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.

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

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

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

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)

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

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

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.

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.

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

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/s", "parameter/s", "period/s", ["quarter"], [divisor])

• Ticker/s [required]: The symbol/s 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")

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, enter a range of parameters instead of a single parameter or enter a range of periods instead of a single period. You can see how it works in this example:

As you can see, the function is getting all these key metrics for multiple companies 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)

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:

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/s", "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")

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 and/or tickers instead of a single parameter. You can see how that works in this example:

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.

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.

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/Fund data

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).

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:

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:

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.

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.

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.

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:

=WISEPRICE("AAPL", "Close", 30)

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 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")

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")

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)

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

If you'd like to get the adjusted dividend amount, you can do this like this:

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

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

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")

This will return the latest dividend paid by a stock or ETF. The same applies to the adjusted dividend.

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)

You can also substitute the specific year for “LY”, “LY-1”, “LY-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")

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.

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:

Note that analyst estimates are currently limited up to 2027. Historical data from previous years is also available.

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:

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 (Get List)

Wisesheets Elite plan members can find companies that meet their specific criteria. Here is how that works:

This will return a list of companies, ETFs and or funds that meet your desired criteria, along with available information such as company name, sector, industry, beta price, etc.

You can take this list of tickers and get any additional information and metrics you want at once following the method below.

Custom Screener (Get Data)

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

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 (latest fiscal year)
• LY-1 etc (previous fiscal year) up to LY-17
• LQ (latest fiscal quarter)
• LQ-1 etc (previous fiscal quarter) up to LQ-71
• Specific years like 2020
• Specific year and quarter like 2020 Q4

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 refresh the screener data by utilizing the refresh button in the bucket, 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 of your spreadsheet 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.

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. Create a new Google Chrome profile
2. Open your spreadsheet in the new profile
3. Use Wisesheets as you'd like

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 with everything behind the function like _xlduf_ … with nothing.

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

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.

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.

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.