Welcome to the Wisesheets Docs!

Wisesheets is the ultimate Excel and Google Sheets add-on for stock investors. Wisesheets was built with one goal, to allow anyone to quickly find good investment opportunities. Our add-on has many different features and stock data available such as financials, key metrics, dividend data, live price data, and more. We have built these docs to help you get the most value out of Wisesheets.

πŸ€“ Tips

  • Use the side navigation to help you navigate the docs faster.
  • If you can't find the answer you are looking for, email us at info@wisesheets.io or join our Discord.

Important Information

  1. Wisesheets uses the same ticker system as Yahoo Finance.
  2. The add-on offers the same functionality across Excel, Google Sheets, and Excel online.
  3. Currently, we do not have any data quotas. The only quota imposed is by Google Sheets - you can only make 20k requests per day on regular accounts and 100k on paid accounts. This limit resets automatically every 24 hours. However, we do ask users to be mindful of making too many simultaneous requests. If we see any type of system abuse, we may choose to freeze your account.

Installation

Excel

Installing Wisesheets on Excel is very simple. All you need to do is follow these steps:

  1. Open a new Excel spreadsheet
  2. Navigate to the Insert tab
  3. Click on Get Add-ins

Excel add-ins

  1. Search for the Wisesheets add-on
  2. Click on Add

Wisesheets in Excel

Now you will be able to access the add-in at any time under the Home tab as shown below:

Wisesheets on Excel

Google Sheets

Installing Wisesheets on Google Sheets is very simple. All you need to do is follow these steps:

  1. Open a new Google Sheet
  2. Navigate to the Extensions menu and select Add-ons from the dropdown, then Get add-ons (this will open Google Workspace Marketplace within a pop-up modal)

Google Sheets add-ons

  1. Search for Wisesheets
  2. Select the Wisesheets add-on and click Install

Wisesheets add-on

Now you will be able to access the add-on at any time under the extensions menu as shown below:

Wisesheeets on Google Sheets

Support

If you have any feedback or come across any issues, feel free to reach out to us by email at info@wisesheets.io or on our discord channel.

Statement Dump

If you are looking to get an overview of a company's financials, one of the best ways to do this is to use statement dump. In a few clicks, you can get the income statement, balance sheet, cash flow statement, key metrics, and growth metrics annually or quarterly right on your spreadsheet. You will get either the last 19 years of data or 72 quarters, depending on your preference.

Stock financial Excel tool

By default, the order of the data will be sorted from most recent data to oldest. However, with a pro account, you can click on the advanced option to reverse the order of the statements.

Better yet, you can access the financial statements exactly as they were reported to the SEC. Simply select SEC as reported financials and select whether you want annual or quarterly data.

SEC financials Excel

Note this only applies to companies that report to the SEC (Securities Exchange Commission).

πŸ€“ Tips

  • Use the statement dump search to find the tickers to use for the functions.
  • For international tickers, we use the same ticker system as Yahoo Finance.
  • The tickers that appear in the search suggestions are not the only ones available with data coverage.

WISE Function

This function is best used for obtaining financials, key metrics, revenue segments, analyst estimates, etc. (see data available per function).

The WISE function syntax is =WISE("ticker", "parameter/s", "period/s", ["quarter"], [divisor])

  • Ticker [required]: The symbol of the company you are looking to get data for. It can be hardcoded i.e "AAPL" or a cell reference i.e. A1.
  • Parameter/s [required]: The data you are looking to get with the function. This accepts multiple parameters or a single parameter. It can be hard coded i.e. "Revenue", or a cell reference i.e B1:D1.
  • Period/s [required]The year or time period you would like to select. This accepts multiple periods or a single period. It can be hard coded i.e. 2020, or a cell reference i.e. B1:D1.
  • The periods include specific years like: 2020, "TTM" (Trailing Twelve Months), "LY", "LY-1" etc (The latest fiscal year of data available, the previous and so on), "LQ", "LQ-1" etc (The latest fiscal quarter of data available, the previous and so on).
  • Quarter [optional]: The quarter you are looking to get data for (only for quarterly data). It can be hard coded i.e. "Q2", or a cell reference i.e. B1.
  • Divisor [optional]: If you would like to get the output in millions, billions or any other data unit, you can use this parameter to get the data in that format. It can be hard coded i.e. 1000000, or a cell reference i.e. B1.

