Getting Started
- Introduction
- Download
- Installation & Activation
- Troubleshooting
- Data Refresh/Updates
- Software Updates
- Manage Your Subscription
- Example Spreadsheets
General Formulas
Technical Analysis Toolkit
- Introduction
- Simple Moving Average (SMA)
- Exponential Moving Average (EMA)
- Volume Weighted Average Price (VWAP)
- Average True Range (ATR)
- Bollinger Bands
- Aroon
Federal Reserve Economic Data
(FRED)
Yahoo Finance
IG Index / IG Markets
- Account Setup
- Formula Reference
- VBA Functions Reference
- Historical Price Data Download To Excel
- Historical Price Data Download To File
- Historical Client Sentiment Data Download
- Watchlists
- Live Positions, Transactions & Activity History
EODHistoricalData.com
Nasdaq Data Link
Example Excel Spreadsheets
The Add-in provides a huge range of new Excel formulas. Discovering which ones are available and how to use them can be a bit daunting.
Therefore, we have built and provide easy access to a bunch of example spreadsheets to help you quickly get started.
To download a spreadsheet either click on its name or image; and do let us know if you have built a useful spreadsheet which you would like to share with others.
Yahoo Finance
All Yahoo Finance Excel Formulas
This spreadsheet is a great introduction to the Add-in. It includes almost all the Excel formulas available for Yahoo Finance data.
It is structured similar to the Yahoo Finance website so should look familiar:
ESG Ratings Stock Analysis
This spreadsheet demonstrates how to compare Environment, Social and Governance (ESG) Risk Ratings across various companies, in this case the 30 DJIA constituents.
It also makes great use of some Excel visualization features such as data bars and heatmaps:
ETF Performance Heatmap
This spreadsheet shows how you can compare the historical performance of a set of sector specific ETFs.
It is structured as a heatmap so you can quickly see which sectors have performed the best. Please follow the instruction on the spreadsheet in order to refresh the data:
Federal Reserve Economic Data (FRED)
FRED Data Explorer
This spreadsheet demonstrates all the Excel formulas available for accessing FRED data.
There are two groups of formulas: historical time series formulas and single data point formulas.
FRED US Treasury Yield Analysis
This spreadsheet shows how you can access US Treasury data, via FRED, to populate a spreadsheet with both current and historical US Treasury Bond yields.
The spreasheet includes two charts: one showing historical data for the 10 Year US Treasury Note, and another plotting the spread between the 10 Year and 2 Year bonds:
EODHistoricalData.com
All EODHistoricalData.com Formulas
This spreadsheet demonstrates all the Excel formulas available for EODHistoricalData.com data.
It includes sections for fundamental data, financial report figures for income statement/balance sheet/cash flow (annual and quarterly), historical shares outstanding (annual and quarterly) as well as historical daily close prices.
Miscellaneous
Instrument Identifier Conversion Formulas
This spreadsheet shows how you can use the instrument identifier conversion formulas.
These formulas allow you to easily convert between industry standard financial instrument codes such as an ISIN or CUSIP to more commonly used tickers:
Technical Analysis Toolkit Formulas
This spreadsheet shows how you can use the Technical Analysis Toolkit formulas.
These formulas enable you to perform technical analysis on historical financial market data:
