SheetsFinance Reviews & Product Details

SheetsFinance is a financial data add-on for Google Sheets and Microsoft Excel that gives analysts, finance teams and investment professionals live and historical market data directly in spreadsheet cells. A formula like =SF("AAPL", "income", "all", "2015-2024") returns a decade of financial statements, and the same functions work in both Google Sheets and Excel, so teams can share models across platforms. Coverage includes real-time quotes, 30+ years of financial statements and ratios, dividends, analyst estimates, ETF holdings, technicals, calendars and news for 87,000+ stocks, ETFs, funds, indices, forex pairs and cryptocurrencies across 60+ exchanges. Add-ons provide US options chains with Greeks, implied volatility and 20+ years of history, and read-only brokerage sync from 30+ brokers. Because the data lives in formulas, valuation models, watchlists, screeners and portfolio reports recalculate on their own: no copying, pasting or exporting. Teams get consistent, auditable data inside shared workbooks, with business and enterprise licensing available. A library of free templates (DCF, WACC, dividend and portfolio models) and an MCP server for Claude, ChatGPT and other AI assistants help teams build live finance spreadsheets faster.