Click 'Install thinkorswim' above to automatically select the installer appropriate for your operating system and click 'Run'. The download may take anywhere from a couple of minutes to half an hour depending upon the speed of your Internet connection. RTD is much more robust and flexible than DDE. For instance, with DDE you need to 'hard-code' symbols and field names in your spreadsheet formulas. The Hoadley Finance Add-in for Excel on the other hand does not require the 'hard coding' of symbols and field names in formulas. The RTD function can be used inside user-defined functions (UDFs) in Microsoft Visual Basic for Applications. These then become wrappers for the RTD function. This approach can be useful in shielding users from the details of the RTD server name and ProgID, and in enabling them to focus only on the data that is important to them. Backtesting with thinkOnDemand to Help Optimize Your Trading. Enhance your trading strategy with backtesting; use the thinkOnDemand platform for stock backtesting to simulate a trading strategy over a time period to analyze levels of profitability and risk.
Excel Quotes Add-In
Music sada borneo song. Excel Quotes Add-In has been broken recently due to changes in Microsoft's Quote Web Services. Please see this post for more information.
On 6/30/2019, I have revere-engineered the new Quote Web Services and updated my Excel Quotes Add-In with the changes. Please download the most recent version and copy over the previously saved QuotesAddIn.xll file on your computer.
A long time ago, my team at Microsoft built an Excel plug-in to get stock quotes from MSN Money. It looked something like this: MSNStockQuote('MSFT','Last').
Unfortunately Microsoft hasn't supported this plug-in for years :(
While building MSMoneyQuotes, I reconginzed Excel was still lacking a decent Add-In to get quotes. So I built one!
The Excel Add-In I developed uses Microsoft's own quote web services to retrieve quotes. Therefore it supports getting quotes for any securities that work on the MSN Money website and/or the Windows 10 Money app. I also added the ability to get cryptocurrency quotes using the CryptoCompare API.
I have made it freely available from my website. However, I do accept donations which help offset the many hours put towards building, improving and supporting this software.
Prerequisites
- Works with Desktop Excel 2010, 2013, 2016
- Supports 32 bit and 64 bit versions of Excel
- Built as an 'Excel Add-In', which is a special DLL with an XLL file extension
- Adds a new '=QUOTE()' function to make getting quotes easy
- Adds a new 'Quotes' tab to make finding and updating quotes easy
- Supports updating quotes for all securities supported by the MSN Money website
- Supports updating cryptocurrency quotes supported by the CryptoCompare API
Download and Install
- First determine which bit version of Excel you have installed using What version of Office am I using?
- Download the appropriate 32-bit version or 64-bit version of QuotesAddIn.xll and save on your computer (e.g. C:GaierSoftwareQuotesAddIn.xll)
- Add/Enable the Add-In in Excel using the 'Browse' option. Add or remove add-ins in Excel
- Click File/Options then click 'Go' next to Manage Excel Add-ins
- Click 'Browse..', navigate to the folder where you saved the QuotesAddIn.xll and select it
Dowload the 32 bit version - QuotesAddIn.xll
Dowload the 64 bit version - QuotesAddIn64.xll
Example Excel File
After you've downloaded and installed the Add-In, please see my sample Excel file to see how this works!
QuotesAddInExample.xlsx
Basic Usage
The Excel Quote Add-In works by providing a new Excel function (aka formula) called =QUOTE(). It can be used to retrieve quote data like last, open, day high/low, year high/low, etc.
The function accepts two parameters:
- Financial Instrument: This the special symbol MSN Money (and Morningstar) assigns to the security to uniquely identify it. Because MSN Money supports many international markets the symbol 'GOOG', for example, is not enough to uniquly identify Google. Instead, MSN Money uses the following Finanical Instrument to indentify Google: '126.1.GOOG.NAS'. Financial Instrument Search Page
- Quote Field: This indicates which quote field you'd like to retreive. See the 'Supported Quote Fields' for the complete list.
Example Usage:
How to determine the appropriate 'Financial Instrument' symbol
I've build it a basic search pane that makes finding a MSN Money supported financial instrument easy. Go to the custom 'Quotes' tab and click the 'Search' button.
The 'Quotes' tab has a 'Search', 'Update Now' and 'Start Auto Update' buttons:
In the search pane, you can search by symbol or company name and hopefully find what you're looking for. Just start typing in the search field and the listbox will automatically load relevant results. This uses the same search service used by the MSN Money website, so I can't control the search behavior and/or results.
Once you find what you're looking for, you have the option to:
- Select the Quote Field you'd like to get a value for and click 'Insert Forumla' to insert the applicable =QUOTE() forumla
- Select 'Financial Instrument' to insert the raw financial instrument into the currently active call. This does not insert a formula. This may be useful if you're using the second approach [e.g. =QUOTE(A1, 'Last')] where you're referencing another cell to get the financial instrument.
Cryptocurrency Support
Cryptocurrencies are a hot topic recently, so I also added support for those. I leverage the CryptoCompare API to get quotes.
If you know the cryptocurrnecy pair, you can simply type the formula directly into the cell. For example: Or you can use the 'Cryptocurrency' tab in the search pane. Same as the other tab, start typing in the search field and relevant results will show up.
