Can Excel STOCKHISTORY Show Microsoft 401(k) Contrafund History?
Question details
The user wants to know if Excel's STOCKHISTORY function supports retrieving historical prices for the Microsoft 401(k) Contrafund Commingled Pool Class S.

- Product
- Microsoft Excel
- Device & OS
- not provided
- Scenario
- Attempting to pull historical financial data for a specific private 401(k) commingled pool using the STOCKHISTORY formula in Excel.
- Observed behavior
- Excel returns an error or no data because the specified private 401(k) commingled pool is not included in the underlying provider's financial database.
Ensure you are connected to the internet and signed into your Microsoft 365 account, as the STOCKHISTORY function requires an active connection to pull data. Verify that you are entering the correct ticker symbol or fund identifier.
Contact the Data Provider (Refinitiv) to Request the Fund
Since Excel relies on Refinitiv for stock data, you must contact them to check if they can add the missing 401(k) fund to their database.
The stock data feature and the STOCKHISTORY function in Excel use Refinitiv as their sole data source. Microsoft only displays the information extracted from this database.
Because the Microsoft 401(k) Contrafund Commingled Pool Class S is a private pool, it may not be publicly listed in standard financial feeds. Microsoft Support cannot manually add securities that are absent from the underlying Refinitiv data.
Open your web browser and navigate to the official Refinitiv contact page (solutions.refinitiv.com/Contact_Us).
Fill out the contact form specifying that you are requesting the addition of the 'Microsoft 401(k) Contrafund Commingled Pool Class S' to their financial tracking database.
If Refinitiv agrees to track and add this private fund, it will automatically sync with Excel's data source, allowing you to use it with the STOCKHISTORY function in the future.

Manually Import Historical Data as a Workaround
Bypass the STOCKHISTORY function entirely by downloading the historical pricing data directly from your 401(k) provider and importing it into your spreadsheet.
Track Your Investments Seamlessly with WPS Office
If you are managing complex investment data or looking for a fast, reliable spreadsheet tool, WPS Spreadsheet is a highly compatible and lightweight alternative. Easily import CSV files from your 401(k) provider and analyze your portfolio without expensive subscriptions.
- 1. Download WPS Office: Visit the official WPS Office website and download the free installation package for your operating system.
- 2. Install and Open: Run the installer and open WPS Spreadsheet from the main workspace interface.
- 3. Open Your Investment Tracker: Click 'File' and then 'Open' to load your existing Excel workbook or CSV data and continue managing your funds.

Frequently Asked Questions
Where does Excel get its stock and financial data?
Excel extracts its stock data and historical financial information directly from Refinitiv. If a specific stock, mutual fund, or private pool is not present in Refinitiv's database, Excel cannot display it.
Can Microsoft add a missing stock ticker to Excel manually?
No, Microsoft Support cannot manually add missing securities or funds to Excel. All financial data must be supplied and updated by their third-party data provider, Refinitiv.
Why are some 401(k) funds not showing up in Excel?
Many 401(k) funds, such as employer commingled pools or private institutional funds, are not publicly traded on major exchanges. Because of this, standard financial data providers often do not track their daily historical prices.




