Forum Discussion
bigzig1
Microsoft
MicrosoftStock Data Type Missing Category/Investment Style
When pulling in Stock Data from the built in "Stocks" data type from Excel, I am unable to find the Category/Investment Style for the particular stock.
Ask: How can I automatically get the Category/Investment Style for a particular stock in Excel?
I am looking for a way to have the information in the yellow box pulled into Excel
The default values in the dropdown have everything but the Category/Investment Style
From Excel, Category and Investment are being populated manually.
Ask: How can I automatically get the Category/Investment Style for a particular stock in Excel?
Don't you think those are characteristics of Mutual Funds rather than particular stocks? And, as such, descriptors that would come from, in this instance, Vanguard, rather than the service that supplies the stock data to the "Data Type" function in Excel?
So, to the extent it makes a difference to you, you might create your own solution by creating a table with all of the mutual fund descriptors and then using one of the many lookup functions to retrieve it.
