★ THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD ★
VOL. XCIV, NO. 247
Saturday, July 4, 2026
Updated Saturday, July 4, 2026 · Top 17 free sheets / excel add-ins tools
Best Free Sheets / Excel Add-ins Tools for Investors
The free sheets / excel add-ins platforms investors trust most, ranked by the people who actually use them.
Every tool here offers a genuine free tier, ranked by community votes and light editorial curation. We filtered 24 total sheets / excel add-ins tools inside a directory of more than 314 investing platforms down to 17 free sheets / excel add-ins platforms, so you can compare useful zero-cost options before moving into paid upgrades. Use this shortlist to compare pricing limits, platforms, and decision signals, then open any tool for the full breakdown.
Community-ranked · Free tiers only · Not financial advice
Top 10 picks
10 picks- 1
FRED (Federal Reserve Economic Data) is the free macroeconomic time-series database from the Federal Reserve Bank of St. Louis, used by students, investors, analysts, quants, and product builders who need trusted economic data, charts, release calendars, Excel access, mobile apps, and a REST API. It is strongest for official macro context around inflation, rates, GDP, employment, exchange rates, credit, and market indicators rather than equity fundamentals or brokerage workflows. API users need a free API key, and usage remains subject to FRED terms and source-specific data restrictions.
Best forFinancial data API · Historical market data · Market monitoring · AI agent data access · Fundamental researchWatch-outsAPI key requiredTerms and copyright constraints apply0Category votesFree, no signupPricing FreePlatforms - 2
Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or ChatGPT workflows. It is strongest for fundamentals and agent-ready data access, with worldwide coverage on every plan, but plan differences matter for rate limits, history depth, transcript depth, and commercial API use.
Best forFinancial data API · Fundamental research · AI research workspace · AI agent data access · Earnings transcript researchWatch-outsFree tier has rate and history limitsCommercial API use requires Enterprise0Category votesFree with signupPricing Free • From $29/moPlatforms - 3
Financial Modeling Prep (FMP) is a market-data API and spreadsheet-data provider for developers, analysts, quants, and product builders who need equities, ETFs, funds, FX, crypto, commodities, macro, ESG, ownership, news, calendars, transcripts, and fundamentals from one vendor. It is strongest when you want REST and WebSocket access plus Excel and Google Sheets add-ins at a lower entry price than enterprise terminals. The main buying questions are plan limits, geography, history depth, and dataset access: the free Basic tier is a limited EOD sandbox, while real-time, global, transcript, 13F, holdings, intraday, and bulk workflows require paid tiers.
Best forMarket data API · Financial data API · Fundamentals data · Historical market data · Earnings transcript researchWatch-outsFree sandbox is limitedGlobal and advanced datasets require higher tiers0Category votesFree with signupPricing Free • From $22/moPlatforms - 4
OpenBB combines an open-source financial data layer with a hosted Workspace for dashboards, AI research, custom agents, and team workflows. It is best for analysts, quants, developers, and firms that want to connect their own market data, internal datasets, provider API keys, widgets, MCP tools, and AI workflows instead of buying a closed terminal. Community access is useful for individuals, while Pro adds collaboration, exports, Excel, RBAC, SSO, MFA, and private deployment options. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.
Best forAI research workspace · Investment research workspace · Financial data API · AI agent data access · ChartingWatch-outsDoes not provide production market dataCommunity Copilot is rate-limited0Category votesFree with signupPricing Free • Contact for pricingPlatforms - 5
Alpha Vantage is an API-first financial data provider for developers, students, quants, and analysts who need a simple API key for stock, ETF, mutual fund, FX, crypto, options, commodities, fundamentals, news, sentiment, and macroeconomic datasets. It is strongest for learning, prototypes, spreadsheets, and personal API workflows, but the free quota is small, premium endpoints require membership, and commercial use needs separate licensing.
Best forMarket data API · Financial data API · Historical market data · Options data · Fundamentals dataWatch-outsCommercial usage requires separate licensingFree quota is small0Category votesFree with signupPricing Free • Contact for pricingPlatforms - 6
Trading Economics is a macro and markets data platform for browsing economic indicators, calendars, forecasts, market data, company financials, news, ratings, and corporate events, with paid REST API, WebSocket, spreadsheet, BI, and AI-assistant integrations. It is strongest for developers, analysts, and teams building dashboards, alerts, research apps, and macro data pipelines from one source. Guest credentials provide limited sample access, while Standard, Professional, and Enterprise plans govern real API use, streaming, rate limits, row limits, and commercial rights. It is data infrastructure, not a broker or investment-advice service.
Best forFinancial data API · Market data API · Historical market data · Market monitoring · AI agent data accessWatch-outsReal API use is paidRate and row limits apply0Category votesFree, no signupPricing Free • From $149/moPlatforms - 7
Similarweb is a digital intelligence and website traffic analytics platform for researching web traffic, app usage, keywords, referrals, competitors, companies, technologies, and online market share. For investors, it is best treated as alternative data for digital businesses such as marketplaces, ecommerce, SaaS, media, travel, and consumer internet, not as reported financials. Search demand is large and commercial around Similarweb, website traffic analytics, and Similarweb API, but meaningful API, history, exports, integrations, and enterprise workflows are paid or custom. It is not a broker, portfolio tracker, valuation model, fundamentals terminal, or direct source of company revenue.
Best forMarket monitoring · Financial data API · Market data API · Research reports · AI research workspaceWatch-outsModeled data, not reported financialsAPI and history are paid/custom0Category votesFree, no signupPricing Free • Contact for pricingPlatforms - 8
WhaleWisdom is a 13F, institutional ownership, insider, and hedge-fund holdings platform for investors who track filer activity, fund portfolios, watchlists, backtests, exports, and API workflows. It is useful for holdings research, but 13F data is delayed and the deeper history/API workflow is paid.
