Release Notes

1.125

• Yahoo Finance: Fixes to data connector caused by recent Yahoo changes.

1.124

• Yahoo Finance: added Working Capital, Invested Capital and Tangible Book Value formulas.
• Technical Analysis Toolkit: added the Heikin-Ashi indicator.

1.123

• Yahoo Finance Historical Hourly Formula: now includes pre and post market data.

1.122

• New data source: Federal Reserve Economic Data (FRED)
• New Yahoo Finance formulas for Key Executives

1.121

• Fix for Yahoo Finance dividend payments formula: EPF.Yahoo.DividendsDatePeriod
• Two new Yahoo Finance formulas: EPF.Yahoo.Employees and EPF.Yahoo.BusinessSummary

1.120

• New mutual fund formulas for: Alpha, Beta, Mean Annual Return, R-Squared, Sharpe Ratio, Standard Deviation and Treynor Ratio (for 3,5 and 10 year periods).
• New historical data formulas for 5 minute and 1 hour lookbacks: EPF.Yahoo.Historic5MinuteLookback and EPF.Yahoo.Historic1HourLookback
• Fix for Annual Holdings Turnover formula.

1.119

• IG Index: Improve account switching.

1.118

• Fix Yahoo Finance data connector.

1.117

• Fix Yahoo Finance option formulas.

1.116

• Yahoo Finance: Fix dividend history download which affected some stocks with irregular payments.
• Yahoo Finance: Fix timezone issue with some historical data points.

1.115

• Fix size of Activation Code dialog.

1.114

• New Activation Code button on the toolbar to assist with managing your Activation Code.

1.113

• New Yahoo Finance formula for Mutual Funds Past Quarterly Returns: EPF.Yahoo.FundQuarterlyTotalReturn
• Technical Analsysis Toolkit: fix for sorting dates of output array.

1.112

• Fix for intermittent network error (affects small number of users)

1.111

• Fix EBITDA formulas
• Fixes required in new versions of Excel

1.110

• 3 New formulas:
• EPF.Yahoo.PreMarketTime
• EPF.Yahoo.PostMarketTime
• EPF.Dates.UTCToLocal

1.109

• Fix Yahoo Finance connector.

1.108

• Fix Yahoo Finance connector for non pricing data.

1.107

• Another fix for the Yahoo Finance price feed connector.

1.106

• Fix for the Yahoo Finance price feed connector.

1.105

• Fix intraday formulas bug.

1.104

• Added new formulas for Yahoo Finance estimate dates (quarter and annual).
• Fix bug with Yahoo Finance historical adjusted price data.

1.103

• Rename Quandl to Nasdaq Data Link, add caching and LastestDate formula.
• Add Nasdaq Data Link US Treasury Yield formulas to the Excel Toolbar.
• Fix stability when using the Toolbar formula wizard.

1.102

• Upgrade Excel-DNA library.

1.101

• Added new formulas for Top 10 Holdings in ETF and Mutual Funds
• IG Index Positions Formula: enhancements for live positions, see our new IG Index live positions spreadsheet for more details.
• IG Sentiment: fix caching bug.
• General fix for preventing the Add-in from being flagged by some anti-virus software.

1.100

• Fix auto refresh timer bug.

1.99

• Added the Aroon indicator to the Technical Analysis Toolkit
• Fix for stocks with limited ESG data.

1.98

• Technical Analysis Toolkit released.
• Additional 30 second and 2 minute Auto Refresh options.
• Fix for anti-virus detection during install.

1.97

• Yahoo Finance: New formulas for trailing twelve months (TTM) company income statement data.
• EODHistoricalData.com: New formulas for historical outstanding shares.

1.96

• New formulas for quarterly company income statement data.

1.95

• New formulas to easily convert from third party instrument identifiers such as an ISIN or CUSIP to a ticker.
• New IG Index VBA functions for starting/stopping streaming.

1.94

• New formula: EPF.Yahoo.HistoricIntraday
• Fix for GBP exchange rate formula bug.
• Fix for multiple message box bug.

1.93

• New formula menu on the ExcelPriceFeed tab.
• Preparation for a new Technical Analysis toolkit coming soon.
• Major infrastructure update.

1.92

• IG Index Historical Sentiment Data: new hourly resolution option. IG Index Historical Sentiment Data: new VBA functions for data download.

1.91

• Added VBA functions for the equivalent Yahoo Finance option formulas.

