Best Sheets / Excel Add-ins Tools for Investing

EIA Open Data

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EIA Open Data is the U.S. government source for statistical and operational energy data. Analysts and developers can browse energy series or retrieve them through a free API, bulk files, and spreadsheet tools for macro, commodity, utility, and energy-market research.

Financial Modeling Prep (FMP)

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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.

FinancialData.Net

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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 no public audit reports were identified.

Finbox

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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.

FRED (Federal Reserve Economic Data)

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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.

Hunter

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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.

MarketXLS

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MarketXLS is an Excel-first market data, options, portfolio analytics, screening, and template add-in for investors who want live or delayed financial data directly inside spreadsheets. It is useful for Excel-heavy workflows covering stocks, ETFs, options, mutual funds, crypto, forex, fundamentals, FRED economic data, ETF holdings, portfolio templates, and broker order-ticket integrations. It is not a redistributable market-data API: real-time coverage is tiered, some exchanges require add-ons, and licensing is personal-use oriented.

OpenBB

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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; Lite adds a self-hosted collaboration tier without Excel or Copilot, while Pro adds the broader enterprise feature and deployment set. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.

Semrush

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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 supports keyword demand, competitor visibility, traffic proxies, and channel analysis; these modeled signals require validation against filings and first-party metrics. It is a marketing platform rather than investing software, not a broker, portfolio tracker, valuation model, official fundamentals provider, or direct measure of company revenue.

Similarweb

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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 provides alternative data for digital businesses such as marketplaces, ecommerce, SaaS, media, travel, and consumer internet, not reported financials. 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.

StreamXLS

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StreamXLS is a Windows-only Excel RTD bridge for investors and trading desks that want their own Interactive Brokers quotes, account values, positions, live P&L, and open-order state inside spreadsheet formulas. It runs locally through TWS or IB Gateway and can stage an order ticket for manual review in TWS, but it does not transmit trades, include market-data entitlements, support Mac or browser Excel, or replace IBKR. The product is closed source and its public release history began only recently.

Tegus

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Tegus is now part of AlphaSense, combining expert-call transcripts, custom expert interviews, financial models, company filings, benchmarking dashboards, Excel workflows, and AI synthesis for professional investment research teams. It supports deep diligence, channel checks, filings, models, and transcript synthesis rather than casual stock screening. Access is custom or enterprise-priced through AlphaSense, with BamSEC Pro still listed separately for filings workflows.

Trading Economics

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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.

Trendlyne

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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.

Visible Alpha

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Visible Alpha, now part of S&P Global Market Intelligence, is an enterprise consensus and model-derived data platform built from full sell-side analyst models. It is useful for line-item estimates, segment/KPI consensus, Excel workflows, and data delivery, but it is not a retail all-in-one terminal, broker, or self-serve low-cost data product.

WhaleWisdom

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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.

Wisesheets

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Wisesheets is a spreadsheet-first stock-analysis add-on for Excel and Google Sheets, built around formulas for company financials, key metrics, prices, dividends, analyst data, ETF/fund data, options chains, and broker-connected portfolio data. It is best for investors who want to build research models inside spreadsheets, with commercial use, faster data, and advanced screener workflows gated by plan.

YCharts

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YCharts is an advisor- and asset-manager-focused investment research, portfolio analytics, proposal, reporting, and client-communication platform. It is strongest for professionals who need client-ready charts, comparison tables, model portfolios, portfolio optimization, scenarios, stress tests, Monte Carlo analysis, Excel workflows, proposal generation, and firm sharing controls. Public pricing is sales-led on the current plans page, with several datasets and modules represented as add-ons. YCharts is not built as a casual free screener, brokerage account, or low-cost consumer portfolio tracker.