What is Finsheet

Access global equities data with Finsheet's real-time stock prices, historical fundamentals, and technical analysis tools. Integrates seamlessly with Excel and Google Sheets for financial modeling.

Finsheet screenshot

Overview of Finsheet

  • Financial Data Integration Platform: Finsheet bridges spreadsheet tools like Excel/Google Sheets with institutional-grade financial data feeds used by hedge funds and investment banks.
  • Multi-Asset Coverage: Provides 30+ years of historical pricing (1-minute resolution), fundamentals data, and real-time streams for equities (50k+ global stocks), ETFs (100+ periods of holdings), forex (23 exchanges), crypto (15+ exchanges), and mutual funds.
  • No-Code Accessibility: Delivers complex financial analysis capabilities through simple spreadsheet functions without requiring programming expertise.

Use Cases for Finsheet

  • Financial Modeling: Build discounted cash flow analyses using 30-year financial statements directly in spreadsheets with auto-updating EPS estimates.
  • Portfolio Monitoring: Track real-time positions across asset classes via streaming price cells with customizable refresh intervals.
  • Algorithmic Trading Backtesting: Leverage minute-level historical crypto/forex data spanning decades to validate quantitative strategies.
  • Academic Research: Access structured fundamental datasets (10-K filings normalized) for large-scale corporate finance studies.

Key Features of Finsheet

  • Cross-Platform Compatibility: Native add-ons for Excel (Mac/Windows) and Google Sheets with synchronized syntax (e.g., =FS_Streaming("GOOGL") for live prices).
  • Tiered Data Subscriptions: Plans range from $20/month Basic (US equities) to $45/month Pro tier with global coverage across asset classes including bonds/futures/alternative data.
  • Technical Analysis Suite: Pattern recognition algorithms (head-and-shoulders/cup-and-handle), 300+ prebuilt indicators (SMA/RSI), and aggregate market sentiment metrics.
  • Enterprise-Grade Sources: Aggregates normalized data from 60+ exchanges via Finnhub infrastructure used by institutional investors.

Final Recommendation for Finsheet

  • Essential for Financial Analysts: Combines Bloomberg Terminal-level data depth with spreadsheet flexibility at fractional cost.
  • Optimal for Cross-Functional Teams: Enables collaborative modeling through shared Google Sheets templates with live market feeds.
  • Recommended for Multi-Asset Traders: Unparalleled breadth in covering equities/crypto/forex through single platform integration.

Frequently Asked Questions about Finsheet

What is Finsheet and who is it for?
Finsheet is a financial spreadsheet and analytics platform designed to help finance teams, analysts, and businesses model, visualize, and report financial data in a spreadsheet-like interface with connected data feeds and automation.
How do I get my data into Finsheet?
You can usually import data via common formats like CSV or Excel, paste or manual entry, and through connectors or APIs for automated feeds; check the integrations or import documentation for available methods and requirements.
Can I connect live market or accounting data to Finsheet?
Many similar platforms support live market data and accounting feeds through third‑party data providers or API integrations; availability and supported providers depend on the integrations offered and your plan level.
Does Finsheet integrate with Excel or Google Sheets?
Integration options commonly include direct import/export, sync add‑ins, or connectors for Excel and Google Sheets to enable data exchange and bi‑directional updates where supported—refer to the integrations page for specifics.
Is my financial data secure on Finsheet?
Security practices typically include encryption in transit and at rest, role‑based access controls, and audit logs; review Finsheet’s security and privacy documentation or policies for precise details and compliance statements.
Is there an API or automation options available?
Most financial spreadsheet platforms provide REST APIs, webhooks, or scripting automation to pull/push data and run workflows; check the developer documentation to see available endpoints and usage limits.
What pricing plans and trials are available?
Pricing structures usually include tiered plans based on feature set and usage, and many providers offer a free trial or free tier to evaluate the product—visit the Finsheet pricing page for current plans and trial options.
Can multiple users collaborate on the same file?
Collaboration features typically include real‑time editing, user permissions, commenting, and version history to manage changes among team members; consult the collaboration docs for exact capabilities.
How do I export reports and analysis from Finsheet?
You can generally export data and reports to common formats such as CSV, Excel, or PDF and schedule or automate report delivery where supported; check the export and reporting documentation for available formats and scheduling options.
Where can I find help or onboarding resources?
Look for a help center, knowledge base, tutorials, API docs, and contact options like email or chat support; many platforms also offer guided onboarding, demos, or customer success resources for new users.

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