1.90

• Save auto-refresh setting between Excel sessions.
• Fix Yahoo Finance option chain dates to work with non English Excel.

1.89

• Yahoo Finance: Fixed data retrieval bug which affected some instruments/fields such as VFIAX/FundCategory etc.

1.88

• Yahoo Finance: Fixed historical data bug.
• Yahoo Finance: Added new earnings history formulas.

1.87

• Yahoo Finance: Fixed Beta formula for ETFs.

1.86

• Yahoo Finance: Added fiscal year end formulas.
• Small fix for historical price data.

1.85

• Yahoo Finance: Added more Income Statement formulas.
• Yahoo Finance: Fix for tickers with special characters, such as ampersands (&).

1.84

• Yahoo Finance: Added Analyst Recommendations, see the User Guide for more details.
• Yahoo Finance: Added News Headlines/Content, see the User Guide for more details.

1.83

• Yahoo Finance: Added Revenue Estimate and EPS Trend formulas, see the User Guide for more details.
• Yahoo Finance: Added EPF.Yahoo.AnnualEBITDANormalized formula
• Yahoo Finance: Fixed EPF.Yahoo.PERatioForward and deprecated EPF.Yahoo.PERatioTTM, use EPF.Yahoo.PERatio instead.

1.82

• Maintainance release: fix historical data bug.

1.81

• Yahoo Finance Historical Data: There is now an additional option on the download screen to specify a number of points to download, as well as a date range.
• New EPF.Yahoo.AnnualSellingAndMarketingExpense formula.
• Bug fix for historical minute lookback formula.

1.80

• New ESG Risk Rating formulas. See the User Guide for more details.
• New EPF.OptionTicker formula which is used to construct option tickers. See the User Guide for more details.

1.79

• New Black-Scholes option pricing and Greeks formulas. See the User Guide for more details.

1.78

• Yahoo Finance: Added Options Chain download and formulas. See the User Guide for more details.

1.77

• Yahoo Finance: We've fixed some formulas so the names are more meaningful as well as added some new ones:
• • EPF.Yahoo.AnnualInventory and EPF.Yahoo.AnnualInventoryChange FIXED and NEW: Inventory
  • EPF.Yahoo.AnnualAccountsReceivable and EPF.Yahoo.AnnualAccountsReceivableChange FIXED and NEW: Accounts Receivable
  • EPF.Yahoo.AnnualAccountsPayable and EPF.Yahoo.AnnualAccountsPayableChange FIXED and NEW: Accounts Payable
  • EPF.Yahoo.AnnualCapitalLeaseObligations NEW: Capital Lease Obligations
  • EPF.Yahoo.AnnualGoodwill NEW: Goodwill
  • EPF.Yahoo.AnnualGoodwillAndOtherIntangibleAssets NEW: Goodwill & Other Intangible Assets
  • EPF.Yahoo.AnnualTotalDebt NEW: Total Debt
  • EPF.Yahoo.AnnualNetDebt NEW: Net Debt

1.76

• Yahoo Finance: New Formulas added:
• • EPF.Yahoo.TotalCash Total Cash (mrq)
  • EPF.Yahoo.TotalCashPerShare Total Cash Per Share (mrq)
  • EPF.Yahoo.TotalDebt Total Debt (mrq)
  • EPF.Yahoo.50DayMovingAverage 50-Day Moving Average
  • EPF.Yahoo.200DayMovingAverage 200-Day Moving Average
  • EPF.Yahoo.ShortPercentOutstanding Short % of Shares Outstanding
  • EPF.Yahoo.SharesShortPriorMonth Shares Short (prior month)
  • EPF.Yahoo.EarningsGrowthQuartely Quarterly Earnings Growth (yoy)
  • EPF.Yahoo.CurrentRatio Current Ratio (mrq)
  • EPF.Yahoo.OperatingCashFlow Operating Cash Flow (ttm)
  • EPF.Yahoo.LeveredFreeCashFlow Levered Free Cash Flow (ttm)
  • EPF.Yahoo.5YearAverageDividendYield 5 Year Average Dividend Yield
  • EPF.Yahoo.Growth.Estimate.Quarter Quarterly Growth Estimate
  • EPF.Yahoo.Growth.Estimate.Annual Annual Growth Estimate
• IG Index: Fix sentiment retrieval bug.

