New Release

Excel Price Feed Add-in Release (v1.140)

andysinclairLeave a comment

Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.

This release includes the following changes:

Yahoo Finance: EPF.Yahoo.HistoricDatePeriod formula

We’ve made several improvements to this formula.

We have fixed an issue which affected certain stock/date combinations which returned additional data points outside the requested date range.

We have also added an additional optional parameter includePrePost which if set will include pre and post market data in the returned time series (for periods less than daily).

We have also made 3 of the parameters optional so you just need to specify a ticker, period and start/end date.

For example, this formula will return hourly data for Apple from 1 to 4 October; it will return headers, date in descending date order and not include pre or post market data:

=EPF.Yahoo.HistoricDatePeriod("APPL","Hourly","2025-10-01","2025-10-04")

The other parameters: order, includeHeaders and includePrePost are optional.

For more details please see the Excel Formula Reference: Historical Array Formulas section in the User Guide.

Yahoo Finance: fix EPF.Yahoo.PEGRatio formula

This formula has been fixed:

PEG Ratio formula in Excel

Excel Price Feed Add-in Release (v1.139)

andysinclairLeave a comment

Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.

In this release, we plugged in any gaps in formulas which were missing the Quarterly and Trailing 12 Months equivalent. The gaps were in the Balance Sheet, Income Statement and Cash Flow groups of formulas.

You can see these formulas in use in our example Yahoo Finance spreadsheet.

Yahoo Finance: Income Statement formulas

We added the following Quarterly formulas, which take as input a stock ticker and reporting quarter:

  • EPF.Yahoo.QuarterlyImpairmentOfCapitalAssets
  • EPF.Yahoo.QuarterlyOtherSpecialIncomeCharges
  • EPF.Yahoo.QuarterlyRestructuringAndMergersAcquisition
  • EPF.Yahoo.QuarterlySpecialIncomeCharges
  • EPF.Yahoo.QuarterlyWriteOff

And the following Trailing 12 Month (TTM) Formulas, which take as input just a stock ticker:

  • EPF.Yahoo.TTMImpairmentOfCapitalAssets
  • EPF.Yahoo.TTMOtherSpecialIncomeCharges
  • EPF.Yahoo.TTMRestructuringAndMergersAcquisition
  • EPF.Yahoo.TTMSpecialIncomeCharges
  • EPF.Yahoo.TTMWriteOff

Here is an example of the new formulas used in a sheet. This dataset is for the NWL ticker.

And here are a couple of examples of formulas we used:

=EPF.Yahoo.QuarterlyImpairmentOfCapitalAssets("NWL",0)/1000
=EPF.Yahoo.TTMImpairmentOfCapitalAssets("NWL")/1000

Please bear in mind when using these formulas that not every company reports the same type of information so sometimes the formulas might return #NUM!

For more details please see the Excel Formula Reference: Income Statement section in the User Guide.

Yahoo Finance: Balance Sheet formulas

We also added some additional formulas for retrieving Quarterly figures, which all take as inputs a stock ticker and a quarter. Yahoo doesn’t make available equivalent TTM formulas.

  • EPF.Yahoo.QuarterlyAccountsPayable
  • EPF.Yahoo.QuarterlyAccountsReceivable
  • EPF.Yahoo.QuarterlyAssetsTotalCash
  • EPF.Yahoo.QuarterlyCapitalLeaseObligations
  • EPF.Yahoo.QuarterlyCurrentAssets
  • EPF.Yahoo.QuarterlyCurrentLiabilities
  • EPF.Yahoo.QuarterlyGoodwill
  • EPF.Yahoo.QuarterlyGoodwillAndOtherIntangibleAssets
  • EPF.Yahoo.QuarterlyInventory
  • EPF.Yahoo.QuarterlyInvestedCapital
  • EPF.Yahoo.QuarterlyLongTermDebt
  • EPF.Yahoo.QuarterlyNetDebt
  • EPF.Yahoo.QuarterlyNetPropertyPlantEquipment
  • EPF.Yahoo.QuarterlyRetainedEarnings
  • EPF.Yahoo.QuarterlyStockholdersEquity
  • EPF.Yahoo.QuarterlyTangibleBookValue
  • EPF.Yahoo.QuarterlyTotalAssets
  • EPF.Yahoo.QuarterlyTotalDebt
  • EPF.Yahoo.QuarterlyTotalLiabilities
  • EPF.Yahoo.QuarterlyTotalNonCurrentAssets
  • EPF.Yahoo.QuarterlyTotalNonCurrentLiabilities
  • EPF.Yahoo.QuarterlyWorkingCapital

Here is an example of these new formulas in action:

And here are some examples of the new formulas we used:

=EPF.Yahoo.QuarterlyAccountsPayable("NWL",0)/1000
=EPF.Yahoo.QuarterlyAccountsReceivable("NWL",0)/1000

For more details please see the Excel Formula Reference: Balance Sheet section in the User Guide.

