Refresh stock quotes automatically in Excel (2024)

Hi there, I’m Kaycee Reineke, your friendly neighborhoodStockData Typespecialist from the Excel team. I’m here to share a change we made to the way stock quotes refresh by default. From now on, all Stocks data types in your workbook will refresh in the background when your file opens and every five minutes thereafter!

Refresh stock quotes automatically

When the Stock data type was introduced to Excel in 2019, we unlocked the ability to transform a cell from plain text into a multidimensional container of connected information. This allowed you to quickly get access to stock quotes and use them in your workbook. There was one caveat, though. In order to see updates to the linked data, you needed to manually refresh your workbook using the Data tab. We heard the frustration resulting from analysis on out of date quotes. Keeping your quotes up to date has been a top feedback request.

With this new experience, you’ll save time and energy since your stock quotes will update in the background as you work, keeping your workbook as up to date as possible while you’re using it. If you prefer to have more control over the update cadence or find the automatic updates distracting, you can change this setting back to manual refresh, or to only update when the workbook first opens.

How it works

Since we are enabling this default setting for you, you won’t have to do anything to start benefiting from automatic refresh in your relevant workbooks.

If you do want to change this setting, here is what you should do:

  1. Right-click a data type in your workbook, and then select Data Type > Refresh Settings.
  2. In the Data Types Refresh Settings pane, select the option you want.

Refresh stock quotes automatically in Excel (1)

When you change this setting, it is saved with the workbook.

NOTE: This is a workbook-specific setting. Any new workbook you create will use the Automatically every 5 minutes default setting.

Tips & tricks

  • Not all data types can be automatically refreshed, so you won’t always have that option available in the workbook settings.
  • The “Last refreshed:” indicator shown in the pane doesn’t save across Excel sessions. When you open your workbook for the first time, you will see “unknown.” This is normal and expected. When you perform a refresh (or Excel refreshes automatically), you will see the updated time.
  • If Excel encounters an error when attempting to refresh your workbook, you will get a notification banner alerting you. The error will persist until resolved. If you want to focus on your content and not address the issue immediately, you can switch to the Manually option in the Data Types Refresh Settings paneto stop automatic attempts. If you don’t know how to resolve an error, check out tips fromthis support article.

Learn more about automatically refreshing data types.

Known issues

It’s important to keep in mind that Microsoft contracts with data providers for access to agreed upon exchanges and instruments, and not all of these sources make data available in real time. You can view a detailed list of supported exchanges and the delay time on stock quoteshere.

Availability

This feature is available to all users in Excel for the web, and to Office Insiders running Version2201 (Build 14827.20158) or later on Windows, orBeta Channel Version16.57 (Build 220111) or later on Mac.

Don’t have it yet? It’s probably us, not you.

Features are released over some time to ensure things are working smoothly. We highlight features that you may not have because they’re slowly releasing to larger numbers of Insiders. Sometimes we remove elements to further improve them based on your feedback. Though this is rare, we also reserve the option to pull a feature entirely out of the product, even if you, as an Insider, have had the opportunity to try it.

Feedback

We hope this is a significant quality-of-life improvement for those of you already using Stocks data from Excel, and an enticement for those of you not using it yet.

We want to hear from you! Please clickHelp>Feedbackto submit your feedback about this feature.

Learn what other information you should include in your feedback to ensure it’s actionable and reaches the right people. We’re excited to hear from you!

Sign up for theOffice Insider newsletterand get the latest information about Insider features in your inbox once a month!

Refresh stock quotes automatically in Excel (2024)

FAQs

How often does Excel update stock prices? ›

The 5 minute automatic update applies to all Stock or Currency linked data types including those made before auto-refresh was added to Excel 365. Any existing data types get automatic updating, defaulting to updates every 5 minutes.

Is it possible in Excel to live update of share prices? ›

We can get the live stock price update from Excel's Add-ins. We will use the Stock Connector Add-ins to get live stock prices in Excel.

How do I refresh financial data in Excel? ›

If you want to refresh all linked data types and all data connections that may be in the workbook (including queries, other data connections, and PivotTables), select Data > Refresh All or press Ctrl+Alt+F5.

