Market DataInvesting & Analysis
How to Build a Stock Screener in Google Sheets and Excel
Learn how to screen more than 80,000 stocks with comparable monetary values in USD or a selected screener currency using SF_SCREEN.
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Practical guides and research for getting more from SheetsFinance in Google Sheets and Excel.
32 articles
OptionsInvesting & AnalysisBacktesting
How to Build an Options Implied Volatility Surface in Google Sheets and Excel
Learn how to pull current, expiration-specific, historical, and forecast implied volatility surfaces into Google Sheets and Excel with SF_OPTIONS_PRO.
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OptionsInvesting & Analysis
How to Get IV Rank and IV Percentile in Google Sheets and Excel
Learn how to pull IV rank and IV percentile into Google Sheets and Excel for individual stocks, entire watchlists, historical snapshots, and time-series analysis.
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OptionsInvesting & AnalysisBacktesting
How to Get Historical Options Data for Backtesting: 20+ Years, Including Expired Contracts
Learn how to access 20+ years of historical options data in Google Sheets and Excel, including expired contracts, point-in-time chains, Greeks, and contract time-series for backtesting.
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BrokeragePortfolio Tracking
How to Connect Your Charles Schwab Brokerage Account to Excel in Real-Time
Learn how to securely connect your Charles Schwab brokerage account to Microsoft Excel using SheetsFinance. Access your holdings, transactions, orders, balances, and options positions in real-time directly in your spreadsheets.
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BrokeragePortfolio Tracking
How to Connect Your Charles Schwab Brokerage Account to Google Sheets in Real-Time
Learn how to securely connect your Charles Schwab brokerage account to Google Sheets using SheetsFinance. Access your holdings, transactions, orders, balances, and options positions in real-time directly in your spreadsheets.
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OptionsInvesting & AnalysisBacktesting
How to Get Options Data in Google Sheets and Excel: Full Chains, Greeks, IV Rank, Volatility Surfaces, and 20+ Years of History
Learn how to pull full options chains, Greeks, IV rank, volatility surfaces, earnings analytics, and 20+ years of historical options data into Google Sheets and Excel with the SheetsFinance options package.
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BrokeragePortfolio Tracking
How to Connect Your Fidelity Account to Excel
Learn how to securely connect your Fidelity brokerage account to Microsoft Excel using SheetsFinance. Access your holdings, transactions, orders, balances, and options positions directly in your spreadsheets.
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BrokeragePortfolio Tracking
How to Connect Your Interactive Brokers Account to Excel
Learn how to securely connect your Interactive Brokers (IBKR) account to Microsoft Excel using SheetsFinance. Access your holdings, orders, balances, and options positions directly in your spreadsheets.
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BrokeragePortfolio Tracking
How to Connect Your Robinhood Account to Excel
Learn how to securely connect your Robinhood brokerage account to Microsoft Excel using SheetsFinance. Access your holdings, transactions, orders, and balances directly in your spreadsheets.
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Product UpdatesMarket DataOptions
SheetsFinance Now Available for Microsoft Excel ๐
SheetsFinance is now available for Microsoft Excel! Access real-time stock data, financial statements, brokerage connections, and more directly in Excel with our powerful add-in.
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BrokeragePortfolio Tracking
How to Connect Your Robinhood Account to Google Sheets
Learn how to securely connect your Robinhood brokerage account to Google Sheets using SheetsFinance. Access your holdings, transactions, orders, and balances directly in your spreadsheets.
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BrokeragePortfolio Tracking
How to Connect Your Interactive Brokers Account to Google Sheets
Learn how to securely connect your Interactive Brokers (IBKR) account to Google Sheets using SheetsFinance. Access your holdings, orders, balances, and options positions directly in your spreadsheets.
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BrokeragePortfolio Tracking
How to Connect Your Fidelity Brokerage Account to Google Sheets
Learn how to securely connect your Fidelity brokerage account to Google Sheets using SheetsFinance. Access your holdings, transactions, orders, balances, and options positions directly in your spreadsheets.
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Market DataInvesting & Analysis
Track Market Valuations Like a Pro: Industry & Sector PE Ratios For Global Markets in Google Sheets
Discover how to analyze sector rotations, identify undervalued industries, and track valuation trends across global markets using SheetsFinance's powerful PE ratio functions.
