How to use Wisesheets – The Ultimate Guide

Wisesheets tutorial

Wisesheets is the most powerful stock add-in to help you retrieve all the essential stock data you need to make great investment decisions. From real-time stock data to company financials, using Wisesheets, you can get all the stock data you need in your Excel or Google Sheets spreadsheet. This guide will teach you how to use Wisesheets to make better investment decisions and save time by not copying/pasting stock data.

Table of Contents

If you prefer a video version, see the video below.

Historical Stock Data in Excel and Google Sheets

Currently, Wisesheets offers two ways to get historical stock data:

Statement Dump

When you log into Wisesheets, you will see the statement dump window that looks like the image below. Here you can get stock financial statements, key metrics, and growth metrics going back 19 years and 72 quarters. Simply enter the stock ticker or company name you'd like to retrieve data for, select annual or quarterly, select standardized financials or SEC as reported financials, and get all of the information at once in different tabs of your spreadsheet.

Wisesheets financials

Keep in mind we recommend using standardized financials because they are better for comparing financial performance across companies. Reported SEC financials are also helpful to better understand the specific items and amounts reported to the SEC. SEC statement dump is in BETA as the financial items are not spaced or capitalized yet, and the items may be out of order. This will be addressed in future updates where financial statement notes and segmented revenue information is likely to be included.

The WISE function

Instead of getting all the stock data at once, you can get specific items from the financial statements using the WISE function. This allows you to build custom models that enable you to analyze a stock in any way you'd like, such as building stock dashboards, DCFs, or any other stock analysis model.

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

For a visual tutorial on cell referencing, press the tutorial button on the WISE function menu.

Wisesheets WISE function
WISE function tutorial

The first parameter is where you enter the company's stock ticker you are looking to get data for. For example, Apple's ticker is "AAPL". Note that for stock exchanges outside of the USA, you might need to add an extension. For example, Shopify's (listed on the Toronto Stock Exchange) ticker is "SHOP.TO". If you are unsure about your stock's ticker, use the same convention as Yahoo Finance. For a list of stock exchanges covered and their respective extension, see the stock exchanges covered section.

The second parameter is for the data point you would like to retrieve from the stock you entered. For a full list of data points available, click here. Currently, the data available includes all items listed under the income, statement, balance sheet, cash flow statements, key metrics, growth metrics section, and more. Again, capitalization and spacing do not matter, but the spelling must be the same.

The third parameter is the period you'd like to get the data from. Here you can select either a specific year, "TTM" (which returns the results from the sum of the last 4 quarters), "LY" (Last Fiscal Year), or "LQ" (Last Fiscal Quarter). You can also use "LY-1", "LY-2", "LY-3"… and "LQ-1", "LQ-2", "LQ-3", etc., to get the data from previous fiscal quarters or years.

The fourth parameter is optional. If it is not entered, the function will return the data for the selected period. However, if you'd like to retrieve quarterly data, you need to use "Q1", "Q2", "Q3," or "Q4". These quarterly periods are based on the company's fiscal years, which may or may not be aligned with the current calendar year.

Altogether here is an example of a simple function call =WISE("AAPL", "revenue", 2020, "Q4")

*Note if you are thinking of requesting large volumes of data, we have a better option for you below.

Large Data Requests Option

Instead of making too many simultaneous function requests, we have developed a way for you to get multiple stock data points at once.

This functionality is very simple as you saw before the WISE function syntax is =WISE("ticker", "parameter/s", "period/s", "quarter")

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 that works in this example:

WISE function parameters

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.

Note that if the key metrics were the columns and the periods the rows, the function would still return the data in the format you need.

Cell Referencing

Instead of manually writing the function parameters in the function, you can reference cells that contain the parameters you are looking for. In this example, you can see a model build to retrieve a company's revenue over 3 years.

Wisesheets income statement model

Cell locking is very useful when you want to drag the function across cells and get the data you need. To lock cells horizontally, use $ before the cell letter, to lock cells vertically, use $ after the cell letter, to lock cells entirely, use the $ before and after the cell letter.

Historical quarterly dividend payments

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

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

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

Dividends in Excel

Moreover, you can get multiple historical dividends or their sum by entering multiple quarterly periods in the WISE function.

Historical dividend payments sheet

As you can see, this returns the past 4 dividend payments. You can also warp this into a SUM function to get the SUM of the past 4 dividend payments in one cell like this:


Lastly, you can get the sum of the dividend payments for a particular year by entering the following function command:

=WISE("ticker", "dividend", year/s)

dividend payments excel

This will provide you with the sum of the dividend payments made in that year regardless of the payment frequency of the ETF or stock.

Historical dividend payment history

If you are looking for stock's dividend data on Excel or Google Sheets, you will love this. With the =WISEPRICE function, you can get all the dividend data you need for the companies you need in a single function call. All you have to do is enter =WISEPRICE("ticker", "dividend")

Dividend stock data on Excel
The image is cropped but the data goes back to 1985

As you can see, this will return the date, dividend, adjusted dividend, payment date, and declaration date.

Segment & geographic revenue breakdowns

Looking to 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(“ticker”, “segment revenues”, period).

For example, to get apple’s revenue breakdown per segment in 2020, you can use =WISE(“aapl”, “segment revenues”, 2020)

Apple Segment revenues Excel

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, except you need to use “geographic revenues” as the parameter. For example, to get apple’s geographic revenue breakdown 3 quarters ago, you can use this function call =WISE(“aapl”, “geographic revenues”, “LQ-2”)

Apple geographic revenues Excel

Due to some technical details for quarterly data, you can only use the LQ, LQ-1, etc, period type for this data.

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

Historical price data

You can also retrieve historical price data for stocks and ETFs using Wisesheets via the =WISEPIRCE function.

The formula syntax works as follows: =WISEPRICE("ticker", "parameter", "number of days", "start date", "end date").

The list of available historical parameters includes:

  • Open
  • High
  • Low
  • Close
  • AdjClose
  • Volume
  • Unadjusted Volume
  • Change
  • Change Percent
  • Vwap
  • Label
  • ChangeOverTime

The number of days parameter is optional. If you do enter a value like 30 it will return the last 30 business days worth of historical data for whatever parameter you've selected along with the respective date.

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

Apple historical stock price

In cases where you want to get this data for a specific period, like between January 1, 2022 and January 30, 2022 you can leave this parameter blank.

You have the option to enter a specific date range from which to get data. Make sure to use the yyyy-mm-dd format.

