Free stock quote web service to download into excel

Do any currency formatting in Excel. Change the sort order to put Symbols in alphabetical order. Finally, go to Query Properties and rename the query to something more helpful than the link text. Search Google Finance for companies across many different markets. The code will be in brackets after the company name. But you might like to add it anyway, to distinguish the same company being listed on multiple exchanges.

Both the basic inventory management and enhanced multi-warehouse inventory management provide solutions for real-time inventory management and tracking. Download: appexchange Stock Controller XNRSisbi Available for Android devices, Stock Controller is an inventory control and management app with plenty of tutorials to help you along the way. Never worry about losing inventory data again, because Stock Controller saves your data in the cloud. Inventory Counter Manage and track inventory easily with Inventory Counter, an app available for Android devices.

Export inventory data to Excel, or export values by email or Dropbox with this app. Instant Inventory BillionHands Instant Inventory is designed for small-scale businesses to manage their inventory, update stock, and record movement of items. Available for Android devices and 4-star rated with hundreds of reviews, Instant Inventory allows for barcode scanning. Get a better handle on inventory and its associated transactions, including shipping, receiving, putaway, and picking with this inventory management app.

Simply input the shipping and receiving data and all data syncs to the backend system on the cloud to manage inventory quickly and easily.

Inventory Management Inventory Management is an Android app that is updated frequently with new features. A simple, yet powerful app, Inventory Management enables users to manage items, manage transactions, search for items, and much more.

StockZure also is available as a web interface for advanced inventory reporting and management and works as a system with a barcode scanner or mobile phone using the StockZure app. Users have all of the tools needed for improving and managing inventory levels and tracking item movement using the app and mobile devices with scanning capabilities.

Zoho Inventory ZohoInventory. Zoho Inventory is a robust inventory management platform with a web-based interface as well as apps for both iOS and Android. Free plan is limited to 20 online orders, 20 offline orders, 20 shipping labels, and tracking for 20 shipments per month.

A delivery receipt verifies that a shipment has been received. This simple template includes space for adding the items included in a shipment, customer and supplier contact information, and a recipient signature.

Add a company logo or additional details for a customized receipt template. Since purchase orders list goods or services along with pricing and shipping information, they often resemble invoices. However, invoices are sent by sellers to indicate payments owed, whereas buyers send purchase orders to initiate a purchase. Buyers and sellers use a PO to create an agreement, which may be for a one-time order or an ongoing buying cycle.

Businesses that have ongoing relationships with vendors often order items on credit and are then invoiced by the supplier at regular intervals. Purchase orders then become an important part of managing accounts payable. Listing any negotiation on pricing on the PO such as discounts for large quantities provides both parties with clear information about the order.

In some cases, a purchase order may take the form of a letter with order details, shipping instructions, and any terms and conditions written out. One advantage of listing order details in a table or spreadsheet format is that viewers can quickly see the type and number of items being requested. An Excel template or other spreadsheet option also provides the benefit of automatic calculations for adding item subtotals and the grand total cost.

No matter what format you choose, a purchase order generally includes the following details:. Once you create a purchase order, you send it to a supplier via email.

The main purpose of a purchase order is to provide clear communication and documentation between customers and vendors, so aim for clarity and simplicity as you create purchase orders. This can also help boost efficiency and streamline the purchasing process. See where money is coming in and how much is going out from your accounts. Check what your balances will be after paying bills.

And get alerts so you never miss a due date. So efficient with very few glitches. Today's goal is to review the calculation of monthly return in all of its detail, so we can generate an accurate figure that matches what you would get from a data vendor. I'm Paul, and when I went through the process of calculating return manually, I was baffled by how complicated the process was. So here I will simplify it for you, because many people can't afford expensive data vendors who offer returns that incorporate all intricacies associated with corporate actions, like splits, spinoffs, regular dividends and special dividends.

For context, this is one of 30 financial modeling tutorials in the Quant Playlist. You don't have to participate in the whole Playlist to get value from this tutorial though. For those who use Yahoo Finance, I will show you how to create your own accurate data set using daily or monthly data, or you can freely download the one that comes with Quant Some people prefer video and text, so we have both, a web page with all of the text and a YouTube video for the audio and visual.

Those watching the video can find the web page at the first link in the Description. First, we will discuss our end product, or what we are looking for.

In our example, we have four stocks and 5 years worth of daily data. Second, we cover the type of return calculation, of the two we covered earlier: arithmetic or geometric return. Third, we cover the process, going from the tricky daily data here, while showing you how to simpify things with monthly data including all corporate actions. Fourth, we discuss pricing services, both paid and free, like the most commonly used free service Yahoo Finance.

And in our next episode we will visualize these returns and create a frequency distribution and histogram. If you are new to Quant , we are using a four stock example to create a series of financial modeling tutorials for quantitative equity portfolio management, including some portfolio theory and optimization.

Most people are put off by the details of calculating an accurate rate of return so they take shortcuts, but here we won't. The end result sits on the Returns tab. The number 0. In an earlier tutorial System Setup we went over how to download this data and import it to Excel. Understanding how it was put together is important and that is the point here. The two other columns here are specific to our needs for this Quant series.

Because we want the math to work out later, our Market column is an equally-weighted and monthly rebalanced portfolio made up of the four stocks. Our data set covers a five year historical period starting in March , which is dated and really just serves as a sample data set to learn from. What goes into 60 monthly return calculations is 1, daily periods for each stock plus a few nasty corporate actions we can't ignore.

I should also mention that if you are doing historical research, like we are, then monthly returns are often sufficient. For monthly returns you can always take a slighly-less-than accurate step of lumping corporate actions that occur mid-month into the monthly calculation. However, if your goal is to manage money, then linking daily returns is required, and in this case a third-party data provider will really be worth looking into, as we will cover later.

So let me start by bouncing a question back to you: which return calculation method should we use? In the previous tutorial, we introduced the two methods, arithmetic and geometric.

We left off wondering which method, meaning the formal name, of the calculation type we should use here. First, we will be looking for total monthly return as our output from this exercise, as opposed to average.

Next, as far as inputs go, we will be using daily returns plus any necessary adjustments that come in the form of dividends, price splits and spin-offs. Third, and this clue should clinch it. We are looking backward, so if you guessed the formal name to be "total historical geometric return" then you were right.

Notice how it has all of the components to it, timeframe, method and whether it is total or average? We're not using the average because that would imply we were interested in the average daily return, which we are not.

We won't need to be formal all of the time, but it's a good exercise to check in once in a while to make sure everybody is speaking the same language.

The calculation of daily returns requires four items from the daily stream of data: prices, dividends, splits and spin-offs. I will review the tabs below, with 1, daily prices, but let me say a few words about each one first. Daily prices are easy to access online at many financial websites such as Yahoo Finance, Google Finance and many brokerage firm websites. But this is only the first piece of the puzzle, and it's the easy part.

Regular dividends represent a reliable, steady and consistent stream of cash flows from a company. You can think of dividends like the fruit produced from a tree. Dividends are normally paid quarterly. Most large and established public firms in the United States pay dividends in this form.