How to import stock and fund prices in excel

amittal6

Doesn any one know how to import shares and funds data in excel (either automatically or via manual refresh?

I am maintaining an excel and wanted to know the latest prices and hence valuation of invesetments.Tried searching online and found a clunky way to scrape FT.com website, but that doesn't look promising. 

Alternatively I used MS excel 'stocks' option under data tab, but then all funds names and their codes are not available.

coyrls

It's not great for funds.  What I do is create a Watchlist portfolio in Morningstar, cut and paste (as text) into a tab on my spreadsheet and derive all the pricing from that.  Once set up the cut and paste takes seconds and is preferable to constant debugging of automatic price update functions.

coastline

Create a folder on your laptop and bookmark all you are following.
https://www.hl.co.uk/shares/shares-search-results/b/bp-plc-ordinary-us$0.25
https://www.hl.co.uk/shares/shares-search-results/v/vanguard-funds-ftse-all-world-etf-usdgbp
https://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/f/fundsmith-equity-class-i-accumulation
These are live ?
https://www.google.co.uk/search?site=finance&tbm=fin&q=INDEXFTSE:+UKX&stick=H4sIAAAAAAAAAONgecRowi3w8sc9YSntSWtOXmNU5eIKzsgvd80rySypFBLnYoOyeKW4uTj1c_UNjDJyzMp5FrHyefq5uEa4hQS7WimEekcAAMw2dBpKAAAA&sa=X&ved=0ahUKEwirvfKzzrHhAhXjuXEKHZruC_EQlq4CCDYwAA&biw=1067&bih=525&dpr=1.5#scso=_v3CjXPTRAu-DjLsPo6yUyA42:0,_rDwpX5O2D-eV1fAP6uK30Ak1:0

Thrugelmir

Create a dummy portfolio on the London Stock Exchange website

Linton

Or an ft.com portfolio

coyrls

There are multiple options for creating a dummy portfolio, some are more amenable to cut and paste than others.  As I say Morningstar works for me.

amittal6

coyrls said:

There are multiple options for creating a dummy portfolio, some are more amenable to cut and paste than others.  As I say Morningstar works for me.

Thanks. This is not about creating dummy portfolio! Rather about how to import the value of funds in the excel.

amittal6

Linton said:

Or an ft.com portfolio

I have done it. Point is how to reflect the values in excel in someway - except manually entering those regular investment transactions.

amittal6

coastline said:

Create a folder on your laptop and bookmark all you are following.
https://www.hl.co.uk/shares/shares-search-results/b/bp-plc-ordinary-us$0.25
https://www.hl.co.uk/shares/shares-search-results/v/vanguard-funds-ftse-all-world-etf-usdgbp
https://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/f/fundsmith-equity-class-i-accumulation
These are live ?
https://www.google.co.uk/search?site=finance&tbm=fin&q=INDEXFTSE:+UKX&stick=H4sIAAAAAAAAAONgecRowi3w8sc9YSntSWtOXmNU5eIKzsgvd80rySypFBLnYoOyeKW4uTj1c_UNjDJyzMp5FrHyefq5uEa4hQS7WimEekcAAMw2dBpKAAAA&sa=X&ved=0ahUKEwirvfKzzrHhAhXjuXEKHZruC_EQlq4CCDYwAA&biw=1067&bih=525&dpr=1.5#scso=_v3CjXPTRAu-DjLsPo6yUyA42:0,_rDwpX5O2D-eV1fAP6uK30Ak1:0

Thanks much. Let me try

amittal6

coyrls said:

It's not great for funds.  What I do is create a Watchlist portfolio in Morningstar, cut and paste (as text) into a tab on my spreadsheet and derive all the pricing from that.  Once set up the cut and paste takes seconds and is preferable to constant debugging of automatic price update functions.

Cut paste is another work around. I am also in regular investing, not sure automatic price update is going to be nightmare for me

Linton

amittal6 said:

Linton said:

Or an ft.com portfolio

I have done it. Point is how to reflect the values in excel in someway - except manually entering those regular investment transactions.

Export your FT portfolio to Excel.  Cut and paste the whole portfolio into an area on your spreadsheet set up for the purpose, then with a nifty bit of Excel programming you can pick up the price for each individual investment and do what you want with it.