Other Investing Changes Net (Historical) Formula in Excel

Understanding Other Investing Changes Net (Historical)

The Other Investing Changes Net (Historical) formula retrieves the net changes in other financial instruments and investments for a specified historical period. By leveraging MarketXLS, you can:

• Quickly look up historical adjustments or changes in investments.
• Better understand shifts in a company’s investment portfolio.
• Combine with other financial metrics for deeper fundamental analysis.

? Pro Tip: Use this formula to compare a company’s investment changes across multiple historical years or quarters.

Syntax and Parameters

Use the formula in Excel as shown below:

=hf_Other_Investing_Changes_Net(Symbol, Year, [Quarter], [TTM])

?? Note: If the parameters are invalid or data is unavailable, this function returns "NA".

Return Value

• Returns a numeric value representing net changes in other investments (historical).
• Returns "NA" if the symbol is invalid, the subscription is not valid, or if another error occurs.

Examples and Usage

Basic Examples

1. Cell references for year or symbol:

   =hf_Other_Investing_Changes_Net(A2, B2)

   Where A2 contains the symbol (e.g., "MSFT") and B2 contains the year (e.g., 2022).

2. Direct symbol and integer year:

   =hf_Other_Investing_Changes_Net("MSFT", 2022)

   Fetches the value for the 2022 fiscal year.

3. Specific quarter:

   =hf_Other_Investing_Changes_Net("MSFT", 2022, 2)

   Retrieves the value for fiscal year 2022, quarter 2.

4. Trailing twelve months:

   =hf_Other_Investing_Changes_Net("MSFT", 2022, 3, "TTM")

   Retrieves TTM data from quarter 3 of 2022.

Advanced Date and Symbol Scenarios

• Using “lq”, “ly”, or “lt”:
  » “=hf_Other_Investing_Changes_Net("MSFT","lq-1")”: Last quarter minus 1
  » “=hf_Other_Investing_Changes_Net("MSFT","ly")”: Last year

• Using indices, options, or crypto:

  =hf_Other_Investing_Changes_Net("^SPX", 2021)
  =hf_Other_Investing_Changes_Net("@MSFT 110122C00020000","lq")
  =hf_Other_Investing_Changes_Net("BTCUSD:DEFAULT", 2022)

? Pro Tip: Combine this with other historical fundamentals to understand year-over-year changes in a company’s investment activities.

Common Questions

1. How do I handle invalid symbols?

If an invalid or unsupported symbol is supplied, the function will return "NA". Always confirm your symbols before using them in formulas.

2. What if the year or quarter data is unavailable?

The function will return "NA" if data for the specified year or quarter is not published or cannot be found.

3. Does it work with dynamic date references?

Yes, you can pass date references and use Excel’s date functions as needed (converted to valid year/quarter strings). For instance:

=hf_Other_Investing_Changes_Net("MSFT", TEXT(A1,"yyyy"))

4. Are there performance considerations?

When pulling data for many symbols simultaneously, Excel may take extra time to refresh. Using efficient references and only the necessary parameters can help maintain performance.

?? Note: Ensure you are subscribed to the appropriate MarketXLS plan. Otherwise, results may return as "NA".

Use the Other Investing Changes Net (Historical) formula to gain valuable insights into a company’s investment changes over time, informing your fundamental and comparative analyses in Excel.