Download and Installation
To begin, review the minimum system requirements here: https://www.money.net/excel/install
On this page you will find the installation instructions and the sample document to get you started. The actual installation file link is included inside of the installation instruction document.
Logging in to the Sample Document
The provided sample document is a good jumping off point to get started with the Money.Net Excel Add-in. To launch the file click on your Start Menu and Navigate to All Programs/All Apps. Then in the Money.Net Excel Add-in section, click on Money.Net Excel Add-in.
Note: In Windows 8 your navigation may be slightly different. From your Start Screen You can find all of your apps and programs in the Apps view. To get to the Apps view, slide up from the middle of the Start screen with your finger, or click the arrow 
near the lower-left corner of the Start screen. You should then be able to find the Money.Net Excel Add-in section of your Apps and launch from there.
Use your regular Money.Net credentials to log in. Remember that your username will be your full email address1 that you used to register your Money.Net account.
1 The only exception to this will be users that joined before 2012 (and have a non-email address username)
Table of Contents
- Download and Installation
- Logging in to the Sample Document
- Real Time Quote Data
- Historical Quote Data
- Using the Money.Net Ribbon
Real Time Quote Data
The first sheet in the workbook is labeled Real Time Quote Data and will give you access to real time market data for U.S. Equities, Options, and FX (and delayed and end of day where applicable). You will see several example tickers to get you started and it will look like this:
It may take a few moments to populate (depending on your system), but you should start to see the fields updating in real time. You can edit any of the Ticker fields on the left to any valid ticker symbol from the Money.Net platform.
For examples of ticker formats, use the Symbology Guide.
If you are looking for a particular company or symbol, you can use the Ticker Search.
If you would like more rows for ticker symbols, the easiest method is to copy several of the already working rows and paste them below the already working ones. Once pasted, you can replace the ticker symbol just like before.
 | Click here for a list of all available Real Time Fields. |
Historical Quote Data
The second sheet in the Sample Document is labeled Historical Quote Data and provides an example of how to acquire historical data for valid Money.Net tickers. Here is a screenshot of it:
The fields that you will want to modify in this form are the Symbol, Field, Start, End, and Frequency.
For Start and End dates:
Use the date format that your computer is defaulted to. For example, this machine is defaulted to the format MM/DD/YYYY HH:SS.
 | Click here for a list of all available Historical Fields. The available frequency options for Historical Stock Data are: The available frequency options for Historical Fundamental Data are: |
Using the Money.Net Ribbon
Once the plug-in has been properly installed, you can also access the real time and historical formulas directly instead of referencing the sheet that we have already made.
The simplest way to utilize the Money.Net Excel Add-in is to use the Money.Net Ribbon. This will help you to quickly get the data that you want into your spreadsheet with minimal formula editing. The Money.Net ribbon will appear at the top of the Excel sheet in the menu section that contains File, Home, etc. It looks like this:
Note: If you do not see the ribbon after installing the add-in, please contact support@money.net.
To insert a Real Time, Historical, Economic Field, Commodity, News, or Tools formula, simply click on an empty cell in Excel. Thenclick on the appropriate button in the ribbon and navigate the menu structure to select your desired data point. Once the formula has been entered, you can modify the functions to your desired symbol, start and end dates, etc.
Note on modifying Historical functions
Real Time data fields are single fields and can be edited by simply changing what you desire and pressing Enter. Historical and other fields that can potentially fill several rows of data have to be edited differently. You must hold CTRL+SHIFT while you press enter. Otherwise you will get this error:
Real Time Data Fields
Real Time data will follow the function format:
=RealtimeData(“SYMBOL”,”Field”)
where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol and Field needs to be replaced with one of the real time data field names below. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
| Click here for a list of all available Real Time Fields: example: To find the last trade size for Apple, you would use: |
Historical Time Series Fields
Historical data will follow the function format:
=HistoricalData(“SYMBOL”,”Field”,”Start”, “End”, “Frequency”)
where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol, Field needs to be replaced with one of the historical data field names below, Start needs to be replaced with your beginning date, End needs to be replaced with your ending date, andFrequency needs to be replaced with a frequency option mentioned below. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
| Click here for a list of Historical Fields. The available frequency options for Historical Stock Data are: The available frequency options for Historical Fundamental Data are: |
Common Economic Fields
Common Economic Fields uses a similar format to Historical data:
=HistoricalData(“FIELD”,”COUNTRY”,”Start”, “End”, “Frequency”)
where FIELD needs to be replaced with the preferred economic fields mentioned below, COUNTRY needs to be replaced with one of thecountry codes mentioned below, Start needs to be replaced with your beginning date, End needs to be replaced with your ending date, and Frequency needs to be replaced with a frequency option mentioned below. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
 | Click here for a list of all available Money.Net economic fields and country codes. The available frequency options for Common Economic Fields are: |
Common Commodities
Common Commodities uses a similar format to Historical data:
=HistoricalData(“FIELD”,””,”Start”, “End”, “Frequency”)
where FIELD needs to be replaced with the preferred economic fields mentioned below, The second set of quotes should remain blank,Start needs to be replaced with your beginning date, End needs to be replaced with your ending date, and Frequency needs to bereplaced with a frequency option mentioned below. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
 | Click here for a list of all available Money.Net commodity fields. . The available frequency options for Common Commodities are: |
News
News uses the following format:
=News(“SYMBOL”,”Field”)
where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol, and Field needs to be replaced with a news field option mentioned below,. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
 | Click here for a list of all available Money.Net news fields. . |
Corporate Actions
Corporate Actions uses the following format:
=CorporateActions(“SYMBOL”,“Field”,”Start”,”End”)
where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol, Field needs to be replaced with a Corporate Actions field option mentioned below, Start needs to be replaced with your beginning date, and End needs to be replaced with your ending date. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
 | Click here for a list of all available Corporate Actions fields. . |
Import Portfolio
The Import Portfolio feature will allow you to bring your Money.Net portfolios directly into Excel without having to copy and paste all of them. It uses the following format:
=PullPortfolio("portfolioName")
where portfolioName needs to be replaced with the name of the Money.Net portfolio you wish to import.
