SheetsFinance is the most powerful stock market add-in for Excel—connecting you to a huge network of global market data so you can build professional investing dashboards directly in your spreadsheet.

Access 80,000+ assets across stocks, ETFs, FOREX, crypto, bonds, mutual funds, commodities and indices with real-time quotes and up to 30+ years of historical price + fundamental financial data.

New features

Brokerage Connections – connect live holdings from unlimited brokerage accounts to consolidate all investing activity.

Stock Screener – screen our global database by filters directly in Excel.

Financial Calendar – generate dividend, earnings, splits and macroeconomic calendars across 75+ markets.

News Feed – pull real-time news articles for global assets into your spreadsheet.

Links

📔 Full docs: https://www.sheetsfinance.com/docs (they explain everything!)

📔 Free pre-built templates: https://www.sheetsfinance.com/templates

🆘 Support: https://www.sheetsfinance.com/support

Why SheetsFinance

Function Generator – access data with no programming skills or complex formulas required.

15-day, full access free trial – no payment details required to trial.

Unlimited data requests from $8.95/month.

Powerful batch function calls – access data on thousands of symbols at once.

Built-in Stock Screener – search and filter all available symbols by 100s of metrics.

Data & features

✅ 30+ years of financial statements (Annual, Quarterly and TTM)

Income statement

Balance sheet

Cash flow

✅ Real-time price quotes*

Stocks, ETFs, crypto, FOREX, indices, mutual funds and more.

Price

Open

Previous Close

Day High

Day Low

Volume

*Real-time available for select markets, see Available Markets.

✅ Key company information

P/E

EPS (ttm)

Average volume

Market cap

ISIN

Industry

Sector

Full time employees

…and much more

✅ Daily and intra-day price data (30+ years)

Open

High

Low

Close

Adjusted Close

Volume

Unadjusted Volume

Market Cap

Change

VWAP

✅ 100+ financial ratios (30+ years)

Gross and net profit margin

Debt ratio

Per-share statistics

Price to book / sales / earnings

Dividend payout ratio

ROE / ROA

Current / quick / cash ratio

...and much much more

✅ 30+ years of historical dividend data

✅ ETF data

ETF details – NAV, AUM, expense ratio

ETF holdings – by weight, absolute value and more

ETF sector exposure breakdowns

✅ Options

Generate entire chains or specific contracts

Puts

Calls

Expiration dates lists

✅ Technical analysis (Daily + Intra-day)

Down to 1-minute intervals

SMA, EMA, WMA, DEMA, TEMA

Williams %R

RSI

ADX

Standard deviation

✅ Analyst stock data

10 years of analyst rating data

5 years of analyst consensus data (rating totals)

Buy / Sell / Hold / Strong Buy / Strong Sell

4 years of price targets data

Historical and 5-year forward estimates

✅ 100+ real-time FOREX ratios

USD/GBP

USD/EURO

USD/AUD

USD/HKD

GBP/EUR

GBP/USD

...and much more

✅ ISIN, CIK and CUSIP number mapper

Map from ISIN / CIK / CUSIP numbers directly to ticker symbols.

✅ Insider trading transactions and statistics

✅ ESG scores

✅ Huge, growing network of markets

Stocks and exchanges supported include:

CRYPTO

FOREX

Commodities

NASDAQ

LSE

NYSE

EURONEXT

HKG

NSE

BSE

MCX

XETRA

OSE

SIX

AMEX

TSX

ASX

FSX

Saudi Stock Exchange

Shanghai Stock Exchange

Shenzhen Stock Exchange

Nasdaq Copenhagen

…and much more

Examples

➤ Real-time price:

=SF("AAPL")

➤ Real-time price of 2000 symbols at once:

=SF(A1:A2000)

➤ Real-time FOREX rate:

=SF("USDGBP")

➤ Pre/Post Market Data:

=SF("AAPL","prePostMarket")

➤ Earnings data:

=SF("AAPL","earnings")

➤ Annual income statements from 2012 to 2022:

