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Technical Analysis Toolkit

• Introduction
• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
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Federal Reserve Economic Data
(FRED)

• Overview
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Yahoo Finance

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• • All Formulas
  • Stocks
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IG Index / IG Markets

• Account Setup
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• Historical Price Data Download To Excel
• Historical Price Data Download To File
• Historical Client Sentiment Data Download
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EODHistoricalData.com

• Overview & Setup
• Historical Price Data
• Stocks Fundamental Data
• Stocks Financial Analysis

Nasdaq Data Link

• Overview & Setup
• Formula Reference

Excel Formula Reference: EODHistoricalData.com Stocks Fundamental Data

Excel Price Feed provides fundamental data for a large range of stocks across many different exchanges and countries.

For example, here is an extract of the Fundamentals tab for Apple stock from our sample spreadsheet (click the Excel icon above to download):

Please note you need an active subscription with EODHistoricData.com to access this data.

The EODHistoricData.com website provides more information on the fundamental data available.

All of these formulas require just a symbol and exchange, for example: =EPF.EOD.Sector("AAPL.US")

General

Formula	Description
EPF.EOD.Name	Name.
EPF.EOD.ISIN	ISIN Code.
EPF.EOD.CUSIP	CUSIP Code.
EPF.EOD.CIK	CIK Code.
EPF.EOD.Exchange	Exchange Name.
EPF.EOD.CountryName	Country Name.
EPF.EOD.CountryISO	Country ISO Code.
EPF.EOD.CurrencyCode	Currency Code.
EPF.EOD.CurrencyName	Currency Name.
EPF.EOD.CurrencySymbol	Currency Symbol.
EPF.EOD.IPODate	IPO Date.
EPF.EOD.FullTimeEmployees	Number of full time employees.
EPF.EOD.Sector	Sector.
EPF.EOD.Industry	Industry.
EPF.EOD.Type	Instrument Type.
EPF.EOD.GicSector	GICS Sector.
EPF.EOD.GicGroup	GICS Group.
EPF.EOD.GicIndustry	GICS Industry.
EPF.EOD.GicSubIndustry	GICS Sub Industry.
EPF.EOD.Address	Address.
EPF.EOD.UpdatedAt	Updated At.

Highlights

Formula	Description
EPF.EOD.MarketCapitalization	Market Capitalization.
EPF.EOD.EBITDA	EBITDA.
EPF.EOD.PERatio	PE Ratio.
EPF.EOD.PEGRatio	PEG Ratio.
EPF.EOD.WallStreetTargetPrice	Wall Street Target Price.
EPF.EOD.DividendShare	Dividend per share.
EPF.EOD.DividendYield	Dividend yield.
EPF.EOD.EarningsShare	Earnings per share.
EPF.EOD.EPSEstimateCurrentYear	EPS estimate current year.
EPF.EOD.EPSEstimateNextYear	EPS estimate next year.
EPF.EOD.EPSEstimateCurrentQuarter	EPS estimate current quarter.
EPF.EOD.EPSEstimateNextQuarter	EPS estimate next quarter.
EPF.EOD.MostRecentQuarter	Most recent quarter date.
EPF.EOD.ProfitMargin	Profit margin.
EPF.EOD.OperatingMarginTTM	Operating margin TTM.
EPF.EOD.ReturnOnAssetsTTM	Return on assets TTM
EPF.EOD.ReturnOnEquityTTM	Return on equity TTM
EPF.EOD.RevenueTTM	Revenue TTM
EPF.EOD.RevenuePerShareTTM	Revenue per share TTM.
EPF.EOD.QuarterlyRevenueGrowthYOY	Quarterly revenue growth YOY.
EPF.EOD.QuarterlyEarningsGrowthYOY	Quarterly earnings growth YOY.
EPF.EOD.GrossProfitTTM	Gross profit TTM
EPF.EOD.DilutedEPSTTM	Diluted EPS TTM

Valuation

Formula	Description
EPF.EOD.TrailingPE	Trailing PE.
EPF.EOD.ForwardPE	Forward PE.
EPF.EOD.PriceSalesTTM	Price to sales TTM
EPF.EOD.PriceBookMRQ	Price to book MRQ.
EPF.EOD.EnterpriseValueRevenue	Enterprise value to revenue.
EPF.EOD.EnterpriseValueEbitda	Enterprise value to EBITDA.

Share Statistics

Formula	Description
EPF.EOD.SharesOutstanding	Shares Outstanding.
EPF.EOD.SharesFloat	Shares float.
EPF.EOD.PercentInsiders	Percent insiders.
EPF.EOD.PercentInstitutions	Percent institutions.
EPF.EOD.SharesShort	Shares short.
EPF.EOD.SharesShortPriorMonth	Shares short prior month.
EPF.EOD.ShortRatio	Short ratio.
EPF.EOD.ShortPercentOutstanding	Short percent outstanding.
EPF.EOD.ShortPercentFloat	Short percent float.

Technicals

Formula	Description
EPF.EOD.Beta	Beta.
EPF.EOD.52WeekHigh	52 week high.
EPF.EOD.52WeekLow	52 week low.
EPF.EOD.50DayMA	50 day moving average
EPF.EOD.200DayMA	200 day moving average.

Anlayst Ratings

Formula	Description
EPF.EOD.AnalystRatings.Rating	Analyst rating.
EPF.EOD.AnalystRatings.TargetPrice	Analyst target price.
EPF.EOD.AnalystRatings.StrongBuy	Analyst strong buy.
EPF.EOD.AnalystRatings.StrongSell	Analyst strong sell.
EPF.EOD.AnalystRatings.Buy	Analyst buy.
EPF.EOD.AnalystRatings.Sell	Analyst sell.
EPF.EOD.AnalystRatings.Hold	Analyst hold.

Shares Outstanding

There are two formulas for historical shares outstanding:

Quarterly Shares Outstanding

=EPF.EOD.SharesOutstanding.Quarterly(symbol.exchange, year, quarter)

For example, to retrieve the number of Apple shares outstanding for the 3rd quarter 2021, use the following formula: =EPF.EOD.SharesOutstanding.Quarterly("AAPL.US", 2021, 3)

Annual Shares Outstanding

=EPF.EOD.SharesOutstanding.Annual(symbol.exchange, year)

For example, to retrieve the number of Microsoft shares outstanding 2021, use the following formula: =EPF.EOD.SharesOutstanding.Quarterly("MSFT.US", 2021)

Our sample spreadsheet includes a tab for Outstanding Shares: