The article “Quick Fix: Yahoo Finance Data Access with Excel” was originally published on Robot Wealth blog.
Having a reliable source of free data is extremely handy for the independent trader. It allows you to move fast and look into your ideas quickly.
Yahoo Finance recently changed how you can access their historical stock data. No more simple downloads from the website and programmatic access now requires a different approach.
For the R and Python folks: The maintainers of quantmod and yfinance have already updated their packages to work with the new Yahoo setup.
And Excel users? We’ve got you covered.
We’ve created a dead-simple Excel spreadsheet that pulls historical price and volume data for any ticker you want. No coding required.
Here’s how to use it:
- Download the spreadsheet by filling out the form below. The download link will be emailed to you.
- This will subscribe you to our newsletter, and you’ll get email updates about our upcoming Excel Edge Lab course.
- Open the spreadsheet and click “Enable editing”
- Enter your ticker in cell C2
- Set your start date in cell C3 (the end date in cell C4 defaults to today)
- Go to the “Data” tab and click “Refresh all”
- If prompted about Privacy Level, just check the box and click OK
That’s it. The sheet will fetch your data in seconds.
If you’re using Excel for Mac, see below for some additional steps.
Fill out the form on Robot Wealth’s website to get the spreadsheet https://robotwealth.com/quick-fix-yahoo-finance-data-access-with-excel/
Configuring the spreadsheet for Excel for Mac
Open the spreadsheet and dismiss the security warning (if present) by clicking “Enable Content:”
From the Excel ribbon menu, go to the “Data” menu and click “Refresh All.” You’ll get an alert about privacy levels:
Click OK.
Again, from the Data menu, click the dropdown arrow next to “Get Data (Power Query Editor)” and click “Launch Power Query Editor:”
Click “Options” from Power Query Editor:
Then, go to the Privacy settings and check the box for “Allow combining data from multiple sources.” Then click OK.
Exit Power Query (keep your changes if prompted to do so), and then on the Prices tab, enter the ticker you want and click “Refresh all” from the Data menu. The spreadsheet should now populate with the data for your ticker.
Disclosure: Interactive Brokers Third Party
Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from Robot Wealth and is being posted with its permission. The views expressed in this material are solely those of the author and/or Robot Wealth and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Disclosure: Options Trading
Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the "Characteristics and Risks of Standardized Options" also known as the options disclosure document (ODD) or visit ibkr.com/occ
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