The IEX Cloud Stock Data application makes it easy to connect real-time and historical financial data into Excel, including U.S. stock prices, financials, and more. Get started by downloading the application on Microsoft AppSource.
This guide will cover the following information:
About the application
Instructions for setup
Pricing and messages
If you’re new to IEX Cloud, begin with our getting started guide here.
About the IEX Cloud Stock Data application
This application makes it easy to access data from the following datasets for U.S. equities in Excel:
Historical stock prices (up to 5 years prior)
Financial statements (income statements, balance sheets, and cash flow from up to 4 years prior)
Dividends (up to 5 years prior)
Splits (up to 5 years prior)
Estimates (most recently reported)**
The "IEX Cloud Stock Data" Excel add-in is available free of charge on Microsoft AppSource and can be used by anyone with an IEX Cloud account. A paid plan is required to access financial statements, splits, estimates, historical prices from over five years prior, and dividends prior to the most recent reporting period.
**Estimates and earnings will have new terms starting December 1, 2020. Read more.
Instructions for setup
Setup is simple and customizable:
1. Download the application from the Office Store here. Alternatively, you can also install this add-in directly from Excel. Click into the “Insert” tab and select “Get Add-ins." Search for “IEX Cloud Stock Data” in the Office Store and click “GET IT NOW.”
2. Provide an IEX Cloud public API token upon installation. To find your token, log in or create an IEX Cloud account and copy your token from the “API Tokens” tab. You can provide either a production token or a sandbox test token.
3. You're ready to begin pulling data into your spreadsheet! You can use the “Select data to import” dropdown to begin accessing data, or custom functions to get a certain stock quote and volume data.
Importing data through the add-in
1. You can browse available datasets and select data to import under the “Select data to import” dropdown. Next, specify which symbol(s) you would like to import.
Note that different endpoints have different “data weights,” or the number of messages used per update. Before accessing any data, be sure to see how many messages each data update will use for that endpoint in our API documentation here, listed under “Data weighting.”
2. For Stock Quotes, you can select specific properties you would like returned, as well as how often you want to refresh your spreadsheet. For instance, you might set your spreadsheet to refresh every 30 seconds for “latestVolume” or “latestPrice.” See a full list of properties returned by each endpoint in the IEX Cloud API documentation.
3. Last, select a worksheet and cell for your import. You can select from your workbook’s existing worksheets, or specify a new sheet. By default, the data will be pulled into the specified sheet beginning at Cell A1, but you have the option to specify any cell.
4. You’re all set! You can modify or update your spreadsheet settings at any time.
You can test the "IEX Cloud Stock Data" Excel add-in with unlimited scrambled test data for free. If you’re just getting started, we recommend beginning with testing. To do this, use your sandbox API token from IEX Cloud. Learn more about sandbox testing here.
Use Custom Functions
If you would prefer to use functions to import data, you can use functions for stock quotes, latest prices, and stock volume. See the syntax for those functions and what fields are returned here.
Pricing and Messages
This add-in is available free of charge and once available, can be used by anyone with an IEX Cloud account, both free and paid. There is no additional charge for using data through this application versus accessing data directly from our API.
Note that a paid plan is required to access certain data on IEX Cloud, including splits, estimates, historical prices from over five years prior, and dividends prior to the most recent reporting period.
Accessing data from IEX Cloud, including through Excel, uses messages. Messages are the fundamental units used to access data and make API calls on IEX Cloud. Learn more about messages here.
*A note on real-time data
Real-time stock prices provided from the IEX Cloud API are different from real-time stock prices made available from the Investors Exchange via a direct connection. Learn more.