Professional financial data, built for Microsoft Excel
Bring real-time market data, three decades of fundamentals, brokerage sync and professional options analytics into the workbooks you already use.
226+ reviews · 61k+ downloads

See it in action
Financial data, native to Microsoft Excel
Explore live quotes, financials, dividends, brokerage holdings and options data. Choose an example to see the formula and its spilled result.
Price quotes for 87,000+ assets, right inside Microsoft Excel.
Products
One add-on. Three ways to power your spreadsheet.
Market data, brokerage sync and options analytics — each available on its own plan, all through simple spreadsheet functions.
Market Data
Real-time prices and 30+ years of fundamentals for 87,000+ global assets.
=SF("AAPL", "income", "revenue", "ttm")- 60+ global exchanges
- Real-time quotes
- 30+ years of daily, intra-day and technicals
- Statements, dividends & estimates
- News, calendars & screeners
- Cryptocurrency, FX, ETFs, indices & more
Brokerage
Sync holdings, balances, orders and transactions from your broker — no manual entry.
=SF_BROKERAGE("my_account", "holdings")- Unlimited accounts, read-only & secure
- Live holdings, balances & P/L
- Full transaction history
- 30+ brokers supported — Fidelity, Schwab, Robinhood, Interactive Brokers, and more
Options New
Full OPRA chains with Greeks, IV analytics and 20+ years of options history.
=SF_OPTIONS_PRO("AAPL", "calls&puts")- Chains with complete Greeks
- 20+ years of historical chains & expired contracts
- IV rank, surfaces & term structure
- Earnings analytics & backtesting
- Contract and IV time-series generation
Your sheet, your desk
Build your own terminal. In cells you control.
Five formulas build this desk — and it's your sheet, not ours. Rearrange it, chain metrics, wire it to your own inputs. We deliver the data, you build the desk.
One batch =SF() call pulls live price and change for the whole list.
In-built Tools
Never write a formula
The Function Generator builds every SheetsFinance function for you. Pick the data you want, watch the formula assemble itself, and insert it straight into Microsoft Excel — no syntax to learn.
Also in the task pane
- Stock Screener —
- Filter 87,000+ assets using hundreds of metrics.
- Symbol Search —
- Search our entire database of instruments by name or ticker.
- Brokerage —
- Manage your connected brokerage accounts and access your holdings.
- Excel-native output —
- Insert formulas into the selected cell, then use the spilled results in native charts, tables and models.
Your Analysis
Build your own investing dashboard
Forget trawling through financial websites to find exactly what you need — design your own analysis with SheetsFinance directly in Microsoft Excel.
- Fundamental Analysis
- Use our historical stock data to track company growth rates and key perfomance ratios, developing your own fundamental analysis.
- Dynamic, real-time watchlists
- Use our real-time data and sparkline generators to build detailed, global watchlists.
- Complex valuation models
- Pull in the data you need to build your own DCF, comparables or any other valuation model you can think of.
What's included
Everything you need for research in Excel
From live quotes and three decades of fundamentals to brokerage sync and options analytics — all through native spreadsheet functions.
- 30+ yrs
- of history
- 1-min
- intraday bars
- 1,000s
- of metrics
Global reach
Global financial coverage, native to Microsoft Excel
Work with 87,000+ stocks, ETFs, funds, currencies, cryptocurrencies and exchange-listed assets through one consistent Excel interface.
Europe
20 marketsAsia-Pacific
12 marketsMiddle East & Africa
5 marketsBeyond equities
Global indices
S&P 500, FTSE, Nikkei...
Exchange-traded bonds
Corporate & government
6,000+ cryptocurrencies
Spot prices & history
All major FOREX pairs
Live cross rates
Commodities
Metals, energy & ags
ETFs & mutual funds
Holdings & exposure
Looking for a specific exchange? See the full list of available markets in our docs →
Workflow blueprints
Turn proven spreadsheet models into your own Excel workflow
Explore our free community templates for portfolio tracking, valuation, dividends and more. The shared templates currently open in Google Sheets, but their layouts, formulas and analysis ideas make practical blueprints for Excel.
- Explore
- Browse complete investing workflows created by the SheetsFinance community.
- Rebuild
- Use a template as a blueprint and recreate the analysis you need in your Excel workbook.
- Customise
- Combine SheetsFinance data with native Excel tables, charts and models.

Testimonials
What our community is saying
“Sheets Finance is an incredibly powerful tool. It pulls data seamlessly from SEC filings, ensuring the data is robust and reliable. The institutional-grade mnemonics make navigating and accessing key data points effortless. What really stands out is its high utility — it saves a ton of time, covers a wide range of stocks, and offers great flexibility with customizable options. For anyone serious about financial analysis, this tool is a game changer. Highly recommend”
“Very, very helpful tool. I'm impressed by the consistancy in shape, size, and accuracy of returned data from spreadsheet-driven queries. The creators are also very responsive and helpful if there are any issues.”
“SheetsFinance is probably the best Excel add-in one can find for markets data. Democratizes access to pro tools with excellent coverage breadth that continues to grow. Customer support is helpful and responsive. Solid documentation too. Lastly, the pace of product improvement in terms of features or new data coverage is excellent. This vastly improves the value one gets out of the subscription. Can't recommend this enough.”
“Great! Simple and effective. Going to use this in all of my investing and trading spreadsheets.”
“Gives you all the finance items that google finance doesn't have. At this price, its a steal! If you do any stock analysis using google sheets, Just get it.”
“This is by far the most impressive tool I've used to do stock analysis as a retail investor. I've spend 100s of hours using dozens of online tools. They all have some sort of benefit, but I've always come back to the idea that it would be much better if I could just access the raw data and then chop it up however I need to to uncover insights about the companies. I finally found a means to do that, and imo it is done in the smartest way possible. Genuinely this is a massive value and an incredibly powerful implementation of what I've been hoping for for so long. Incredible work! Thank you.”
“Outstanding”
Book a 20-minute live demo and we'll build a working watchlist or analysis workbook with you.
Pricing
Plans for every level of analysis
Simple plans for market data, brokerage sync and options - pick what you need, skip what you don't.
- 15-day free trial on every plan
- No payment details required
- Works in Google Sheets & Excel
- Individual & business licenses
- Market data · Brokerage · Options
Each product is its own plan - mix and match. Compare all plans
FAQs
Frequently asked questions



