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mkeller85's avatar
mkeller85
Copper Contributor
Oct 20, 2020

[52 week high] formula not working

I have a spreadsheet where I track my portfolio data. I have attached a sample. It appears that the "[52 week high]" formula is not working properly. It shows up as the same price as the current "Price" for most securities. While this is in theory possible, the "Price" is below the "[Previous close]", so therefore it appears incorrect. Is this a known issue? How can it be resolved? 

7 Replies

  • NikolinoDE's avatar
    NikolinoDE
    Platinum Contributor

    I've looked at your file. The issue is a mix of two things:

    1. Your live data link is broken – Column D shows #VALUE!, meaning your price data is just a stale snapshot. That's why the price seems inconsistent with the previous close.
    2. For ETFs, the 52 week high field is often unreliable – Refinitiv frequently doesn't supply it, so Excel fills it in with the current price as a placeholder—that's why they match.

    Here is what to do (in this order):

    • Refresh first: Go to the Data tab and click Refresh All. If the #VALUE! disappears, you're good.
    • If not, re-link the tickers manually: Delete the ticker in the cell (e.g., CNX1), type it again, and wait for the small building/stock icon to appear before pressing Enter. Do this one cell at a time for each ETF.
    • Check your account: If the refresh doesn't stick, go to File > Account and confirm your Microsoft 365 subscription is active and signed in—the Stocks feature relies on that login.
    • For a reliable 52-week high, try this formula in a new column:
      =MAX(STOCKHISTORY(D8, TODAY()-365, TODAY(), 0, 0, 3))
      (The 3 correctly requests the High price.)
    • Test each ticker separately – it might work for one ETF and not the other. If it returns an error, you'll need to get the 52-week high manually from the iShares factsheet or JustETF as a static fallback.

    *The example file has been inserted.

     

    My answers are voluntary and without guarantee!

     

    Hope this will help you.

     

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  • MPM30's avatar
    MPM30
    Occasional Reader

    Did you ever figure this out?  When I use the formula it returns "#FIELD!"

     

  • PReagan's avatar
    PReagan
    Bronze Contributor

    Hello mkeller85,

     

    The formula used in this spreadsheet is not a main function of Microsoft Excel. It appears to be either from an add-on or UDF (user-defined function). The issue might not be the formula but rather the source of the data that the formula is referencing.

    • mkeller85's avatar
      mkeller85
      Copper Contributor

      PReagan Are you sure? Thanks for the response. I did not install any add-ons, my understanding was that this is part of the added functionality that comes with Office 365 and the ability to import stock data. It should be linked to Refinitiv as the data provider. 

      • PReagan's avatar
        PReagan
        Bronze Contributor

        mkeller85,

         

        My apologies, you are correct. I am not an Office 365 subscriber and was not aware of this feature. I will have to defer any possible solutions to the rest of the community.