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Finsheet

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Access market data, stream live prices, and retrieve global fundamentals.

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Overview

Finsheet.io is a powerful tool designed to streamline access to over 30 years of market data, stock fundamentals, and more through its Excel and Google Sheets add-ons. Catering to both individual investors and institutional clients, Finsheet provides institutional-grade data for global equities, forex, and cryptocurrencies. Its user-friendly interface eliminates the learning curve typically associated with financial data analysis, allowing users to effortlessly integrate live market data into their spreadsheets. By offering comprehensive access to financial statements, analyst estimates, and ETF holdings for over 61,000 companies, Finsheet empowers users to make informed investment decisions with ease.

Paid Plan:

Finsheet [Free] 0/month
Finsheet [Basic] $20
Finsheet [Plus] $45
Finsheet [Pro] $90

Features:

Seamlessly integrate Finsheet's add-ons into Excel and Google Sheets for direct access to over 30 years of market data and stock fundamentals.

Access high-quality data for global equities, forex, and cryptocurrencies, trusted by hedge funds and investment banks.

Designed for ease of use, Finsheet requires no coding skills, making it accessible for anyone familiar with spreadsheet applications.

Utilize a maximum of three straightforward functions per asset class to retrieve essential data efficiently.

Stream real-time price data for US stocks, ETFs, mutual funds, cryptocurrencies, and forex directly into Excel, with flexible pause and resume options.

Gain access to extensive financial statements, analyst estimates, and historical ETF holdings data for over 61,000 global companies, updated daily.

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Use Cases for Finsheet

Real-time Trading Strategy Development

  • Streaming Live Market Data
  • A day trader, Carlos, relies on finsheet.io's real-time market data streaming service to develop his trading strategies. By integrating live price data for cryptos and forex into his Excel spreadsheet, he can analyze market trends and volatility in real time. This immediate access to data allows him to identify potential entry and exit points for his trades.
  • Applying Technical Analysis
  • Using the Excel add-on, Carlos applies technical analysis techniques to the streamed data. He calculates moving averages, RSI, and other technical indicators directly within his spreadsheet. This analysis helps him to predict future price movements and make informed trading decisions based on current market conditions.
  • Adjusting Strategies on the Fly
  • As the market evolves throughout the trading day, Carlos uses the flexibility of finsheet.io's data streaming to pause and resume data flow as needed. This allows him to adjust his trading strategies in response to new information or unexpected market movements. The ability to quickly adapt his approach based on live data helps Carlos to optimize his trading performance and manage risk effectively.

Corporate Financial Benchmarking

  • Gathering Competitor Data
  • A financial analyst, Bella, working for a large corporation, is tasked with benchmarking her company's financial performance against its competitors. She uses finsheet.io's Google Sheets add-on to import financial data of competitors from the platform's global market data coverage. This allows her to access institutional-grade accuracy data, including financial statements and EPS/Sales surprises, for a comprehensive comparison.
  • Analyzing Financial Metrics
  • With the data imported into Google Sheets, Bella performs a detailed analysis of key financial metrics such as revenue growth, profit margins, and return on equity. She leverages the platform's precomputed financial ratios and analyst estimates to evaluate the financial health and performance trends of her company versus its competitors. This analysis helps identify areas where her company excels or lags behind.
  • Presenting Findings to Management
  • After completing her analysis, Bella compiles her findings into a report, highlighting the comparative strengths and weaknesses of her company. She presents this report to the management team, providing them with actionable insights and recommendations for strategic decisions. The ability to customize and present data in a clear, concise manner aids in effective communication and decision-making.

Investment Portfolio Analysis

  • Identifying Investment Opportunities
  • An individual investor, Alex, uses the Excel add-on provided by finsheet.io to import financial data of various companies into his spreadsheet. By leveraging the comprehensive financial data access feature, Alex can analyze over 30 years of financial statements, analyst estimates, and precomputed financial ratios for more than 61,000 global companies. This extensive dataset allows him to identify undervalued stocks with strong fundamentals for potential investment.
  • Comparing Financial Health
  • After shortlisting potential stocks, Alex utilizes the same add-on to compare the financial health of these companies side by side. He focuses on key financial ratios, historical performance, and analyst estimates to gauge the companies' profitability, liquidity, and growth prospects. This comparative analysis helps him narrow down his choices to the stocks that best fit his investment strategy and risk tolerance.
  • Monitoring Portfolio Performance
  • Once Alex has made his investments, he uses the real-time market data streaming service to monitor the performance of his portfolio directly in his Excel spreadsheet. The ability to stream live price data for US stocks, ETFs, and mutual funds enables him to make timely decisions based on current market conditions. He can pause and resume streaming as needed, ensuring he has the most up-to-date information at his fingertips.

FAQs

Frequently Asked Questions

Users have access to over 30 years of financial statements, analyst estimates, EPS/Sales surprises, and precomputed financial ratios for more than 61,000 global companies, along with historical ETF holdings data.

Yes, the platform allows users to stream live price data for US stocks, ETFs, mutual funds, cryptocurrencies, and forex directly to Excel, with the option to pause and resume streaming as needed.

Finsheet offers extensive access to global equities, forex, cryptocurrencies, and more, with data sourced from reputable providers like Finnhub, ensuring institutional-grade accuracy.

Finsheet supports add-ons for both Excel (Mac + Windows) and Google Sheets, allowing users to access and analyze financial market data directly within these platforms without any coding required.

Corporate clients can sign commercial agreements and customize billing according to their needs, offering tailored solutions for businesses.

Users can modify or cancel their subscriptions at any time through the Account page, providing flexibility for both retail and corporate clients.

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