For example, if you are looking to get Apple's volume between March 1st and March 30th in 2022 you need to enter the following function command in a cell =WISEPRICE("AAPL", "volume", , "2022-03-01", "2022-03-30")

Apple's volume Excel

You can also use cell referencing to enter multiple parameters at once in the function and reference cells that are in the date format to ensure you are getting the data for the correct time period.

Real-Time Stock Data

Besides being able to retrieve historical stock data, you can also get real-time stock data for the following parameters:

  • Symbol
  • Name
  • Price
  • Changes Percentage
  • Change
  • Day Low
  • Day High
  • Year High
  • Year Low
  • Market Cap
  • Price Avg 50
  • Price Avg 200
  • Volume
  • Avg Volume
  • Exchange
  • Open
  • Previous Close
  • EPS
  • PE
  • Shares Outstanding
  • Earnings announcement
  • Timestamp

WISEPRICE function

The WISEPRICE function is used to get the live stock data. The syntax for this function is =WISEPRICE("ticker/s", "parameter/s")

Similar to the WISE function, the first parameter is where you enter the stock ticker/s of the company you are looking to get data for. The same rule from above for stock exchanges outside of the USA applies.

The second parameter/s is where you select your data point. The list of available parameters is available above. Keep in mind, that capitalization and spacing do not matter, but the spelling must be the same.

Refreshing Live Stock Data

One of the benefits of the WISEPRICE function is that you can refresh the data at any point by pressing the refresh button on the WISEPRICE function window. This will allow you to refresh the data for cells containing the WISEPRICE formula and get the data you need updated.

Wisesheets real-time stock data on Google Sheets

Cell Referencing

Similar to the WISE function, instead of manually writing the function parameters in the function, you can reference cells that contain the parameter/s and ticker/s you are looking for. In this example, you can see a model build to retrieve multiple stock's live prices, pe, and market cap.

Live stock data Google Sheets

Note that if the tickers were the columns and the parameters the rows, the function would still return the data in the format you need

TTM Key Metrics

Getting stock TTM key metrics which some change all the time based on factors like the stock price has never been easier. Via the =WISE function you can get access to the following metrics:

  1. Revenue Per Share
  2. Net Income Per Share
  3. Operating Cash Flow Per Share
  4. Free Cash Flow Per Share
  5. Cash Per Share
  6. Book Value Per Share
  7. Tangible Book Value Per Share
  8. Shareholders Equity Per Share
  9. Interest Debt Per Share
  10. Market Cap
  11. Enterprise Value
  12. Pe Ratio
  13. Price To Sales Ratio
  14. Pocfratio
  15. Pfcf Ratio
  16. Pb Ratio
  17. Ptb Ratio
  18. Ev To Sales
  19. Enterprise Value Over EBITDA
  20. Ev To Operating Cash Flow
  21. Ev To Free Cash Flow
  22. Earnings Yield
  23. Free Cash Flow Yield
  24. Debt To Equity
  25. Debt To Assets
  26. Net Debt To EBITDA
  27. Current Ratio
  28. Interest Coverage
  29. Income Quality
  30. Dividend Yield
  31. Payout Ratio
  32. Sales General And Administrative To Revenue
  33. Research And Ddevelopement To Revenue
  34. Intangibles To Total Assets
  35. Capex To Operating Cash Flow
  36. Capex To Revenue
  37. Capex To Depreciation
  38. Stock Based Compensation To Revenue
  39. Graham Number
  40. Roic
  41. Return On Tangible Assets
  42. Graham Net Net
  43. Working Capital
  44. Tangible Asset Value
  45. Net Current Asset Value
  46. Average Receivables
  47. Average Payables
  48. Average Inventory
  49. Days Sales Outstanding
  50. Days Payables Outstanding
  51. Days Of Inventory On Hand
  52. Receivables Turnover
  53. Payables Turnover
  54. Inventory Turnover
  55. Roe
  56. Capex Per Share

All you have to do is enter =WISE("ticker", parameter/s, "ttm"). For example =WISE("AAPL", "Dividend yield", "TTM")

Company profile information

Using the =WISEPRICE function, you can access important stock information for a company or list of companies, including:

  • Beta
  • Vol Avg
  • Last Div
  • Range
  • Currency
  • Cik
  • ISIN
  • Exchange
  • Exchange Short Name
  • Industry
  • Website
  • Description
  • CEO
  • Sector
  • Country
  • Full Time Employees
  • Phone
  • Address
  • City
  • State
  • Zip
  • Is ETF
  • Is Actively Trading
  • Is ADR
  • Is Fund

For example, you can use the following function call to get the beta, sector, and industry for this list of stocks.

Beta, sector and industry on your spreadsheet

How To Build A Custom Stock Screener

Building a custom-made stock screener and obtaining the necessary data is super 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 from which you'd like to retrieve data. This includes income statement items, balance sheet, cash flow statement, key metrics, growth metrics, and real-time price data. You can refer to the table below for the full list of items and available periods.

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.

Stock list

Next, do the same for the parameters you've chosen. Don't forget to include the period in the parameter, such as LQ [Latest quarter], LY [Latest year], and TTM [Trailing twelve months]. If you omit the period, the default value returned will be LY (latest fiscal year value). It's worth noting that capitalization and spacing do not matter.

Excel stock screener

Once you've completed the above steps, 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 your stock screening needs 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.

