Learn everything SheetsFinance from our community of contributors.
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
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.
David Marcuson
Founder
Discover how to analyze sector rotations, identify undervalued industries, and track valuation trends across global markets using SheetsFinance's powerful PE ratio functions.
Antoine M.
Analyst
Learn how to fetch Altmans Z-Score and Piotroski F-Score financial scoring metrics for any listed company in your Google Sheets with SheetsFinance.
Antoine M.
Analyst
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.
Antoine M.
Analyst
Learn how to instantly pull historical End of Day (EOD) stock data for any trading day in the last 30+ years in Google Sheets.
Antoine M.
Analyst
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.
David Marcuson
Founder
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.
Antoine Mauger
Analyst
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.
David Marcuson
Founder
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.
Antoine Mauger
Analyst
Learn how to fetch live news pieces on equities, cryptocurrencies and more in Google Sheets with the Sheets Finance add-on.
Antoine Mauger
Analyst
Learn how to build a Discounted Cash Flow (DCF) model in Google Sheets that automatically fetches financial data using the Sheets Finance add-on.
Antoine Mauger
Analyst
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.
Antoine Mauger
Analyst
Learn how to track the NSE and BSE in real-time using Google Sheets and the SheetsFinance add-on. Access real-time stock prices and 30+ years of historical data, financial statements, ratios and more for Indian stocks.
David Marcuson
Founder
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.
Antoine Mauger
Analyst
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.
David Marcuson
Founder
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.
Antoine Mauger
Analyst
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.
David Marcuson
Founder
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.
Antoine Mauger
Analyst
Learn how to turn Google Sheets into a powerful dividend tracking tool with a few simple functions.
Antoine Mauger
Analyst