Well, we do need the close or the adjusted close price. Which are the figures our calculations require, though? We open the file and come across the date and a whole bunch of information about the stock price, such as the opening, along with the highest and lowest value during the period you specify. Just press download and save it accordingly. Next, we need to store the data to analyze it. You have got the data sorted from the latest to the earliest date. Let’s say we will calculate daily returns. So, when you estimate daily returns, you go for daily frequency. There are 3 options to choose from – daily, weekly, or monthly.īasically, the choice of data frequency depends on the return you will calculate. Click ‘done’ and pick the desired data frequency. In our case, this would be from July 1 st, 2018 to July 1 st, 2020. To acquire them, you need to select the historical data tab. Let’s not get ahead of ourselves! That’s a topic for our next articles.įor now, we will focus on the firm’s historical stock prices. Some of the functionalities, however, are locked for those of you who subscribe for premium access.īut that’s alright! We can easily recreate most of the data by using available public information. For example, the statistics tab gives you a quick overview of the most important company ratios such as the price-to-earnings and price-to-book multiples. We type in the ticker symbol “AAPL” and hit enter to get into the summary page. Suppose we want to obtain Apple’s stock price for the last 2 years.

It allows you to download historical stock prices in Excel which is exactly what we need here. There is a large number of data providers we can rely on, but the easiest way is to use Yahoo Finance. In this article, we will learn how to obtain analysis-ready historical stock prices. One of the first things an investor needs to do is start gathering financial information.

Download yahoo portfolio