Steve, how do you edit the Yahoo URL if you want to add additional tickers later? Do you have to basically just recreate the page again? I couldn't find the URL associated with the sheet/table in Excel - thanks!
Yes, you can easily update the URL in excel! I will post a quick video walkthrough to demonstrate. However, here is how: In Excel go to Data, then Queries and Connections (or existing connections), double click on your query (probably named "table X") - this opens up Power Query Editor, on the right hand side under "applied steps" click on "source" to see where the data is being pulled from, then at the top in the formula bar you will see the URL that you created, add in your additional stocks to the URL where you want them separated by commas, and then click the home tab on the top ribbon and "close and load". This will update the query in excel with you added stocks! Hit refresh and see the stock tickers update your table. Best of luck! -Steve
Doesn't seem to be working anymore. I get a page still asking me to sign in. Also, do you know of any way to grab the data from the My Portfolio/My Holdings screen that includes the current shares held info as well?
Rob thanks! Hmmmm. The link should still work - I use the refresh data button daily in Excel with the link. Unfortunately, the My Holdings page with shares held data will not work unless logged in to the Yahoo Finance portal. The only other view that works *without logging* in is the same link, but changing the end from V1 to FV - this view provides the fundamental data for the stocks. EXAMPLE: finance.yahoo.com/quotes/AAPL/view/fv The only way to get your holdings is to get the log-on function to work in Excel - and that has been one problem I have not cracked the code on yet.... If I get it to work I will provide an update! -Steve
@@stevestipstechtackle I guess that makes sense, as they would need to know the user to get their portfolio. I wonder if it would work if I was already logged in to my portfolio? The /fv version works for me.
Sweeeet! Glad it is working! I tried the portfolio view URL in Excel when already logged in, no dice. From what I see each time Excel reaches out to the Web to pull the data it is a "fresh" web pull, so it is not using your open browser history or cookies.
Ok, hopefully you will pick up this comment :D So, I tried the proposed method with activating the Power Pivot, but unfortunately it didn't work. I am using Office Pro Plus 2021 and in excel Navigator window I only get Folder with HTML and TEXT files. My URL is a correct one, works in browsers and I do get web preview in Excel :D So really strange that it doesn't work.
@@stevestipstechtackle Thanks for the fast reply! Yeah, URL works fine, both in normal and incognito, in excel I get the web preview just fine, but it doesn't grab the tables, only the text.
I will have to research that a bit more. This feature is using power query in excel, so there could be a setting that needs to be checked. I don’t have my laptop with me this weekend, will take a look when I get back. Closest thing I found was in a Power Bi forum. It pointed to a web table inference in the options. File > Options and settings > Options > Global > Power Query Editor-> Enable web table inference option , open it, then save the change and reopen the deskop again, and input the URL, then the system will give you the suggested table. BUT, I am not sure if this is a similar setting in excel. Let me know if you crack the code on it and I will take a look when I can. -Steve
Dude! You're a genius man! Congress needs to give you the Medal of Honor or something! Thank you so much!
Ha! Awesome 😎 so glad you can use it. I thought it was the best thing since sliced bread too.
Steve, how do you edit the Yahoo URL if you want to add additional tickers later? Do you have to basically just recreate the page again? I couldn't find the URL associated with the sheet/table in Excel - thanks!
Yes, you can easily update the URL in excel! I will post a quick video walkthrough to demonstrate. However, here is how: In Excel go to Data, then Queries and Connections (or existing connections), double click on your query (probably named "table X") - this opens up Power Query Editor, on the right hand side under "applied steps" click on "source" to see where the data is being pulled from, then at the top in the formula bar you will see the URL that you created, add in your additional stocks to the URL where you want them separated by commas, and then click the home tab on the top ribbon and "close and load". This will update the query in excel with you added stocks! Hit refresh and see the stock tickers update your table. Best of luck! -Steve
@@stevestipstechtackle Thanks again - I tried the steps you listed and it worked perfectly!
@@psilvestSweeeet! So glad it worked for you too! -Steve
Excellent! It is a very practical and useful method, thank you!
Glad you like it too! 🎉
Doesn't seem to be working anymore. I get a page still asking me to sign in.
Also, do you know of any way to grab the data from the My Portfolio/My Holdings screen that includes the current shares held info as well?
Rob thanks! Hmmmm. The link should still work - I use the refresh data button daily in Excel with the link. Unfortunately, the My Holdings page with shares held data will not work unless logged in to the Yahoo Finance portal. The only other view that works *without logging* in is the same link, but changing the end from V1 to FV - this view provides the fundamental data for the stocks. EXAMPLE: finance.yahoo.com/quotes/AAPL/view/fv
The only way to get your holdings is to get the log-on function to work in Excel - and that has been one problem I have not cracked the code on yet.... If I get it to work I will provide an update! -Steve
@@stevestipstechtackle I guess that makes sense, as they would need to know the user to get their portfolio. I wonder if it would work if I was already logged in to my portfolio?
The /fv version works for me.
Sweeeet! Glad it is working! I tried the portfolio view URL in Excel when already logged in, no dice. From what I see each time Excel reaches out to the Web to pull the data it is a "fresh" web pull, so it is not using your open browser history or cookies.
Ok, hopefully you will pick up this comment :D
So, I tried the proposed method with activating the Power Pivot, but unfortunately it didn't work. I am using Office Pro Plus 2021 and in excel Navigator window I only get Folder with HTML and TEXT files.
My URL is a correct one, works in browsers and I do get web preview in Excel :D So really strange that it doesn't work.
For sure, I am stumped! If I think of anything else will let you know. Sorry it is not working for you. -Steve
@@stevestipstechtackle no problem, thanks for the effort!
Unfortunately, I only get text folder with HTML code and displayed text (In Navigator window within Excel). I can't get it to work :/
Bummer! What is the web address you are using? Make sure it works in the browser. -Steve
@@stevestipstechtackle Thanks for the fast reply! Yeah, URL works fine, both in normal and incognito, in excel I get the web preview just fine, but it doesn't grab the tables, only the text.
I will have to research that a bit more. This feature is using power query in excel, so there could be a setting that needs to be checked. I don’t have my laptop with me this weekend, will take a look when I get back. Closest thing I found was in a Power Bi forum. It pointed to a web table inference in the options. File > Options and settings > Options > Global > Power Query Editor-> Enable web table inference option , open it, then save the change and reopen the deskop again, and input the URL, then the system will give you the suggested table. BUT, I am not sure if this is a similar setting in excel. Let me know if you crack the code on it and I will take a look when I can. -Steve
@@stevestipstechtackle Thanks! Will check this and report back.
I did, unfortunately I can't find that option.