SheetsFinance Docs
Release notes

Change Log

Released: 23 July 2026

  • NEW brokerage connections - BMO InvestorLine, CIBC Investor's Edge, moomoo, and TD Direct Investing

  • Updated historical EOD and EOD batch to handle market holidays and resolve to the latest EOD value prior to the requested date when that date is not a trading day. Prior to this only weekends were automatically handled.

  • includeWeekends keeps weekends in the search so crypto and FOREX can return the latest available data on those days.

Website

Released: 8 July 2026

  • NEW Docs site, reorganised, inclusion of new guides and AI answers

  • NEW AI Assistant deployed on site to answer all SheetsFinance questions and reference documentation and guides

v1.1.9 excel

Released: 23 June 2026

  • Bug fixing for date values in desktop Excel releases.

  • Persistent sign-in fixes for Excel.

v4.1.2 google sheets v1.1.8 excel

Released: 20 May 2026

  • Updated Google Sheets setup and sign-in experience including new account modal and management from within the extension.

  • NEW sorting of brokerage data by any metric, e.g. sorting holdings by marketValue.

  • Server caching optimisations for Options data delivery.

  • NEW brokerage connection - eToro

  • NEW futures data added to International Brokers connections.

  • Fixes to Connection ID rotating.

v4.1.1 google sheets v1.1.7 excel

Released: 28 April 2026

  • NEW onboarding flow including trial starts.

  • Improved Google Sheets installation and registration flow.

  • Email verification and sign-up hardening for data access.

  • Stale sign-in state and password reset reliability fixes.

  • Bug fixing and improvements to Brokerage connections.

v4.1.0 google sheets v1.1.6 excel

Released: 9 April 2026

  • NEW RELEASE Options package.

  • NEW SF_OPTIONS_PRO() function for professional options analytics.

  • Full OPRA chains with greeks, bid/ask, volume, open interest, and direct contract lookups.

  • 20+ years of historical options data including historical chains and contract/strike time-series.

  • New implied volatility analytics including IV periods, IV Rank, IV Rank batch, and historical time-series workflows.

  • New full volatility surface and surface forecast datasets.

  • New options-derived earnings analytics including implied move, straddle %, and earnings effect.

  • SF_BROKERAGE() added to Function Generator.

  • SF_OPTIONS_PRO() added to Function Generator.

v4.0.6 google sheets v1.0.5 excel

Released: 3 April 2026

  • Schwab brokerage connections now refresh at real-time rates rather than 24 hours.

  • Schwab brokerage connections extended orders window from 2 to 30 days.

v4.0.5 google sheets v1.0.4 excel

Released: 16 March 2026

  • Reduction in latency on real-time exchange quotes.

  • Fix symbol display for brokerage transactions where the item is an option rather than an equity.

  • Fix to technicals caching for ADX indicator to improve update speeds.

  • Rename tier "Solo" to "Pro".

v4.0.4 google sheets v1.0.3 excel

Released: 19 February 2026

  • Fix for exchange display for brokerage options positions.

  • Fix for calYear option for quarterly statements to correctly sort by calendar year rather than company financial year.

  • Fix intra-day times-series caching bug to improve update speeds.

v4.0.3 google sheets v1.0.2 excel

Released: 9 February 2026

  • Added new dividend adjusted time-series period "dailyAdj" to SF_TIMESERIES() function. Includes entire OHLC data adjusted for dividends.

  • Removed adjClose from regular daily time-series.

v4.0.2 google sheets v1.0.1 excel

Released: 1 February 2026

  • Fixed filter counter for screener, repeated filters with different conditions only counted once, e.g. "marketCap>1000000&marketCap<5000000" now counts as 1 filter not 2.

  • Added "decimal" option to "change" data type to return change as a decimal rather than percentage.

  • Fixed bug impacting daily time-series update speeds.

