Using The 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.

In this article

Installation

  1. Download the free Finbox 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.com' ribbon tab.

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

  6. 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.

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

Ticker

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 support@finbox.com and we'll do our best to accommodate you.

Metric Slug

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

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, 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:

add-on--periods

Examples

  • Get the latest stock price for Microsoft, ticker MSFT
= FNBX( "MSFT" , "asset_price_latest" )
  • Get the adjusted closing stock price for Bank of America (BAC) on September 15, 2008 (2008-09-15)
= FNBX( "BAC" , "asset_price_close_adj" , "2008-09-15" )
  • Get the total revenue for Facebook (FB), for the latest fiscal year (FY)
= FNBX( "FB" , "total_rev" , "FY" )
  • Get the total revenue for Facebook (FB), for the fiscal year before last (FY-1)
= FNBX( "FB" , "total_rev" , "FY-1" )
  • Get the total revenue for Facebook (FB), for the fiscal quarter before last (FQ-1)
= FNBX( "FB" , "total_rev" , "FQ-1" )
  • Get the revenue forecast for Facebook (FB), two fiscal years into the future (FY+2)
= FNBX( "FB" , "revenue_proj" , "FY+2" )

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 for an example.

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

Sources / Further Reading:

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