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
-
Basic Example
=Open_Historical("MSFT", "2022-09-15")
Retrieves the historical open price of Microsoft on September 15, 2022.
-
Cell References
=Open_Historical(A1, B1)
Where
A1
contains a symbol (e.g.,"MSFT"
) andB1
contains a date (e.g.,09/15/2022
). -
Using Excel Date Functions
=Open_Historical("MSFT", TEXT(A1,"yyyy-mm-dd"))
Converts a date in
A1
to the required format automatically. -
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")
- Regular Stocks:
? 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.