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Market Data in Excel

Streamline your investment process

If you know how to use Excel, you can use FastTrack Market Data Add-in.

Create, automate, and fine-tune investment analytics in Microsoft Excel with our Market Data Excel Add In.

  • 40+ data, statistical and reference functions
  • Easy to try. Install here
  • Windows, Mac, or Browser compatible
  • 30k+ Mutual Funds, 2.5k+ ETFs, 5k+ Stocks, 1500+ Market Indexes
  • Free Support M-F 9AM-4PM EST
  • Starting at $25 a month
Start Free Trial
microsoft excel etf data

Get Started with Market Data Excel Add In

Available Functions
Download Templates
Price

Install Add-in - Sign In

excel add in mutual fund data


Data Coverage

30,000+ Open Ended Funds

3,000+ ETFs

5,500+ Stocks

1,200+ Indexes

500+ Closed End Funds

Search the Database

FastTrack’s database covers virtually all investable Funds, ETFs, and Stocks. Our data goes back to 1988.

We include 30,000+ open ended mutual funds, 500+ closed end funds, 2,500+ ETFs, 4,500+ stocks, and 1,200+ indexes. We update our catalog daily, pruning discontinued, merged, and liquidated funds while adding all requests and new issues.

FastTrack’s index catalog contains all major market indexes, commodity indexes, international indexes, and more. Notably, FastTrack’s index database contains comprehensive coverage of investment-grade, junk, and emerging market bond indexes.

Closing prices are updated three times a day, 7am, 6:35pm and 8:20pm Eastern. The status is available via the Data Status API.


Custom Functions

FastTrack's Add In creates custom functions that draw FastTrack market data into excel. The full list of functions is below.

Dates

- All date values must be referenced from a cell or wrapped in quotes. Ex: "12/31/2019"
- Additionally, the following shortcodes are available to auto calculate dates from the most recent day: "1M", "3M", "6M", "9M", "12M", "1Y", "2Y", "3Y", "5Y", "10Y"
- Any "start" value left blank will default to a trailing 1 year of the most recent date
- Any "end" value left blank will default to the most recent market day

Market Data Excel Add In Templates

Sector Heat Map

mutual fund data in excel for sector heat map

This excel template organizes 120 FastTrack tickers into a heatmap visualization. The template covers 11 sectors, such as Basic Materials, Communication Services, Consumer Cyclical, Tech, and Indexes. But modify with your own tickers as needed.

Portfolio Reallocation Template

rebalance mutual fund portfolios with this excel add in

This template is a worksheet to assist in portfolio rebalancing.

1. Add your current portfolio weighting

2. Add your desired portfolio weighting

The worksheet then indicates the number of shares to buy and sell for the desired portfolio.

Export Ticker Closing Prices

mutual fund data in excel for sector heat map

Weighted Portfolio Returns Template

review etf allocation with excel add in

This template is a worksheet to compare any portfolio against a single or weighted benchmark.

1. Defined your portfolio (ticker and % allocation)

2. Defined your benchmark or blended benchmark

Review the performance of your portfolio vs the benchmark on the Report page.

Portfolio Correlations Template

correlation of mutual funds in excel

This template is a cross-correlation matrix that compares the 5-year correlation of each portfolio component to each other.

Simply define the components of your portfolio, then view the heatmap graphic of the portfolio's cross-correlations.


Pricing

$25 a month

$25 a month allows access to 500 tickers a month

Included with FTCloud/Ft4web

Unlimited access is included with all FT Cloud+ and FT4web 2 database subscriptions. See Pricing options for FTCloud and FT4web


Install

FastTrack's Market Data Excel Add In is free to download via the Microsoft AppSource Office Store. 22 iShares ETFs are free to use with the add in, no account required.

microsoft excel add in for etf data

( https://appsource.microsoft.com/en-us/product/office/WA200001360?tab=Overview )


Sign In

sign in for mutual fund data in excel
  • After installing, open the FastTrack Market Data Task pane by clicking the FastTrack lightning bolt icon on the "Home" ribbon.
  • Click the "Account" link on the FastTrack Market Data Task Pane in the right side of Excel.
add your account number and password to access mutual fund data in excel
  • Enter your FastTrack account number and password.
  • Click "Save Credentials"

FastTrack Pricing

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Investors FastTrack
3 Endless View Dr
Weaverville NC 28787

(866) 295-0166

About Us

Investors FastTrack is an industry leading mutual fund, ETF, and stocks market data provider. Since Investors FastTrack’s founding in 1989, FastTrack data has been a key component to thousands of money managers and individuals market success.

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