Excel Add-In

Embed our data directly into your workflow.

Installation
Installation
General information, including installation and authentication instructions.
General Member Access

Members of our website can access data via following functions in our Excel Add-In for tickers in their portfolios. Unlimited & Institutional Members have unlimited access.

Reference Dataset Functions
Coverage
List of the securities we cover by type - stocks, ETFs, mutual funds, and inactive stocks. This information can be used to identify the securities available in other Excel Add-In functions.
Datapoints
List of the data points available through our Excel Add-in.
Ratings Functions
Overall & Component Ratings
Our Overall and Component Ratings on 2750+ stocks, 650+ ETFs, and 6900+ mutual funds. Ratings are updated daily.
Fundamentals Functions
Reported Fundamentals
Data as reported by the company from their financial statements - the income statement, balance sheet, and cash flow statement. Updated daily for 2750+ stocks.
Adjusted Fundamentals
All of the reported fundamental data, plus critical adjustments based on data from the management discussion & analysis (MD&A) and the footnotes to the financial statements. Plus, our adjusted, economic financial statements and the metrics that drive our Ratings. Updated daily for 2750+ stocks.
Institutional Member Access

Access to these functions in our Excel Add-In is available a la carte to Institutional Members.

Sector & Industry Functions
Sector & Industry
Data from aggregating our models for all the stocks in sectors and industries. Updated daily.
Deprecated Functions
Restricted Access

Access to these functions in our Excel Add-In is available a la carte to Institutional Members.

See the Excel Add-In in Action