Remember the time I waxed lyrical about using Google Sheets to track my stock portfolio? Well, it's going to be a "standard feature" of spreadsheets soon, with the introduction of the capability to retrieve stock data with today's update of Numbers on iOS (3.1) and macOS (4.1).
The STOCK
function takes a symbol and provides data like price ("price" or 0), name of the company ("name" or 1), change in stock's price in the last day (2), EPS (21), and PE (23). A "My Stocks" template is provided to get you going on both iOS and macOS.
=STOCK("AAPL", "price")
Numbers can also retrieve the exchange rate with CURRENCY
and CURRENCYH
. With both functions, data is provided by Yahoo.
Google Sheet's equivalent GOOGLEFINANCE
function still has the edge because it can easily retrieve a range of historical data. In addition, Sheets can plot this data in a single cell (not as a separate chart) using the SPARKLINE
function. See my previous post, Stock portfolio tracking with Google Sheets. The same function also does double duty to retrieve exchange rates, i.e. GoogleFinance("CURRENCY:USDEUR")
Excel lacks a simple built-in method to retrieve stock or exchange rate data (although it is still possible), but does support Sparklines.