Yahoo Finance: Cash Flow formulas

Lastly, we added quite a few additional Quarterly and TTM formulas for Cash Flow. Along with the formulas for Free Cash flow (added in the previous version) below are all the Cash Flow formulas in the system.

Quarterly formulas:

  • EPF.Yahoo.QuarterlyAccountsPayableChange
  • EPF.Yahoo.QuarterlyAccountsReceivableChange
  • EPF.Yahoo.QuarterlyAcquisitions
  • EPF.Yahoo.QuarterlyBeginningCashPosition
  • EPF.Yahoo.QuarterlyCapitalExpenditures
  • EPF.Yahoo.QuarterlyChangeInCash
  • EPF.Yahoo.QuarterlyChangeInWorkingCapital
  • EPF.Yahoo.QuarterlyCommonStockIssued
  • EPF.Yahoo.QuarterlyCommonStockRepurchased
  • EPF.Yahoo.QuarterlyDebtRepayment
  • EPF.Yahoo.QuarterlyDeferredIncomeTax
  • EPF.Yahoo.QuarterlyDepreciationAndAmortization
  • EPF.Yahoo.QuarterlyDividendsPaid
  • EPF.Yahoo.QuarterlyEndCashPosition
  • EPF.Yahoo.QuarterlyFreeCashFlow
  • EPF.Yahoo.QuarterlyInventoryChange
  • EPF.Yahoo.QuarterlyOtherCashflowsFromInvestingActivities
  • EPF.Yahoo.QuarterlyOtherFinancingActivities
  • EPF.Yahoo.QuarterlyOtherNonCashItems
  • EPF.Yahoo.QuarterlyPurchasesOfInvestments
  • EPF.Yahoo.QuarterlySalesOfInvestments
  • EPF.Yahoo.QuarterlyStockBasedCompensation
  • EPF.Yahoo.QuarterlyTotalCashflowsFromFinancingActivities
  • EPF.Yahoo.QuarterlyTotalCashflowsFromInvestingActivities
  • EPF.Yahoo.QuarterlyTotalCashflowsFromOperatingActivities

Trailing 12 Month (TTM) formulas:

  • EPF.Yahoo.TTMAccountsPayableChange
  • EPF.Yahoo.TTMAccountsReceivableChange
  • EPF.Yahoo.TTMAcquisitions
  • EPF.Yahoo.TTMBeginningCashPosition
  • EPF.Yahoo.TTMCapitalExpenditures
  • EPF.Yahoo.TTMChangeInCash
  • EPF.Yahoo.TTMChangeInWorkingCapital
  • EPF.Yahoo.TTMCommonStockIssued
  • EPF.Yahoo.TTMCommonStockRepurchased
  • EPF.Yahoo.TTMDebtRepayment
  • EPF.Yahoo.TTMDeferredIncomeTax
  • EPF.Yahoo.TTMDepreciationAndAmortization
  • EPF.Yahoo.TTMDividendsPaid
  • EPF.Yahoo.TTMEndCashPosition
  • EPF.Yahoo.TTMFreeCashFlow
  • EPF.Yahoo.TTMInventoryChange
  • EPF.Yahoo.TTMOtherCashflowsFromInvestingActivities
  • EPF.Yahoo.TTMOtherFinancingActivities
  • EPF.Yahoo.TTMOtherNonCashItems
  • EPF.Yahoo.TTMPurchasesOfInvestments
  • EPF.Yahoo.TTMSalesOfInvestments
  • EPF.Yahoo.TTMStockBasedCompensation
  • EPF.Yahoo.TTMTotalCashflowsFromFinancingActivities
  • EPF.Yahoo.TTMTotalCashflowsFromInvestingActivities
  • EPF.Yahoo.TTMTotalCashflowsFromOperatingActivities

Here is an example of the new formulas used in a sheet. This dataset is for the MSFT ticker.

Again the Quarterly formulas take a input a ticker and a reporting quarter and the Trailing 12 Month (TTM) Formulas take as input just a stock ticker. Examples:

=EPF.Yahoo.QuarterlyDividendsPaid("MSFT",0)/1000
=EPF.Yahoo.TTMDividendsPaid("MSFT")/1000

Please download our example Yahoo Finance spreadsheet to find examples of using these formulas.

We hope you find them useful. Let us know if there are any more formulas you would like us to add.

Excel Price Feed Add-in Release (v1.138)

andysinclairLeave a comment

Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.

