How Do I Set The Currency When Using The Spreadsheet Add-on?

For the add-on, we return the data as reported by default. This makes it easier to trace back to original filings and keeps calculations like year-over-year (YoY) growth clean of foreign exchange rate changes.

There are a couple of options available to handle currency conversion, depending on the behavior you want.

Option 1. Let Us Handle It

If you want the data always to be returned in the trading currency or reporting currency, you can modify the formula accordingly. The adjustment for "total_rev" to be returned in the trading currency would be as follows:

= FNBX( "NYSE:V" , "total_rev[currency='trading']" , "FY-1" )

If you want to specify a particular currency like the Euro (EUR), you can do that as well:

= FNBX( "NYSE:V" , "total_rev[currency='EUR']" , "FY-1" )

When you specify the currency for historical financial statement data like revenue ("total_rev") or cash ("cash"), we handle the currency conversion based on the exchange rate on the applicable period end date. This is consistent with the methodology we've seen used by large filers like BABA that present financials in two different currencies.

Option 2. Handle It Yourself

If you want to handle the currency conversions yourself, we provide keys to fetch the currency in which the data is returned.

Financial statement data is returned in the "reporting_currency" by default. You can retrieve the reporting currency code using the reporting_currency metric slug. Examples of metrics that return values in the reporting currency include revenue ("total_rev") and EPS forecast ("eps_proj").

Market or trading data like stock price ( "asset_price_close_adj") and market capitalization ("marketcap") are returned in the "trading_currency" for the particular stock by default. You can retrieve the trading currency code using the trading_currency metric slug.

You can then use the "fx_rate" metric slug to fetch the exchange rate. The function accepts a date reference or date string as the third parameter if you want the exchange rate as of a certain date.

= FNBX( "USD/EUR" , "fx_rate" , "2019-05-12" )
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