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Excel cannot find these Canadian Mutual Funds using the Stock datatype

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    Excel cannot find these Canadian Mutual Funds using the Stock datatype

    The Stock data type in Excel is amazing, however, it's often a hit and miss when trying to use it with Canadian mutual funds or ETFs.

    These were recognized just by entering their symbol name:

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    But with these, it didn't work!

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    I tried:
    • Entering the ticker
    • Entering the fund name
    • Finding similar funds that Excel detects and changing them to match the new fund. This has been somewhat successful, but far from perfect.
    • Entering multiple names found when Googling the ticker.
    • Googling "Refinitiv" that seems to be the provider for Excel's stock data...


    I would love to find a way that "always works" when I need to enter new funds.

    Any help?

    Thanks!
    Last edited by spimcom; 05-28-2023 at 07:11 PM.

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    Forum Moderator alansidman's Avatar
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    Re: Excel cannot find these Canadian Mutual Funds using the Stock datatype

    See if this helps you

    https://www.youtube.com/watch?v=Je0IO5W2Iqk
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
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    Forum Moderator AliGW's Avatar
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    Re: Excel cannot find these Canadian Mutual Funds using the Stock datatype

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not told us about this. You are required to do so.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important: https://excelguru.ca/a-message-to-forum-cross-posters/

    (Note: this requirement is not optional. As you are new here, I shall do it for you this time: https://www.msofficeforums.com/excel...ual-funds.html and https://www.mrexcel.com/board/thread...atype.1238079/)
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
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