Live community ranking · Top 29 sheets / excel add-ins tools
Best Sheets / Excel Add-ins Tools for Investing
The sheets / excel add-ins platforms investors trust most, ranked by the people who actually use them.
Every tool here earns its place through community votes and light editorial curation. We score 29 vetted sheets / excel add-ins platforms inside a directory of more than 366 investing tools, so the strongest research, data, and execution options rise to the top for this workflow. Use this page to compare pricing, platforms, and decision signals side by side, then open any tool for the full breakdown.
Community-ranked · Live vote totals · Not financial advice
Top 10 Tools
- 1Top pick
Financial Modeling Prep provides API and spreadsheet access to market data, fundamentals, news, calendars, transcripts, ownership, and macroeconomic data. The free Basic tier is an end-of-day test plan. Real-time, global, transcript, 13F, intraday, and bulk access require paid plans. Display or redistribution requires a separate commercial agreement.
Best forMarket data APIFinancial data APIFundamentals dataHistorical market dataEarnings transcript researchWatch-outsCommercial use requires a separate plan or licenseFree sandbox is limited - 2
OpenBB wound down as a company in August 2026. The non-profit OpenBQ now stewards its open-source code, including Open Data Platform for Python and REST data access. It connects your providers rather than supplying production market data, and there is no hosted product to rely on.
Best forFinancial data APIHistorical market dataQuant researchWatch-outsCompany wound downDoes not provide production market data - 3
Alpha Vantage is an API-first source for market and economic data. Developers, students, quants, and analysts can pull stocks, funds, FX, crypto, options, commodities, fundamentals, news, sentiment, and macro series with one key. The free quota is small, and commercial use needs separate licensing.
Best forMarket data APIFinancial data APIHistorical market dataOptions dataFundamentals dataWatch-outsCommercial use requires a separate plan or licenseFree quota is small - 4
FRED is the Federal Reserve Bank of St. Louis' free macroeconomic database. Use its series, charts, release calendar, Excel tools, mobile apps, and REST API for inflation, rates, GDP, employment, FX, credit, and market indicators. It is macro context, not equity fundamentals or brokerage infrastructure; API access needs a free key.
Best forFinancial data APIHistorical market dataMarket monitoringAI agent data accessFundamental researchWatch-outsAPI key requiredTerms and copyright constraints apply - 5
Roic AI provides company fundamentals, daily prices, valuation data, and earnings-call research through a website, REST API, Google Sheets add-on, and MCP server. Plans differ by history, request limits, earnings materials, and commercial rights.
Best forFinancial data APIFundamental researchFundamentals dataHistorical market dataAI agent data accessWatch-outsCommercial use requires a separate plan or licenseDaily stock-price data - 6
Finbox combines global stock screens with company financials, valuation models, charts, watchlists, and spreadsheet exports. Investors can move from a screen into a company model or peer comparison. Regional access and export rights depend on the subscription.
Best forStock screeningFundamental researchValuation modelingFair value researchGlobal stock screeningWatch-outsExports require higher tiers or Data BoostNo public API - 7
WhaleWisdom organizes institutional 13F, 13D/G, and other ownership filings into fund pages, holdings, changes, screens, alerts, and data exports. It is useful for studying disclosed institutional portfolios, but the filings are delayed and incomplete.
Best forInsider and institutional trackingInvestor holdings researchStock screeningStrategy backtestingFinancial data APIWatch-outsSEC filing lagFree tier is narrow - 8
Wisesheets brings financial statements, ratios, prices, estimates, dividends, and other market data into Google Sheets and Excel. It suits spreadsheet-heavy research and models, not brokerage execution, a full terminal, or unrestricted redistribution.
Best forFundamentals dataStock screeningFinancial data APIPortfolio trackingPortfolio analyticsWatch-outsSpreadsheet dependencyLicense tier matters - 9
GuruFocus combines global fundamentals, valuation, GF Score, GF Value, stock, ETF, and bond screens, backtests, guru and institutional holdings, insider trades, portfolios, spreadsheet add-ins, and APIs. It is built for fundamental and value research, not brokerage execution.
