Finsheet

Finsheet is a revolutionary tool designed to bridge the gap between professional, institutional-grade financial data and the everyday spreadsheet applications used by millions, such as Microsoft Excel and Google Sheets. It empowers investors, financial analysts, research teams, and students by providing direct access to a vast and deep repository of market data without requiring any coding skills. The data provided is of the highest quality, sourced from reputable providers like Finnhub, and is the same data trusted by hedge funds and investment banks.

The platform covers a wide array of asset classes, including global equities from over 60 major exchanges (61,000+ companies), all major cryptocurrencies and forex pairs, global ETFs, mutual funds, and bonds. With Finsheet, users can pull over 30 years of historical market data, including intraday data with a resolution as fine as one minute, as well as stream live market data directly into their spreadsheets. This makes it an indispensable tool for anyone needing timely and accurate financial information for analysis, modeling, or portfolio tracking.

How to use Finsheet

Getting started with Finsheet is designed to be a seamless and intuitive process, integrating directly into your existing workflow.

1. Installation:

• For Microsoft Excel: Navigate to the 'Insert' tab on the ribbon, click 'Get Add-ins'. In the Office Add-ins store, search for Finsheet (or its ID: WA200003886) and click 'Add'. Once installed, a Finsheet tab will appear. Click 'Show sidebar' to log in with your Finsheet account.
• For Google Sheets: Install the add-on from the Google Workspace Marketplace. Once added, open a spreadsheet, go to 'Extensions', select 'Stock Price in Google Sheets | Finsheet', and click 'Start add-on / Show sidebar'. Log in to your account to begin.

2. Basic Usage:

Finsheet works through a set of simple, easy-to-remember functions. If you can use `=SUM()`, you can use Finsheet. There is no coding required. Simply type the function into a cell.

• To get the latest price of a stock: `=FS_Latest("AAPL")`
• To get historical daily prices for a stock: `=FS_EquityCandles("GOOGL", "D", "2023-01-01", "2023-12-31")`
• To pull a specific financial metric like revenue: `=FS_EquityMetrics("MSFT", "revenue", "FY-1")`
• To get a company's full income statement: `=FS_EquityFullFinancials("AMZN", "ic", "TTM", 5)`

Core Features of Finsheet

• Comprehensive Data Coverage: Access data for global equities, ETFs, forex from 23+ exchanges, cryptocurrencies, mutual funds, and bonds.
• Extensive Historical Data: Pull over 30 years of market data, including intraday data with up to 1-minute resolution and end-of-day tick-level data.
• Real-Time Data Streaming: Stream live market prices for US stocks, ETFs, crypto, and forex directly into Excel to monitor the market as it moves.
• In-depth Company Fundamentals: Retrieve 30+ years of financial statements (income statements, balance sheets, cash flow), 25+ years of analyst estimates, EPS/sales surprises, and precomputed financial ratios.
• Advanced Technical Analysis: Utilize built-in functions for pattern recognition (e.g., double top, head and shoulders), automatic support/resistance level detection, and aggregate technical indicators (MACD, RSI, etc.).
• ETF and Mutual Fund Intelligence: Get detailed profiles, historical candlestick data, and comprehensive historical holdings for global ETFs and mutual funds.
• Seamless Spreadsheet Integration: Works as a native add-on for both Microsoft Excel (Mac + Windows) and Google Sheets (all browsers), maintaining a consistent experience.
• Alternative Data: Pro plan users can access unique datasets like ESG scores, earnings quality scores, and institutional portfolio holdings from top gurus like Warren Buffett.

Use Cases for Finsheet

Finsheet's versatility makes it suitable for a wide range of financial tasks:

• Financial Modeling: Build dynamic DCF, LBO, and other valuation models by pulling historical financials and real-time prices directly into your spreadsheet templates.
• Investment Research: Conduct deep-dive analysis on global companies by accessing decades of fundamental data, revenue breakdowns, and analyst estimates.
• Portfolio Tracking: Create and manage a live portfolio dashboard that automatically updates with real-time prices, performance metrics, and dividend information.
• Trading Strategy Backtesting: Leverage extensive historical intraday data (down to 1-minute intervals) to backtest trading algorithms and quantitative strategies.
• Academic Research: Students and educators can utilize institutional-grade data for finance projects, coursework, and academic studies, with significant discounts available.

Advantages of Finsheet

• Institutional-Grade Data: Access the same high-quality, accurate data used by professional hedge funds and investment banks.
• No Learning Curve: The add-on is extremely easy to use. If you know how to use Excel or Google Sheets, you already know how to use Finsheet.
• Cost-Effective: Provides access to premium financial data at a fraction of the cost of traditional terminals like Bloomberg or Refinitiv Eikon.
• Workflow Efficiency: Perform all your research and analysis within the familiar and powerful environment of spreadsheets, eliminating the need to switch between different platforms.
• Unmatched Flexibility: Combine Finsheet's data functions with the full power of Excel and Google Sheets for custom calculations, charting, and analysis.

Pricing and Plans

Finsheet offers a tiered pricing model with a 3-day free trial and discounts for annual billing. All prices are for personal use.

• Free Plan ($0/month): Get started with access to US stocks, 3 years of end-of-day historical data, and the latest fundamentals. No credit card required.
• Basic Plan ($20/month): Ideal for crypto or forex traders. Includes all stocks in 1 region, 10 years of historical data, access to intraday data, and 10 years of fundamentals.
• Plus Plan ($45/month): The most popular plan. Offers global equity and ETF data, 20 years of historical data, real-time price streaming, and ETF holdings.
• Pro Plan ($90/month): For professional investors and traders. Includes everything in Plus, plus 30+ years of historical data, mutual funds, bonds, futures, and alternative/3rd-party data.

Note: Students and educators can receive 50% - 100% discounts by contacting Finsheet. Enterprise pricing is available for corporate clients.