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Try GuruFocus Google Sheets Add-On Stock Summary Template

Users can retrieve fundamental stock information through Google Sheets

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Apr 27, 2022
  • GuruFocus’ Google Sheets add-on allows users to start with a few premade templates.
  • The Stock Summary Template contains several fundamental information about the company.
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GuruFocus is proud to announce that users can access a few premade templates for the new Google Sheets add-on, including the stock summary template that gives a snapshot of fundamental information about a company.

The stock summary template provides key information about the company, including its name, market sector, business predictability rank and a five-year historical price chart. The template also displays the company’s GF Score and its five component rankings: profitability rank, GF Value rank, momentum rank, financial strength rank and growth rank.


To access the templates, please first install the Google Sheets add-on using the steps outlined in the Quick Start Guide. Then, click on the “Explore Templates” button, as Figure 1 illustrates.


Figure 1

You can also access the templates directly within the add-on by clicking the “Templates” button in the GuruFocus Tools dashboard, as Figure 2 illustrates.


Figure 2

Make sure you save a local copy of the template before using the template. Click on the “File” menu and select “Make a copy,” as Figure 3 illustrates.


Figure 3

Enter the desired name of your copy and click the green “Make a copy” button to save a copy into your Google Drive. Figure 4 illustrates the “make a copy” wizard.


Figure 4


As Figure 5 illustrates, enter the stock ticker in Cell B9. Do not change the formulas in the other cells.


Figure 5

If you have any questions about our Google Sheets feature, please contact us. Users can also book a demo of the Google Sheets feature by clicking on the “Book a Demo” button, as Figure 6 illustrates.


Figure 6


I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure
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