Here are a few examples of valid function calls:


=WISE("AAPL","ROE","TTM")

=WISE("TSLA", "Revenue", "LY",,1000000)

=WISE("AAPL","Free Cash Flow",2019,"Q3")

πŸ€“ Tips

  • When requesting a lot of data, enter multiple parameters and periods in the function using cell references.
  • Use the divisor parameter instead of dividing every cell by a value.
  • For international tickers, use the same ticker system as Yahoo Finance.
  • For numbers in the function like 2020 you don't need to use quotes (" ") only for text like "Revenue", tickers etc.

Large Data Requests

Instead of making many function requests at once, you can get data faster by using ranges in the functions.

All you need to do is enter a range of cells instead of a singular parameter or enter a range of periods instead of a single period. You can see how it works in this example:

Financials in Excel

As you can see, the function is getting all these key metrics for Apple across the different periods in a single function call. This saves you a lot of time and makes your spreadsheet faster.

WISEPRICE Function

This function is best used for obtaining live price data, historical price data, dividend payment information, etc (see data available per function).

The WISEPRICE function syntax is =WISEPRICE("ticker/s", "parameter/s", number of days to end, "start date", "end date")

  • Ticker/s [required]: The symbol/s of the company you are looking to get data. It can be hardcoded i.e "AAPL" or a cell reference i.e. A1:A20.
  • Parameter/s [required]: The data you are looking to get with the function. This accepts multiple parameters or a single parameter. It can be hard coded i.e. "Price", or a cell reference i.e. B1:D1
  • Number of days to end [optional]: For historical price data you can select the number of days to get data for. For example, 5 will return the last 5 days of historical price data. It can be hard coded i.e. 5, or a cell reference i.e. B2.
  • Start Date [optional]: For historical stock price data you can select a specific start date. The start date must be in a date format from a cell or follow the "mm/dd/yyyy" format. It can be hard coded i.e. "01/30/2022", or a cell reference i.e. B1. If you only enter a start date this will return the historical attribute you are looking for for that specific date.
  • End date [optional]: For historical stock price data you can select a specific end date. The end date must be in a date format from a cell or follow the "mm/dd/yyyy" format. It can be hard coded i.e. "01/30/2022", or a cell reference i.e. B1.

Here are a few examples of valid function calls:


=WISEPRICE("TSLA","Price")

=WISEPRICE("AAPL", "Close",,""01/01/2022", "01/30/2022")

=WISEPRICE("AMZN", "Open", 2)

πŸ€“ Tips

  • When requesting a lot of data, enter multiple tickers and parameters in the function using cell references.
  • For international tickers, use the same ticker system as Yahoo Finance.
  • For numbers in the function (like the number 2), you don't need to use quotes (" ") only for text like "Close", "Dividend", etc.
  • Use the SUM function to get only one value for historical stock data. For example =SUM(WISEPRICE("AAPL", "Close", , "01/30/2022"))

Large Data Requests

Instead of making many function requests at once, you can get data faster by using ranges in the functions.

All you need to do is enter a range of tickers instead of a singular ticker or enter a range of parameters instead of a single parameter. You can see how that works in this example:

Live stock price data Google Sheets

As you can see, the function is getting all these real-time values for many different companies in a single function call. This saves you a lot of time and makes your spreadsheet faster.

WISEFUNDS Function

This function is best used for obtaining ETF and fund data like expense ratio, net asset value, assets under management, etc. (see data available per function).

The WISEFUNDS function syntax is =WISEFUNDS("ticker", "parameter/s")

  • Ticker/s [required]: The symbol/s of the ETF/Fund you are looking to get data for. It can be hardcoded i.e. "SPY" or a cell reference i.e A1.
  • Parameter/s [required]: The data you are looking to get with the function. This accepts multiple parameters or a single parameter. It can be hard coded i.e "expense ratio", or a cell reference i.e. B1:D1.

Here are a few examples of valid function calls:


=WISEFUNDS("SPY","Expense Ratio")

=WISEFUNDS("PICK","Nav")

πŸ€“ Tips

  • Use the statement dump search to find the tickers to use for the functions.
  • For international tickers, we use the same ticker system as Yahoo Finance.
  • The tickers that appear in the search suggestions are not the only ones available with data coverage.
  • When requesting a lot of data, enter multiple parameters in the function using cell references.

Large Data Requests

Instead of making many function data requests at once, you can get data faster by using ranges in the functions.

