Investors FastTrack

Quality Data for Investing Strategies

FastTrack Market Data Excel Add In

Streamline your investment process

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

  • 22+ data and statistical functions
  • Windows, Mac, or Browser compatable
  • Save time, reduce errors
  • Easy share spreadsheets with data

microsoft excel etf data

Get Started with Market Data Excel Add In

excel add in mutual fund data

Subscription

To access FastTrack data with the Add In, you must have a valid FastTrack/FT Cloud

** FT4web subscription with at least 2 databases or FT Cloud+ subscription

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"

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.

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.

Custom Functions

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

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.

Pricing