Currency conversion and scaling

Convert market data into another currency with currency=AUD and scale large values with scale=K|M|B. Both are options you add to the options argument and chain with &, e.g. "NH&scale=M&currency=AUD". The Function Generator in the sidebar offers the same Currency and scale selectors for the data types that support them.

Where currency conversion is available

Currency conversion is available for these SF() data types, including their quarterly and TTM variants:

• income

• balancesheet

• cashflow

• kpis (see Company KPIs)

• revSegProduct and revSegGeo

Omit currency= for no conversion. Only monetary metrics are converted; ratios, percentages, dates and identifiers are returned unchanged. When a conversion is applied, the output includes Display Currency (displayCurrency) and Conversion Rate (conversionRate) values.

The stock screener uses a separate option, screenCurrency=, which defaults to USD and controls the monetary filter thresholds, ordering, returned monetary values and currency labels in the output headers. See Stock Screener for the details.

Where scaling is available

Scaling divides monetary values so large numbers stay readable. It is available for:

• kpis, revSegProduct, and revSegGeo (all metrics).

• income, balancesheet, and cashflow, unless every selected metric is non-scalable. Non-scalable statement metrics: date, reportedCurrency, displayCurrency, conversionRate, cik, filingDate, acceptedDate, fiscalYear, period, link, eps, epsDiluted, grossProfitRatio, ebitdaRatio, operatingIncomeRatio, incomeBeforeTaxRatio, netIncomeRatio.

• SF_TIMESERIES, only when the period is "shares" (e.g. options "NH&-&scale=M").

• Other SF() data types, only for these metrics:

  • quote: marketCap, volume, avgVolume, sharesOutstanding

  • ratios: marketCap, enterpriseValue, workingCapital, investedCapital, averageReceivables, averagePayables, averageInventory, freeCashFlowToEquity, freeCashFlowToFirm, tangibleAssetValue, netCurrentAssetValue

  • earnings: revenueActual, revenueEstimated

  • estimates: revenueLow, revenueHigh, revenueAvg, ebitdaLow, ebitdaHigh, ebitdaAvg, ebitLow, ebitHigh, ebitAvg, netIncomeLow, netIncomeHigh, netIncomeAvg, sgaExpenseLow, sgaExpenseHigh, sgaExpenseAvg

  • owners: maintenanceCapex, ownersEarnings, growthCapex

  • historical: marketCap

  • etfHoldings: sharesNumber, marketValue

  • etfInfo: assetsUnderManagement, avgVolume

  • instHolders: shares, change

SF_SCREEN has no scale option.

Scale values

Currency codes

Currency codes are entered as three-letter codes, e.g. currency=AUD. The Function Generator offers: AUD, CAD, CHF, CNY, DKK, EUR, GBP, GBX, HKD, INR, JPY, NOK, NZD, SEK, SGD, USD, ZAR.

Examples

Annual revenue in AUD, scaled to millions

=SF("AAPL", "income", "revenue", "2023", "scale=M&currency=AUD")

All annual KPIs converted to AUD and scaled to millions

=SF("AAPL", "kpis", "all", "2023", "currency=AUD&scale=M")