Screener data available

Data CategoryItem/metricPeriod/s AvailableExample
SymbolLive Price DataNASymbol
NameLive Price DataNAName
PriceLive Price DataNAPrice
Changes PercentageLive Price DataNAChanges Percentage
ChangeLive Price DataNAChange
Day LowLive Price DataNADay Low
Day HighLive Price DataNADay High
Year HighLive Price DataNAYear High
Year LowLive Price DataNAYear Low
Market CapLive Price DataNAMarket Cap
Price Avg 50Live Price DataNAPrice Avg 50
Price Avg 200Live Price DataNAPrice Avg 200
VolumeLive Price DataNAVolume
Avg VolumeLive Price DataNAAvg Volume
ExchangeLive Price DataNAExchange
OpenLive Price DataNAOpen
Previous CloseLive Price DataNAPrevious Close
EPSLive Price DataNAEPS
PELive Price DataNAPE
Shares OutstandingLive Price DataNAShares Outstanding
Earnings AnnouncementLive Price DataNAEarnings Announcement
TimestampLive Price DataNATimestamp
DateIncome StatementLY,LQ, TTMDate LY
RevenueIncome StatementLY,LQ, TTMRevenue TTM
Reported CurrencyIncome StatementLY,LQ, TTMReported Currency LY
PeriodIncome StatementLY,LQ, TTMPeriod LY
CIKIncome StatementLY,LQ, TTMCIK LQ
Filling DateIncome StatementLY,LQ, TTMFilling Date TTM
Accepted DateIncome StatementLY,LQ, TTMAccepted Date LY
Calendar YearIncome StatementLY,LQ, TTMCalendar Year LQ
Cost Of RevenueIncome StatementLY,LQ, TTMCost Of Revenue LQ
Gross ProfitIncome StatementLY,LQ, TTMGross Profit LQ
Gross Profit RatioIncome StatementLY,LQ, TTMGross Profit Ratio LQ
Research And Development ExpensesIncome StatementLY,LQ, TTMResearch And Development Expenses LY
General And Administrative ExpensesIncome StatementLY,LQ, TTMGeneral And Administrative Expenses TTM
Selling And Marketing ExpensesIncome StatementLY,LQ, TTMSelling And Marketing Expenses LQ
Other ExpensesIncome StatementLY,LQ, TTMOther Expenses TTM
Operating ExpensesIncome StatementLY,LQ, TTMOperating Expenses LY
Cost And ExpensesIncome StatementLY,LQ, TTMCost And Expenses LQ
Interest ExpenseIncome StatementLY,LQ, TTMInterest Expense LY
Depreciation And AmortizationIncome StatementLY,LQ, TTMDepreciation And Amortization LQ
EBITDA RatioIncome StatementLY,LQ, TTMEBITDA Ratio LQ
Operating IncomeIncome StatementLY,LQ, TTMOperating Income LQ
Operating Income RatioIncome StatementLY,LQ, TTMOperating Income Ratio LQ
Total Other Income Expenses NetIncome StatementLY,LQ, TTMTotal Other Income Expenses Net LY
Income Before TaxIncome StatementLY,LQ, TTMIncome Before Tax TTM
Income Before Tax RatioIncome StatementLY,LQ, TTMIncome Before Tax Ratio TTM
Income Tax ExpenseIncome StatementLY,LQ, TTMIncome Tax Expense TTM
Net IncomeIncome StatementLY,LQ, TTMNet Income LY
Net Income RatioIncome StatementLY,LQ, TTMNet Income Ratio LQ
EPSIncome StatementLY,LQ, TTMEPS LY
EPS DilutedIncome StatementLY,LQ, TTMEPS Diluted LY
Weighted Average Shs OutIncome StatementLY,LQ, TTMWeighted Average Shs Out TTM
Weighted Average Shs Out DiIncome StatementLY,LQ, TTMWeighted Average Shs Out Di LY
DateBalance SheetLY,LQ, TTMDate LQ
Cash And Cash EquivalentsBalance SheetLY,LQ, TTMCash And Cash Equivalents LY
PeriodBalance SheetLY,LQ, TTMPeriod TTM
Filling DateBalance SheetLY,LQ, TTMFilling Date TTM
Accepted DateBalance SheetLY,LQ, TTMAccepted Date LY
Calendar YearBalance SheetLY,LQ, TTMCalendar Year LQ
Short Term InvestmentsBalance SheetLY,LQ, TTMShort Term Investments LY
Cash And Short Term InvestmentsBalance SheetLY,LQ, TTMCash And Short Term Investments TTM
Net ReceivablesBalance SheetLY,LQ, TTMNet Receivables LY
InventoryBalance SheetLY,LQ, TTMInventory LY
Other Current AssetsBalance SheetLY,LQ, TTMOther Current Assets TTM
Total Current AssetsBalance SheetLY,LQ, TTMTotal Current Assets TTM
Property Plant Equipment NetBalance SheetLY,LQ, TTMProperty Plant Equipment Net TTM
GoodwillBalance SheetLY,LQ, TTMGoodwill TTM
Intangible AssetsBalance SheetLY,LQ, TTMIntangible Assets TTM
Goodwill And Intangible AssetsBalance SheetLY,LQ, TTMGoodwill And Intangible Assets LQ
Long Term InvestmentsBalance SheetLY,LQ, TTMLong Term Investments TTM
Tax AssetsBalance SheetLY,LQ, TTMTax Assets TTM
Other Non Current AssetsBalance SheetLY,LQ, TTMOther Non Current Assets LY
Total Non Current AssetsBalance SheetLY,LQ, TTMTotal Non Current Assets LY
Other AssetsBalance SheetLY,LQ, TTMOther Assets LY
Total AssetsBalance SheetLY,LQ, TTMTotal Assets LQ
Account PayablesBalance SheetLY,LQ, TTMAccount Payables LY
Short Term DebtBalance SheetLY,LQ, TTMShort Term Debt LQ
Tax PayablesBalance SheetLY,LQ, TTMTax Payables LY
Deferred RevenueBalance SheetLY,LQ, TTMDeferred Revenue LY
Other Current LiabilitiesBalance SheetLY,LQ, TTMOther Current Liabilities LY
Total Current LiabilitiesBalance SheetLY,LQ, TTMTotal Current Liabilities LY
Long Term DebtBalance SheetLY,LQ, TTMLong Term Debt LY
Deferred Revenue Non CurrentBalance SheetLY,LQ, TTMDeferred Revenue Non Current LQ
Deferred Tax Liabilities Non CurrentBalance SheetLY,LQ, TTMDeferred Tax Liabilities Non Current LY
