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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Users can access a few premade templates for the Excel Add-in and 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.

Excel Add-in Access

To access the Excel Add-in templates, please first install the Excel Add-in using the steps outlined in the Getting Started guide. You can then download the templates by clicking on the “Explore Templates” button on the Excel Add-in page.

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The following illustrates a sample Excel Add-in 30-Year Financials template for Apple Inc. (AAPL).

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Enter the stock ticker in Cell B11. You can retrieve quarterly or annual data by entering Q or A in Cell B12. Cell B13 allows you to sort the data in ascending (A or ASC) or descending (D or DESC) order. Do not change the formulas in the other cells. You can; however, add additional rows after Row 469.

The 30-year financials template gives you per-share data, ratios, income statement, balance sheet, cash flow statement and other fundamental valuation and quality metrics for the company.

Excel Add-in Historical Financial Charts Template

The following screen shot illustrates a sample historical financial charts template for Tesla Inc. (TSLA).

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Like the 30-year financials template, the historical financial charts template also allows you to view and chart quarterly and annual data. Enter the stock ticker in Cell B10 and the data frequency (Q or A) in Cell B11.

Google Sheets 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.

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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