Change Week To Date Formula in Excel
Understanding Change Week To Date
The Change Week To Date formula in Excel (with MarketXLS) helps you monitor and analyze how a security’s price has changed from the start of the current week up to the latest available data. It’s particularly useful for short-term traders, active investors, or anyone needing quick insights into week-to-date price movements.
Key benefits:
- Tracks week-to-date returns efficiently
- Useful for short-term analysis
- Compatible with various symbol types (stocks, indices, options, and crypto)
Syntax and Parameters
=ChangeWTD(Symbol)
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | Stock or asset ticker (equities, indices, options, crypto) | Yes | "MSFT", "^SPX", "BTCUSD:DEFAULT" |
Return Value:
- The function returns a numeric value representing the price change from the start of the current week to the latest available data.
- If an invalid symbol is provided or an internal error occurs, it returns
"NA"
.
?? Note: This formula does not accept date inputs. It automatically calculates from the last day of the previous week to the current date.
Examples and Usage
-
Using a cell reference for the symbol:
=ChangeWTD(A1)
Where cell A1 contains the symbol (for example, "MSFT").
-
Entering the symbol directly:
=ChangeWTD("MSFT")
-
Checking an index:
=ChangeWTD("^SPX")
-
Checking an option:
=ChangeWTD("@MSFT 110122C00020000")
-
Checking a crypto pair:
=ChangeWTD("BTCUSD:DEFAULT")
? Pro Tip: Combine
ChangeWTD
with other MarketXLS functions to create powerful, real-time dashboards for weekly performance tracking.
Common Questions
1. What if the formula returns "NA"?
- This typically indicates an invalid symbol or an issue with license validation. Confirm your MarketXLS subscription is active, and ensure your symbol is correctly formatted.
2. How frequently is the data updated?
- MarketXLS updates data throughout the trading day. The exact refresh rate may vary based on your subscription and data provider.
3. Are there any performance considerations?
- Handling a large number of symbols simultaneously may slow down Excel. Consider limiting the number of dynamic formulas or using a scheduled refresh approach.
4. Can I specify custom dates for the calculation?
- No, this function is designed specifically for the current week. For custom date ranges, explore other MarketXLS functions that accept start and end dates.
5. What if I want returns instead of an absolute price change?
- Use corresponding MarketXLS return functions (e.g.,
StockReturn
) to calculate percentage returns for a specific time range.
?? Note: Always verify that your symbols are valid and that your MarketXLS plugin settings are configured to update data in real time for accurate results.