Other Non Current LiabilitiesBalance SheetLY,LQ, TTMOther Non Current Liabilities TTM
Total Non Current LiabilitiesBalance SheetLY,LQ, TTMTotal Non Current Liabilities LQ
Other LiabilitiesBalance SheetLY,LQ, TTMOther Liabilities LQ
Total LiabilitiesBalance SheetLY,LQ, TTMTotal Liabilities LQ
Minority InterestBalance SheetLY,LQ, TTMMinority Interest LY
Total EquityBalance SheetLY,LQ, TTMTotal Equity TTM
Total Liabilities and Total EquityBalance SheetLY,LQ, TTMTotal Liabilities and Total Equity LY
Common StockBalance SheetLY,LQ, TTMCommon Stock LQ
Preferred StockBalance SheetLY,LQ, TTMPreferred Stock LY
Retained EarningsBalance SheetLY,LQ, TTMRetained Earnings LQ
Accumulated Other Comprehensive Income LossBalance SheetLY,LQ, TTMAccumulated Other Comprehensive Income Loss LQ
Other Total Stockholders EquityBalance SheetLY,LQ, TTMOther Total Stockholders Equity TTM
Total Stockholders EquityBalance SheetLY,LQ, TTMTotal Stockholders Equity LY
Total Liabilities And Stockholders EquityBalance SheetLY,LQ, TTMTotal Liabilities And Stockholders Equity LQ
Total InvestmentsBalance SheetLY,LQ, TTMTotal Investments LY
Total DebtBalance SheetLY,LQ, TTMTotal Debt LY
Net DebtBalance SheetLY,LQ, TTMNet Debt LQ
DateCash FlowLY,LQ, TTMDate LQ
Deferred Income TaxCash FlowLY,LQ, TTMDeferred Income Tax TTM
Net Income CashflowCash FlowLY,LQ, TTMNet Income Cashflow LQ
Depreciation and AmortizationCash FlowLY,LQ, TTMDepreciation and Amortization LQ
PeriodCash FlowLY,LQ, TTMPeriod LY
Filling DateCash FlowLY,LQ, TTMFilling Date LY
Accepted DateCash FlowLY,LQ, TTMAccepted Date LQ
Calendar YearCash FlowLY,LQ, TTMCalendar Year LQ
Stock Based CompensationCash FlowLY,LQ, TTMStock Based Compensation LQ
Change In Working CapitalCash FlowLY,LQ, TTMChange In Working Capital LQ
Accounts ReceivablesCash FlowLY,LQ, TTMAccounts Receivables LY
Accounts PayablesCash FlowLY,LQ, TTMAccounts Payables TTM
Other Working CapitalCash FlowLY,LQ, TTMOther Working Capital TTM
Other Non Cash ItemsCash FlowLY,LQ, TTMOther Non Cash Items TTM
Net Cash Provided By Operating ActivitiesCash FlowLY,LQ, TTMNet Cash Provided By Operating Activities TTM
Investments In Property Plant And EquipmentCash FlowLY,LQ, TTMInvestments In Property Plant And Equipment LY
Acquisitions NetCash FlowLY,LQ, TTMAcquisitions Net TTM
Purchases Of InvestmentsCash FlowLY,LQ, TTMPurchases Of Investments TTM
Sales Maturities Of InvestmentsCash FlowLY,LQ, TTMSales Maturities Of Investments LY
Other Investing ActivitesCash FlowLY,LQ, TTMOther Investing Activites TTM
Net Cash Used For Investing ActivitesCash FlowLY,LQ, TTMNet Cash Used For Investing Activites TTM
Debt RepaymentCash FlowLY,LQ, TTMDebt Repayment LQ
Common Stock IssuedCash FlowLY,LQ, TTMCommon Stock Issued LY
Common Stock RepurchasedCash FlowLY,LQ, TTMCommon Stock Repurchased LQ
Dividends PaidCash FlowLY,LQ, TTMDividends Paid TTM
Other Financing ActivitesCash FlowLY,LQ, TTMOther Financing Activites LQ
Net Cash Used Provided By Financing ActivitiesCash FlowLY,LQ, TTMNet Cash Used Provided By Financing Activities LQ
Effect Of Forex Changes On CashCash FlowLY,LQ, TTMEffect Of Forex Changes On Cash LY
Net Change In CashCash FlowLY,LQ, TTMNet Change In Cash LY
Cash At End Of PeriodCash FlowLY,LQ, TTMCash At End Of Period TTM
Cash At Beginning Of PeriodCash FlowLY,LQ, TTMCash At Beginning Of Period LQ
Operating Cash FlowCash FlowLY,LQ, TTMOperating Cash Flow LQ
Capital ExpenditureCash FlowLY,LQ, TTMCapital Expenditure LQ
Free Cash FlowCash FlowLY,LQ, TTMFree Cash Flow TTM
Inventory CashflowCash FlowLY,LQ, TTMInventory Cashflow LQ
DateKey MetricsLY,LQ, TTMDate LQ
Revenue Per ShareKey MetricsLY,LQ, TTMRevenue Per Share LY
Net Income Per ShareKey MetricsLY,LQ, TTMNet Income Per Share TTM
Operating Cash Flow Per ShareKey MetricsLY,LQ, TTMOperating Cash Flow Per Share TTM
Free Cash Flow Per ShareKey MetricsLY,LQ, TTMFree Cash Flow Per Share TTM
Cash Per ShareKey MetricsLY,LQ, TTMCash Per Share TTM
Book Value Per ShareKey MetricsLY,LQ, TTMBook Value Per Share LY
Tangible Book Value Per ShareKey MetricsLY,LQ, TTMTangible Book Value Per Share TTM
Shareholders Equity Per ShareKey MetricsLY,LQ, TTMShareholders Equity Per Share LQ
Interest Debt Per ShareKey MetricsLY,LQ, TTMInterest Debt Per Share LY
Market CapKey MetricsLY,LQ, TTMMarket Cap LQ
Enterprise ValueKey MetricsLY,LQ, TTMEnterprise Value TTM
PE RatioKey MetricsLY,LQ, TTMPE Ratio TTM
Price To Sales RatioKey MetricsLY,LQ, TTMPrice To Sales Ratio LQ
POCF RatioKey MetricsLY,LQ, TTMPOCF Ratio LQ
PFCF RatioKey MetricsLY,LQ, TTMPFCF Ratio LY
PB RatioKey MetricsLY,LQ, TTMPB Ratio LY
PTB RatioKey MetricsLY,LQ, TTMPTB Ratio LQ
EV To SalesKey MetricsLY,LQ, TTMEV To Sales TTM
Enterprise Value Over EBITDAKey MetricsLY,LQ, TTMEnterprise Value Over EBITDA TTM
EV To Operating Cash FlowKey MetricsLY,LQ, TTMEV To Operating Cash Flow LY
EV To Free Cash FlowKey MetricsLY,LQ, TTMEV To Free Cash Flow LQ
Earnings YieldKey MetricsLY,LQ, TTMEarnings Yield LQ
