When does Numbers update stock quote data?

Numbers' stock tracking has always been based on the previous trading day.

There are no real-time quote options in Numbers, if that's what you were hoping for. That remains the purview of specific stock tracking applications attached to brokerage accounts, and beyond Number's scope.

Actually for a time prices via the STOCK function were intraday delayed. But that ended with the acquisition of the provider (Yahoo!) by a new owner.

You mean the STOCKH function is "useful" (not "useless") for calculating rate of return over longer periods of time, right?

SG

> THIS IS WHY ITS USELESS! As you see works for ETF but not Mutual. Vihax is mutual HYGH is ETF

What is "it" you're talking about?

Without seeing your formula, we have no idea what you're referring to.

> The formula since you can't figure it out is

I challenge anyone to determine the formula used when all that is presented is #VALUE!

In either case, I can replicate the problem in Excel (although I thought we were talking Numbers.app here). Rolling over the warning sign, I can see Excel is reporting a non-trading day.

Digging in a little further, I see that TODAY()-2 does work, but TODAY()-1 does not. That implies to me there's a lag in retrieving the previous days data for mutual funds. I can see that would be annoying.

Update: It seems inconsistent. I can get yesterday's STOCKHISTORY() for some funds, but not others. Earlier dates (e.g. TODAY()-2) seem to always work.

It may also be they work eventually.... symbols that previously threw an error are now working for me, and once they work I can't get them to fail. Definitely something amiss.

Difficult to follow from your screenshot and the formula you say you are using.

Keep in mind:

1. Numbers does not have a STOCKHISTORY function (perhaps you are translating from another language?).
2. What you seem to be calculating is simple price change, not rate of return. Two different things.
3. ETFs and mutual funds are priced in different ways. An ETF is priced similarly to a stock. A mutual fund has its NAV calculated every day.

The stock related functions in Numbers and their data sources are far from perfect. But they can be useful in many situations.

SG

Depends on what you are trying to do.

Where did you get this? =((Start value + income ) - end value )/ end value

Calculating returns can get complicated but that's not a standard way to calculate investment performance.

SG

From your previous post:

((Start value + income ) - end value )/ end value

From your recent post:

(Current value−Initial value)/Initial value

I see a difference. Do you?

Also, there is a difference between percentage price change (the latter formula) and "rate of return."

Anyway, good luck with your project, whatever it is.

SG