Using the Excel Add-in

Using the Excel Add-in

Our Excel Add-in enables easy access to your favorite data points from finbox.io like fair value targets, public company stock quotes, historical financials, valuation and fundamental ratios and more.

Using a simple function = FNBX( ) you can incorporate our data into your spreadsheets.

Topics covered in this guide:

Installation
  1. Download the free finbox.io Excel Add-in.

  2. Open the downloaded add-on workbook (named finboxio.install.xlam).

    For Windows Users: A recent Microsoft security patch prevents downloaded add-in modules from running in untrusted locations. To work around this, navigate to the downloaded file, right-click it and open the file properties window. Check the 'Unblock' checkbox and click 'Apply' before opening the installer.

    Unblock Add-in

  3. Follow the prompts to enable macros and complete installation.

  4. Restart excel and navigate to the 'finbox.io' ribbon tab.

  5. Select the 'Login' button and enter your finbox.io credentials.

  6. That's it! You're now ready to start building some fresh models.

Using the = FNBX( ) function

Once you've installed and enabled the add-on, you can construct a formula by typing = FNBX( ) into any cell. The formula accepts inputs in the order described below.

= FNBX( "ticker" , "metric_slug" , "period" )
Note: Providing a period is optional and will default to latest supported time period.


Ticker

finbox.io supports thousands of companies across all major US exchanges. If you need data for a company we don't currently support, send us a note at support@finbox.io and we'll do our best to accommodate you.

[ Browse Supported Tickers ]

Metric Slug

finbox.io aggregates and computes hundreds of metrics for each of the companies we support. Timeseries metrics like stock price may contain up to 10 years of historical data.

You can search for the metric_slug associated with a metric using our [Data Explorer][data-explorer]

Period

To make it easy for our own team to work with this data, we developed a unique key-value query language we call FinQL. To standardize access to timeseries data that may have different reporting intervals, some metrics include a list of supported "periods". Periods allow you to select the reporting interval and calendar range of data you'd like to retrieve.

For example, total_revenue is reported on a quarterly and annual basis, as determined by a company's fiscal calendar. The last 10 years of annual revenue figures is represented by the periods FY-9 to FY. Similarly, the last 8 quarters of reported quarterly revenue is represented by periods FQ-7 to FQ. The stock_price metric, on the other hand, is reported with daily frequency. So to retrieve the last 30 days of closing prices for a company, you would request data from periods D-30 to D. Providing a period is optional and will default to latest period.

You can use our [Data Explorer] [data-explorer] to search for the metric_slug associated with a metric.

The following table summarizes supported period formats:

finql periods

Examples
  • Get the latest stock price for Microsoft, ticker MSFT
= FNBX( "MSFT" , "stock_price_latest" )
  • Get the stock price for Bank of America (BAC) on September 15, 2008 (9/15/2008)
= FNBX( "BAC" , "stock_price" , "Y2008.M9.D15" )
  • Get the total revenue for Facebook (FB), for the latest fiscal year
= FNBX( "FB" , "total_revenue" , "fy" )
  • Get the total revenue for Facebook (FB), for the fiscal year before last
= FNBX( "FB" , "total_revenue" , "fy-1" )


Pro Tips

Use relative cell references

Instead of typing the ticker and metric_slug inside the formula, put these formula inputs in a separate cell. This will make it easier to debug your formulas.

Using this approach in combination with relative cell references can save you a lot of time. Check the Watchlist section in the FNBX [Demo Spreadsheet] spreadsheet for an example.

A2 := AAPL
B2 := company_name
= FNBX( $A3 , B$2 )
Great
= FNBX( "AAPL" , "company_name" )
Not As Great


Sources / Further Reading:

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