=SF("AAPL","income","all","2012-2022")

➤ Quarterly income statements from 2012 to 2022:

=SF("AAPL","incomeQ","all","2012-2022")

➤ Q4 balance sheet from 2021:

=SF("AAPL","balancesheetQ4","all","2021")

➤ Closing price on 25th April 2022:

=SF("AAPL","historical","close","2022-04-25")

➤ ROE from 2020:

=SF("AAPL","ratios","returnOnEquity","2020")

➤ EPS Growth (year-on-year) in 2022:

=SF("AAPL","growth","epsgrowth","2022")

➤ Historical price data from 2015 to now:

=SF_TIMESERIES("AAPL","2015-01-01",TODAY())

➤ Intraday data, 1-minute intervals:

=SF_TIMESERIES("AAPL","2025-03-01","2025-03-04","1min")

➤ Options data:

=SF_OPTIONS("AAPL","calls","all","2026-12-20")

➤ Options data (direct contract symbols):

=SF_OPTIONS("AAPL261218C00135000")

➤ Historical dividend data:

=SF_DIVIDEND("AAPL")

➤ Institutional holders (ordered by number of shares):

=SF("AAPL","instHolders","all","","ob=shares")

➤ ETF holdings:

=SF("SPY","etfHoldings")

➤ ETF detailed info:

=SF("SPY","etfInfo")

➤ ETF sector breakdowns:

=SF("SPY","etfSectors")

➤ Analyst price targets:

=SF("AAPL","priceTargets")

➤ Price change:

=SF("AAPL","change")

➤ Technical analysis – Daily SMA 20 over last 100 days:

=SF_TECHNICAL("AAPL","20sma&all","daily",TODAY()-100,TODAY())

➤ Technical analysis – Intra-day (5-min) RSI 14 over last 15 days:

=SF_TECHNICAL("AAPL","14rsi&all","5min",TODAY()-15,TODAY())

➤ All historical analyst ratings:

=SF("AAPL","ratings")

➤ Analyst re-rates in most recent year:

=SF("AAPL","analysts")

➤ Insider trading transactions:

=SF("AAPL","insiders")

➤ Insider trading statistics:

=SF("AAPL","insiderStats")

➤ Historical sector PE:

=SF("NASDAQ","sectorPE")

➤ Historical industry PE:

=SF("NSE","industryPE")

➤ Revenue segmentation by product:

=SF("AAPL","revSegProduct")

➤ Revenue segmentation by geo:

=SF("AAPL","revSegGeo")

➤ Dividend calendar (3-month period, FSX):

=SF_CALENDAR(".DE","dividends","2024-03-01","2024-06-01","all")

➤ Earnings calendar (3-month period, NSE):

=SF_CALENDAR(".NS","dividends","2024-03-01","2024-06-01","all")

➤ Latest news for AAPL:

=SF_NEWS("AAPL")

➤ Latest news for BTC:

=SF_NEWS("BTCUSD","crypto")

Release Notes

Below is a summary of releases. See the full Change Log for more details:

https://www.sheetsfinance.com/docs/#/changeLog

14/11/2025: V4 release – new and improved financial statements, new IPO calendar, new sorting/filtering, lots of new data points added.

15/07/2025: Updated – new metrics added to companyInfo function. Batch processing improvements.

02/07/2025: Updated – 98 new metrics added to Stock Screener, new stock screener UI in-app.

20/06/2025: Updated – ratios function, new ratios, ratios TTM batching for 10–50 symbols, yield and frequency added to dividends.

29/05/2025: Exchange filter added to symbol search in-app, metric ordering for options, metric chaining for brokerage.

30/04/2025: New – Brokerage Connections, connect live brokerage data to spreadsheets. Batch EOD data fixed.

22/04/2025: Fixed ADX bug for technicals, bug fixes for stock screener.

...see older release notes on our Change Log → https://www.sheetsfinance.com/docs/#/changeLog

SheetsFinance | Stock Market Analysis

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