Best forStock researchStock screeningValuation modelingInvestor holdings researchStrategy backtestingWatch-outsCommercial use requires a separate plan or licensePaid access is region and tier dependent - 10
EODHD supplies market data through REST, WebSocket, spreadsheet, and agent interfaces. Datasets cover prices, fundamentals, calendars, news, sentiment, options, foreign exchange, and crypto. The free quota is 20 calls per day, commercial use requires a B2B plan, and some datasets are separate marketplace products.
Best forFinancial data APIHistorical market dataFundamentals dataOptions dataAI agent data accessWatch-outsCommercial use requires a separate plan or licenseFree API quota is very limited
- 11
AlphaSense is a research system for institutional investors, strategy teams, consultants, investor-relations teams, and corporate researchers. It searches broker research, expert transcripts, filings, news, financial data, and private documents. Annual pricing is handled by sales.
Best forAI research workspaceInvestment research workspaceEarnings transcript researchResearch reportsFinancial data APIWatch-outsSales-led enterprise pricingOverpowered for casual retail research - 12
MarketXLS puts market data, options, portfolio analytics, screens, and templates inside Excel. It covers stocks, ETFs, options, funds, crypto, forex, fundamentals, FRED, ETF holdings, and broker order tickets. It is personal-use spreadsheet software, not a redistributable data API; real-time coverage and exchange access are tiered.
Best forMarket data APIFundamentals dataStock screeningOptions dataPortfolio analyticsWatch-outsRedistribution restrictionsReal-time access is tiered - 13
Similarweb estimates web traffic, app usage, keywords, referrals, competitors, technologies, and online market share. It is alternative data for digital businesses, not reported financials. History, exports, APIs, integrations, and enterprise use are paid or custom.
Best forAlternative data researchAlternative data APIResearch reportsAI research workspaceWatch-outsModeled data, not reported financialsAPI and history are paid/custom - 14
Trading Economics provides indicators, calendars, forecasts, market data, company financials, news, ratings, and events through web, REST, WebSocket, spreadsheet, BI, and AI integrations. It is data infrastructure for dashboards and pipelines, not a broker or adviser. Plans control streaming, limits, and commercial rights.
Best forFinancial data APIMarket data APIHistorical market dataMarket monitoringAI agent data accessWatch-outsCommercial use requires a separate plan or licenseReal API use is paid - 15
YCharts is a professional charting and reporting platform for market data, fundamentals, economics, portfolios, comparisons, and client-ready visuals. It suits advisors and analysts building repeatable research or reports, not retail brokerage execution.
Best forAdvisor client reportingPortfolio analyticsMarket monitoringChartingStock screeningWatch-outsPricing is sales-ledAdvisor and institutional fit - 16
AlphaResearch puts filings, transcripts, press releases, estimates, news, insider trades, ownership, and fund holdings in one searchable workspace. It is aimed at document-heavy research. Global coverage and spreadsheet add-ins require Enterprise, and the premium trial asks for a card.
Best forAI research workspaceEarnings transcript researchFundamental researchStock screeningInsider and institutional trackingWatch-outsGlobal coverage is EnterpriseSelf-serve terms exclude professional use - 17
Barchart cmdtyView is built around physical and exchange-traded commodity markets. It combines futures data, physical prices, charts, news, economic data, and workflows for agriculture, energy, metals, procurement, trading, and risk teams. It is not aimed at ordinary stock research.
Best forMarket monitoringChartingTechnical analysisInvestment newsBroker-connected tradingWatch-outsPartial-month trialEdition-specific features - 18
Börsdata gives investors long-history Nordic fundamentals, ratios, screens, ownership, insider and short-selling data, technical charts, reports, watchlists, calendars, and spreadsheet or API access. It is strongest for Nordic equities. Global data, holdings, Excel or Sheets workflows, and the REST API depend on the plan.
Best forGlobal stock screeningStock screeningFundamental researchFinancial data APIDividend analysisWatch-outsBest value is Nordic-firstAPI and global depth are paid-tier features - 19
Calcbench extracts and standardizes financial data and disclosure text from SEC filings. Users can trace values to source documents, compare filings, work in Excel, or license API access separately.