1.75

• Yahoo Finance: Fix issue with historical formulas and volatile functions.
• IG Index: Fix dealing rules bug.

1.74

• New Yahoo Finance formula: EPF.Yahoo.FinancialsCurrency

1.73

• Fix Yahoo Finance PE Ratio formulas.
• Added additional 10 second auto refresh option.

1.72

• New EODHistoricalData.com Quarterly Financial Results formulas.
• See the User Guide for more details.

1.71

• New Yahoo Finance Exchange formula: EPF.Yahoo.Exchange
• Fix for EODHistoricalData.com data refresh issue.

1.70

• New Yahoo Finance OpenInterest formula: EPF.Yahoo.OpenInterest
• Fix for EODHistoricalData.com data refresh issue.

1.69

• New Yahoo Finance post-market price formulas.
• Fix configuration pane to work with mutiple Excel instances.

1.68

• EODHistoricalData.com: New Excel formulas for Financial Analysis: Income Statement, Balance Sheet and Cash Flow.

1.67

• New data connector: EODHistoricalData.com
• The first phase includes historical price data and fundamental stock data. We will be adding more data types in the coming weeks.

1.66

• New EPF.Yahoo.RegularMarketTime formula.

1.65

• New EPF.Yahoo.DividendsDatePeriod formula for retrieving historical dividend payments.

1.64

• New EPF.Yahoo.HistoricDatePeriod formula (EPF.Yahoo.HistoricDateRange is deprecated).

1.63

• Add-in now available when Excel is in Administrator mode.

1.62

New Yahoo Finance Formulas:

• Pre-market price formulas: EPF.Yahoo.PreMarketPrice, EPF.Yahoo.PreMarketChange & EPF.Yahoo.PreMarketChangePercent
  See Stocks Formula Reference for more details
• More single cell historic formulas (1m, 5m and 1h) eg: EPF.Yahoo.Historic.Close.5Minute
  See Historical Market Data for more details

1.61

• Subscription Management: you can now manage your subscription (change card and view invoices) via the new option on the "Help" button on the Add-in toolbar in Excel.
• IG Index / Markets historical data file download: added period to future contracts.
• Error Logging: the error log can be viewed via a new option on the "Help" button on the Add-in toolbar in Excel.

1.60

• Maintenance Release.

1.59

• IG Index / IG Markets Enhancements:
• New Historical Data Download To File feature.
• New Account Activity Download feature.
• Added Trade/All option to Transaction Download.

1.58

• Subscription/Trial details added to the About Screen.

1.57

• Maintenance Release.

1.56

• Fix for Yahoo Finance Historic Download.

1.55

• New Yahoo Finance Array Formula: EPF.Yahoo.HistoricDailyLookbackAdjustedClose

1.54

• Maintenance Release.

1.53

• Quandl data feed improvements and new formulas: EPF.Quandl.Last and EPF.Quandl.HistoricLookback

1.52

• New Quandl data feed beta testing.

1.51

• Yahoo Finance: added more mutual fund formulas:
• • EPF.Yahoo.FundFamily: Fund Family
  • EPF.Yahoo.MorningstarRiskRating: Morningstar Fund Risk Rating
  • EPF.Yahoo.MorningstarOverallRating: Morningstar Overall Fund Rating
• Yahoo Finance: added EPS revisions formulas:
• • EPF.Yahoo.EPS.Estimate.Average.Annual: Annual EPS average estimate
  • EPF.Yahoo.EPS.Estimate.Average.Quarter: Quarterly EPS average estimate
  • EPF.Yahoo.EPS.Revisions.UpLast7Days.Quarter: Quarterly EPS revisions up last 7 days
  • EPF.Yahoo.EPS.Revisions.UpLast30Days.Quarter: Quarterly EPS revisions up last 30 days
  • EPF.Yahoo.EPS.Revisions.DownLast7Days.Quarter: Quarterly EPS revisions down last 7 days
  • EPF.Yahoo.EPS.Revisions.DownLast30Days.Quarter: Annual EPS revisions down last 30 days
  • EPF.Yahoo.EPS.Revisions.UpLast7Days.Annual: Annual EPS revisions up last 7 days
  • EPF.Yahoo.EPS.Revisions.UpLast30Days.Annual: Annual EPS revisions up last 30 days
  • EPF.Yahoo.EPS.Revisions.DownLast7Days.Annual: Annual EPS revisions down last 7 days
  • EPF.Yahoo.EPS.Revisions.DownLast30Days.Annual: Annual EPS revisions down last 30 days

1.50

• Yahoo Finance: added more formulas, improved reliability of revenue and income formulas.

