SheetsFinance | Stock Market Analysis vs ZipBooks

SheetsFinance is the most powerful stock market add-on for Google Sheets™️, connecting you to an enormous network of global market data, allowing you to build powerful investing dashboards on your own. We have over 80,000 stocks, ETFs, FOREX, cryptocurrencies, bonds, mutual funds, commodities and indices with real-time stock prices and over 30 years of historical price and fundamental financial data! ***Our new Brokerage Connections let you connect your live holdings data directly from unlimited brokerage accounts to consolidate all your investing activity *** *** Our new Stock Screener now lets you screen our enormous database of global financial assets by a series of filters directly from your spreadsheet *** *** Our new Financial Calendar function allows you to generate dividend, earnings, split and macroeconomic calendars across all our available 66+ global markets *** *** Our new News Feed function connects your spreadsheet to real-time news articles on global assets *** 📔Full Docs: www.sheetsfinance.com/docs [THEY EXPLAIN EVERYTHING!] 📔 Free Pre-Built Templates: www.sheetsfinance.com/docs/#/templates 🆘 Support: [email protected] ➤ Use our Function Generator to access our data with no programming skills or fancy formulas required. ➤ No personal or payment details are needed to trial, get started immediately after installation, free for 15 days with full, unlimited access. ➤ Unlimited data requests from only $8.95/month! ➤ Powerful batch function calls, access data on thousands of companies at once! ➤ Built-in Stock Screener for searching and filtering ALL our available symbols. ➤ Significantly extends the breadth and depth of data available from Google Finance ™️ ✔ 30 + years of all Historical Financials (Annual and Quarterly) Income statement Balance sheet Cash flow Key financial ratios ✔ Real-time price quotes for stocks, ETFs, Crypto, FOREX, Indices, Mutual Funds and more… Price Open Previous Close Day High Day Low Volume ✔ Key Company Information P/E EPS ttm Average volume Market Cap Year High Year Low 50 Day Moving Average 200 Day Moving Average ISIN Industry Sector Full time employees …and much more ✔ Daily and intra-day price data from any date for 30+ years Open High Low Close Adjusted Close Volume Unadjusted Volume Market Cap Change VWAP ✔ 100+ financial ratios for 30+ years Gross and Net Profit Margin Debt Ratio Per share statistics Price to Book/Sales/Earnings Dividend Payout Ratio ROE/ROA Current/Quick/Cash Ratio ...and much much more ✔ Price change data 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y and 10Y ✔ 30+ years of historical dividend data ✔ ETF Data ETF details - NAV, AUM, Expense ratio ETF holdings - by weight, absolute value and more.. ETF sector exposure breakdowns ✔ Options Generate entire chains or specific contracts Puts Calls Expiration dates lists ✔ Technical Analysis - Daily and Intra-day (down to 1-min) SMA, EMA, WMA, DEMA, TEMA, Williams %R, RSI, ADX and Std. Dev Generate from daily down to 1 min technical lines ✔ Analyst Stock Data 10 years of analyst rating data 5 years of analyst consensus data (rating totals) Buy, Sell, Hold, Strong Buy, Strong Sell 4 years of price targets data Filterable by date, type and analyst ✔ 100+ real-time Foreign Exchange (FOREX) ratios USD/GBP USD/EURO USD/AUD USD/HKD GBP/EUR GBP/USD ...and much more ✔ Historical Price Data (time series) generation - 30+ years of daily, intra-day and inter-day Intra-day down to 1min intervals ✔ Simple Sparklines lastXdays price performance lasXdays volume ✔ ISIN, CIK and CUSIP Number Mapper Simply map from ISIN, CIK and CUSIP numbers to stock ticker symbols. ✔ Insider trading transactions and statistics ✔ ESG Scores ✔ Huge, growing network of financial data CRYPTO FOREX Commodities NASDAQ LSE NYSE EURONEXT HKG NSE BSE MCX XETRA OSE SIX AMEX TSX ASX FSX Saudi Stock