Supported Quote Fields
Here's a list of Quote Fields and which security types they'reQuote Field | Indexes | Stocks | ETFs | Funds | Currency Rates | Cryptocurrencies |
---|---|---|---|---|---|---|
Symbol | X | X | X | X | X | X |
Name | X | X | X | X | ||
Currency | X | X | X | X | ||
Last | X | X | X | X | X | X |
Change | X | X | X | X | X | X |
Date | X | X | X | X | X | |
Type | X | X | ||||
Exchange | X | X | X | |||
Previous Close | X | X | X | |||
Day High | X | X | X | X | ||
Day Low | X | X | X | X | ||
Open | X | X | X | X | ||
PE | X | |||||
EPS | X | |||||
Volume | X | X | X | X | ||
Avg Volume | X | X | X | |||
Year High | X | X | X | X | ||
Year High | X | X | X | X | ||
Market Cap | X | X | ||||
Ask | X | X | X | |||
Beta | X | |||||
Bid | X | X | X | |||
Dividend Yield | X | X | ||||
Industry | X |
Excel Rtd Function Not Working
How to update quotes
Example Excel File
After you've downloaded and installed the Add-In, please see my sample Excel file to see how this works!
QuotesAddInExample.xlsx
Basic Usage
The Excel Quote Add-In works by providing a new Excel function (aka formula) called =QUOTE(). It can be used to retrieve quote data like last, open, day high/low, year high/low, etc.
The function accepts two parameters:
- Financial Instrument: This the special symbol MSN Money (and Morningstar) assigns to the security to uniquely identify it. Because MSN Money supports many international markets the symbol 'GOOG', for example, is not enough to uniquly identify Google. Instead, MSN Money uses the following Finanical Instrument to indentify Google: '126.1.GOOG.NAS'. Financial Instrument Search Page
- Quote Field: This indicates which quote field you'd like to retreive. See the 'Supported Quote Fields' for the complete list.
Example Usage:
How to determine the appropriate 'Financial Instrument' symbol
I've build it a basic search pane that makes finding a MSN Money supported financial instrument easy. Go to the custom 'Quotes' tab and click the 'Search' button.
The 'Quotes' tab has a 'Search', 'Update Now' and 'Start Auto Update' buttons:
In the search pane, you can search by symbol or company name and hopefully find what you're looking for. Just start typing in the search field and the listbox will automatically load relevant results. This uses the same search service used by the MSN Money website, so I can't control the search behavior and/or results.
Once you find what you're looking for, you have the option to:
- Select the Quote Field you'd like to get a value for and click 'Insert Forumla' to insert the applicable =QUOTE() forumla
- Select 'Financial Instrument' to insert the raw financial instrument into the currently active call. This does not insert a formula. This may be useful if you're using the second approach [e.g. =QUOTE(A1, 'Last')] where you're referencing another cell to get the financial instrument.
Cryptocurrency Support
Cryptocurrencies are a hot topic recently, so I also added support for those. I leverage the CryptoCompare API to get quotes.
If you know the cryptocurrnecy pair, you can simply type the formula directly into the cell. For example: Or you can use the 'Cryptocurrency' tab in the search pane. Same as the other tab, start typing in the search field and relevant results will show up.
Supported Quote Fields
Here's a list of Quote Fields and which security types they're generally applicable to. Not all fields work for every security.Quote Field | Indexes | Stocks | ETFs | Funds | Currency Rates | Cryptocurrencies |
---|---|---|---|---|---|---|
Symbol | X | X | X | X | X | X |
Name | X | X | X | X | ||
Currency | X | X | X | X | ||
Last | X | X | X | X | X | X |
Change | X | X | X | X | X | X |
Date | X | X | X | X | X | |
Type | X | X | ||||
Exchange | X | X | X | |||
Previous Close | X | X | X | |||
Day High | X | X | X | X | ||
Day Low | X | X | X | X | ||
Open | X | X | X | X | ||
PE | X | |||||
EPS | X | |||||
Volume | X | X | X | X | ||
Avg Volume | X | X | X | |||
Year High | X | X | X | X | ||
Year High | X | X | X | X | ||
Market Cap | X | X | ||||
Ask | X | X | X | |||
Beta | X | |||||
Bid | X | X | X | |||
Dividend Yield | X | X | ||||
Industry | X |
Excel Rtd Function Not Working
How to update quotes
Once the cell(s) are setup with the proper =QUOTE() forumla, you can go to the custom 'Quotes' tab and click the 'Update Now' button. This button forces a 're-calculation' of all =QUOTE() forumulas, which invokes my add-in to retrieve quotes from the relevant web service APIs.
To automatically update quotes every 1 minute, click the 'Start Auto Update' button. Essentially this starts a timer to automatically run the 'Update Now' logic every minute.
Click 'Stop Auto Update' to stop the auto update timer.
Note: Quotes are cached for 30 seconds, so the if you try to click the 'Update Now' button more often than that nothing will happen.
Help and Support
I've made this free to avoid creating a sense of obligation that I'll provide support. I don't guarentee it will work in every scenario or that I'll provide support when it doesn't work. With that said, if you do have a problem that you think I can help shoot me an email and I'll reply if I can.
Please recognized I am no longer a Microsoft employee and cannot fix quote issues on MSN Money. Nor can I address outages that the MSN Money quote web service may have. My Excel Quote Add-In is not responsible for the actual quote values returned by MSN Money, so please don't email asking me to fix such issues. Same with the cryptocurrency quotes from the CryptoCompare API.
I can be reached at my support email address: support@gaiersoftware.com
Excel For Mac Rtd Functions Think Or Swim Club
Release History
Excel For Mac Rtd Functions Think Or Swim Suit
- Version 1.0 - 01/31/2018 - Initial Release
- Version 1.1 - 02/22/2018 - Added Auto Quotes Update
- Version 1.2 - 06/30/2019 - Updated to consume the new Microsoft Quote Services