1.49

• Yahoo Finance: New formulas for mutual funds: Top holdings and Sector Weightings

1.48

• Yahoo Finance: fix historic date formula.

1.47

• Maintenance Release.

1.46

• IG Index: Added '1 second' option to historical price download.

1.45

• IG Index: Added trade history download.

1.44

• Added new Yahoo Finance Array Formula: HistoricLookbackDailyWeeklyMonthly

1.43

• Added functions and screen for downloading IG Index watchlists.

1.42

• Fix for Yahoo Finance historic function array: date adjustment.

1.41

• Fix for the new IG Index historic sentiment function.

1.40

• New IG Index historic sentiment function.

1.39

• Maintenance release to fix issue with batched live prices.

1.38

• New Yahoo Finance formulas for stock options: Strike, ExpireDate and UnderlyingTicker (the Add-in already provides Bid and Ask prices).

1.37

• Major upgrade to improve performance and stability.
• Added more Yahoo Finance functions including EBITDA, PEG Ratio and Book Value.

1.36

• Added more Yahoo Finance functions including analyst target price data and more dividend options.

1.35

• Added more Yahoo Finance functions for annual financial data: income statement, balance sheet and cash flow.

1.34

• Added more Yahoo Finance functions for Exchange-Traded Funds (ETFs).

1.32

• New Yahoo Finance functions for Exchange-Traded Funds (ETFs).
• Improved performance of Yahoo Finance historical data.

1.31

• New IG Index historical client sentiment download functionality.

1.30

• Added Excel formula for historic data download (daily/weekly/monthly).

1.29

• Added new historic data download option (daily/weekly/monthly).

1.28

• Added Yahoo Finance formulas for industry, sector, country and city.

1.27

• Added more Yahoo Finance income summary functions.

1.26

• Added historic adjusted close function.

1.25

• Added more Yahoo Finance fundamental data functions (for balance sheet and income statement).

1.24

• Added next announcement date Excel functions.

1.23

• Encrypt IG Index password (for IG Singapore).

1.22

• Fix Yahoo Finance historic holiday data.

1.21

• Now compatible with Excel 2007.

1.20

• New Yahoo Finance Functions for revenue, earnings, shares outstanding, beta etc.

1.19

• New Yahoo Finance Functions: EPF.Yahoo.TrailingAnnualDividendYield and EPF.Yahoo.TrailingAnnualDividendRate

1.18

• New IG Index Function: EPF.IG.VBA.Positions

1.17

• New Yahoo Finance Historic Lookback functions.
• Auto sheet refresh (1min and 5mins).
• Yahoo Finance symbol shortcut button.

1.16

• New Yahoo Finance Historic Data Excel and VBA functions.

1.15

• Yahoo Finance Historical Data: High, Low, Open, Close, Volume.

1.14

• New IG Index trading functions: CloseAllPositions, ClosePosition, ClosePositions and ClosePartialPosition.

1.13

• New IG Index trading functions: ClosePosition and DeleteAllWorkingOrders.
• New IG Index dealing rules functions such as MinimumDealSize, MinimumStopOrLimitDistance etc.

1.12

• New Yahoo Finance VBA functions.

1.11

• Add IG Index account formulas (streaming and non-streaming).

1.10

• Add IG Index client sentiment VBA functions.

1.9

• Add IG Index client sentiment formulas.
• Add new IG Index fields: margin factor, name, country, etc.
• Improve IG Index VBA trading functions, check confirmation.

1.8

• Fix activation code check issue.

1.7

• Enable separate IG Index CFD and Spreadbet streaming subscriptions.
• Improve error reporting on logon failure.

1.6

• Option to switch IG Index accounts.
• New VBA WorkingOrder function.

1.5

• Fixes for switching between IG Index demo and live accounts.

1.4

• Added more Yahoo Finance functions.

1.3

• New Feature: Download IG Index Account Positions.

1.2

• New Feature: IG Index historic data download.
• New VBA functions for retrieving IG Index live prices and historic data.
• Bug fix: un-subscribing from streaming epics now working.

1.1

• IG Index: Added NewMarketOrder Excel function.

1.0

• First version released.