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Try GuruFocus Google Sheets' 30-Year Financials and Historical Charts Templates

Users can retrieve historical financial stock data through Google Sheets

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Apr 28, 2022
Summary
  • GuruFocus’ Google Sheets add-in allows users to start with a few premade templates.
  • The templates include 30-Year Financials and Historical Charts.
  • Users can retrieve historical financial stock data through these two templates.
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GuruFocus is pleased to announce users can access a few premade templates for the new Google Sheets add-on, including a few templates that give key fundamental information about a company.

The 30-Year Financials template allows users to retrieve up to 30 years of financial data grouped into several categories, including per-share data, ratios, income statement, balance sheet, cashflow statement, valuation ratios and quality metrics. Likewise, the Historical Charts template allows users to visualize trends in the financial data through a wide range of charts.

Access

To access the templates, please first install the Google Sheets add-on and download the templates using the steps outlined in the Quick Start Guide.

30-year financials template usage

For the 30-year financials template, enter the stock ticker in Cell B12 and the retrieve data frequency in Cell B13. For retrieve data frequency, enter “Annual” or A to retrieve annual data, “Quarterly” or Q to retrieve quarterly data, or leave blank to retrieve the current / trailing-12-month data. Do not change the formulas or sparkline charts in the other cells. Figure 1 illustrates the input cells for the 30-year financials template.

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Figure 1

You can, however, add additional financial terms and sections below Row 470 of the 30-year financials template as Figure 2 illustrates.

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Figure 2

Usage: Historical Financial Charts template

For the Historical Financial Charts template, enter the stock ticker in Cell B12 and the retrieve data frequency in Cell B13. Do not change the formulas in the other cells.

Figure 3 illustrates the input cells for the Historical Financial Charts template.

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Figure 3

You can add additional financial terms and sections below Row 268 of the Historical Financial Charts template as Figure 4 illustrates.

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Figure 4

You can also change the charts in the Historical Charts Template using Google Sheets’ Chart Editor tool as Figure 5 illustrates.

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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.

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Figure 6

Users can also try other premade templates, including the stock summary template.

Disclosures

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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