DIY Portfolio Manager
Tool for Excel that tracks investment portfolios with automatic stock quotes, FiFo calculations, and key performance indicators.
yaicoPrice not published
Quotestream Active Sheets
by Quotemedia, Inc.Microsoft 365Price not published
Provides market data for multiple symbols in Microsoft Excel.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Connects Microsoft Excel to market data for mutual funds, foreign exchange, indices, options, and stocks. Users can link symbols with formulas, receive multiple data points, and use the data in spreadsheets. The vendor also describes creating dashboards, symbol alerts, and watchlists. Excel 365 or 2021 and later, macOS or Windows, an internet connection, and a QuoteMedia service subscription are required.
Key capabilities
from the Microsoft Marketplace listingMarket data retrieval
Receives data for mutual funds, foreign exchange, indices, options, and stocks in Excel.
Symbol linking
Links symbols to Quotestream Active Sheets.
Spreadsheet formulas
Uses formulas to receive market data in spreadsheets.
Dashboard creation
Uses market data to create dashboards in Excel.
Symbol alerts
Supports alerts for specific symbols.
Personal watchlists
Supports creation of personalized watchlists.
Multi-symbol analysis
Allows analysis of multiple symbols at once.
How it compares
Quotestream Active Sheets and DIY Portfolio Manager both use cloud deployment and have unknown pricing, while Quotestream Active Sheets was updated in Jun 2025 and DIY Portfolio Manager in Nov 2022. GorilaCORE also uses cloud deployment with unknown pricing and was updated in Aug 2026. Financial Reporting Dashboard uses cloud deployment with paid pricing and was updated in Dec 2025.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| DIY Portfolio Manager | Price not published | Cloud | |
| GorilaCORE | Price not published | Cloud | |
| Financial Reporting Dashboard | Paid | Cloud |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Quotestream Active Sheets is designed to provide you with the most up-to-date market data for multiple symbols, allowing you to make informed investment decisions quickly and easily. It connects directly to your spreadsheet allowing you to receive market data and use it to create your own dashboard, making your our …»