Change Quarter To Date Formula in Excel

Are you looking to measure the quarter-to-date price change of a stock or other security in Excel? The Change Quarter To Date formula, powered by MarketXLS, retrieves the price difference from the start of the current quarter to today’s date. This comprehensive guide will walk you through its syntax, usage examples, and valuable tips to help you get accurate data for your investment decisions.

Understanding Change Quarter To Date

The Change Quarter To Date formula is designed to fetch how much a security’s price has changed from the beginning of the current quarter until now. This is especially helpful for:

• Tracking quarter-to-date performance of your portfolio.
• Comparing multiple securities over the same time period.
• Quickly seeing gains or losses since the start of the quarter.

? Pro Tip: Use this function to monitor performance and make timely decisions about your holdings throughout the quarter.

Syntax and Parameters

Below is the basic syntax for the Change Quarter To Date formula:

=ChangeQTD(Symbol)

Return Value

• The function returns a numeric value that represents the difference in price from the start of the current quarter to today’s date.
• If the ticker symbol is invalid or if there is an error in data retrieval, the function returns "NA".

?? Note: This function automatically calculates from the beginning of the current quarter to today’s date. It does not accept explicit date inputs.

Examples and Usage

Below are some practical examples demonstrating how to use Change Quarter To Date in an Excel worksheet:

1. Basic usage with a common stock symbol:

   =ChangeQTD("MSFT")

   Retrieves the quarter-to-date price change for Microsoft.

2. Using an index symbol:

   =ChangeQTD("^SPX")

   Shows how much the S&P 500 index has changed since the start of the current quarter.

3. Tracking options:

   =ChangeQTD("@MSFT 110122C00020000")

   Displays the quarter-to-date price change for a specific Microsoft option.

4. Crypto support:

   =ChangeQTD("BTCUSD:DEFAULT")

   Returns how much Bitcoin has changed this quarter.

? Pro Tip: You can place the ticker symbol in a cell (e.g., cell A2) and reference it like so:

=ChangeQTD(A2)

This approach allows you to switch symbols rapidly without editing the formula each time.

Common Questions

1. Why does the formula return "NA"?

   • The ticker symbol might be invalid or mistyped. Double-check the symbol format (e.g., "MSFT" for Microsoft, "^SPX" for S&P 500).
   • Your MarketXLS license may be inactive or not configured properly.

2. How often is the data refreshed?

   • By default, MarketXLS updates data as per your subscription plan. You can manually refresh or set auto-refresh intervals within Excel.

3. Does this function work with different date formats or custom date ranges?

   • This function is strictly for quarter-to-date coverage; it does not require or accept custom date inputs. It always calculates from the start of the quarter to the current date.

4. Are there performance considerations for large data sets?

   • Typically, retrieving data for multiple symbols in the same spreadsheet may slow down initial refresh times. However, MarketXLS caching helps improve performance on subsequent calls.

5. What are some best practices for tracking quarter-to-date performance?

   • Maintain a dedicated column for the Change Quarter To Date formula.
   • Periodically refresh or schedule data updates.
   • Combine results with other MarketXLS formulas for broader portfolio analysis.

?? Note: Ensure your MarketXLS add-in is installed and active to utilize the Change Quarter To Date function successfully.