Exchange Shanghai Stock Exchange Shenzhen Stock Exchange Nasdaq Copenhagen … and much more ______________________________________________________________ EXAMPLES ➤ Real-time (to the second) price: =SF("AAPL") ➤ Real-time price of 2000 symbols at once: =SF(A1:A2000) ➤ Real-time (to the second) FOREX rate: =SF("USDGBP") ➤ Pre/Post Market Data: =SF("AAPL", "prePostMarket") ➤ Earnings data: =SF("AAPL", "earnings") ➤ Annual income statements from 2012 to 2022: =SF("AAPL", "historicalfinancialsIncome", "all", "2012-2022") ➤ Quarterly income statements from 2012 to 2022: =SF("AAPL", "historicalfinancialsIncomeQ", "all", "2012-2022") ➤ Q4 balance sheet from 2021: =SF("AAPL", "historicalfinancialsBalanceQ4", "all", "2021") ➤ Closing price on 25th April 2022: =SF("AAPL", "historical", "close", "2022-04-25") ➤ ROE from 2020: =SF("AAPL", "ratios", "roe", "2020") ➤ EPS Growth (year-on-year) in 2022: =SF("AAPL", "growth", "epsgrowth", "2022") ➤ Historical price data from 2015 to now: =SF_TIMESERIES("AAPL", "2015-01-01", TODAY()) ➤ Intraday data, 1-minute intervals, 30 years of history: =SF_TIMESERIES("AAPL", "2024-03-01", "2024-03-04", "1min") ➤ Options data: =SF_OPTIONS("AAPL", "calls", "all", "2025-01-20") ➤ Options data (direct contract symbols): =SF_OPTIONS("AAPL261218C00135000") ➤ Historical dividend data: =SF_DIVIDEND("AAPL") ➤ Institutional Holders (ordered by number of shares) =SF("AAPL","instHolders","all", "", "ob=shares") ➤ ETF Holdings: =SF("SPY","etfHoldings") ➤ ETF Detailed Info: =SF("SPY", "etfInfo") ➤ ETF Sector Breakdowns: =SF("SPY", "etfSectors") ➤ Analyst Price Targets: =SF("AAPL", "priceTargets") ➤ Price Change: =SF("AAPL", "change") ➤ Technical Analysis – Daily SMA 20 over the last 100 days: =SF_TECHNICAL("AAPL", "20sma&all", "daily", TODAY()-100, TODAY()) ➤ Technical Analysis – Intra-day (5-min) RSI 14 over the last 15 days: =SF_TECHNICAL("AAPL", "14rsi&all", "5min", TODAY()-15, TODAY()) ➤ All historical analyst stock ratings: =SF("AAPL", "ratings") ➤ Analyst re-rates in most recent year: =SF("AAPL", "analysts") ➤ Insider Trading Transactions: =SF("AAPL", "insiders") ➤ Insider Trading Statistics =SF("AAPL", "insiderStats") ➤ Historical Sector PE =SF("NASDAQ", "sectorPE") ➤ Historical Industry PE =SF("NSE", "industryPE") ➤ Revenue Segmentation by Product =SF("AAPL", "revSegProduct") ➤ Revenue Segmentation by Product =SF("AAPL", "revSegGeo") ➤ Dividend Calendar, 3-month period for the FSX =SF_CALENDAR(".DE", "dividends", "2024-03-01", "2024-06-01", "all") ➤ Earnings Calendar, 3-month period for the NSE =SF_CALENDAR(".NS", "dividends", "2024-03-01", "2024-06-01", "all") ➤ Latest News for AAPL =SF_NEWS("AAPL") ➤ Latest News for BTC =SF_NEWS("BTCUSD", "crypto") ______________________________________________________________ 📔ToS: https://www.sheetsfinance.com/policy/terms 📔Privacy: https://www.sheetsfinance.com/policy/privacy ______________________________________________________________ Below is a summary of releases, see the Change Log (https://www.sheetsfinance.com/docs/#/changeLog) in our online documentation for more details on all feature releases. RELEASE NOTES: 09/04/2026: NEW RELEASE Professional options OPRA data package, chains, IV analytics, vol surfaces, 20+ years of history, including expired contracts. SF_OPTIONS_PRO() and SF_BROKERAGE() added to the Function Generator. Other optimisations. 03/04/2026: Real-time update speeds for Charles Schwab brokerage connections. 16/03/2026: Reduce latency on real-time exchange quotes, fix symbol display for brokerage transactions for options symbols. Fix texchnicals bug for ADX. 19/02/2026: Fix for calYear to index quarterlies by calendar year. Improve intra-day time-series retrieval speeds. Fix exchange display for brokerage options positions. 