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Finsheet

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Finsheet.io offers Excel and Google Sheets add-ons that provide users with easy access to 30+ years of market data, stock fundamentals, and more. The platform also provides institutional-grade data for global equities, forex, and cryptos, catering to hedge funds, investment banks, and financial institutions. With a focus on simplicity, Finsheet ensures a seamless user experience with no learning curve and simple functions for accessing necessary data. Additionally, users can stream live market data for various asset classes directly to Excel, and access global fundamentals and ETF holdings data for over 61,000 companies.

Paid Plan:

Finsheet [Free] 0/month
Finsheet [Basic] $20
Finsheet [Plus] $45
Finsheet [Pro] $90

Free trial: 3 days

Features:

Finsheet provides add-ons for both Excel and Google Sheets, allowing users to access 30+ years of market data, stock fundamentals, and more directly within these spreadsheet applications.

Finsheet offers access to high-quality global equities, forex, and cryptos data, which is also used by hedge funds, investment banks, and other financial institutions.

The Excel and Google Sheets add-ons are designed to be extremely easy to use, requiring no coding skills. If users are familiar with Excel or Google Sheets, they can easily use the add-on.

For each asset class (stock, forex, crypto), Finsheet provides a maximum of three functions to access all necessary data, with function names being the same between Excel and Google Sheets.

Finsheet's add-on allows users to stream live price data for US stocks, ETFs, mutual funds, cryptos, and forex directly to Excel, with the option to pause and resume streaming as needed.

Users can gain access to 30+ years of financial statements, analysts' estimates, EPS/Sales surprises, precomputed financial ratios for 61,000+ global companies, and comprehensive historical ETF holdings data updated daily.

Finsheet

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Last updated at Jan 29, 2026

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Pros

  1. Unmatched data coverage: Finsheet offers unparalleled access to over 30 years of financial statements, analysts' estimates, and precomputed financial ratios for 61,000+ global companies, which is not commonly found in similar platforms that often have more limited historical data coverage.
  2. No learning curve: The platform's ease of use with Excel and Google Sheets add-ons requiring no coding is a significant advantage. This user-friendly approach contrasts with other platforms that may require a steep learning curve or some level of programming knowledge.
  3. Real-time market data streaming: Finsheet allows users to stream live price data for various asset classes directly into Excel, a feature that sets it apart from competitors who may not offer real-time data streaming or limit it to their proprietary platforms.

Cons

  1. Credit card requirement for trial: The necessity to provide a credit card for the trial period could deter potential users who are cautious about sharing financial information, especially when some competitors offer no-credit-card-required trials.
  2. No refunds policy: The strict no refunds policy might be a drawback for users who are used to platforms with more flexible refund policies, potentially affecting user satisfaction and trust.
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Use case 1: Real-time Trading Strategy Development

  • Streaming Live Market Data
  • A day trader, Carlos, relies on finsheet.io's real-time market data streaming service to develop his trading strategies. By integrating live price data for cryptos and forex into his Excel spreadsheet, he can analyze market trends and volatility in real time. This immediate access to data allows him to identify potential entry and exit points for his trades.
  • Applying Technical Analysis
  • Using the Excel add-on, Carlos applies technical analysis techniques to the streamed data. He calculates moving averages, RSI, and other technical indicators directly within his spreadsheet. This analysis helps him to predict future price movements and make informed trading decisions based on current market conditions.
  • Adjusting Strategies on the Fly
  • As the market evolves throughout the trading day, Carlos uses the flexibility of finsheet.io's data streaming to pause and resume data flow as needed. This allows him to adjust his trading strategies in response to new information or unexpected market movements. The ability to quickly adapt his approach based on live data helps Carlos to optimize his trading performance and manage risk effectively.

Use case 2: Corporate Financial Benchmarking

  • Gathering Competitor Data
  • A financial analyst, Bella, working for a large corporation, is tasked with benchmarking her company's financial performance against its competitors. She uses finsheet.io's Google Sheets add-on to import financial data of competitors from the platform's global market data coverage. This allows her to access institutional-grade accuracy data, including financial statements and EPS/Sales surprises, for a comprehensive comparison.
  • Analyzing Financial Metrics
  • With the data imported into Google Sheets, Bella performs a detailed analysis of key financial metrics such as revenue growth, profit margins, and return on equity. She leverages the platform's precomputed financial ratios and analyst estimates to evaluate the financial health and performance trends of her company versus its competitors. This analysis helps identify areas where her company excels or lags behind.
  • Presenting Findings to Management
  • After completing her analysis, Bella compiles her findings into a report, highlighting the comparative strengths and weaknesses of her company. She presents this report to the management team, providing them with actionable insights and recommendations for strategic decisions. The ability to customize and present data in a clear, concise manner aids in effective communication and decision-making.

Use case 3: Investment Portfolio Analysis

  • Identifying Investment Opportunities
  • An individual investor, Alex, uses the Excel add-on provided by finsheet.io to import financial data of various companies into his spreadsheet. By leveraging the comprehensive financial data access feature, Alex can analyze over 30 years of financial statements, analyst estimates, and precomputed financial ratios for more than 61,000 global companies. This extensive dataset allows him to identify undervalued stocks with strong fundamentals for potential investment.
  • Comparing Financial Health
  • After shortlisting potential stocks, Alex utilizes the same add-on to compare the financial health of these companies side by side. He focuses on key financial ratios, historical performance, and analyst estimates to gauge the companies' profitability, liquidity, and growth prospects. This comparative analysis helps him narrow down his choices to the stocks that best fit his investment strategy and risk tolerance.
  • Monitoring Portfolio Performance
  • Once Alex has made his investments, he uses the real-time market data streaming service to monitor the performance of his portfolio directly in his Excel spreadsheet. The ability to stream live price data for US stocks, ETFs, and mutual funds enables him to make timely decisions based on current market conditions. He can pause and resume streaming as needed, ensuring he has the most up-to-date information at his fingertips.

FAQs

Frequently Asked Questions

Finsheet users gain access to over 30 years of financial statements, analyst estimates, EPS/Sales surprises, and precomputed financial ratios for more than 61,000 global companies, along with historical ETF holdings data.

The platform allows users to stream live price data for US stocks, ETFs, mutual funds, cryptos, and forex directly to Excel, with the option to pause and resume streaming as needed.

Finsheet offers unparalleled access to global equities, forex, cryptos, and more, with data sourced from reputable providers like Finnhub, ensuring institutional-grade accuracy.

Finsheet provides add-ons for both Excel (Mac + Windows) and Google Sheets, enabling users to access and analyze financial market data directly within these platforms without any coding required.

Finsheet offers corporate clients the ability to sign commercial agreements and customize billing based on their needs, providing tailored solutions for businesses.

Finsheet allows users to modify or cancel their subscriptions at any time through the Account page, offering flexibility for both retail and corporate clients.

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