Historical Open Price On A Date Formula in Excel

Harness the power of the Historical Open Price On A Date formula in Excel (with MarketXLS) to quickly retrieve a stock’s opening price for a specified date. This function is especially useful for backtesting, verifying historical prices, or performing financial analysis in your Excel spreadsheets.

Understanding Historical Open Price On A Date

Use the Historical Open Price On A Date formula to:

  • Obtain the historical open price of a given stock, index, option, or crypto on a specific date.
  • Streamline your financial analysis or trading strategies by automating data retrieval.
  • Eliminate manual lookups of historical pricing data from external sources.

? Pro Tip: This formula helps you maintain historical records and compare past performance across multiple securities without leaving Excel.

Syntax and Parameters

=Open_Historical(Symbol, OnDate)
Parameter Description Required Example
Symbol The ticker symbol (stock, index, option, or crypto) to retrieve. Yes "MSFT", "^SPX", "BTCUSD:DEFAULT", or a cell reference (e.g., A1)
OnDate The date for which you want the open price. Accepts cell references, direct dates as text ("2024-03-15"), or Excel date functions (TEXT(A1,"yyyy-mm-dd")). Yes "2023-01-20", A2, or TEXT(A2,"yyyy-mm-dd")

Return Value:
• Returns the security’s opening price as a numeric value.
• Returns "NA" if the symbol or date is invalid, or if data is unavailable.

?? Note: Symbol formats vary. For example, to retrieve data for an index, use "^SPX", and for options, format like "@MSFT 110122C00020000".

Examples and Usage

  1. Basic Example

    =Open_Historical("MSFT", "2022-09-15")

    Retrieves the historical open price of Microsoft on September 15, 2022.

  2. Cell References

    =Open_Historical(A1, B1)

    Where A1 contains a symbol (e.g., "MSFT") and B1 contains a date (e.g., 09/15/2022).

  3. Using Excel Date Functions

    =Open_Historical("MSFT", TEXT(A1,"yyyy-mm-dd"))

    Converts a date in A1 to the required format automatically.

  4. Different Symbol Types

    • Regular Stocks: =Open_Historical("MSFT", "2023-01-10")
    • Indices: =Open_Historical("^SPX", "2023-01-10")
    • Options: =Open_Historical("@MSFT 110122C00020000", "2023-03-15")
    • Crypto: =Open_Historical("BTCUSD:DEFAULT", "2023-05-25")

? Pro Tip: If your date lands on a weekend or market holiday, the function may return "NA" or the last available date’s open price if the backend logic supports it.

Common Questions

Why am I getting "NA" as a result?

  • An invalid symbol was provided.
  • The date entered is out of range or a non-trading day, and weekend/holiday data is not fetched.
  • Network or license validation issues can also return "NA".

What are the performance considerations?

  • This function relies on web data retrieval. A stable internet connection and a valid MarketXLS license ensure optimal performance.
  • Excessive calls may be slower under heavy usage. Cache strategies are implemented to improve speed.

Can I use references for both symbol and date?

Absolutely. Referencing cells for both parameters (=Open_Historical(A1, B1)) is especially helpful when dealing with multiple symbols or dates in bulk.

What happens if I set a wrong date format?

Always ensure the date is converted to "YYYY-MM-DD" format or use the Excel TEXT function. An incorrect format may result in "NA".

?? Note: For accurate data, verify that your symbol and date range align with the available historical records for that security.