  • Upped TTM Ratios batching limit to 500 for business plans.

v1.0.0 excel

Released: 18 January 2026

  • SheetsFinance released on the Microsoft Marketplace for Microsoft Excel 🎉

  • The following differences exist currently between the Google Sheets and Microsoft Excel versions of SheetsFinance:

    • No Template Library in Excel version (coming soon)

    • No Options data in Excel version (coming soon)

    • Excel provides an option to display all errors as text in-cell for clarity

    • Excel caching and performance are sigificantly more powerful due to the nature of the platform

v4.0.1 google sheets

Released: 11 January 2026

  • Empower and Chase added as supported brokers for SheetsFinance Brokerage.

  • Fidelity refresh delay reduced to 2 hours.

  • Tastytrade added support for crypto assets.

  • General bug fixing and improvements to brokerage connections.

  • Bug impacting volume metric display for screener fixed.

v4.0.0 google sheets

Released: 14 November 2025

  • NEW statement functions income, balancesheet and cashflow with new line items and significantly improved consolidation and standardisation. Deprecated statement functions to remain active for backward compatibility, see Historical Financial Statements (Deprecated) for old documentation.

  • NEW ipos added as Financial Calendar type for upcoming and historical IPOs.

  • NEW option calYear for statements, growth, ratios, revenue segmentation and others allowing search by calendar year rather than company financial year.

  • NEW option pad for statements, growth, ratios, revenue segmentation and others to left and/ore right pad output data with blank columns for missing periods to maintain consistent output between companies.

  • NEW option includeWeekends for historical function to include weekend dates when pulling data for crypto and forex/commodities.

  • Metrics added to stock screener: ipoDate, avgVolume and price. All included as basic filters and allowing sorting.

  • Metrics added to dividends Financial Calendar: frequency and yield.

  • Metric added to prePostMarket: volume.

  • Metric added to insiders: directOrIndirect.

  • Metrics added to peers: name, price and marketCap.

  • Metric added to SF_NEWS(): publisher.

  • Statement functions now support a range of years for TTM data to output TTM data per quarter side-by-side for multiple years. E.g., SF("AAPL", "incomeTTM", "all", "2019-2022") will return TTM income statements for each quarter from 2019 to 2022.

  • Statement functions support sorting by YYYY-MM for quarterly data when using calYear option. E.g. SF("AAPL", "incomeQ", "all", "2022-09", "calYear") will return the quarterly statement released in September 2022.

  • estimates now defaults to next/upcoming year when year parameter is omitted.

  • priceTargets functions now accepts YYYY, YYYY-MM and YYYY-MM-DD formats for date parameter not just lastXMonths.

  • insiderStats name changes for clarity. Old naming conventions backward compatible. cik added.

  • Significant improvements to caching, performance and speed across all functions.

Breaking:

  • No longer supporting inter-day periods for Technical Analysis time-series (1week, 1month, 1year).

  • Removal of metrics releaseTime and fiscalYearEnd from earnings function.

v3.9.1 google sheets

Released: 15 July 2025

  • Added new fields to companyInfo function

  • Improvements to batch processing for companyInfo, historical and ratios (ttm) functions.

v3.9.0 google sheets

Released: 2 July 2025

  • 98 new filters and metrics added to the SF_SCREEN() function as well as largescale overhaul of screener functionality. See Screener for more details.

  • Updated Stock Screener user interface in Google Sheets sidebar.

  • Bug fix for longer period sparklines.

v3.8.0 google sheets

Released: 2 August 2023

  • ratios function overhaul, new metrics, improved naming consistency. See Key Ratios Update for more details.

  • NEW RELEASE of batching for ttm ratios. Limited to 10 symbols for non-commercial plans. Contact us to express interest in larger batches.

  • adjClose added to batch EOD data for split-adjusted closing prices.

  • Background fixes to caching and performance.

  • yield and frequency added to SF_DIVIDEND() function for dividend yield and frequency of dividends.

v3.7.0 google sheets

Released: 30 April 2025

  • NEW RELEASE SheetsFinance Brokerage.

  • NEW SF_BROKERAGE() function now available from the SheetsFinance Extension.

  • Bug fix for priceTargets function.

v3.6.2 google sheets

Released: 26 April 2025

  • Historical batch bug fixed. Batching of historical EOD data back online.

v3.6.1 google sheets

Released: 22 April 2025

  • Changed delimiter for industryPE from "," to "|" for better compatibility with industry naming.

