How to Automatically Get the Category/Investment Style for a Stock in Excel
When pulling in stock data from the built-in “Stocks” data type in Excel, you may find that the Category/Investment Style for a particular stock is missing. This article will guide you on how to automatically get the Category/Investment Style for a stock in Excel.
Step 1: Pulling Stock Data into Excel
To begin, you need to pull the stock data into Excel using the built-in “Stocks” data type. Follow these steps:
- Open Excel and navigate to the cell where you want to pull in the stock data.
- Enter the stock symbol or company name in the cell.
- Excel will automatically recognize the data as a stock and display a small icon next to it.
- Click on the icon and select “Insert Data” from the dropdown menu.
- Excel will populate the cell with various stock data, including the stock price, volume, and more.
Step 2: Finding the Category/Investment Style
By default, the “Stocks” data type in Excel does not include the Category/Investment Style for a stock. However, there is a way to automatically get this information. Follow these steps:
- Open the “Data” tab in Excel and select “From Web” in the “Get & Transform Data” section.
- In the “From Web” dialog box, enter the URL of a financial website or API that provides the Category/Investment Style information for stocks.