Stock Events for Excel

Stock Events for Excel lets you pull your portfolio data directly into spreadsheets using custom functions. A Stock Events Pro account is required to use this add-in.

After signing in, you can use the following functions:

Market Data

• STOCKEVENTS.STOCK.PRICE(ticker) — Current market price
• STOCKEVENTS.STOCK.CHANGE(ticker) — 24h price change percentage
• STOCKEVENTS.STOCK.DIVIDEND_YIELD(ticker) — Annual dividend yield
• STOCKEVENTS.STOCK.NAME(ticker) — Company name

Dividends

• STOCKEVENTS.DIVIDENDS.INCOME(portfolio) — Projected annual dividend income
• STOCKEVENTS.DIVIDENDS.YIELD_ON_COST(portfolio) — Dividend yield on cost basis
• STOCKEVENTS.DIVIDENDS.YIELD(portfolio) — Current weighted dividend yield

Holdings

• STOCKEVENTS.HOLDINGS.VALUE(portfolio) — Total portfolio market value
• STOCKEVENTS.HOLDINGS.GAIN(portfolio) — Total unrealized gain/loss
• STOCKEVENTS.HOLDINGS.LIST(portfolio) — List of all ticker symbols

Positions

• STOCKEVENTS.POSITION.VALUE(ticker, portfolio) — Position market value
• STOCKEVENTS.POSITION.SHARES(ticker, portfolio) — Number of shares held
• STOCKEVENTS.POSITION.GAIN(ticker, portfolio) — Position unrealized gain/loss
• STOCKEVENTS.POSITION.AVG_COST(ticker, portfolio) — Average purchase price