Best forInsider and institutional tracking · Investor holdings research · Stock screening · Strategy backtesting · Financial data APIWatch-outsSEC filing lagFree tier is narrow0Category votesFree with signupPricing Free • From $300/yrPlatforms - 9
AlphaResearch is an AI-powered stock research platform for searching filings, transcripts, press releases, reports, notes, fundamentals, estimates, news, insider transactions, institutional ownership, and fund holdings. It is useful for document-heavy research and collaboration, but global coverage and spreadsheet add-ins are Enterprise features and the premium trial requires a credit card.
Best forAI research workspace · Earnings transcript research · Fundamental research · Stock screening · Insider and institutional trackingWatch-outsGlobal coverage is EnterpriseAPI specifics are not fully public0Category votesFree with signupPricing Free • From $49.99/moPlatforms - 10
Börsdata is a Nordic-first equity analytics, screening, and data platform for investors who want long-history fundamentals, thousands of ratios, strategy screens, ownership data, insider and short-selling context, technical charts, reports, watchlists, calendars, and API or spreadsheet access. It is strongest for Nordic stock research, while global coverage, holdings data, Excel/Sheets workflows, and REST API access depend on paid tiers and professional users are routed to Enterprise.
Best forGlobal stock screening · Stock screening · Fundamental research · Financial data API · Dividend analysisWatch-outsBest value is Nordic-firstAPI and global depth are paid-tier features0Category votesFree with signupPricing Free • Contact for pricingPlatforms
- 11
Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy data, compensation data, M&A details, and API access. It is strongest for accounting-heavy U.S. equity research and data workflows, but meaningful access is priced for professional users and API access is sold separately from standard subscriptions.
Best forFundamentals data · Fundamental research · Financial data API · AI agent data access · Valuation modelingWatch-outsSEC-centered coverageAPI is a paid add-on0Category votesFree with signupPricing Free • From $6000/yrPlatforms - 12
FinancialData.Net is an API-first financial data platform for developers, analysts, spreadsheet users, and AI-agent builders who want broad market data, fundamentals, ownership, options, funds, ESG, calendars, news, Excel access, and MCP connectivity from one provider. It is strongest when breadth matters: stocks, ETFs, mutual funds, options, futures, crypto, forex, commodities, OTC securities, indices, filings-related datasets, and institutional/insider activity can sit behind one REST API. Serious use is paid, and compliance/security claims should be verified directly because the local profile does not include public audit reports.
Best forFinancial data API · Market data API · AI agent data access · Fundamentals data · Options dataWatch-outsSerious use is paidCompliance claims need verification0Category votesFree with signupPricing Free • From $19/moPlatforms - 13
Finbox is a web-based stock and ETF research platform for investors who want global screening, financial statements, fair-value estimates, valuation models, watchlists, investor portfolios, and spreadsheet exports in one workflow. It is strongest for valuation-led research: screens can lead into normalized financials, DCF and comparable-company models, dividend and earnings trackers, peer charts, and exportable model templates. It is not a public API product, and costs can rise with regions and Data Boost when exports or broader market coverage matter.
Best forStock screening · Fundamental research · Valuation modeling · Fair value research · Global stock screeningWatch-outsExports require paid add-ons or higher tiersNo public API0Category votesFree with signupPricing Free • From $120/yrPlatforms - 14
Hunter is an email finder, verification, enrichment, and outreach platform for analysts, founders, sales teams, and deal teams that need professional contact discovery around companies and domains. It can support investment research when the workflow requires expert outreach, customer discovery, diligence interviews, or partnership sourcing, but it is not an investing data source. Usage is credit-based, API-enabled, and compliance-sensitive: users still need lawful outreach practices, opt-out handling, and deliverability controls.
Best forAI agent data access · Investment research workspace · Research reportsWatch-outsNot an investing data sourceCredit-based limits0Category votesFree with signupPricing Free • From $34/moPlatforms - 15
Semrush is an SEO, marketing intelligence, website traffic analytics, and AI search visibility platform that investors can use as alternative data for search-dependent companies, publishers, agencies, ecommerce, SaaS, and consumer brands. It has large commercial demand around Semrush, pricing, API access, website traffic analytics, SEO APIs, and AI search visibility, but it remains a marketing platform rather than investing software. Use it for keyword demand, competitor visibility, traffic proxies, and channel analysis, then validate against filings and first-party metrics. It is not a broker, portfolio tracker, valuation model, official fundamentals provider, or direct measure of company revenue.
Best forMarket monitoring · Financial data API · AI agent data access · Research reports · AI research workspaceWatch-outsMarketing platform, not investing softwareAPI access has extra constraints0Category votesFree, card requiredPricing Free • From $139.95/moPlatforms - 16
Trendlyne is an India-first equity research and portfolio platform with screeners, DVM scores, analyst forecasts, alerts, backtests, transcripts, broker sync, and options tools. Global plans add U.S. market coverage, but the strongest fit is still Indian market research with tiered data downloads and alert limits.
Best forStock screening · Technical screening · Portfolio tracking · Strategy backtesting · Analyst ratingsWatch-outsPlan matrix is complexBest fit is India-first0Category votesFree with signupPricing Free • Paid plans availablePlatforms - 17
GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, screeners, backtesting, guru and institutional holdings, insider trades, portfolio tracking, spreadsheet add-ins, and data/API access. It is strongest for fundamental and value-oriented research rather than brokerage execution.
Best forStock research · Stock screening · Valuation modeling · Investor holdings research · Strategy backtestingWatch-outsPaid access is region and tier dependentAdvanced API access is separate0Category votesFree with signupPricing Free • From $549/yrPlatforms
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.