FinSheet: Access Institutional-Grade Financial Data in Excel & Google Sheets

FinSheet is a powerful tool that brings institutional-grade financial data directly into your Excel or Google Sheets. With FinSheet, you can access real-time and historical market data, fundamental data, analyst estimates, and more, all within a familiar spreadsheet environment. This eliminates the need for complex data integration and allows you to focus on your analysis and investment strategies.

How FinSheet Works:

• Install the FinSheet add-on for Excel or Google Sheets.
• Use simple functions to pull the desired data directly into your spreadsheet.
• Access real-time and historical data for global equities, forex, and cryptocurrencies.
• Combine market data with fundamental data, analyst estimates, and other financial information.

Key Features and Functionalities:

• Real-time and historical market data with 1-minute resolution.
• 30+ years of historical data for US markets.
• Global stock fundamentals, analyst estimates, and ETF holdings.
• Live and historical forex data from 10+ brokers.
• Cryptocurrency data from 15+ exchanges.
• Simple and intuitive functions for easy data retrieval.

Use Cases and Examples:

Use Cases:

• Conducting technical and fundamental analysis.
• Building investment models and backtesting strategies.
• Tracking portfolio performance and risk.
• Generating financial reports and visualizations.

Examples:

• An analyst uses FinSheet to pull historical stock prices and fundamental data for a company, then builds a discounted cash flow (DCF) model in Excel.
• A trader uses FinSheet to track real-time forex prices and execute trades based on technical indicators.

User Experience:

While FinSheet focuses on providing AI-powered financial modeling and analysis, its design and features suggest a user experience that prioritizes:

• Efficiency: Automates complex calculations and generates financial reports, saving analysts valuable time.
• Accuracy: Leverages AI to identify errors and inconsistencies, improving the reliability of financial models.
• Collaboration: Facilitates teamwork with shared workspaces and version control, enhancing collaboration among finance professionals.

Pricing and Plans:

FinSheet offers a free plan with limited data access. Paid plans provide increased data limits, real-time data, and premium features.

Competitors:

• Bloomberg Terminal
• Refinitiv Eikon
• Intrinio

Unique Selling Points:

• Directly integrates institutional-grade financial data into your spreadsheet.
• Simple and intuitive functions for easy data retrieval.
• Affordable pricing plans for individual investors and professionals.

Last Words: Empower your financial analysis with FinSheet. Visit the website today and experience the convenience of having institutional-grade data at your fingertips.