Excel Investment portfolio

Question

Hello so I have an investment portfolio with like stocks. When I input one of my Index funds it shows up as #FIELD! in the industry. How can I get the industry for a index fun to show up as index fund? In my ledger it shows up fine and can find the stock symbol and stock information.&nbsp;

mathetes · Answer

Is there a reason why you are asking a specific question about a specific index fund but don't, you know, tell us what the fund is so that we can investigate the specifics?

tsimmons2014 · Answer

The index is swppx

mathetes · Answer

tsimmons2014&nbsp;&nbsp;Thanks for supplying that key bit of information. I assume then, that you're asking in part about Excel's STOCKHISTORY or some comparable function that retrieves various bits of info about funds and stocks based on their symbols.&nbsp;SWPPX is Schwab's index fund based on the S&amp;P 500There are at least five index funds or ETFs based on the S&amp;P 500, and at least in my experiment just now, only one of those elicits info from the STOCKHISTORY function. That one is SPY. SWPPX returns #NA&nbsp;Here, from Investopedia, are the top five such funds.For more information from Investopedia, here's a link: https://www.investopedia.com/articles/markets/101415/4-best-sp-500-index-funds.asp&nbsp;I suspect that the problem is the redundancy in that realm of index funds. Is it at all possible for your purposes to use SPY in your portfolio tracking sheet?&nbsp;&nbsp;

tsimmons2014 · Answer

I have attached what I am experiencing&nbsp;

mathetes · Answer

Oh, and I just realized that there is NO industry, per se, to connect with the S&amp;P 500 index. It is, after all, an index that crosses MANY industries, and just is the largest 500 companies in the S&amp;P. So THAT is probably the real reason you get, in essence, an error message for Industry. Individual companies will be part of an industry; some mutual funds and ETFs, as well, can be industry specific (Consumer Goods comes to mind, or Pharmaceuticals, or Healthcare), but the S&amp;P 500, no.

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Excel Investment portfolio

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