Change Log

• NEW Financial Statement Updates calendar (financials) in SF_CALENDAR() for Google Sheets and Excel, showing when statements were added to the universe with Symbol, Period, Calendar Year, Period End Date, and Statement Available At.

• Bug fixes for nullish values in Excel.

SF_SCREEN now supports currency-aware screening in Google Sheets and Excel, and we added daily usage tracking to the website and both add-ins.

• NEW screenCurrency=<code> option for SF_SCREEN(). It defaults to USD and controls monetary filter thresholds, monetary ordering, returned monetary values and the currency labels in the output headers. Currency codes are case-insensitive and minor units such as GBp/GBX are normalized correctly.

• NEW Currency selector in both the Google Sheets and Excel Screener generators. It defaults to USD and omits screenCurrency when USD is selected; choosing another currency adds screenCurrency=<code> to the options argument.

• NEW daily SF usage tracking on the website and in both Google Sheets and Excel, showing real-time tier usage per product.

Intraday time-series now supports pre-market and post-market data.

• NEW "extended" option for intra-day time-series (SF_TIMESERIES()) to include pre-market and post-market data. Available for the intra-day intervals "1min", "5min", "15min", "30min", "1hour" and "4hour", and combinable with the other options, e.g. "extended&NH&-".

Time-series can now return historical stock split records.

• NEW "splits" period for SF_TIMESERIES() to return historical stock split records. Metrics include "date", "numerator", "denominator", "splitRatio" and "splitType".

New brokerage connections and holiday-aware end-of-day data.

• 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.

A new documentation site and AI assistant are now live.

• 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

• Bug fixing for date values in desktop Excel releases.

• Persistent sign-in fixes for Excel.

• 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.

• 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.

• 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.

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

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

• 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".