Additional arguments are available in the ribbon that will allow you to import your portfolio with ticker symbols only, or transposed. The formula generated will follow the respective formats:
=PullPortfolio("portfolioName","Symbols Only")
=PullPortfolio("portfolioName"," ","Transpose")
Analytical Toolkit
The Analytical Toolkit section of the ribbon contains some specialty features and calculators.
Option Chain
The Option Chain allows you to pull all or some of the potential Option tickers for a particular symbol into Excel. The function uses the following format:
=OptionChain("SYMBOL",”MONTH”)
where SYMBOL needs to be replaced with a valid Money.Net ticker symbol and MONTH needs to be replaced with a month in the formatMM/YYYY. The symbols can be discovered with the “Search for Symbol” feature of the ribbon. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
If you desire all of the option tickers for a symbol, you can remove the argument for MONTH and use the formula in this format:
=OptionChain(“SYMBOL”)
Implied Volatility Calculator
The Implied Volatility Calculator calculates the expectation of future volatility for an option:
The function uses the following format:
=ImpliedVol("OPTIONSYMBOL")
where OPTIONSYMBOL needs to be replaced with a valid Money.Net Option ticker symbol. These can be discovered using theMoney.Net platform or the Option Chain function mentioned above. The general format for Money.Net Option tickers can be found in section 3 of the Symbology Guide. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
Option Greeks Calculator
The Option Greek Calculator calculates different levels of risk associated with options positions:
The function uses the following format:
=GreeksCalculator(“GREEK”, “OPTION SYMBOL”, “VOLATILITY”)
where GREEK needs to be replaced with one of the option greeks mentioned below, OPTIONSYMBOL needs to be replaced with a validMoney.Net Option ticker symbol, and VOLATILITY needs to be replaced with a number. Option ticker symbols can be discovered using the Money.Net platform or the Option Chain function mentioned above. The general format for Money.Net Option tickers can be found in section 3 of the Symbology Guide. The quotes need to remain in place if you are typing the Ticker/DataField in directly. They need to be removed if you are instead referring to another cell that contains the text.
The available greeks are: Delta, Gamma, Vega, Theta, Rho, Charm, Vanna, Veta, Vomma, Color, Speed, Ultima, Zomma, d1, and d2.
Value At Risk
The Value At Risk calculator measures and quantifies risk over a specific time frame:
The function uses the following format:
=ValueAtRisk(“SYMBOL”, “START”, “END”,”CONFIDENCE”,”TYPE”)
where SYMBOL needs to be replaced with a valid Money.Net ticker symbol, START needs to be replaced with your beginning date, ENDneeds to be replaced with your ending date, CONFIDENCE needs to be replaced with a decimal representing the confidence level(typically .95 or .99), and TYPE needs to be replaced with your preference of parametric or historical.
VWAP Calculator
The VWAP (Volume-Weighted Average Price) calculator calculates the ratio of the value traded to total volume over a specified time interval. The function uses the following format:
=VWAPCalculator(“SYMBOL”, “START”, “END”,”INTERVAL”)
where SYMBOL needs to be replaced with a valid Money.Net ticker symbol, START needs to be replaced with your beginning date, ENDneeds to be replaced with your ending date, and INTERVAL needs to be replaced with your desired interval.
The available interval options for the VWAP Calculator are: Daily, Weekly, Monthly, Annually, Quarterly