  • Fixed bug impact ADX calculations for SF_TECHNICAL() function.

  • Bug fix for SF_SCREEN() function for better outputting of multiple listed industries.

v3.6.0 google sheets

Released: 14 March 2025

  • NEW revSegProduct function for annual and quarterly revenue segmentation by product for US stocks.

  • NEW revSegGeo function for annual and quarterly revenue segmentation by geography for US stocks.

v3.5.0 google sheets

Released: 12 February 2025

  • NEW historical function now allows batching for historical EOD data.

  • historical function now allows for metric chaining.

  • Fixed formatting bug for industryPE and sectorPE data types, "NLI" and "NH" now work as expected.

v3.4.3 google sheets

Released: 16 December 2024

  • Fixed RSI bug impacting calculations for SF_TECHNICAL() function.

  • Added new line items to ratios function.

  • Added reportedCurrency to balance sheet and cash flow statements.

v3.4.2 google sheets

Released: 12 November 2024

  • Timezone and daylight savings bug fixes for options data.

  • Improved caching and optimisations for options data.

  • Fixed auth bug for priceTargets.

  • Automatic handling for non-trading days for SF_TECHNICAL() function.

v3.4.1 google sheets

Released: 8 October 2024

  • Automatic handling of bi-annual reporting companies for historical financials and TTM data.

  • Template Library added to sidebar in Google Sheets.

v3.4.0 google sheets

Released: 20 September 2024

  • NEWSF_NEWS() function for news feeds of stocks, crypto and forex/commodities. Includes batch functionality.

  • NEW shares function added to SF_TIMESERIES() for historical outstanding shares and float data.

  • NEW score function for financial scoring (Altman Z-Score and Piotroski F-Score).

  • Added divYield to companyInfo function, can also be batched.

  • Improved caching for historical PE data.

  • New symbols added.

v3.3.2 google sheets

Released: 27 August 2024

  • WEBSITE - New Template library to search and download pre-built templates.

  • WEBSITE - New Blog covering SheetsFinance updates, tutorials and more.

  • New external links to international (non-US) filings for historicalFinancials functions.

  • Increase of max batch call limit to 5000 symbols.

  • Timezone bug fix for SF_TECHNICAL() function. Better handling of half-hour timezones.

  • Improved caching.

  • Correct date formatting for priceTargets

v3.3.1 google sheets

Released: 3 July 2024

  • Fix to historical financials ratio line items for TTM data.

  • Add ".US" search term for US stocks in SF_CALENDAR() function.

  • Added researchAndDevelopmentToRevenue to ttm ratios data.

  • Fix technicals metric chaining bug.

v3.3.0 google sheets

Released: 27 June 2024

  • NEW SF_CALENDAR() function for "economic", "earnings", "dividends" and "splits" calendars.

  • NEW US Treasury Rates using SF_CALENDAR() function.

  • NEW "insiders" data type for insider trading roaster data.

  • NEW "insidersStats" data type for summarised insider trading statistics.

  • NEW "sectorPE" data type for historical average sector PE ratios.

  • NEW "industryPE" data type for historical average industry PE ratios.

  • Bug fixing.

v3.2.0 google sheets

Released: 6 June 2024

  • New auth, account management system and website released.

  • "Code Guide" renamed "Symbol Search".

  • Caching, speed and performance improvements to extension.

  • Bug fixing.

v3.1.1 google sheets

Released: 12 April 2024

  • NEW "isin" option for SF_MAP() code mapper from ISIN to SheetsFinance ticker symbol.

  • Bug fixing.

v3.1.0 google sheets

Released: 04 April 2024

  • NEW "esg" data type for ESG scores, US markets only.

  • NEW "owners" data type for owners earnings calculations.

  • "ratings" function now allows for metric chaining and multi-year output.

  • Historical market cap maximum output range increased to 5 years.

  • Major speed optimisations and caching improvements.

  • Completed migration of metrics from companyInfo to realTime data type.

