SheetsFinance | Stock Market Analysis

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