Free Cash Flow YieldKey MetricsLY,LQ, TTMFree Cash Flow Yield LQ
Debt To EquityKey MetricsLY,LQ, TTMDebt To Equity LY
Debt To AssetsKey MetricsLY,LQ, TTMDebt To Assets TTM
Net Debt To EBITDAKey MetricsLY,LQ, TTMNet Debt To EBITDA LY
Current RatioKey MetricsLY,LQ, TTMCurrent Ratio TTM
Interest CoverageKey MetricsLY,LQ, TTMInterest Coverage LY
Income QualityKey MetricsLY,LQ, TTMIncome Quality LY
Dividend YieldKey MetricsLY,LQ, TTMDividend Yield TTM
Payout RatioKey MetricsLY,LQ, TTMPayout Ratio LY
Sales General And Administrative To RevenueKey MetricsLY,LQ, TTMSales General And Administrative To Revenue TTM
Research And Ddevelopement To RevenueKey MetricsLY,LQ, TTMResearch And Ddevelopement To Revenue LY
Intangibles To Total AssetsKey MetricsLY,LQ, TTMIntangibles To Total Assets LQ
Capex To Operating Cash FlowKey MetricsLY,LQ, TTMCapex To Operating Cash Flow LQ
Capex To RevenueKey MetricsLY,LQ, TTMCapex To Revenue LY
Capex To DepreciationKey MetricsLY,LQ, TTMCapex To Depreciation LY
Stock Based Compensation To RevenueKey MetricsLY,LQ, TTMStock Based Compensation To Revenue LY
Graham NumberKey MetricsLY,LQ, TTMGraham Number LQ
Return On Tangible AssetsKey MetricsLY,LQ, TTMReturn On Tangible Assets LY
Graham Net NetKey MetricsLY,LQ, TTMGraham Net Net LY
Working CapitalKey MetricsLY,LQ, TTMWorking Capital TTM
Tangible Asset ValueKey MetricsLY,LQ, TTMTangible Asset Value LQ
Net Current Asset ValueKey MetricsLY,LQ, TTMNet Current Asset Value LY
Net Current Asset ValueKey MetricsLY,LQ, TTMNet Current Asset Value LQ
Average ReceivablesKey MetricsLY,LQ, TTMAverage Receivables TTM
Average PayablesKey MetricsLY,LQ, TTMAverage Payables TTM
Average InventoryKey MetricsLY,LQ, TTMAverage Inventory LQ
Days Sales OutstandingKey MetricsLY,LQ, TTMDays Sales Outstanding TTM
Days Payables OutstandingKey MetricsLY,LQ, TTMDays Payables Outstanding LQ
Days Of Inventory On HandKey MetricsLY,LQ, TTMDays Of Inventory On Hand LQ
Receivables TurnoverKey MetricsLY,LQ, TTMReceivables Turnover TTM
Payables TurnoverKey MetricsLY,LQ, TTMPayables Turnover LY
Inventory TurnoverKey MetricsLY,LQ, TTMInventory Turnover TTM
Capex Per ShareKey MetricsLY,LQ, TTMCapex Per Share LY
DateGrowth MetricsLY, LQ,Date LQ
Revenue GrowthGrowth MetricsLY, LQ,Revenue Growth LY
Gross Profit GrowthGrowth MetricsLY, LQGross Profit Growth LQ
EBIT growthGrowth MetricsLY, LQEBIT growth LY
Operating Income GrowthGrowth MetricsLY, LQOperating Income Growth LY
Net Income GrowthGrowth MetricsLY, LQNet Income Growth LQ
EPS GrowthGrowth MetricsLY, LQEPS Growth LQ
EPS Diluted GrowthGrowth MetricsLY, LQEPS Diluted Growth LQ
Weighted Average Shares GrowthGrowth MetricsLY, LQWeighted Average Shares Growth LY
Weighted Average Shares Diluted GrowthGrowth MetricsLY, LQWeighted Average Shares Diluted Growth LQ
Dividends Per Share GrowthGrowth MetricsLY, LQDividends Per Share Growth LQ
Operating Cash Flow GrowthGrowth MetricsLY, LQOperating Cash Flow Growth LY
Free Cash Flow GrowthGrowth MetricsLY, LQFree Cash Flow Growth LY
Ten Y Revenue Growth Per ShareGrowth MetricsLY, LQTen Y Revenue Growth Per Share LQ
Five Y Revenue Growth Per ShareGrowth MetricsLY, LQFive Y Revenue Growth Per Share LY
Three Y Revenue Growth Per ShareGrowth MetricsLY, LQThree Y Revenue Growth Per Share LQ
Ten Y Operating CF Growth Per ShareGrowth MetricsLY, LQTen Y Operating CF Growth Per Share LY
Five Y Operating CF Growth Per ShareGrowth MetricsLY, LQFive Y Operating CF Growth Per Share LQ
Three Y Operating CF Growth Per ShareGrowth MetricsLY, LQThree Y Operating CF Growth Per Share LY
Ten Y Net Income Growth Per ShareGrowth MetricsLY, LQTen Y Net Income Growth Per Share LQ
Five Y Net Income Growth Per ShareGrowth MetricsLY, LQFive Y Net Income Growth Per Share LQ
Three Y Net Income Growth Per ShareGrowth MetricsLY, LQThree Y Net Income Growth Per Share LY
Ten Y Shareholders Equity Growth Per ShareGrowth MetricsLY, LQTen Y Shareholders Equity Growth Per Share LY
Five Y Shareholders Equity Growth Per ShareGrowth MetricsLY, LQFive Y Shareholders Equity Growth Per Share LQ
Three Y Shareholders Equity Growth Per ShareGrowth MetricsLY, LQThree Y Shareholders Equity Growth Per Share LQ
Ten Y Dividend Per Share Growth Per ShareGrowth MetricsLY, LQTen Y Dividend Per Share Growth Per Share LY
Five Y Dividend Per Share Growth Per ShareGrowth MetricsLY, LQFive Y Dividend Per Share Growth Per Share LQ
Three Y Dividend Per Share Growth Per ShareGrowth MetricsLY, LQThree Y Dividend Per Share Growth Per Share LY
Receivables GrowthGrowth MetricsLY, LQReceivables Growth LY
Inventory GrowthGrowth MetricsLY, LQInventory Growth LQ
Asset GrowthGrowth MetricsLY, LQAsset Growth LQ
Book Value per Share GrowthGrowth MetricsLY, LQBook Value per Share Growth LQ
Debt GrowthGrowth MetricsLY, LQDebt Growth LY
RD Expense GrowthGrowth MetricsLY, LQRD Expense Growth LQ
SGA Expenses GrowthGrowth MetricsLY, LQSGA Expenses Growth LY