  • NEW utility Clear Cache now available from drop-down menu.

v3.0.2 google sheets

Released: 20 March 2024

  • Fixed timezone-related bug impacting SF_OPTIONS() where next proceeding expiration date data was displayed rather than requested day.

  • SF_TECHNICAL() data extended to 20+ years of history for daily, weekly and yearly data.

  • Fixed bug with SF_TECHNICAL() function impacting technicals calculations when period is larger than date range.

v3.0.1 google sheets

Released: 6 March 2024

  • NEW "mid" metric added to SF_OPTIONS().

  • Updated roic ratio calculation.

  • Speed improvements/optimisations.

  • Bug fixing.

v3.0.0 google sheets

Released: 28 February 2024

  • INCREASED batch calls to 2000 symbols for all batch functions.

  • NEW estimatesQ for historical and forecast quarterly estimates.

  • NEW "-" option to reverse year order for multi-year historical financials, ratios, growth and estimates.

  • prePostMarket function operates in batch format.

  • Metric chaining for historicalFinancials functions, select as many metrics as you'd like to display.

  • NEW inter-day time-series periods "1week", "1month", "1year".

  • NEW "sum" option for historical financials TTM reports (e.g., "historicalFinancialsIncomeTTM") to sum all quarters and return TTM value for any historical date.

  • NEW "dividendPerShare" (TTM only) and "debtToMarketCap" metrics for key ratios.

  • Bug fixes, timezone related issues, dividend display and others.

  • Addition of new assets and cryptocurrencies.

v2.9.5 google sheets

Released: 16 February 2024

  • Refresh Real-time now also includes SF_OPTIONS() function.

v2.9.4 google sheets

Released: 26 December 2023

  • Bug fix, default intra-day time-series. SF_TIMESERIES() allows for blank/null dates for intra-day data.

v2.9.3 google sheets

Released: 21 December 2023

  • CHANGE to etfHoldings function to output decimal percentage (i.e., 0.02 = 2%), rather than whole percentage (i.e., 2 = 2%) for weightPercentage metric.

v2.9.2 google sheets

Released: 06 December 2023

  • NEW earnings function for accessing quarterly EPS, EPS estimate, revenue and revenue estimate data.

  • NEW etfCountries function for accessing ETF country exposure data.

  • CHANGE to etfSectors function to output decimal percentage (i.e., 0.02 = 2%), rather than whole percentage (i.e., 2 = 2%).`

  • Bug fix for historical market capitalisation data.

  • Addition of new assets.

v2.9.1 google sheets

Released: 08 November 2023

  • New periods, "1week", "1month" and "1year" added to SF_TECHNICAL function.

  • SF_OPTIONS can now be ordered and limited using ob=XXX and limit=XXX option parameters.

v2.9.0 google sheets

Released: 26 October 2023

  • NEW prePostMarket function for accessing pre and post market data for US equities.

  • Increased batch calls to 500 codes for all batch functions.

  • NEW intra-day time-series now covers 20+ years of history.

  • Bug fixes and optimisations.

v2.8.0 google sheets

Released: 02 October 2023

  • growth function now includes quarterly data, multi-year dumps and metric chaining.

  • Metrics now display in order of chaining for growth and ratios functions.

  • growth and ratios functions are now sorted by company financial year (same as historical financials) and new line item Calendar Year added to output.

v2.7.1 google sheets

Released: 20 September 2023

  • Allow horizontal batch output for companyInfo and realTime functions.

  • Added missing ratios "dividendPayoutRatio" and "payoutRatio" to ratios function.

  • Left-padded columns of multi-year ratios output for pre IPO years to maintain consistent output between companies.

  • Fixed bug with searching index options via direct contract.

v2.7.0 google sheets

Released: 13 September 2023

  • ratios function now includes quarterly data, multi-year dumps and metric chaining.

  • Bug fixing for technicals filtering and index display in batch functions.

  • Addition of new assets.

v2.6.1 google sheets

Released: 4 August 2023

  • Ordering of output for chaining command follows the order of the metrics in the command e.g., "price&previousClose&change" will output in that order.

v2.6.0 google sheets

Released: 2 August 2023

  • Chaining of realTime and companyInfo metrics, e.g. "price&previousClose&change".