Best forFundamentals dataFundamental researchFinancial data APIAI agent data accessValuation modelingWatch-outsSEC-centered coverageAPI is a paid add-on - 20
CB Insights is an enterprise intelligence service for strategy, innovation, venture, corporate development, M&A, and investment teams. It maps private and public companies, investors, deals, markets, and competitive signals, with AI scouting and workflow integrations. Pricing and data-feed scope are commercial discussions.
Best forInvestment research workspaceAI research workspaceResearch reportsMarket monitoringFinancial data APIWatch-outsEnterprise price and sales motionPrivate-market intelligence focus - 21
Cbonds is a bond-data service for professional and private investors. Search bonds, quotes, yields, ratings, new issues, events, watchlists, and portfolios. Companies can also license API and file feeds or an Excel add-in.
Best forFundamental researchGlobal stock screeningMarket monitoringFinancial data APIPortfolio watchlistsWatch-outsAPI is company-onlyAPI request limits - 22EIA Open Data logo logo placeholder
EIA Open Data is the U.S. government's source for energy statistics and operational data. Browse the series or use the free API, bulk files, and spreadsheet tools for commodity, utility, macro, and energy-market research.
Best forFinancial data APIHistorical market dataMarket monitoringAI agent data accessResearch reportsWatch-outsNot a commodity quote feedAPI key and throttling - 23
Hunter finds, verifies, and enriches professional email addresses for analysts, founders, sales, and deal teams. It can support expert outreach, customer discovery, diligence interviews, and partnerships, but it is not investing data. Credits, API use, consent, opt-outs, and deliverability all need attention.
Best forProfessional contact researchWatch-outsNot an investing data sourceCredit-based limits - 24
StreamXLS puts Interactive Brokers quotes, balances, positions, P&L, and open orders into Windows Excel through RTD. It can stage an order ticket for manual review in TWS, but it does not transmit trades, provide market-data entitlements, support Mac or browser Excel, or replace IBKR.
Best forMarket monitoringPortfolio trackingBroker-connected tradingWatch-outsWindows desktop Excel onlyRequires a separate IBKR setup - 25
Tegus is now part of AlphaSense. Its expert interviews, custom calls, financial models, filings, benchmarks, Excel tools, and AI research tools are built for professional diligence. AlphaSense does not publish Tegus prices.
Best forInvestment research workspaceAI research workspaceEarnings transcript researchResearch reportsFundamental researchWatch-outsEnterprise AlphaSense pricingExpert research is expensive and specialized - 26
Visible Alpha provides model-derived estimates, company KPIs, consensus, historical actuals, and research tools. Access is licensed through S&P Global. It is not a retail screener or open API.
Best forAnalyst ratingsFundamentals dataFundamental researchFinancial data APIValuation modelingWatch-outsEnterprise sales motionConsensus depends on broker coverage - 27
Semrush provides SEO, marketing, traffic, and AI-search visibility data that investors can use as alternative evidence for search-dependent companies, publishers, SaaS, ecommerce, and consumer brands. Its metrics are modeled signals, not reported revenue or fundamentals. Semrush is marketing software, not a broker or portfolio system.
Best forAlternative data researchAlternative data APIAI agent data accessResearch reportsAI research workspaceWatch-outsMarketing platform, not investing softwareAPI access has extra constraints - 28
Trendlyne is an India-first research and portfolio service with screens, DVM scores, forecasts, alerts, backtests, transcripts, broker sync, and options tools. Global plans add U.S. coverage, but the strongest fit remains Indian equities.
Best forStock screeningTechnical screeningPortfolio trackingStrategy backtestingAnalyst ratingsWatch-outsPlan matrix is complexBest fit is India-first - 29
FinancialData.Net provides market data, fundamentals, ownership, options, funds, ESG, calendars, and news through REST, Excel, and MCP interfaces. It covers stocks, ETFs, mutual funds, futures, crypto, foreign exchange, commodities, OTC securities, and indexes. The free plan is limited, and the homepage security claims are not supported by a public audit report.
Best forFinancial data APIMarket data APIAI agent data accessFundamentals dataOptions dataWatch-outsCommercial use requires a separate plan or licenseSerious use is paid
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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.