Final words

Now you know how to get stock financials and real-time price data on Excel and Google Sheets using Wisesheets without wasting countless hours copying/pasting stock data.

We hope this helps you make better investment decisions.

We will continue updating the list of available functions, so stay tuned for more updates!

For a free Wisesheets account, click here.

Best Regards,

The Wisesheets Team

Guillermo Valles

Guillermo Valles

Hello! I'm a finance enthusiast who fell in love with the world of finance at 15, devouring Warren Buffet's books and streaming Berkshire Hathaway meetings like a true fan.

I started my career in the industry at one of Canada's largest REITs, where I honed my skills analyzing deals and learning the ropes.

My passion led me to the stock market, but I quickly found myself spending more time gathering data than analyzing companies. That's when my team and I created Wisesheets, a tool designed to automate the stock data gathering process, with the ultimate goal of helping anyone quickly find good investment opportunities.

Today, I juggle improving Wisesheets and tending to my stock portfolio, which I like to think of as a garden of assets and dividends. My journey from a finance-loving teenager to a tech entrepreneur has been a thrilling ride, full of surprises and lessons.

I'm excited for what's next and look forward to sharing my passion for finance and investing with others!

142 Responses

  1. Hi,
    I really LOVE this software and find it very helpful for retrieving my data in a quick way. Thanks for building.
    I have one request, however: I would love to be able to get the sector/subsector as well from the company, so I don't need to look it up.
    Is it possible to include this as well, similar to the "real-time stock data"? It would make this happy customer even happier.

    1. Hi Robbe,

      Glad to hear you are enjoying using Wisesheets.

      Absolutely we have this data and we are planning to make it available on the functions. More importantly, we plan on releasing a screener that allows you to get financial statements and key metrics for a list of companies in the same industry, sector, and exchange.

  2. Hello, thank you again for putting this together. but i am trying to get data for Australianlisted stocks on ASX. e.g., BHP.AX.

    It gives me an error and doesn't return a value. CAn you please confirm if stocks on ASX are covered? as I can see your table shows that it is supported. It was the reason i paid for the subscription.

      1. I am also trying to get ASX data but do not seem to be able to get it to work… when I type ASX company names into the "Statement Dump" search, only dual-listings in the US come up; when I try to get ASX price quotes, I cannot find a code format that works (eg "BHP.AX" or "CBA:AU").

        1. ASX companies may not show up on the search list for statement dump but don't worry the data is available. We use the same ticker system as Yahoo Finance so you can do BHP.AX as an example 🙂

  3. This is a powerful add-on and easy to use.

    Please can "Fair Value" and "Cash Conversion Ratio" be added under Key Metrics in the near future.

  4. You actually make it seem so easy with your presentation but I to find this topic to be really one thing that I think I would never understand. It seems too complex and very vast for me. I am taking a look ahead on your subsequent submit, I will attempt to get the hold of it!

  5. I see there is an option in the dataset for "Five Y Dividend Per Share Growth Per Share", can you please advise how to pull this data?

    Thank you,

  6. Hi first of all this is great (I immediately took the paid version).

    coyld you add the buyback yield = (the repurchase of outstanding shares over the existing market cap of a company. If a company purchased 50 million dollars worth of its own stock and its market cap was 500 million, the buyback yield would be 10%)

  7. Hi, I am very interested in the wisesheets tool.
    I wanted to ask if data from european stocks are also available? Like SAP or BMW?

  8. Hi,

    How can I get historical price of particular day without the header and also how does the change percent or change over time parameters works? Can it display the change percent of a stock over a year?

    I am trying to display the price change percent of bajfinance.ns stocks on a yearly interval. I can't seem to make the code work for me.

    Kindly help.

  9. Hi there, Great plug-in. Is there an easy way to get current Enterprise Value ? Wise function pulls it from the latest period specified (LQ) and WISEPRICE function doesn't seem to have it. Thanks

  10. Hello,
    Some stocks pay monthly and others pay twice a year. Is there an easy way to get total dividends paid over the last 12 months?

  11. Hallo, Wisesheets is not availabel in Google Workspace Markplace. If i search, i get the message that they cant find it. Do you have a solution for that?

      1. Hi Guillermo, this is good but how to pull out the most recent ex-div or payment date by itself in a single cell?

          1. I'm using this formula for Ex-div date, what should I use for payment date?
            Thank you!

  12. Amazing Add-on, is there any way when getting historical prices to use different intervals besides days? Thanks, and I appreciate it!

  13. Hi Guillermo, I'm trying to figure out if I can retrieve analyst growth estimates for the future, it's one of the data points that I retrieve manually from Yahoo Finance, but I think it's possible through Wise Sheets but I don't know how.

    I am basically looking for analyst growth estimates for the next few years, does Wise Sheets offer this? How can I retrieve it? Thanks.

  14. Hi, I downloaded "Stock Analysis Tool" and changed a ticker "GOOG" to "MSFT". It does not get updated properly. It is referenced to ='C:\Program Files\Microsoft Office\Root\Office16\LIBRARY\Analysis\FUNCRES.XLAM'!_xldudf_WISEPRICE($E$2,B3). This appears to be incorrect. How should it be referenced so that it can get updated? Thanks

    1. Hi Frank, when that happens, you can do replace all with the text before the function like ='C:\Program Files\Microsoft Office\Root\Office16\LIBRARY\Analysis\FUNCRES.XLAM'!_xldudf_ with nothing, so all the formulas update. To avoid this, make sure to save your Excel files locally on your computer as opposed to the cloud via one drive.

  15. Hello,

    Are there any settings I can adjust for how often the data updates? Currently whenever I create a new column of formulas in my workbook, all of the other columns reload even though they are not being effected or changed. I would like to prevent this so that only the new formula pulls information and the old info stays at whatever polling rate is the standard.


    1. Hi Alek, this is a default functionality by Excel we cannot change it. But you can avoid the refresh of values by copy-pasting as values only or getting new columns and moving them across the spreadsheet without adding additional columns.

  16. Excellent software and this saves lots of time in evaluating companies. You can do this for companies in Canada also. I highly recommend this for any investor who does due diligence before buying any stock.
    Thanks for the Wise Team

  17. Hi,

    Saw few people asking about the parameter of "Shares Outstanding"

    Would appreciate you could add the end of period shares outstanding, not the weighted average shares outstanding. There are different. One is a snapshot figure, the other is the average number over a period.

