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Track Stock Price Changes with QM_ChangePercent

The QM_ChangePercent function helps you effortlessly track the percentage change of a given stock symbol right inside Excel using MarketXLS. This provides a quick view of how a stock is moving in percentage terms without leaving your spreadsheet. By simply passing the ticker symbol, you can keep tabs on market fluctuations in near real time, enabling more efficient decisions for your investment strategy.

Why Use This Function?

  • Get up-to-date percentage change data for a stock symbol directly in Excel.
  • Avoid manual updates or switching between platforms—MarketXLS automates the retrieval for you.
  • Seamlessly refresh data when the market shifts to stay informed immediately.
  • Integrate with custom worksheets or portfolio trackers in Excel for streamlined analysis.
  • Ideal for comparing day-to-day movement across multiple stocks quickly.

How to Use in Excel

=QM_ChangePercent(symbol)
  1. Select a cell in Excel where you want the percentage change to appear.
  2. Type "=QM_ChangePercent(" followed by the desired stock symbol in quotes, then close the parenthesis.
  3. Press Enter to fetch the latest data.

For example:
=QM_ChangePercent("AAPL")

This retrieves the percentage change for Apple Inc. and displays it in your worksheet.

Parameters Explained

Parameter Description Example Values Notes
symbol The ticker symbol for the stock whose % change you want. "AAPL", "MSFT", "TSLA" If the symbol is invalid or data is not available, you may see "NA" or other prompts indicating a refresh or an update is needed.

Example Usage

Basic Examples

  1. Single Symbol:
    =QM_ChangePercent("MSFT")
    ? Returns the current day’s percentage change for Microsoft.

  2. Cell Reference:
    Suppose cell A2 contains the text "GOOG", then:
    =QM_ChangePercent(A2)
    ? Fetches the real-time % change for Alphabet Inc.

  3. Invalid or Empty Symbol:
    =QM_ChangePercent("")
    ? Returns "NA" if the symbol is blank or invalid.

Advanced Scenarios

  1. Tracking Multiple Symbols in a Table

    • Create a column of stock symbols (e.g., AAPL, MSFT, TSLA) in Column A.
    • In Column B, use QM_ChangePercent referencing the corresponding cell in Column A:
      =QM_ChangePercent(A2)
    • Drag down the formula to evaluate multiple stock symbols at once.
  2. Used with Other Excel Functions

    • Compare changes across two stocks:
      =QM_ChangePercent("AAPL") - QM_ChangePercent("TSLA")
    • This helps show the difference in their daily move.
  3. Refreshing or No Data

    • If your MarketXLS settings indicate data is currently refreshing, you may see “Refreshing”.
    • Once ready, the value updates to the latest % change automatically.

Common Questions and Troubleshooting

• “NA” Result

  • Likely means the symbol doesn’t exist, is incorrectly spelled, or the data is otherwise not retrievable at the moment. Double-check the ticker and try again.

• “Please Refresh”

  • Indicates MarketXLS needs a manual or automatic data refresh. Once refreshed, the function will display the updated percentage change.

• “Refreshing”

  • Tells you data is in the process of being updated. Wait briefly for MarketXLS to finish.

• License or Configuration Errors

  • If your license is invalid or the data subscription is not set up, you might see corresponding error messages. Ensure your MarketXLS subscription is active and correctly configured.

Remember:

  • Keep symbols valid and properly formatted (e.g., "AAPL").
  • Refresh your data in MarketXLS regularly for accurate real-time values.
  • Use separate cells for each stock you want to track simultaneously.

By leveraging QM_ChangePercent, you gain immediate visibility into percentage shifts in stock prices, empowering quicker reactions to market changes—all from the comfort of Excel.

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MarketXLS Excel Add-in Tutorial - How to Use Change Percent (On Demand) and Other Financial Formulas
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