Why is Excel not auto refreshing? ›

When Excel formulas are not updating automatically, most likely it's because the Calculation setting has been changed to Manual instead of Automatic. To fix this, just set the Calculation option to Automatic again.

How do I sync stock prices in Excel? ›

With the cells still selected, go to the Data tab, and then click Stocks. will appear. Click that button, and then click a field name to extract more information. For example, for stocks you might pick Price.

How do I get real-time stock data? ›

10 Real-Time Stock Data APIs
  1. Alpha Vantage. Alpha Vantage has quickly become one of the most popular real-time data APIs among investors. ...
  2. Yahoo! Finance. ...
  3. Google Finance. Like Yahoo! ...
  4. Xignite. Xignite is a financial data API that offers data from more than 6,000 exchanges around the world. ...
  5. IEX Cloud. ...
  6. Polygon.io. ...
  7. Tradier. ...
  8. Finnhub.
Jul 26, 2022

Does Googlefinance function work in Excel? ›

Once you get the data into a Google Sheet, it can be automatically exported and grabbed by Excel. It's an indirect method but effective. Google's GoogleFinance() function returns a lot of information about many global stocks and indexes.

How do you convert real time stock prices to Sheets? ›

Use the GOOGLEFINANCE function
  1. In Sheets, open a spreadsheet.
  2. In an empty cell, type =GOOGLEFINANCE.
  3. In parenthesis, add any of the following, separated by a comma: A ticker symbol in quotation marks. (Optional) The attribute you want to show, such as price, in quotation marks. ...
  4. Press Enter.

What is automatic recalculation in Excel? ›

When this option is set to automatic, Excel recalculates the spreadsheet's formulas whenever you change a cell value. This means that, if you have a formula that totals up your sales and you change one of the sales, Excel updates the total to show the correct sum.

What is refresh formula in Excel? ›

In Manual mode, you can refresh formulas by pressing F9. You can also click the Calculate Now or Calculate Sheet buttons in the Formulas ribbon. This can help you save time and avoid the stress of waiting for Excel to finish updating formulas!

How do I create a live stock chart in Excel? ›

Follow the below steps to create your first Stock Chart.
  1. Select the data in the worksheet.
  2. Go to INSERT> Stock Chart > Open-High-Low-Close.
  3. Now, we will have a chat like the one below.
  4. Select the vertical axis and press Ctrl + 1 keys.
  5. In the format data series box, make “Minimum” as 50 and “Maximum” 65, and “Major” 1.

Can you create a refresh button in Excel? ›

In the Options dialog box, go to the Customize Ribbon tab and click on the Customize button. In the Customize Keyboard dialog box, select the Shortcuts: Refresh All command from the list on the left. Then, in the Press new shortcut key box, type in the shortcut that you want to use to refresh your data.

Can Excel update in real time? ›

When you create a form within your Microsoft 365 group or transfer ownership of a form you create to your Microsoft 365 group, you can directly open the workbook to see real-time, updated responses.

How do I enable the Refresh button in Excel? ›

Click Analyze > Refresh, or press Alt+F5. Tip: You can also refresh the PivotTable by right-clicking on the PivotTable, and then selecting Refresh.

Can I use Excel for stock control? ›

Using Excel as a low-cost inventory management solution

With integrated tools, features, and formulas to make spreadsheets more dynamic and interactive, Excel is also capable of handling basic inventory management for small businesses.

How do I monitor Stocks in Excel? ›

You can use basic Excel knowledge to create rules, spot trends, and compare stocks with the stock data pulled into Excel.
  1. Step 1: New Workbook & Tickers. ...
  2. Step 2: Stock Data Types. ...
  3. Step 3: Stock Widget. ...
  4. Step 4: More Stock Info. ...
  5. Step 5: Personal Investment Info. ...
  6. Step 6: Rules for Sell/Hold. ...
  7. Step 7: Aggregating Returns & Equity.

