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General Formulas

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Technical Analysis Toolkit

• Introduction
• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
• Volume Weighted Average Price (VWAP)
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Federal Reserve Economic Data
(FRED)

• Overview
• Formula Reference

Yahoo Finance

• Formula Reference
• • All Formulas
  • Stocks
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  • Historical Market Data
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• Historical Array Formulas
• Historical Data Download
• VBA Functions Reference

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

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

Nasdaq Data Link

• Overview & Setup
• Formula Reference

Excel Formula Reference: Stock Analysis

Excel Price Feed provides Excel formulas for analyst estimates include earnings, revenue, EPS trend/revisions plus growth estimates.

• Earnings Estimate
• Revenue Estimate
• Earnings History
• EPS Trend
• EPS Revisions
• Growth Estimates

Some of the formulas reference a quarter whilst other reference a year. To find out which date the formula refers to you can use the following formulas:

=EPF.Yahoo.Estimate.Date.Quarter(ticker, period) =EPF.Yahoo.Estimate.Date.Annual(ticker, period)

Our sample Yahoo Finance formulas spreadsheet provides examples of using these formulas on the "Analysis" tab.

Earnings Estimate

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.Earnings.Estimate.Average.Annual("AMZN",0) provides the current year average earnings estimate for Amazon stock.

Formula	Description
EPF.Yahoo.Earnings.Estimate.NoAnalysts.Quarter	Number of Analysts providing Quarterly Earnings Estimates.
EPF.Yahoo.Earnings.Estimate.NoAnalysts.Annual	Number of Analysts providing Annual Earnings Estimates.
EPF.Yahoo.Earnings.Estimate.Average.Quarter	Quarterly Average Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.Average.Annual	Annual Average Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.Low.Quarter	Quarterly Low Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.Low.Annual	Annual Low Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.High.Quarter	Quarterly High Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.High.Annual	Annual High Earnings Estimate.
EPF.Yahoo.Earnings.Estimate.YearAgoEPS.Quarter	Quarterly Year Ago EPS.
EPF.Yahoo.Earnings.Estimate.YearAgoEPS.Annual	Annual Year Ago EPS.

Revenue Estimate

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.Revenue.Estimate.Average.Annual("TSLA",1) provides next years average revenue estimate for Tesla stock.

Formula	Description
EPF.Yahoo.Revenue.Estimate.NoAnalysts.Quarter	Number of Analysts providing Quarterly Revenue Estimates.
EPF.Yahoo.Revenue.Estimate.NoAnalysts.Annual	Number of Analysts providing Annual Revenue Estimates.
EPF.Yahoo.Revenue.Estimate.Average.Quarter	Quarterly Average Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.Average.Annual	Annual Average Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.Low.Quarter	Quarterly Low Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.Low.Annual	Annual Low Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.High.Quarter	Quarterly High Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.High.Annual	Annual High Revenue Estimate.
EPF.Yahoo.Revenue.Estimate.YearAgoSales.Quarter	Quarterly Year Ago Sales Estimate.
EPF.Yahoo.Revenue.Estimate.YearAgoSales.Annual	Annual Year Ago Sales Estimate.
EPF.Yahoo.Revenue.Estimate.SalesGrowth.Quarter	Quarterly Sales Growth Estimate.
EPF.Yahoo.Revenue.Estimate.SalesGrowth.Annual	Annual Sales Growth Estimate.

Earnings History

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.EPS.History.Surprise.Quarter("AAPL",0) provides the most recent quarter earnings surprise % for Apple stock.

Formula	Description
EPF.Yahoo.EPS.History.Date.Quarter	Quarter date
EPF.Yahoo.EPS.History.Estimate.Quarter	EPS estimate for the quarter
EPF.Yahoo.EPS.History.Actual.Quarter	EPS actual for the quarter
EPF.Yahoo.EPS.History.Difference.Quarter	EPS difference between estimate and actual for the quarter
EPF.Yahoo.EPS.History.Surprise.Quarter	EPS surprise % for the quarter

EPS Trend

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.EPSTrend.Current.Annual("MSFT",1) provides the current next year EPS Trend Estimate for Microsoft stock.

Formula	Description
EPF.Yahoo.EPSTrend.Current.Quarter	Current Quarterly EPS Trend Estimate
EPF.Yahoo.EPSTrend.Current.Annual	Current Annual EPS Trend Estimate
EPF.Yahoo.EPSTrend.7DaysAgo.Quarter	7 Days Ago Quarterly EPS Trend Estimate
EPF.Yahoo.EPSTrend.7DaysAgo.Annual	7 Days Ago Annual EPS Trend Estimate
EPF.Yahoo.EPSTrend.30DaysAgo.Quarter	30 Days Ago Quarterly EPS Trend Estimate
EPF.Yahoo.EPSTrend.30DaysAgo.Annual	30 Days Ago Annual EPS Trend Estimate
EPF.Yahoo.EPSTrend.60DaysAgo.Quarter	60 Days Ago Quarterly EPS Trend Estimate
EPF.Yahoo.EPSTrend.60DaysAgo.Annual	60 Days Ago Annual EPS Trend Estimate
EPF.Yahoo.EPSTrend.90DaysAgo.Quarter	90 Days Ago Quarterly EPS Trend Estimate
EPF.Yahoo.EPSTrend.90DaysAgo.Annual	90 Days Ago Annual EPS Trend Estimate

EPS Revisions

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.EPS.Estimate.Average.Annual("AAPL",1) provides the average EPS estimate for the next year for Apple stock.

Formula	Description
EPF.Yahoo.EPS.Estimate.Average.Quarter	Quarterly EPS Average Estimate.
EPF.Yahoo.EPS.Estimate.Average.Annual	Annual EPS Average Estimate.
EPF.Yahoo.EPS.Revisions.UpLast7Days.Quarter	Number of Quarterly EPS Revisions Up in the last 7 days.
EPF.Yahoo.EPS.Revisions.UpLast7Days.Annual	Number of Annual EPS Revisions Up in the last 7 days.
EPF.Yahoo.EPS.Revisions.UpLast30Days.Quarter	Number of Quarterly EPS Revisions Up in the last 30 days.
EPF.Yahoo.EPS.Revisions.UpLast30Days.Annual	Number of Annual EPS Revisions Up in the last 30 days.
EPF.Yahoo.EPS.Revisions.DownLast7Days.Quarter	Number of Quarterly EPS Revisions Down in the last 7 days.
EPF.Yahoo.EPS.Revisions.DownLast7Days.Annual	Number of Annual EPS Revisions Down in the last 7 days.
EPF.Yahoo.EPS.Revisions.DownLast30Days.Quarter	Number of Quarterly EPS Revisions Down in the last 30 days.
EPF.Yahoo.EPS.Revisions.DownLast30Days.Annual	Number of Annual EPS Revisions Down in the last 30 days.

Growth Estimates

All of these formulas require a stock ticker and period, for example: =EPF.Yahoo.Growth.Estimate.Annual("AAPL",0) provides the current annual growth estimate for Apple stock.

Formula	Description
EPF.Yahoo.Growth.Estimate.Quarter	Quarterly Growth Estimate.
EPF.Yahoo.Growth.Estimate.Annual	Annual Growth Estimate.