Pull Asset Prices Banner

Instructions

You completed the Installation steps already, right? If not, head over there first.

With the tool installed - It is TIME ā±ļø Let’s automate those asset prices!

Definition Check

What the heck is a ā€œPrice Variableā€?

A ā€œPrice Variableā€ is used to plug the price of an asset into another spreadsheet cell. It’s actaully what spreadsheet software calls a ā€œNamed Rangeā€. So instead of having to reference a price value with something like ='Asset Prices'!B20 we can just use =TSLA_Price.

The ā€œPrice Variableā€ column simply displays the coresponding ā€œNamed Rangeā€ for the asset price for easy reference.

If this makes no sense, it will by the end of these instructions 😁

Step 1 - Enter your asset tickers

Navigate to the Asset Prices tab and add your desired Stock and Crypto tickers to the green columns.

The Asset Prices tab is protected

The Asset Prices tab has ā€œprotectionā€ applied that blocks all edits on the spreadsheet - except the green ticker columns. If you attempt to edit another cell you’ll get a popup warning that prevents you from accidentally changing something.

I don’t recommend changing anything besides the tickers unless you know what you are doing šŸ˜‰

Instructions Step 1


Step 2 - Trigger a price update

Use the menu to trigger a price update: Pull Asset Prices > Pull Prices Now

Reminder

Prices will automatically update hourly, but you can update them anytime from the menu.

It’s useful to trigger an update after you add new tickers - that way the asset price(s) and variable(s) get set.

This will update all prices of the listed tickers and create a new corresponding Price Variable for each ticker.

Instructions Step 2


Step 3 - Review the results output

The results from the price update are displayed for transparency and troubleshooting (if needed).

Instructions Step 3


Step 4 - Use the price values in your sheet

Now that you have price variables available, you can:

  • A) Use them in the same spreadsheet that the Pull Asset Prices tool is installed in
  • B) Use them in another spreadsheet.

Tip

There is a quick reference available for this in the tool menu at:

Pull Asset Prices > Price Variable - Usage Example

It autogenerates two example formulas for you to use, including your spreadsheet URL.

A) Use price variables in the same spreadsheet that the tool is installed in

Using TSLA as an example, enter =TSLA_Price into a cell.

Instructions Step 4

B) Use price variables in a different spreadsheet

To use the price variable in another spreadsheet, use the IMPORTRANGE formula.

The first argument of the formula must be the spreadsheet URL where the Pull Asset Prices tool is installed. Copy everything in the URL before the ? (the question mark).

Instructions Step 5

Using TSLA as an example, enter =IMPORTRANGE("https://docs.google.com/spreadsheets/d/YOUR-SPREADSHEET-ID-HERE/edit", "TSLA_Price")

Note

The first time you import a range into your spreadsheet, you’ll need to click the notification in the cell and authorize it (see preview below).

Subsequent imports from the same spreadsheet will be good to go!

Instructions Step 6


Step 5 - Remove tickers

If you want to remove a ticker, simply delete it and the next update will clean up the orphaned price and variable.

Instructions Step 7

Results output from that ^ update.

Instructions Step 8

That’s everything!

Thanks for checking out Simple Sheet. I hope this tool is both useful for you - and simple to use!

Have feedback? Please let me know HERE



Tell me... was this SO Simple that you want to share the love?

Donate to the developer $$ ā¤ļø
You're Simply amazing. I mean it.