How do I track stock movements in Excel? ›

How to Track Stocks in Excel in 5 Steps
  1. Record basic data to start.
  2. Identify break-even points.
  3. Track dividends.
  4. Calculate capital gains.
  5. Explore prospective stock investments.
Jan 13, 2020

What is the best real-time stock tracker? ›

Your best choice is likely one of the following:
  • Best stock tracking app for Windows and Mac: Stock Rover.
  • Best website to view stocks: Webull.
  • Best for sophisticated investors: TradeStation.
  • Best stock tracking app for Android: M1 Finance.
  • Best stock tracking app for iPhone: SoFi: (iOS), Android, Desktop.
Jan 15, 2023

What is the best real-time stock screener? ›

  • The 8 Best Stock Screeners of January 2023.
  • Zacks Investment Research.
  • Seeking Alpha.
  • Stock Rover.
  • Trade Ideas.
  • Benzinga Pro.
  • TradingView.
  • TC2000.
Jan 9, 2023

How often are stock prices updated? ›

Stock prices, portfolios, and leaderboards are updated automatically every minute. We use real-time NASDAQ Last Sale stock quotes so that players can trade based on the latest prices. Did this answer your question?

Can Google Sheet pull data from Excel automatically? ›

If you want Sheetgo to automatically create a new Google Sheets file containing the Excel data, select New file. Sheetgo will save the file to your main Google Drive folder. To save it in a specific folder, click Change destination folder.

How often does Google Sheets update stock prices? ›

Widgets powered by spreadsheets using the GOOGLEFINANCE function refresh approx. every 15 minutes. If this isn't fast enough for your needs – and your G Suite account allows it – you can write a script that can further reduce the refresh times.

Is GOOGLEFINANCE real time? ›

*Real-time price data represents trades which execute on the NASDAQ and NYSE exchanges. Volume information, as well as price data for trades that don't execute on those exchanges, are consolidated and delayed by 15 minutes.

What is the difference between refresh and refresh all in Excel? ›

To update the information to match the data source, click the Refresh button. To refresh all PivotTables in the workbook, click the Refresh button arrow, and then click Refresh All (as in your screenshot).

How do you automatically track changes in Excel? ›

Turn change tracking on or off
  1. On the Review tab, click Track Changes, and then click Highlight Changes.
  2. Select or clear the Track changes while editing. This also shares your workbook check box. Selecting this check box shares the workbook and highlights changes that you or other users make.

How do you automate changes in Excel? ›

To automate a repetitive task, you can record a macro with the Macro Recorder in Microsoft Excel. Imagine you have dates in random formats and you want to apply a single format to all of them. A macro can do that for you. You can record a macro applying the format you want, and then replay the macro whenever needed.

What does Ctrl Alt F9 do in Excel? ›

Ctrl+Alt+F9 calculates all worksheets in all open workbooks, regardless of whether they have changed since the last calculation. Ctrl+Alt+Shift+F9 rechecks dependent formulas, and then calculates all cells in all open workbooks, including cells not marked as needing to be calculated.

How do I automatically refresh Vlookup? ›

Using a dynamic named range with VLOOKUP

We can now use “myRange” as the table_array within the VLOOKUP. Each time new rows are added to the data, the VLOOKUP will automatically be updated to include these cells.

Does Excel have real time stock data? ›

In Excel: Yep, Excel can return stock prices, too. Enter each ticker in its own cell > Highlight the cells > Select “Data” > “Stocks” > Tap the square that appears above your first highlighted cell > Select the data point you want.

Is Excel good for Stocks? ›

Excel can calculate the percentage return on an asset and assess profit and loss. One particularly helpful Excel feature is its ability to calculate standard deviation,1 a complex formula that assesses risk.

How frequently do stock prices change? ›

Stock prices change everyday by market forces. By this we mean that share prices change because of supply and demand. If more people want to buy a stock (demand) than sell it (supply), then the price moves up.

How do I connect Excel to real time data? ›

How to make an Excel real-time data spreadsheet
  1. Create a new table. The first step in using Excel's real-time data feature is to create a new table. ...
  2. Select specific cells. The cells in the table store the data within the spreadsheet. ...
  3. Click on the "Data" tab. ...
  4. Add a new column to receive the data.
Sep 29, 2021

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