All you need to do is enter a range of parameters instead of a single parameter. You can see how that works in this example:

ETF fund data Excel

As you can see, the function is getting all these real-time parameters for many different funds in a single function call. This saves you a lot of time and makes your spreadsheet faster.

Wisesheets Templates

Wisesheets makes it easy for you to get started with your analysis faster by providing pre-made templates built by us and our community.


You can download and modify the templates in any way you'd like.


Templates include:

  • DCF's
  • Stock trackers
  • Analysis dashboards
  • And many more...

To download a template navigate to the Wise templates menu.

Free stock templates

From here, you can browse the selection of templates and download any of them right away.


Note that templates in Excel and Google Sheets may be different or only available on one platform.

Downloading Templates

In Excel, after you click on the template you would like to download, the template file will be downloaded and available in your downloads folder.

On Google Sheets, you will get a duplicate file of the template, which you can then edit in any way you'd like.

Stock templates Google Sheets

Note that when you first open a template, you need to have the add-on side panel open, and you may need to change the company ticker or press the refresh template button (the blue button) to get the data and stop the cells from getting stuck loading.

Refresh Data

At any time you can use the refresh data button at the top right of the add-on to refresh live data you may have on your spreadsheet.


This includes:

  • Live price data
  • TTM metrics
  • ETF/Funddata

Refresh live data Wisesheets

Refresh Errors

Occasionally when requesting large amounts of data at once, you may get an #error on Google Sheets or "too many simultaneous requests" in Excel.


Instead of manually having to go to each cell that contains this and fix this, you can press the refresh errors button at the top right of the add-on (wrench icon).

Refresh errors Wisesheets

This will fix them all at once.

Analyzing Stock Financials

There are 2 ways to analyze stock financials. The first is to use the statement dump function to get them all at once annually or quarterly in our standardized format or as reported to the SEC:

Stock data in Excel

The second is to use the function to get only the financial data you care about. For this use case, we recommend selecting the financial data you'd like from our available data and then building a spreadsheet model like this:

Stock financial analysis Excel

As you can see, in one function call you can get the all the financial data you need. You can substitute the LY, LY-1, etc, for specific years or you can also use LQ, LQ-1 etc. to get the data for many quarters.

πŸ€“ Tips

  • Add sparklines, graphs, conditional formatting, or formulas to make your analysis easier.
  • Link the formulas to the ticker cell so you can change it and have all data populated for you.
  • Use the statement dump search to find the tickers to use for the function.

Analyzing Live Price Data

It is easy to analyze real-time price data for stocks, ETF funds, and more with Wisesheets. A typical use case involves gathering a list of stocks from your portfolio or watchlist and gathering all the real-time metrics you are interested in (see available data).

To get real-time data you need to use the WISEPRICE function. Here is an image showing how to use it to get real-time data.

Real-time stock data Google Sheets

Assuming you are looking to get real-time data for multiple securities, this is the best way to do it. You will get data faster, and you can refresh it anytime you'd like by pressing the refresh data button at the top right of the add-on.

πŸ€“ Tips

  • Use the statement dump search to find the tickers to use for the function.
  • For international tickers, we use the same ticker system as Yahoo Finance.
  • When requesting a lot of data, enter multiple parameters and tickers in the function using cell references.

Historical Price Data Analysis

There are 2 main ways of getting historical price data for stocks, ETFs, and other securities covered. The first is for individual assets.

For example, to get the last 30 days of close and open price for Apple, you can do the following:

Historical stock prices Google Sheets

You can also enter a specific date to get data in the function. For example =WISEPRICE("AMZN", "close", , "01/01/2019", "01/10/2019")

For multiple stocks, you can use the embedded functions available on your spreadsheet to get it. For example you can do =INDEX(WISEPRICE(A1, "close", 30),,2) and then use that function for many tickers.

Historical stock prices Excel

πŸ€“ Tips

  • Use spreadsheet formulas to get historical calculations. For example =AVERAGE("AAPL", "close", 30) provides you with the average close price for the past 30 days.
  • For getting the stock price of a particular date, you can do something like =SUM(WISEPRICE("AAPL", "close", , "01/01/2019"))
  • Use =TRANSPOSE(INDEX(WISEPRICE(A1, "close", 30),,2)) to get the price data horizontally.

Historical Dividend Payment History

With the =WISEPRICE function, you can get all of the dividend data in a single function call. All you have to do is enter =WISEPRICE("AAPL", "dividend")

Stock dividend history Excel

This provides you with the ex-date, dividend, adjusted dividend, payment date, and declaration date.

