Stock Data Type Missing Category/Investment Style

Microsoft

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

xt0cdi3w.png

 

The default values in the dropdown have everything but the Category/Investment Style

Screenshot 2023-09-12 112231.png

 

 

From Excel, Category and Investment are being populated manually.

 

Screenshot 2023-09-12 112324.png

1 Reply

@bigzig1 

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.