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Yahoo! Finance  |  finance.yahoo.com
Symbol Limit: none  |  Intraday Historical: daily data only
Daily Historical: 40+ years on Stocks, Indices & Mutual Funds
Fundamental Data: see below
Internet-Based Data Feed (Windows and Mac Platforms)
Cost: FREE

Video Demonstration on how to quickly import and/or delete lists of stocks/equities in Investor/RT via Yahoo!, text files, and quotepages, and how to quickly download data on the new lists.

The seamless integration of Investor/RT with Yahoo! Finance gives any user a powerful yet free data source for daily historical data, current quotes, and fundamental data.  In addition, Investor/RT interfaces with the Yahoo! Finance stock screener to allow users to quickly build their own custom lists of symbols within given price and average volume ranges (defined by the user).  Investor/RT also offers low price options for end-of-day versions, starting at $19/month.  To sign up for the Yahoo! Finance version, click here.  Remember to select a "Non-Streaming End-of-Day" product option from the grid.  More information on Yahoo! Finance historical daily data, fundamental data, and stock screening follows.

Downloading Historical Daily Data
The Data Download window "Source Menu" lists "Yahoo Finance" as a source for retrieving daily, weekly, or monthly historical data from the Yahoo Finance web site. End-of-Day users of Investor/RT will find this a convenience and reliable source of historical data. The latest daily bar data from Yahoo updates quotepages, portfolios, etc. Historical downloading from Yahoo is also available in the free demonstration version of Investor/RT so that evaluators of the Investor/RT product may update daily, weekly, monthly charts of the Dow Jones 30 Industrial stocks setup in the demonstration version.

An historical download during the session will not provide the current day's data.  It is recommended that users follow an historical download with a current quotes download, as the current quote will get the data for the current day.  Also, once an historical download has been performed on a large group of symbols, the much faster "current quotes" download can be performed once per day to keep the daily data complete and up-to-date.  See below for more details on current quote downloads.

Current Quotes
The Current Quotes options allows the user to quickly access current data on a large group of stocks, including current price, high, low, open, volume, previous close, bid, ask, and time of last trade.  Accessing of current quotes can be schedule to occur periodically.  A current quotes download always updates the current daily bar in daily charts, and gives the user a quick method of downloading the last daily bar, either during or after the session.

Stock Screening
The Stock Screener requests symbol lists from the Yahoo Finance Stock Screener web site (screen.yahoo.com/stocks.html). Use Setup: Screen to access this feature.  The Yahoo! Screener feature has been enhanced by making a number of additional criteria available for screening.

• Share Price
• Market Cap
• Dividend Yield
• Beta (Volatility)
• Sales Revenue
• Profit Margin
• P/E Ratio
• Price/Book Ratio
• Price/Sales Ratio
• PEG Ratio
• Estimated 1 Year EPS
• Estimated 5 Year EPS
• Average Analysts Recommendation

The user can screen for these criteria to be above a certain level, below a certain lever, or between two user defined levels. While the Yahoo! Finance web site screener limits you to specific values for each criteria, Investor/RT lets the user specify the exact numbers they would like to use. The numbers available in the menu lists are guidelines; enter any value into the entry boxes.

The Yahoo! database of stocks includes over 8600 stocks from the Nasdaq, NYSE, and AMEX exchanges. A check box labeled “Exclude OTC BB (.OB) and Other OTC (.PK) Stocks” excludes any stocks considered OTC BB (with .OB endings) and “Other OTC” (with .PK endings) from the results. Screen setups can be named and saved for future reference. Once the criteria have been specified, click the “Screen” button. Investor/RT connects to Yahoo! with your screen request. When Yahoo! responds, the user is presented with the number of stocks that were found. You may proceed to import those symbols or cancel. The retrieval process will take approximately 2 to 3 seconds per symbol. The user can cancel the process at any time by clicking the cancel button.

Fundamental Data
Investor/RT can now download 19 different key statistics / fundamental values from Yahoo! Finance. Currently supported values are:

More information on the Yahoo! Key Statistics can be found here.

To download these values for any quotepage of symbols, click on the "Download" button in the main toolbar to open the Download Data window. Select the Source: "Yahoo! Finance" and the Type: "Fundamental Data". Choose the "All Instruments in Quotepage" option on the left, and select the quotepage for which you would like to download fundamental data. Now click the "Download" button. Data retrieval will take approximately 2 to 3 seconds per symbol.

The "Download Data" schedule action has also been enhanced to allow scheduling of "Yahoo! Finance Fundamental" downloads.

Industry and Sector
Sector and Industry names for stocks can be downloaded from Yahoo! Finance using the Data Download window. You can request the download for individual stocks, or for all symbols in any quotepage.  If you have hundreds of stocks setup in IRT and you add a few new ones from time to time you can simply request industry and sector for your .Stocks quotepage again and IRT will quickly update just those new stocks that do not yet have this information. You can of course show Sector and Industry as columns in your quotepage. IRT Professional users can run scans to list stocks in certain sectors or industry groups.

You can read more about downloading historical, fundamental, current quotes, and industry and sector data from Yahoo! Finance by visiting:

http://www.linnsoft.com/qa/a/73.htm