You can also enter a specific date to get data in the function. For example =WISEPRICE("aapl", "dividend", , "01/01/2017", "01/01/2022")

πŸ€“ Tips

  • Use this function only to get one column like the adjusted dividend column =INDEX(WISEPRICE("aapl", "dividend"),,2)

Annual Dividend Payments

Getting the annual dividend payment for a particular stock or ETF is simple. Using the WISE function, you can get the data like this:


=WISE("AAPL", "Dividend", 2022)

Stock Dividend payments Excel

This will provide you with the SUM of all the dividend payments made during that year.

You can also get this number for multiple years at once like this:

Historical stock dividends Google Sheets

Quarterly Dividend Payments

Using the WISE function, it is simple to get past stock and ETF dividend payments. You can get individual quarterly dividend payments as follows:


=WISE("AAPL", "dividend", "LQ")

stock dividends Excel

This will return the latest dividend paid by a stock or ETF.

πŸ€“ Tips

  • You can get the sum of the past 4 dividend payments like this =SUM(WISE("AAPL", "dividend", {"LQ", "LQ-1", "LQ-2", "LQ-3"}))
  • You can calculate the expected dividend amount paid by taking the LQ dividend payment and multiplying it by the regular payment interval for example 4 for quarterly paying securities.

Segment & Geographic Revenues

You can get a specific company’s revenue breakdown across key business segments and geographic markets.


Using the WISE function, you can get this data on a quarterly and annual basis.


To get segment revenue breakdowns, all you have to do is use the function as follows:


=WISE("AAPL", "segment revenues", 2020)

Stocks segment revenues Excel

You can also substitute the specific year for β€œLY”, β€œLY-1”, β€œLY-2”, etc, which provides you with the latest fiscal year data or the previous fiscal years.

The same concept applies to geographic revenues.


=WISE("AAPL", "geographic revenues", "LQ-2")

Geographic revenues Excel

Due to some technical constraints for quarterly data, you can only use the LQ, LQ-1 period system.


*This feature is only for companies that report to the SEC since the data comes from these reports.

πŸ€“ Tips

  • You can get this data for multiple periods in one function call, for example, =WISE("AAPL", "segment revenues", {2022, 2021, 2020})

Analyst Estimates

With Wisesheets, you can get analyst estimates for specific financial metrics like revenue, EBITDA, Net income, and more (see available data).

The estimates are sourced from reports made by top analysts from financial firms such as Morgan Stanley, Citigroup, JP Morgan, amongst others.

To get many analyst estimates at once for a particular company, you can do this:

Analyst estimates Excel

Note that analyst estimates are currently limited to 2023 as well as previous years. However, many more years of projections will be added.

πŸ€“ Tips

  • You can get this data for multiple years in one function call, for example, =WISE("AAPL", "Estimated Revenue AVG", {2022, 2021, 2020})

ETF/Fund Data (BETA)

Besides being able to get live price data, historical price data, and dividend data using the WISE and WISEPRICE functions. You can now use the WISEFUNDS function to get ETF specific data like nav, expense ratios, assets under management, etc (see available data).


For example to get the nav, aum and expense ratio for the SPY ETF you can do the following:

ETF data Excel

This provides you with the data you need for your funds in real-time.


Note that this function is in beta, and more funds and ETFs will be added.

Custom Screener

Building a custom-made stock screener and obtaining the necessary data is made simple with Wisesheets. Here's all you need to do:

  1. Get a list of stocks in your Excel or Google Sheets spreadsheet. Remember, we use the same ticker system as Yahoo Finance.
  2. Select the parameters for which you'd like to retrieve data. This includes the income statement, balance sheet, cash flow statement, key metrics, growth metrics, and real-time price data. You can refer to this link for the full list of items.

Once you have the list of stocks and parameters set up, you can easily proceed to the next steps. Simply navigate to the WISE Screener section of the add-in.


In the WISE Screener section, use your mouse to select the list of tickers you would like to gather data for. Once selected, click on the 4 square icon to proceed.

Next, do the same for the parameters you've chosen. Don't forget to include the period in the parameter. This currently includes:


  • TTM (Trailing Twelve Months)
  • LY (Last Fiscal Year)
  • LQ (Last Fiscal Quarter)
  • For historical data you can use LY-1, LY-2, etc which returns the previous years all the way to LY-9. The same applies to LQ data.


