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Technical Analysis Toolkit

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Federal Reserve Economic Data
(FRED)

• Overview
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Yahoo Finance

• Formula Reference
• • All Formulas
  • Stocks
  • Stocks: Income Statement
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• Historical Array Formulas
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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: Balance Sheet

All these formulas require both a stock ticker and reporting year, for example: =EPF.Yahoo.AnnualCurrentLiabilities("GOOG",2018)

Yahoo Finance generally provides the past 4 years of reported data.

Click on a category below to view the formulas:

• Balance Sheet: Assets
• Balance Sheet: Liabilities
• Balance Sheet: Other

Balance Sheet: Assets

Formula	Description
EPF.Yahoo.AnnualTotalAssets	Total assets.
EPF.Yahoo.AnnualCurrentAssets	Current assets.
EPF.Yahoo.AnnualAssetsTotalCash	Assets: Total Cash, Cash Equivalents & Short Term Investments.
EPF.Yahoo.AnnualAccountsReceivable	Accounts Receivable.
EPF.Yahoo.AnnualInventory	Inventory.
EPF.Yahoo.AnnualTotalNonCurrentAssets	Total non-current assets.
EPF.Yahoo.AnnualNetPropertyPlantEquipment	Net Property, Plant & Equipment (PPE).
EPF.Yahoo.AnnualGoodwillAndOtherIntangibleAssets	Goodwill & Other Intangible Assets.
EPF.Yahoo.AnnualGoodwill	Goodwill.

Balance Sheet: Liabilities

Formula	Description
EPF.Yahoo.AnnualTotalLiabilities	Total liabilities.
EPF.Yahoo.AnnualCurrentLiabilities	Total current liabilities.
EPF.Yahoo.AnnualAccountsPayable	Accounts Payable.
EPF.Yahoo.AnnualTotalNonCurrentLiabilities	Total non-current liabilities.
EPF.Yahoo.AnnualLongTermDebt	Long Term Debt.

Balance Sheet: Other

Formula	Description
EPF.Yahoo.AnnualStockholdersEquity	Common Stock Equity.
EPF.Yahoo.AnnualCapitalLeaseObligations	Capital Lease Obligations.
EPF.Yahoo.AnnualTotalDebt	Total Debt.
EPF.Yahoo.AnnualNetDebt	Net Debt.