This release includes the following changes:

Yahoo Finance: Additional Free Cash flow formulas

We recently added two new formulas to the Add-in for retrieving Free Cash flow figures:

  • EPF.Yahoo.TTMFreeCashFlow: takes as input a stock ticker
  • EPF.Yahoo.QuarterlyFreeCashFlow: takes as input a stock ticker and quarter

We already had formulas for Annual Free Cash flow available.

Here is an example of the new formulas used in a sheet. This dataset is for Exxon Mobil stock.

And here are the formulas we used:

=EPF.Yahoo.TTMFreeCashFlow("XOM")/1000
=EPF.Yahoo.AnnualFreeCashFlow("XOM",2024)/1000
=EPF.Yahoo.QuarterlyFreeCashFlow("XOM",0)/1000

For more details please see the Excel Formula Reference: Cash Flow section in the User Guide.

Yahoo Finance: Additional TTM formulas

We also added some additional formulas for retrieving Trailing 12 Months figures, which all take as inputs a stock ticker:

  • EPF.Yahoo.TTMBasicEPS
  • EPF.Yahoo.TTMDilutedEPS
  • EPF.Yahoo.TTMBasicAverageShares
  • EPF.Yahoo.TTMDilutedAverageShares

Here is an example of these formulas in action:

This dataset is for Exxon Mobil stock.

And here are the new formulas we used:

=EPF.Yahoo.TTMBasicEPS("XOM")
=EPF.Yahoo.TTMDilutedEPS("XOM")
=EPF.Yahoo.TTMBasicAverageShares("XOM")/1000
=EPF.Yahoo.TTMDilutedAverageShares("XOM")/1000

For more details please see the Excel Formula Reference: Income Statement section in the User Guide.

Excel Price Feed Add-in Release (v1.128)

andysinclairLeave a comment

Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.

This release includes the following changes:

Yahoo Finance: Fix historic lookback formulas pre-post market option.

We recently added 3 new formulas to the Add-in for retrieving historical market data:

  • EPF.Yahoo.Historic1MinuteLookback
  • EPF.Yahoo.Historic5MinuteLookback
  • EPF.Yahoo.Historic1HourLookback

These formulas use a “lookback” whereby you can specify the number of periods back from now, together with an option to specify if pre and post market data is included.

Unfortunately, the pre/post market option was not working correctly and this is what has been fixed in this release.

Here is an example of one of these formulas in action:

AAPL hourly stock data with pre and post market data included

This dataset is for Apple stock and is hourly data points looking back the past 100 trading hours.

And here is the formula we used:

=EPF.Yahoo.Historic1HourLookback("AAPL",100,"DESC",1,1)

The dates and times shown in column A are in UTC, therefore we can see that pre and post market data is included, also known as “Outside Regular Hours”.

This data is becoming increasingly important as volumes outside normal market hours increase, and our improved historical formulas allow you to easily analyse this data in Excel.

For more details please see the Yahoo Finance Historical Array Formulas section in the User Guide.

Excel Price Feed Add-in Release (v1.127)

andysinclairLeave a comment

Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.

This release includes the following changes:

Earnings Estimates: New formulas

Excel stock analysis earnings estimates for Apple (AAPL) stock using the Excel Price Feed Add-in

We have added the following new formulas:

  • EPF.Yahoo.Earnings.Estimate.NoAnalysts.Annual
  • EPF.Yahoo.Earnings.Estimate.NoAnalysts.Quarter
  • EPF.Yahoo.Earnings.Estimate.Average.Annual
  • EPF.Yahoo.Earnings.Estimate.Average.Quarter
  • EPF.Yahoo.Earnings.Estimate.High.Annual
  • EPF.Yahoo.Earnings.Estimate.High.Quarter
  • EPF.Yahoo.Earnings.Estimate.Low.Annual
  • EPF.Yahoo.Earnings.Estimate.Low.Quarter

For example, this formula retrieves the number of analysts providing “next quarter” earnings estimates for Apple stock:

=EPF.Yahoo.Earnings.Estimate.NoAnalysts.Quarter("AAPL",0)

For more details please see the Excel Price Feed User Guide.

Historical Download: New Option

We have added an “Order” by option on the Yahoo Finance historical data download screen:

Yahoo Finance Excel download historical data

New Historic Lookback formulas

We have added 3 new lookback formulas for historical data, and all 3 include a pre-post market option:

  • EPF.Yahoo.Historic1MinuteLookback
  • EPF.Yahoo.Historic5MinuteLookback
  • EPF.Yahoo.Historic1HourLookback

For example, to retrieve 200 x 1 minute periods including pre-post market data, you can now use this formula:

=EPF.Yahoo.Historic1MinuteLookback("AAPL",200,"DESC",1,1)
Excel historic 1 minute intraday data download for Apple (AAPL) stock using the Excel Price Feed Add-in

For more details please see the Excel Price Feed User Guide.

Bug Fixes

Task Pane: fixed text colour.