Using The Finbox Excel 365 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.

IMPORTANT

This article is intended for users with an active Microsoft 365 subscription who are using the latest version of Excel for Mac, Windows or Online. If you are using an older or retail-licensed (one-time purchase) version of Excel, you will need to use our legacy add-in. At this time, we do not offer any version of the add-in that is compatible with Excel for iOS.

In this article

Installation

  1. Open a workbook in Excel and navigate to the 'Insert' tab. Click the 'Get Add-Ins' button.

  2. In the Add-Ins dialog, navigate to the 'STORE' section and enter 'Finbox' in the search bar.

  3. Click the 'Add' button in the Finbox result section, and then click Continue once you have read the terms and privacy policy.

  4. Once the add-in installs, navigate back to the 'Home' tab in Excel and you should see a Finbox button in the ribbon. Click this button to open the Finbox Task Pane, shown below.

  5. Click the 'Sign In' link in the task pane and log in with your Finbox account credentials.

  6. Start working! You're now all set to integrate accurate, updated financial data from Finbox directly into your spreadsheets.

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 three ways:

1) using the Data Explorer, or

2) using the metrics listing spreadsheet

3) using the Finbox Add-in task pane

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 three ways:

1) using the Data Explorer, or

2) using the period types listed in Column F in the metrics listing spreadsheet

3) using the Finbox Add-in task pane

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" )

Other Features

Refresh Data

The Finbox Add-in maintains a cache of data for up to 1 hour to minimize unnecessary requests. To clear the cache and refresh all data in your workbook, simply use the 'Refresh Cache' control in the Finbox task pane, next to the quota display. If multiple cells are selected when this control is activated, it will only refresh the data in the selected cells. Otherwise, it will refresh the entire workbook.

Search

Not sure what ticker or metric to use for the data you want? The Finbox task pane has built-in search bars for tickers and metrics. Search and select the company/metric you want and an example formula will be displayed that you can copy/paste into your spreadsheet.

Troubleshooting (FAQ)

Why does the task pane say I am using an unsupported version?

If the task pane fails to load or shows an "Unsupported Version" error message, this means that the add-in is not compatible with your installation of Excel. This may be the case if you are not using the latest version of Excel, or if you do have an active Microsoft 365 subscription license. If you have a volume/retail license, or are using an earlier version of Excel, you should take a look at this guide to install the legacy version of our add-in. 

Why does my spreadsheet crash or take forever to load?

For most common use-cases, the add-in should feel relatively performant. However, larger workbooks that include a large number of FNBX calls will take longer to load because they need to download more data. To make it easier to work with such files, we have added a progress indicator to the quota section of the task pane so you can monitor what percentage of your workbook has finished loading.

In extreme cases, we have found that workbooks using more than 100,000 FNBX formulas may consume too much memory and cause issues with Excel like freezing or crashes. If you are experiencing such problems, it is recommended that you try to break-up your workbook into multiple smaller files. You should find that individually they load much faster. If this is not an option, you may see some improvement by setting the Excel calculation mode to 'Manual', and manually refreshing data in smaller cell selections when an update is desired.

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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