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Market DataInvesting & Analysis
How to Get Altmans Z-Score and Piotroski F-Score for any listed company in Google Sheets
Learn how to fetch Altmans Z-Score and Piotroski F-Score financial scoring metrics for any listed company in your Google Sheets with SheetsFinance.
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Market DataInvesting & Analysis
Master Financial Calendars in Google Sheets: Track Earnings, Dividends, Splits & Economic Events Across All Major Global Markets
Learn how to build comprehensive financial calendars tracking earnings releases, dividend payments, stock splits, economic indicators, and treasury rates across global markets in Google Sheets using SheetsFinance's SF_CALENDAR function.
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Market DataInvesting & AnalysisBacktesting
How to Access 30+ Years of Historical Stock Data in Google Sheets: From Single Stocks to Massive Portfolios ๐
Learn how to instantly pull historical End of Day (EOD) stock data for any trading day in the last 30+ years in Google Sheets.
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BrokeragePortfolio Tracking
How to Connect Your Brokerage Accounts to Google Sheets
Learn how to securely link your brokerage accounts to Google Sheets using SheetsFinance. View your holdings, transactions, orders, options, balances, and more โ all in one place.
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Market DataInvesting & Analysis
How to Get Company Revenue Segmentation by Product or Geography in Google Sheets
Learn how to pull in live revenue segment data from SEC filings into Google Sheets using SheetsFinance. Analyze company performance by geography or product line to make informed financial decisions.
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Market DataInvesting & AnalysisBacktesting
Unlock 30+ Years of Intra-day and Daily Historical Stock Data in Google Sheets ๐
Discover how to access detailed intra-day stock data and over 30 years of historical OHLCV data using the SheetsFinance SF_TIMESERIES function in Google Sheets.
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Market DataInvesting & Analysis
Accessing Real-time Insider Trading Data in Google Sheets
Learn how to fetch insider trading data directly from SEC reporting (US Only) as well as quarterly summaries in Google Sheets with the Sheets Finance add-on.
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Market DataInvesting & Analysis
Pull Live Stock, Crypto, FOREX and Commodities News Into Google Sheets
Learn how to fetch live news pieces on equities, cryptocurrencies and more in Google Sheets with the Sheets Finance add-on.
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Market DataInvesting & Analysis
Building a DCF model in Google Sheets
Learn how to build a Discounted Cash Flow (DCF) model in Google Sheets that automatically fetches financial data using the Sheets Finance add-on.
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Market DataPortfolio Tracking
Build a Real-time Cryptocurrency Watchlist in Google Sheets
Turn your Google Sheet into a cryptocurrency watchlist with real-time data from across the globe. Tracking stocks, cryptocurrencies, commodities, FOREX and more all in one place.
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Market DataPortfolio Tracking
How to Track Indian Stocks (NSE & BSE) in Google Sheets ๐ฎ๐ณ
Learn how to track NSE and BSE stocks in Google Sheets with quotes, 30+ years of historical data, financial statements, ratios and more.
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Market DataPortfolio Tracking
Build a Real-time Global Stock Watchlist in Google Sheets
Turn your Google Sheet into a global watchlist with real-time data from across the globe. Tracking stocks, cryptocurrencies, commodities, FOREX and more all in one place.
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Market DataPortfolio Tracking
Track US Stock Markets (NYSE & NASDAQ) in Real-Time with Google Sheets ๐บ๐ธ
Learn how to track the NYSE and NASDAQ in real-time using Google Sheets and the SheetsFinance add-on. Access real-time stock prices, 30+ years of historical data, financial statements, ratios, and more for US stocks.
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Investing & Analysis
Understanding Quality: The Business Owner's Perspective
What does quality mean? How do we identify a company with a durable competitive advantage? Let's explore the key metrics and indicators that help us find companies with consistent and predictable growth.
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Market DataInvesting & Analysis
Calculating the Daily Total Return of a Stock in Google Sheets
In this article, we explore the simple, yet often overlooked, metric of total return and how to calculate it in Google Sheets using the SheetsFinance add-on.
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Market DataInvesting & Analysis
20 Years of Historical Financial Statements
In this article, we show you how to access 20 years of historical financial data for any stock in our database using a free template provided by SheetsFinance.
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Market DataInvesting & AnalysisPortfolio Tracking
Keeping Track of Dividends in Google Sheets
Learn how to turn Google Sheets into a powerful dividend tracking tool with a few simple functions.
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