This post is an update to: Excel 365: S&P 500 Screening Dashboard.
The original post offered an Excel dashboard that screened the holdings of the S&P 500 for market performance characteristics including the weekly, monthly, quarterly, and annual top ten percentage performers and bottom ten percentage performers. In addition, stocks with high volume trading, large net changes, and large Z-Scores are identified. The list of companies in the Index as of 8/04/26.
The Excel dashboard has been updated and includes a “Search Bar” at the bottom of the dashboard.
Enter the symbol with the addition of “S.” using all capital letters. Only companies listed on the Data Tab are available.
The market performance stats returned are Symbol, Company, Last Trade, NC, %NC, Open, High, Low, the percentage change using Weekly, Monthly, Quarterly, and Annual views. In addition, the current session’s Volume, the Volume Ratio compared to the 21-day Moving average of the Volume, the Net Change ratio to the 21 -day Average True Range, the 21-day Moving Average, the 21-Day Standard Deviation, and the Z-Score ((Close-21 MA)/ 21-Day Standard Deviation).
The top right-hand corner lists all of the same statistics for the SPDR S&P 500 ETF (symbol: SPY).
Below is the image of the new Dashboard:
For all of the details regarding RTD and Excel functions used in the dashboard please review the original post: Excel 365: S&P 500 Screening Dashboard.
The downloadable Excel sample is locked (to avoid accidental editing) but not password protected.
Make sure to lower your Excel Realtime Data (RTD) throttle to 100 milliseconds. Learn how to do that here.
Requires CQG Integrated Client or CQG QTrader, data enablements for the NYSE and Nasdaq stocks, and Excel 2016 or more recent locally installed, not in the Cloud.