by QMatix

Delivering the Stock Market to Excel

Historic Excel Stock Quotes

Basics

Historic daily, weekly and monthly data is available from the below sources.

Data may be referenced relatively or by date, i.e. using -1 for day data would return the last close, -2 the close before etc. (for week and month data -1 would return the current partial week or month, and -2 the prior complete period). This allows you to work with a series of trading days, ignoring weekends and holidays

When using actual dates, it would return the value for the date specified, or the prior one if it falls on a weekend or holidays. (for week and month data, any date of the week / month may be used).

Additional formulae are available allowing for the next rather than prior date to be returned, or to obtain the relative reference from any date to work with a series in the past.

e.g. =xlqhClose("msft,-1,"schwab") would return the prior close for Microsoft from Schwab. =xlqhClose("msft,"1/1/2024","schwab") would return the last close before January 1 due to it being a holiday.

In addition to basic Open, High, Low data hundreds of calculations are also available as mentioned here.

Range formulae are available allowing for the calculation between 2 dates, or for example to find highest high and date thereof.

When using xlqxh... version of the formulae it is possible to specify all the parameters of a calculation such as for Bollinger Bands, and may also continue the calculation into the current trading day and last price by using 0 as the date.

Historic (and upcoming) data is also available for dividends, splits, earnings, estimates, insider transactions etc. with the data also viewable directly in xlq2.

For more information on dates, parameters etc. consult the tips and tricks page

 

Source

Of the multiple data sources supported through xlq2, the following provide historic data

Source / (ID in xlq2)  Adjustments  Extra  xlq2  xlq2lite  Service Costs  Markets  Info
EODHD (EndoOfDayHistoricalData)
eodhd Dividends
Splits
None
Dividends
Splits
Earnings etc.
Subscription US (no options)
International
Cryptos / Forex
FMP (FinancialModelingPrep)
fmp Dividends
Splits
Dividends
Splits
Earnings etc.
Subscription US (no options)
International
Cryptos / Forex
more
InteractiveBrokers (IBKR pro)
ib Splits   Subscription US
International
Almost all markets
IQFeed and DTN.IQ
iqfeed Splits   Subscription US
Canada / UK
Forex
Futures
more
Norgate Data
norgate-us
norgate-au
norgate-ca
norgate-world
norgate-usindex
norgate-auindex
norgate-caindex
norgate-auwarrant
norgate-aueto
norgate-futures
norgate-economic
norgate-forex
norgate-confutures
norgate-cashcommodities
Dividends
Splits
None
Dividends Subscription US (no options)
Australia
Canada
World indexes
Futures
Ecomomic
Forex
Commodities
Charles Schwab
schwab Splits   Free for account holders US (no options)
Forex
Futures
Tiingo
tiingo Dividends
Splits
  Limited free / Subscription US (no options)
(no indexes)
Cryptos / Forex
<
Tradier
tradier Splits Dividends
Splits
Free for account holders US (not all funds)
Yahoo
yahoo Dividends
Splits
  Free US
International
more

Notes:
- partial support with up to date license (full functionality requires xlq2)
not all data-sources return the same information. Certain formulae would only return results depending on the source used.


Example of Flex Average using Norgate Data

The below example from xlqDemo.xlsx (inlcuded with the install) uses Norgate Data for historic data for AAPL.

The chart compares different results using xlqxhFlexAve, allowing you to calculate different kinds of averages on all kinds of data also providing Slope, Intercept and Standard Deviation.

 

 

New Tips and Tricks Page
  • A quick reference guide to using xlq2 with excel including shortcuts, tips etc.

  • Examples and explanations for all user levels.
Also available via the Resource menu above, along with references for formulae, symbols etc.

LATEST NEWS:

17 June 2024

XLQ2 24.3 released

  • xlqPrice2, xlqBid2 and xlqAsk2

    Specialized versions to return

    • up to 20 prior values
    • the trend
    • as positive or negative depending on movement.
  • Tradier

    xlq2 may now automatically renew authentication eliminating the need to sign in daily

  • Schwab

    includes all the latest updates.

  • More. >>

Current Offers

1 year of upgrades included
Purchase xlq2Lite for $159
Purchase xlq2 for $299

Pleased with the service and support
or feel extra has been earned?

Your acknowledgement is appreciated.
Thank you

User Comments

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Books

xlq2 has been recommended in the following:

Definitive Guide to Position Sizing

Van Tharp

Paul King