09/02/2026: New dailyAdj time-series for dividend-adjusted OHLCV 01/02/2026: Fix filter counter bug for screener, added decimal option to price change data, TTM ratios batch now 500 for Pro accounts 18/01/2026: Excel add-in released 11/01/2026: New brokerages added, bug fixing for brokerage connections 14/11/2025: V4 RELEASE - new and improved financial statements, new IPO calendar, new sorting/filtering, lots of new data points added see Change Log for full breakdown. 15/07/2025: UPDATED new metrics added to companyInfo function. Batch processing improvements. 02/07/2025: UPDATED 98 new metrics added to Stock Screener, new stock screener UI in-app. Bug fixing for long-period sparklines. 20/06/2025: UPDATED ratios function, new ratios, ratios TTM batching for 10-50 symbols, yield and frequency added to dividends. 29/05/2025: Bug fixing, exchange filter added to symbol search in-app, metric ordering for options, metric chaining for brokerage. 30/04/2025: NEW Brokerage Connections, connect live brokerage data to Google Sheets. Batch EOD data fixed. 22/04/2025: Fixed ADX bug for technicals, bug fixing for stock screener. 14/03/2025: New revenue segmentation by product or geo-location for US stocks using revSegProduct and revSegGeo, available for both annual and quarterly statements. 12/02/2025: New batching of historical EOD data, metric chaining for historical function. 16/12/2024: Fixed RSI bug, new financial ratios added. 12/11/2024: Automatic handling of non-trading days for technicals, timezone bug fixes, options data optimisations. 08/10/2024: Template Library added to Google Sheets. Automatic handling of bi-annual reporting companies. 20/09/2024: New SF_NEWS() for real-time news feeds, new daily historical shares outstanding and float, new score function for Altman Z-Score and Piotroski Score, added divYield to companyInfo, caching improvements. 27/08/2024: New template library, new blog, batch increase to 5000, timezone bug fixes 03/07/2024: Improvements to TTM data, new search terms for SF_CALENDAR, bug fixing. 27/06/2024: New SF_CALENDAR function for dividend, split, earnings and macroeconomic calendars. New Insider Trading and Insider Trading Statistics functions. New historical Sector and Industry PE ratios for all markets. 06/06/2024: New account management system and website, multiple connections, improved Symbol Search, speed improvements to caching and data retrieval. 12/04/2024: Added ISIN Mapper 04/04/2024: New ESG and Owners Earnings functions, Analyst Ratings function updated, historical market cap output range increased to 5 years, New 'Clear Cache' tool, major speed and memory optimisation improvements. 20/03/2024: Technical Analysis extended to 20+ years for daily and inter-day data. Bug fixing. 06/03/2024: New "mid" metric for SF_OPTIONS(), updated ROIC calculation. 28/02/2024: Increased batch calls to 2000 symbols at once, new quarterly estimates data, new reversing year ordering for financials, ratios, growth and estimates, new metric chaining for historical financials, new inter-day time-series periods, new "sum" option for Historical TTM values, Pre/Post market data operates under batch. 16/02/2024: Refresh for options data, new asset additions, bug fixing. 06/12/2023: New Earnings function for EPS and Revenue estimate and actual, new ETF country weighting function. 08/11/2023: New SF_TECHNICAL inter-day periods. Ordering and limiting for SF_OPTIONS. 26/10/2023: New Pre and Post Market Data, Intra-day time-series now 20+ years of historical data, batch calls increased to 500. 02/10/2023: All new company growth quarterly data, multi-year company growth data dumps, and company growth data metric chaining. 20/09/2023: Horizontal batch outputs, added new financial ratios, multi-year outputs left-padded for pre-IPO years to ensure statements align. 13/09/2023: All new quarterly ratio data, multi-year ratios, and ratio metric chaining. 4/08/2023: Ordering of chained metrics dictates order of output. 