Practical guides and research for getting more from SheetsFinance in Google Sheets and Excel.
35 articles
Learn how to pull shares shorted, float, and short interest as a percentage of float into Google Sheets and Excel, track it through time, and estimate days to cover for a watchlist.
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Learn how to pull full ETF holdings into Google Sheets and Excel, calculate overlap by weight between any two funds, and see your look-through exposure to a single stock.
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Learn how to pull a company's complete stock split history, identify forward and reverse splits, and calculate cumulative split factors with SF_TIMESERIES.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Learn how to turn Google Sheets into a powerful dividend tracking tool with a few simple functions.
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