If you omit the period, the default value returned will be LY (latest fiscal year value). Capitalization and spacing do not matter. You do not need to specify any period for real-time data.

Once you've completed the steps above, it's time to retrieve the data. Simply click on the "Get Data" button, and your screener will be generated. You will notice a bucket created, holding the tickers and parameters you've selected.


You can easily manage the screener by utilizing the refresh button, which allows you to obtain the latest data at any time. Additionally, you have the option to rename the bucket for future reference or delete it when no longer needed.


Please keep in mind that the bucket can only be refreshed in the spreadsheet tab where you have the tickers and parameters located together. Refreshing the data in another tab will not work.


The beauty of using Wisesheets for stock screening is that it returns and updates the data more quickly compared to using functions. It also provides the flexibility to apply filters, such as sorting companies by highest revenue, without the functions automatically refreshing.

Common Issues

These are the most common issues when using the add-on along with their solutions.

Cannot Find Stock Ticker to use for International Stocks

Wisesheets uses the same ticker system as Yahoo Finance. You can use their search or, better yet, the statement dump search to find the right ticker to use.

Wisesheets stock search

You can enter the regular ticker followed by the exchange extension. For example, for Telus, a Canadian company listed in the TSX, the ticker is "T" and the extension is ".TO". You can enter "T.TO" to get the data for this company (see available exchanges and their extensions).

Unable to Login on Google Sheets

Sometimes Chrome extensions or adblockers may block our authentication system, which allows us to recognize your account.


Alernatively there is an issue with Google allowing us to authenticate your account when being logged into multiple Google accounts at once.


In either case don't worry you can fix this by following these simple solutions.

Solutions

Solution 1:

  1. Delete the add-on
  2. Refresh the page
  3. Disable your Adblock on Google Sheets
  4. Clear your cache
  5. Reinstall Wisesheets

Solution 2:

  1. Delete the add-on
  2. Log out of all your Google Accounts and only log in to the one that has Wisesheets
  3. Reinstall the add-on

Functions Return #name Not Recognized by Excel

It is possible that when you download Wisesheets on Excel, you are able to use the statement dump function but unable to use the custom functions.


In most cases, this is because Microsoft requires users to have an Office 365 account to access custom spreadsheet functions.

Solutions

  • Use Wisesheets on Excel Online or Google Sheets (no Office 365 subscription is required)
  • Use an Office 365 account from work, school, or any other organization if you have access.

Cells Contain _xldufd_ in Excel

This typically happens when you save your Excel files on a cloud server like one drive or have an existing add-on affecting the custom function.


Don't worry. There is an easy way to fix all the function calls at once and a way to prevent this from happening altogether.

Solution

Excel allows you to replace all the cell contents in a tab at once.


Simply head to replace.

Replace all Excel

Replace all with everything behind the function like _xlduf_ … with nothing.

XLDUF solution

This will fix all cells at once.

Prevention

To prevent this from happening altogether here are two different things you can try:

  1. Go to File / Options
  2. Select Add-ins (near bottom on left), Manage (near bottom), and "Go"
  3. Uncheck to remove any Add-ins you are currently not using that may be interfering with the Wisesheets COM
  4. Save your Excel files locally as opposed to the cloud

Excel save file

URL Fetch Error

URL fetch is a limit that Google Sheets has for requesting data.


Every time you make a function call, a URL fetch call is made to retrieve the data.


Google limits these calls to 20k per day for regular users and 100k for paid accounts. This limit resets automatically every day.

Solutions

There are two solutions. The first is to use the screener functionality as shown here.


The second is using ranges in the functions so you can get more data faster while making fewer function calls.

Stock financials Excel
Stock price data Excel
ETF data Excel

Alternatively, you can use Wisesheets on Excel, where there are no URL fetch limits, or upgrade your Google account to an enterprise account.

#SPILL Error

The spill error happens in Excel or Google Sheets when the function you use returns an array (multiple values in one single function), and there is no space for the data to be displayed.


For example, if you do =WISEPRICE("AAPL", "close", 3), this will return an array with the date and close price for the past 3 trading days.

Excel #spill error

As you can see, this returns in the #spill error because there is data blocking the function from showing the values.

Solution

Fixing this error is simple, all you need to do is clear all the data that interferes with the function calls you are making, and you will see the cell will clear and you will be able to get the data you want.

Excel #spill error solution

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