Using The Legacy Finbox Excel Add-on
Our Excel Add-in enables easy access to your favorite data points from finbox.com like fair value targets, public company stock quotes, historical financials, valuation, and fundamental ratios, forecasts, and more.
Using a simple function
= FNBX( ) you can incorporate our data into your spreadsheets on Excel for Windows or Mac.
This article is intended for those using older versions of Excel or that do not have an active Office 365 subscription. If you are using the latest version of Office 365 for Windows, Mac, or online, you should check out the guide for our latest add-in version. The new version is much faster and has many new features that are not supported in this legacy add-in.
In this article
Download the free Finbox Excel Add-in.
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.
Follow the prompts to enable macros and complete installation.
Restart Excel and navigate to the ' finbox.com' ribbon tab.
Select the 'Login' button and enter your finbox.com credentials.
That's it! You're now ready to start building some fresh models. Download the Demo Workbook for an example of using formulas in action.
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.
Finbox supports thousands of companies list on exchanges all over the world. If you need data for a company we don't currently support, send us a note at firstname.lastname@example.org and we'll do our best to accommodate you.
Finbox aggregates and computes hundreds of metrics for each of the companies we support. Timeseries metrics like the stock price may contain over 10 years of historical data.
You can search for the metric_slug associated with a metric in one of two ways:
1) using the Data Explorer, or
2) using the metrics listing spreadsheet
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, 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.
A metric like stock price ( asset_price_close_adj) has data available with a daily frequency. To retrieve the last 30 days of close prices for a company, you can request data from periods D-30 to D. You can also simply provide a date ("2020-03-31") or reference a date that is in another cell as the third parameter. Note, providing a period is optional as the function will default to the latest period.
You can search for the period types supported for a metric in one of two ways:
1) using the Data Explorer, or
2) using the period types listed in Column F in the metrics listing spreadsheet
The following table summarizes supported period formats:
- Get the latest stock price for Microsoft, ticker MSFT
- Get the adjusted closing stock price for Bank of America (BAC) on September 15, 2008 (2008-09-15)
- Get the total revenue for Facebook (FB), for the latest fiscal year (FY)
- Get the total revenue for Facebook (FB), for the fiscal year before last (FY-1)
- Get the total revenue for Facebook (FB), for the fiscal quarter before last (FQ-1)
- Get the revenue forecast for Facebook (FB), two fiscal years into the future (FY+2)
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.