    This number is very important for financial modeling. Appreciate your help.

      1. For US companies, the numbers are typically at the bottom part of the first page of every 10-Q and !0-K filing. Just FYI. Thanks for the respond 🙂

  18. Hi, I'm trying to use the growth data in the WISE() function in Google Sheets. Specifically the "EBIT growth" parameter. I'm confused about what the actual data is meant to represent. Is it already in percent form, or simply a decimal ratio? In other words, does a value of 2.0 mean 2% growth or 200% growth?
    I'm also confused about the general logic of your growth data. When I query with "LQ" for last quarter, am I getting a year-over-year growth rate? based on the last quarter's results? Or am I getting a quarter-over-quarter growth rate?

    1. We are happy to help.

      Yes, they are percentage values. You will see they are essentially the same as the statement dump output for the company.

      For LQ, you get quarter-over-quarter growth.

  19. I'm currently using the trial version. I need to pull a lot of historical pricing data for stocks (e.g. 20 symbols per week, 100 weeks, all pricing points (Open-high-low-close) for every day of the week (20x100x4x5 = 40000 prices). This much data overwhelms Excel's stockhistory function. Can wisesheets handle this?

    Also, am I correct that WISEPRICE only handles text values for dates? Using values in Excel date format did not seem to work. Finally, do you have to use the INDEX function if you only want a single data point without the column headers or date row? So if I want to return the opening price of TSLA on 12/27/22, the formula is: =INDEX(WISEPRICE("TSLA","Open",,"2022-12-27","2022-12-27"),2,2)

    1. Hi Travis,

      Yes, we believe we have the capability to handle this. Many of our users request even more data. However, the best way is for you to try this and see it for yourself.

      We offer a 14-day refund period, so you can do it at no risk.

      Yes, currently, that is the case, but we are working on making it in the native excel date format. Right now, you can convert the dates to value and then use the datevalueformula to make the conversion.

      You can also specify a date like =WISEPRICE("aapl","Close",,DATE(2019,1,1),DATE(2019,1,4)) or use the Index function too.

  20. I have just started to use Wisesheets and so far it looks like a very useful tool. Here are a couple of suggestions for data items to consider for addition in the future:
    In Key Metrics, add PEG ratio (Price/Earnings to Growth Rate ratio), and Piotroski's F (note that GuruFocus reports both)
    In Analyst Estimates, add Target Price or Fair Value or Intrinsic Value

  21. Hi, I just signed up for Wisesheets. Your videos are helpful. Do you know if there is a formula for retrieving a price on a specific date. I am not looking for a range of prices. for example, YTD. Also, I want to be able to pull up many at once via rows.



    1. Thank you yes you can do something like =WISEPRICE("aapl", "close", ,"01/02/2022", "01/03/2022") very soon you will be ablee to do just =WISEPRICE("aapl", "close", ,"01/02/2022", "01/03/2022") and if you want the value oly you can do =SUM(WISEPRICE("aapl", "close", ,"01/02/2022", "01/03/2022")).

  22. As a life long Refinitive/Bloomberg user I am impressed. Few simple asks: #1 can we have a bit more clarity on functions. i.e Avg Volume and Vol Avg give the same result, what is the difference between the two? #2 Would it be possible to add # of days next to each WisePrice parameter? It would be great to have Average Volume over a x number of days, same for price etc… this will allow each user to set their own parameter and use the app accordingly. #3 can we ratios in Fractions (% etc..)

    1. Thank you.Yes, it's the same volume it's just a different way of accessing the data. Yes we have that available you can do something like =AVERAGE(WISEPRICE("aapl", "volume", 30)) to get the average for the past 30 days. Yes you can format the data in Excel and Google Sheets as a percentage.

  23. hi, glad to see wisesheets continues to make progress. One question: is there any way to look up TTM-1, TTM-2, …, TTM-10 data? If I manually recreate this function, I would need to make 4 times the number of data requests (i.e. by working with quarterly data instead of annual ones)

    1. Hi, we currently don't have this available, but you can do it using the LQ, LQ-1 system using ranges to minimize the data requests. For example =WISE("aapl", "revenue", {"lq-4", "lq-5", "lq-6", "lq-7"})

  24. First off, I just want to say how incredible of a tool this is and how thankful I am to you guys for your work. With that said, I do have one question: I am trying to make a simple bar chart showing the growth/decline of employee count each year for the last 5 years or so in Excel but the formula I am using keeps saying "A value used in the formula is of the wrong data type" and I cannot figure out what I am doing wrong.

    For example, say I am trying to the the employee count for Apple at the end of 2015, the (faulty) formula I am currently using is
    =WISEPRICE("AAPL","Full Time Employees",,"12/31/2015","12/31/2015")

    I tried playing with the quotation marks in the formula and the blank part in the "number of days to end" section but haven't found a fix. Could you please tell me what I am doing wrong and how to fix it?

    Thank you in advance, and once again, keep up the good work because this tool is amazing.

    1. Thank you so much for your kind words.

      We are happy to help. The issue is that the full-time employee number is only a real-time metric available as a company profile metric.

      For this reason, we do not have this as a historical number that can be accessed.

      We have added this to the list of improvements to add.

  25. Hi Guillermo,

    I'm just trying out the product and it looks very useful – looking forward to saving a lot of time thanks to Wisesheets! Quick question: when I add a row/column somewhere in an Excel sheet (Office 365), Wisesheet automatically updates all values, but the "Undo" action becomes unavailable, i.e. I cannot reverse my last action (adding a row/column in this case). Is there a way to keep the undo functionality?

    1. Hi Yuri,

      Thanks for your kind words.

      This is an Excel bug that happens when using custom functions.

      We have notified Microsoft about this and will let you know if they get back to us.

  26. Hi. I am just starting to find my way around the product. It looks really good so far.

    How are the price ratios defined please? I can see that for the live data from =WISEPRICE()
    PE = Price / EPS
    This is as I would expect.

    But it is not true that WISEPRICE("MSFT","EPS")=WISE("MSFT","EPS","TTM")
    Why is this? What is the 'live' EPS if it is not TTM?

    Also, if I take
    =WISE("MSFT","EPS","TTM") * WISE("MSFT","PE Ratio","TTM")
    I get some sort of price, but what exactly? Is it the price at Close of the last reporting quarter?

    Similarly with "PB ratio", "Dividend yield" and so forth.

    1. Thank you!

      I am happy to clarify.

