Finsheet
Finsheet is an AI-powered platform designed to integrate financial data seamlessly into Excel and Google Sheets, offering over 30 years of intraday market data and stock fundamentals at no cost. Users can enhance their investment and research processes by effortlessly obtaining critical financial me... Read More
More Detail
Finsheet is an AI-powered platform designed to integrate financial data seamlessly into Excel and Google Sheets, offering over 30 years of intraday market data and stock fundamentals at no cost. Users can enhance their investment and research processes by effortlessly obtaining critical financial metrics through convenient add-ons. The platform supports various Excel and Google Sheets functions, making it ideal for users seeking reliable financial analysis tools.
What you can do with Finsheet and why it’s useful
◆Main Functions and Features
・Intraday Market Data Access
Finsheet provides access to over 30 years of intraday market data, ensuring users receive comprehensive and timely financial information. This feature enables users to analyze historical and current stock performance effectively.
・Stock Fundamentals Integration
The tool integrates essential stock fundamentals into spreadsheets, allowing users to retrieve vital financial metrics effortlessly. This is crucial for informed decision-making in investment strategies.
・Excel and Google Sheets Add-ons
Finsheet offers add-ons designed for seamless integration with Excel and Google Sheets. These add-ons enhance user productivity by enabling quick access to data without needing external platforms.
・Data Visualization Tools
Users can create charts and graphs to visualize financial data directly within their spreadsheets, facilitating easier analysis and interpretation of trends.
・Customizable Templates
The platform provides customizable templates for various financial analyses, allowing users to tailor their analysis according to specific investment goals.
・Real-time Data Refresh
The ability to refresh financial data in real-time ensures that users always have access to the most current information, improving the accuracy of their analyses.
◆Use Cases and Applications
・Investment Research
Finsheet can be invaluable for those conducting investment research, as it simplifies the process of gathering and analyzing financial data directly in familiar spreadsheet formats.
・Portfolio Management
Users can effectively manage their investment portfolios by utilizing Finsheet to track stock performance and fundamentals, allowing for timely adjustments based on real-time data.
・Financial Modeling
The tool supports building financial models by providing the necessary data inputs directly into Excel and Google Sheets, streamlining complex financial analysis.
・Market Trend Analysis
Users can analyze market trends by utilizing historical data provided by Finsheet, helping to shape future investment decisions based on patterns and metrics.
・Performance Tracking
Finsheet enables the tracking of stock performance over time, making it easier to evaluate the effectiveness of investment strategies and adjust as necessary.
・Risk Assessment
With access to comprehensive data, users can assess the risks associated with specific investments or sectors, supporting better-informed decision-making.
Video Guide
Finsheet :Q&A
Who can use Finsheet?
Targeted at accountants, freelancers, investors, financial analysts, and users interested in personal finance management.
What are the main use cases for Finsheet?
Used for budgeting, expense reporting, tax calculation, portfolio optimization, risk analysis, and financial forecasting.
Is Finsheet free or paid?
Basic income and expense tracking is often free, but advanced features like reporting and brokerage account integration usually require a paid plan.
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