  • Chaining of realTime and companyInfo for batch functions.

  • Moved metrics from companyInfo to realTime function.

  • Fixed timezone bug with earnignsAnnouncement metric.

  • Allowed for multiple listing of the same symbol in a batch call.

v2.5.0 google sheets

Released: 17 July 2023

  • NEW Stock Screener using SF_SCREEN().

  • NEW Stock Screener Generator.

  • Added new cryptocurrencies.

  • Bug fixes and improved caching for ETF data.

v2.4.2 google sheets

Released: 12 July 2023

  • Added "instHolders" data type.

  • Added Refresh Errors feature.

  • Added new cryptocurrencies.

v2.4.1 google sheets

Released: 27 June 2023

  • Added "max" as option to change data type.

  • Increased batch pulls from 200 to 300 codes for all batch functions.

  • Optimisations to caching.

v2.4.0 google sheets

Released: 9 June 2023

  • New "etfInfo" data type.

  • New "etfSectors" data type.

  • Added "earningsAnnouncement" to companyInfo.

v2.3.0 google sheets

Released: 24 May 2023

  • New Function Generator, now including all SheetsFinance functions, new searchable and filterable format.

  • New Code Guide.

  • Added "CIK" and "cusip" to companyInfo.

  • Added "goodwillAndIntangibleAssets", "deferredRevenueNonCurrent", "capitalLeaseObligations", "preferredStock" and "minorityInterest" to Balance Sheets.

v2.2.0 google sheets

Released: 10 May 2023

  • Added "etfHoldings" data type.

  • Fixed "analysts" data type with addition of metric filtering and options.

  • Adjusted dates output of all date-based functions so that date formatting is recognised by Google Sheets.

v2.1.1 google sheets

Released: 06 April 2023

  • Addition of finalLink metric for financial statements for direct SEC link to 10-K/Q (US only).

  • Speed increase, optimised loading time.

  • Bug fixes.

v2.1.0 google sheets

Released: 26 March 2023

  • ttm now available for historical cash flow statements.

  • Multiple year statement dumps for quarterly reports

  • Multiple year quarterly comparisons

  • Direct options contract searching

  • Addition of new stocks

v2.0.1 google sheets

Released: 10 February 2023

  • Addition of 5,000 new global stocks and mutual funds.

  • ASX stocks now available in batch requests.

  • Speed increases and data delivery optimisation.

  • Updated function generator.

v2.0.0 google sheets

Released: 29 November 2022

  • New functions SF_TECHNICAL(), SF_MAP().

  • New data type "change".

  • Historical market cap data now available from "historical" or SF_TECHNICAL() for a time series.

  • Addition of new stocks.

  • Overhaul and optimisation of user authentication.

  • Other bugs and fixes.

v1.8.3 google sheets

Released: 01 August 2022

  • Added "priceTargets" data type.

  • Added batch capability for "companyInfo".

  • Narrowed permissions scope for improved security and privacy.

  • Fixed options bug for multi-year historicalFinancials.

  • Addition of new stocks.

v1.8.2 google sheets

Released: 16 June 2022

  • Added "estimates" data type.

  • Fixed refresh bugs and optimised refresh process. Refresh All and Refresh Real-time fully functioning.

  • Fixed inifinite load registration bug.

v1.8.1 google sheets

Released: 9 June 2022

  • Patch for "ttm" bug, issue now resolved.

  • Formatting improvements to Function Generator.

  • Addition of new stocks and crypto.

v1.8.0 google sheets

Released: 17 March 2022

  • New historical dividend data with new custom function SF_DIVIDEND().

  • New options data with new custom function SF_OPTIONS().

  • Updated SF_TIMESERIES() to allow for metric chaining.

  • Improved data formatting for historical financials to remove headers and line items with "NH" and "NLI".

  • New peers data type, also included in in-app function generator.

v1.7.1 google sheets

Released: 15 February 2022

  • Bug fixing for historical financial ttm.

  • Optimised loading speeds for account auth.

  • Bug fix for weekend crypto prices.