2/08/2023: New chaining of metrics for "realTime" and "companyInfo" functions, chaining of metrics for batch functions, fixed timezone bug. 16/07/2023: New Stock Screener sidebar and SF_SCREEN() function, bug fixing, now over 60,000 financial assets available, new order by feature for organising data. 12/07/2023: Added institutional holders, added new crypto, added refresh errors feature 27/06/2023: Increased batch data pulls to 300 simultaneous items. Added "max" as option to "change" data type. Caching optimisations. 9/06/2023: Added detailed ETF Info function and ETF Sectors function. Added Company Earnings Announcements. 24/05/2023: New in-built Function Generator and Code Guide. New data for companyInfo and for historical balance sheet. 10/05/2023: Added ETF Holdings, fixed analysts data, better date formatting 06/04/2023: Direct SEC links, speed increases 26/02/2023: Direct options contract searching, ttm cash flow statements, multi-year quarterly statement dump, new stocks 12/03/23: Updated function generator. 10/02/23: Speed improvements, increased rate limits and data delivery optimisation. 08/01/23: New stocks, ASX now available in batch requests 29/11/2022: Added CIK/CUSIP mapper, added technical analysis function, added price change function, added historical market cap. Bug fixing. Hundreds of new stocks. Optimisation of user authentication system. 01/08/2022: Added "priceTargets" data type for analyst price target information. Enabled batch functionality for "companyInfo" data type. Large addition of stocks, privacy improvements and bug fixing. 16/06/2022: Added "estimates" data type for analyst earnings forecasts, bug fix and optimisation for refresh all and refresh real-time. 9/06/2022: Bug fix for ttm data, addition of new stocks and crypto (over 50k now available!), improvements to function generator. 17/03/2022: Options chains, historical dividend data, company peers, improved formatting options for data, addition of new stocks, inclusion of adjusted close and unadjusted volume to time-series. 03/02/2022: Major server upgrades, improved loading times, optimised Google request usage. 28/01/2022: New crypto and stocks, ttm available for all historical financials, isin numbers, bug fixing. 9/11/21: New alt coins added, new historical TTM functionality, performance improvements and bug fixing. 23/09/21: Added TTM data for all companies, bug fix for ASX sparklines, bug fix for crypto info. 13/09/21: Range of years for annual reports to get multi-year output, ASX in code guide, SGX added to real-time. 30/08/21: 30+ years of quarterly reports added 28/08/21: 1000+ new cryptocurrencies added! Both real-time and historical data. 23/08/21: ASX stocks added, both real-time and historical data 14/08/21: New time series metric selection and formatting options 04/08/21: Added historical price datatype (daily stock and crypto data from any date in last 30+ years), added single cell output for ratings totals 05/07/21: Added analyst stock ratings detailed data (per broker) 04/07/21: Added analyst stock ratings(consensus data) 01/07/21: Added all market indices (INDEX) to searchable information 16/06/21: Additional company info data, new company growth data, refresh real-time button to force reload real time information 13/06/21: Volume sparklines 12/06/21: Default return for SF([code]), Code Guide click enter to active cell, improved error handling 10/06/21: Core function name change SF(), security improvements 09/06/21: Added FOREX, foreign exchange now available in real time 06/06/21: "all" option for Historical Financials, time series formatting ______________________________________________________________ DISCLAIMER SheetsFinance (This add-on) and its authors are not responsible for any trading loss incurred by following the data returned. Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice.

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