## Solution to Getting Free Stock Data with Excel VBA (No Yahoo API)

Click to download workbook: IEX WB Or visit my GitHub page:  This post will touch on retrieving stock price data in Excel VBA with the IEX API. The full subroutine and link for the workbook are featured below. All dependencies...

## Getting Updated Stock Quotes into Excel (Without Google or Yahoo)

Click to Download Workbook: Stock Quotes This is a method to get updated stock quotes from Bloomberg into Excel by parsing JSON. Let’s examine the steps to doing this. For those who don’t know, JSON stands for...

## Importing Morningstar Ratios Dynamically

Click to Download Workbook: Morningstar Ratios This workbook makes use of the unofficial Morningstar API as well as PivotTables in order to categorize and filter key ratios. Morningstar provides a plethora of key ratios ranging...

## Automating Financial Statement Analysis With Excel and VBA

﻿ Click to Download Workbook: Financial Statement Analysis The purpose of this workbook is to perform rudimentary analyses of the big three financial statements (Income Statement, Cash Flow, Balance Sheet). It can calculate...

## Examining the Sortino Ratio

Click to Download Workbook: Sortino Ratio Before we delve into an explanation of how the Sortino Ratio is calculated, you should probably understand an extremely popular risk-adjusted measure: the Sharpe Ratio. Sharpe Ratio: The...

## Collapsing Daily Data

Click to Download Workbook: Converting Daily Prices One of the perks of Yahoo Finance was the ability to select different frequencies or periodicities of historical time series data. What I mean by this is that you could select...

## Importing Financial Statements Dynamically Into Excel

Click to Download Workbook: Nasdaq-Statements-Updated Financial statements are valuable to any investor looking to evaluate a company. The bad news is that web scraping these documents from various websites can be a real pain...

## Calculating a Minimum Variance Portfolio Dynamically

Click to Download Workbook: Minimum Variance Portfolio Calculator A minimum variance portfolio is basically a term for the portfolio with the lowest possible expected risk from the for a given rate of return (also expected). On...