoo.EPS	Diluted EPS TTM (Trailing Twelve Months).
EPF.Yahoo.EarningsGrowthQuartely	Quarterly Earnings Growth (Year on Year).
EPF.Yahoo.TotalCash	Total Cash (Most Recent Quarter).
EPF.Yahoo.TotalCashPerShare	Total Cash Per Share (Most Recent Quarter).
EPF.Yahoo.TotalDebt	Total Debt (Most Recent Quarter).
EPF.Yahoo.DebtToEquity	Total Debt/Equity.
EPF.Yahoo.CurrentRatio	Current Ratio (Most Recent Quarter).
EPF.Yahoo.BookValue	Book Value Per Share (Most Recent Quarter).
EPF.Yahoo.OperatingCashFlow	Operating Cash Flow (Trailing Twelve Months).
EPF.Yahoo.LeveredFreeCashFlow	Levered Free Cash Flow (Trailing Twelve Months).
EPF.Yahoo.AveragePrice200Day	Average price over the past 200 trading days.
EPF.Yahoo.AveragePrice50Day	Average price over the past 50 trading days.

Stock Price History

All these formulas require just a stock ticker, for example: =EPF.Yahoo.Beta("AMZN")

Formula	Description
EPF.Yahoo.Beta	Beta (5Y Monthly).
EPF.Yahoo.52WeekChange	52 Week Change in price (%).
EPF.Yahoo.52WeekHigh	52 week high.
EPF.Yahoo.52WeekLow	52 week low.
EPF.Yahoo.50DayMovingAverage	50-Day Moving Average.
EPF.Yahoo.200DayMovingAverage	200-Day Moving Average.

Share Statistics

All these formulas require just a stock ticker, for example: =EPF.Yahoo.SharesShort("MSFT")

Formula	Description
EPF.Yahoo.AverageDailyVolume3Month	Average daily volume over past 3 months.
EPF.Yahoo.AverageDailyVolume10Day	Average daily volume over past 10 trading days.
EPF.Yahoo.SharesOutstanding	Number of shares outstanding.
EPF.Yahoo.FloatingShares	Number of floating shares.
EPF.Yahoo.HeldInsidersPercent	% of shares held by insiders.
EPF.Yahoo.HeldInstitutionsPercent	% of shares held by institutions.
EPF.Yahoo.SharesShort	Number of short shares.
EPF.Yahoo.ShortRatio	Short shares ratio.
EPF.Yahoo.ShortPercentFloat	Short shares as a % of float.
EPF.Yahoo.ShortPercentOutstanding	Short shares as a % of shares outstanding.
EPF.Yahoo.SharesShortPriorMonth	Short shares (prior month).

Dividends & Splits

All these formulas require just a stock ticker, for example: =EPF.Yahoo.ForwardAnnualDividendRate("XOM")

Formula	Description
EPF.Yahoo.ForwardAnnualDividendRate	Forward annual dividend rate.
EPF.Yahoo.ForwardAnnualDividendYield	Forward annual dividend yield.
EPF.Yahoo.TrailingAnnualDividendRate	Trailing annual dividend rate.
EPF.Yahoo.TrailingAnnualDividendYield	Trailing annual dividend yield.
EPF.Yahoo.5YearAverageDividendYield	5 Year average dividend yield.
EPF.Yahoo.PayoutRatio	Payout Ratio.