SheetsFinance | Stock Market Analysis

SheetsFinance delivers global market data directly into Microsoft Excel through a comprehensive library of custom functions. Access 87,000+ stocks, ETFs, mutual funds, cryptocurrencies, forex pairs, bonds, commodities and indices across 60+ exchanges, with 30+ years of historical prices and financial statements, professional options data, screening and connected brokerage holdings. Built for individual investors, analysts and financial professionals who need reliable data to power their models, dashboards and portfolio tracking.

🚀 Try it free for 15 days with full access to all features. No payment details required.

📈 What you can do

• Investing dashboards and watchlists – prices, price change, news and analyst ratings
• Portfolio tracking – live prices and performance for your holdings in one workbook
• Stock screening – filter the full database by fundamental, valuation and market filters
• Company analysis and valuation – 30+ years of statements, 100+ ratios, growth metrics and company KPIs for DCF and valuation models
• Dividend tracking – dividend history, yield, upcoming dividend dates and dividends received
• Brokerage connections – sync holdings, balances and transactions from unlimited accounts across 30+ brokers
• Options analysis – full OPRA chains, Greeks, implied volatility and historical contracts
• Batch data – pull up to 5,000 symbols in a single function call

🧰 Built-in tools

• Function Generator – build any function by picking options from menus, no formula knowledge needed
• Stock Screener – filter the database from the task pane, or use SF_SCREEN() to keep results live
• Symbol Search – find tickers across all supported exchanges
• Template Library – free pre-built dashboards and models you can add straight into your workbook

📊 Data coverage

✅ Prices and time series: price quotes (real-time on select markets*), pre/post-market quotes and trades, daily and intraday history down to 1-minute for 30+ years, adjusted and dividend-adjusted OHLCV, VWAP, extended-hours history, split history and price change from 1D to 10Y.

✅ Fundamentals: income statement, balance sheet and cash flow (annual, quarterly and TTM), 100+ financial ratios, growth data, company KPIs, revenue by product and geography, earnings and analyst estimates, Altman Z-Score, Piotroski Score, ESG scores and dividend history.

✅ Research: analyst ratings, consensus and price targets, insider transactions, institutional holders, ownership breakdowns, short interest, historical sector and industry PE, and real-time news.

✅ ETFs: fund details (NAV, AUM, expense ratio), holdings, and sector and country exposure.

✅ Options: Options Standard for the full current OPRA chain with every Greek; Options Pro adds 20+ years of history including expired contracts, IV rank, volatility surfaces and earnings.

✅ Brokerage: read-only connections to 30+ brokers including Schwab, Fidelity, Interactive Brokers, Robinhood, E*Trade, Vanguard US, Questrade, Wealthsimple, DEGIRO, Trading212, CommSec and Coinbase. Sync holdings, balances, orders, options positions, transactions and account value history with SF_BROKERAGE().

✅ Technical analysis: SMA, EMA, WMA, DEMA, TEMA, RSI, ADX, Williams %R and standard deviation, from daily down to 1-minute intervals.

✅ Calendars: earnings, dividends, splits, IPOs, financial statement releases and macroeconomic events.

✅ Utilities: ISIN, CIK and CUSIP to ticker mapping, relative periods (LY, LQ), currency conversion and output scaling (K, M, B).

🌍 Markets: NYSE, NASDAQ, AMEX, TSX, LSE, Euronext, XETRA, SIX, OSE, ASX, HKEX, NSE, BSE, Shanghai, Shenzhen, Saudi Exchange, Nasdaq Copenhagen, plus crypto, forex, commodities and more.

*See Available Markets for real-time coverage.

🧮 Examples

Prices and time series

➤ Latest price: =SF("AAPL")

➤ Latest prices for 2,000 symbols: =SF(A1:A2000)

➤ FOREX rate: =SF("USDGBP")

➤ Pre/post-market quote: =SF("AAPL","prePostMarketQuote")

➤ Closing price on a date: =SF("AAPL","historical","close","2025-04-25")

➤ Daily history since 2015: =SF_TIMESERIES("AAPL","2015-01-01",TODAY())

➤ Intraday 1-minute history: =SF_TIMESERIES("AAPL",TODAY()-3,TODAY(),"1min")

Fundamentals

➤ Company profile: =SF("AAPL","profile")

➤ Annual income statements, 2015 to 2025: =SF("AAPL","income","all","2015-2025")

➤ Last 8 quarterly income statements: =SF("AAPL","incomeQ","all","LQ-7:LQ")

➤ Revenue in AUD millions: =SF("AAPL","income","revenue","2025","scale=M¤cy=AUD")

➤ Return on equity, latest year: =SF("AAPL","ratios","returnOnEquity","LY")

➤ Company KPIs: =SF("AAPL","kpis")

➤ Ownership breakdown: =SF("AAPL","ownership")

➤ Short interest: =SF("AAPL","shortInterest")

➤ Dividend history: =SF_DIVIDEND("AAPL")

Screening, brokerage and options

➤ Large caps on NASDAQ: =SF_SCREEN("marketCap>1000000000&exchange=NASDAQ")

➤ Current holdings: =SF_BROKERAGE("MyAccount","holdings")

➤ Dividends received this year: =SF_BROKERAGE("MyAccount","transactions","all","2026-01-01",TODAY(),"DIVIDEND")

➤ Options chain with Greeks: =SF_OPTIONS("AAPL","calls&puts")

➤ IV rank: =SF_OPTIONS_PRO("AAPL","ivRank")

Research and calendars

➤ Analyst price targets: =SF("AAPL","priceTargets")

➤ Insider transactions: =SF("AAPL","insiders")

➤ ETF holdings: =SF("SPY","etfHoldings")

➤ Latest news: =SF_NEWS("AAPL")

➤ Daily SMA 20 over 100 days: =SF_TECHNICAL("AAPL","20sma&all","daily",TODAY()-100,TODAY())

➤ NSE earnings, next 30 days: =SF_CALENDAR(".NS","earnings",TODAY(),TODAY()+30,"all")

💲 Pricing: plans start from $12/month. See sheetsfinance.com/pricing.

📔 Documentation: https://sheetsfinance.com/docs

📔 Templates: https://sheetsfinance.com/templates

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

🛠️ Release notes

• 10/11/2026: NEW Options Standard plan, with SF_OPTIONS returning full current chains with Greeks; SF_OPTIONS_PRO for history and analytics.
• 06/11/2026: Fixed date handling on perpetual-licence Excel.
• 05/11/2026: NEW template search and filters, and fixes for adding templates in Excel on the web.
• 01/11/2026: NEW brokerage account summary and value history, and pre/post-market trade data.
• 24/10/2026: NEW Template Library in the task pane.
• 15/10/2026: NEW relative periods using LY and LQ.
• 07/10/2026: NEW batching for financial scores and brokerage orders date filtering.
• 29/09/2026: NEW ownership and short interest data.
• 18/09/2026: NEW company KPIs, plus currency=XXX and scale=K|M|B options.
• 07/09/2026: NEW financials release calendar and screener currency options.

Full history in the Change Log: https://sheetsfinance.com/docs/change-log

⚠️ Data is provided "as is" for informational purposes only and is not trading or investment advice.