  • Addition of new stocks.

v1.7.0 google sheets

Released: 03 February 2022

  • Major server upgrades, improvements to loading times, rate limiting and external request optimisation.

  • Function generator uses separator based on Sheet locale (; or ,).

  • Added "reportedCurrency", "period" and "calendarYear" to historical financials options.

v1.6.5 google sheets

Released: 28 January 2022

  • New stocks added

  • "ttm" now available for all historical financials

  • Account system upgrade

  • "isin" added as an option to companyInfo data type

  • Fixed refresh bug

  • Added new crypto

  • Improved code guide

v1.6.4 google sheets

Released: 11 November 2021

  • New alt coins added

  • New historical financials TTM functionality added

  • Speed and performance improvements

  • Bug fix ASX timeseries

v1.6.3 google sheets

Released: 06 October 2021

  • "insert into" no longer required for Function Generator, defaults to highlighted cell

  • Bug with changesPercentage fixed

v1.6.2 google sheets

Released: 23 September 2021

  • ttm added as an option to the ratios subtype

  • Fixed bug with ASX sparklines

  • Fixed bug with companyInfo datatype for cryptos

v1.6.1 google sheets

Released: 13 September 2021

  • Entering a range of years for historical financials, e.g., "2019-2021"

  • Additional exchanges added

  • ASX added to code guide

v1.5.3 google sheets

Released: 30 August 2021

  • 30+ years of quarterly reports now accesible through historical financials

  • Improved validation and error handling

v1.5.2 google sheets

Released: 28 August 2021

  • Added 1000+ new cryptocurrencies with real-time and historical data

  • New cryptocurrencies added to code guide

  • Added ASX (Australian Stock Exchange) coverage, real-time and historical

v1.5.1 google sheets

Released: 14 August 2021

  • New SF_TIMESERIES() parameters metric and options. metric to select a specific time series metric to display. options to format the output.

v1.5.0 google sheets

Released: 04 August 2021

  • Single cell return for ratings totals

  • New historical data type for getting daily data from any specific date from last 30+ years

v1.4.2 google sheets

Released: 12 July 2021

  • Batch real-time data requests

v1.4.1 google sheets

Released: 11 July 2021

  • Bug patch for user management

  • Addition of roic to ratios data type

  • Bug patch for ^ symbol not working on index codes

  • Removed case contraint on ticker codes

v1.4.0 google sheets

Released: 07 July 2021

  • Analyst ratings totals data

  • Analyst ratings detailed data

  • Improved client-side validation

  • Bug patching and improved error handling

  • Added refresh functionality in add-on menu (Refresh Real-time and Refresh All)

v1.3.2 google sheets

Released: 16 June 2021

  • Additional company info "beta","lastDiv","currency","industry","website","sector","country","fullTimeEmployees","ipoDate","ce"

  • Refresh Real-time added to menu to reload realtime info in active sheet

  • Company growth information added

  • patched dropdown bug

v1.3.1 google sheets

Released: 13 June 2021

  • SF_SPARK now has "volume" or "price" options, added to function generator

  • Improved error handling on external data requests

  • Further optimised data cacheing

v1.3.0 google sheets

Released: 10 June 2021

Changes

  • Default return for SF() now realtime price

  • Improved error handling

  • Code Guide simple click enter stock codes into sheet

  • Optimised code guide load time

  • Improved error handling for timeseries and sparkline

Breaking changes

  • None

v1.2.0 google sheets

Released: 10 June 2021

Changes

  • SF_STOCKS_CRYPT() deprecated and migrated to SF()

  • FOREX added

  • Improved security

  • Bug patch on custom function access

Breaking changes

  • SF_STOCKS_CRYPT() deprecated replaced by SF(), still functional, autocomplete removed

v1.1.0 google sheets

Released: 08 June 2021

  • Fix account bug

  • Fix verification bug

v1.1.0 google sheets

Released: 06 June 2021

Changes

  • all option for Historical Financials to display entire financial statement

  • Installation bug fix

  • My Account access bug fix

  • Formatting adjustment to time series display

Breaking changes

  • None

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