      =WISEPRICE("MSFT","EPS") provides the diluted ttm eps while =WISE("MSFT","EPS","TTM") provides the non-dilutive.
      For the price we recommend using =WISEPRICE("ticker", "price") or =WISEPRICE("ticker", "close",,"date")

  27. New user here and Wise is looking v promising. Would be great to have spot fx rates through the function.

  28. Is there a way to reference cells for the functions? As an example if I'm pulling in dividend yield of a series of tickers listed in Column A (say A2 through A35) and I wanted those outputted to Column L2:L35). It does not appear to like cell references.

    Also, is there a full list of all functions available?

    Thank you.

  29. Hi. Is there a way to make a cell in Excel automatically refresh the stock price every minute or so (vs requiring a manual refresh)? Thank you.

  30. Hi There,

    Excellent software, thank you.
    Two questions 🙂
    – Can I use the plug-in with Excel 2019 Desktop? Data dump works, but WISE and WISEPRICE seems missing…
    – How / where can I get all tickers for non-US / international markets? Any good sources?

    Thanks again.

    1. Hi thank you so much.

      We recommend using Office 365 since Microsoft sometimes prevents the use of custom functions for those without a subscription. You can also use Excel online and Google Sheets if that is an issue.

      We use the same ticker system as Yahoo Finance so you can use this or the statement dump search or our new screener functionality.

      1. Hey,

        I used to have the screener in Google sheets, even used it.
        Now it seems missing. Am I doing something wrong?
        I cannot find / select it in the Google Sheets Wisesheets menu (besides statement dump, etc)

        Pls advise!
        Thank you.

        Kind regards,

        1. We thank you for testing the screener beta. This feature has been getting a tremendous amount of usage and in order to meet the demand we have temporarily disabled it to investigate increasing our capacity.

          Thank you for playing your role in helping us grow to be the best financial tool in the industry. The screener will be back.

  31. Hello, I am looking for a formula to get the amount of 'Dividend TTM'

    I use the formula =WISE("AAPL", "Dividend yield", "TTM") to get the %%, but how do I get the amount in USD for this Dividend TTM?

    Thank you!

  32. Hello, how often does the wise database gets updated?

    For example the stock 'ABR' (Arbor Realty Trust) declared a $0.42 on 05-05-2023, but I cannot find this data using any WISE-formula.
    Is there a specific formula for getting the next dividend distribution amount?

    Right now I am using the formula: =INDEX(WISEPRICE(B4,"dividend"),2,2)
    But this displays the last know distribution of $0.40, where I expected to get the next distribution of $0.42.

    Thank you

  33. Hi

    Is there a field for fiscal year-end month (e.g. December/March or 12/3)? I'm looking to calculate 12m fwd EPS across companies with different year-ends.


  34. Hi Guillermo – great work on the plugin. Is it right to assume that Company Profile information cannot be accessed the moment through a WISE function? Do have any info on when this might be included (I am building tear sheets and cheat sheets). Thanks!

  35. Hi, do you have a definition for each function and it's output columns?. For example, when i looked at the WISEPRICE "Change" i expected it to be the difference between the WISEPRICE "Close" data for each period but this doesn't seem to be the case.

  36. I can't seem to get some of the Yahoo Finance tickers to work. Some examples are:- a) Commodities like Gold, Silver which have the GC=F and SI=F tickers on Yahoo Finance; b) Venture Exchange tickers from Toronto (TSXV) such as QGR-V and SLMN-V; c) some crypto tickets on Yahoo Finance such as WMT1-USD, MELD1-USD, PAVIA-USD, MIN1-USD, MILK4-USD, HOSKY-USD and SUNDAE-USD (these were all available in Yahoo Finance); and d) Some mutual funds such as JECIX, JFIVX, MMIZX. The only mutual funds I can get data for are the ones from Vanguard but others like the above from John Hancock or Mass Mutual aren't available but they were all available from Yahoo Finance. So, any help would be appreciated. Thanks.

  37. Hey there,

    Great product. Very impressed so far.

    Just want to endorse the request for PEG in the Ratios.

    And also I think it would be incredible if there was a way to summarize INSIDER OWNERSHIP (as a percentage). I believe that info is likely out there in the same batch of data that you have access to and it would make an enormous contribution to this already great too.

    Thanks very much.

  38. Wise screener tool is brilliant just what i need, I presume the one just released does not appear to have the filters as mentioned in the video, when will this be added?

    How do I get a list of EFT stocks as mentioned in the video?

    Is it possible to get the frequency of dividend payouts per year as a single number i.e quarterly payment shown as 4 rather getting dates for the year and manually counting

    Many thanks to the team for creating a very useful tool

    1. Hi Derek. Thank you our team has been working very hard to have the screener come to life. Which video are you referring to? This is not possible yet but thats great feedback. We will look to add the payment frequency.

  39. How do you derive "Dividends Per Share Growth", "Three Y Dividend Per Share Growth Per Share", and "Five Y Dividend Per Share Growth Per Share".
    When I do it manually it does not seem to match.

    1. For that we recommend using the function like this =WISE("ticker", "dividend", year) those growth calculations are based on the dividends paid from the cash flow and the weighted average shares outstanding

  40. Hi, thanks for the tool, can you add "Interest Income" to the data point available? It is a very important parameter for me in the analysis

  41. Hi. Fantastic tool. So much information, difficult to find what to incorporate into my process first.

    I am working first to update my pricing sheet to utilize data from WISE and having a couple of issues:

    I cant get any of my preferred stock to load. Is there a particular format for the formula?
    when the symbol exists in multiple exchanges, how do I specify which exchange to use?

    I also have some mutual funds that arent pulling information:

  42. I just started using the tool and I am already loving it. One quick question, for the EPS analysts estimates, do you provide GAAP of NON-GAAP EPS estimates? Thank you!

  43. Hello Guillermo! One more question. How much time would it take you to have the latest financial information in Wisesheets after a quarterly/yearly report is released?

  44. Hi, love the product!
    When I enter =WISEPRICE("ticker", "dividend") for a stock that has monthly dividend and has done so for a few years, the list is enormous. Is there a way to retrieve a specified # of months data? Also, is there a way to retrieve specific columns, say I don't need the Adjusted Dividend column?

    Only bought the product today, but already feel it is well worth the price. Thanks again.

    1. Hi thanks for your kind words. You can do something like =WISEPRICE("aapl", "dividend", , "01/01/2017", "01/01/2022"). And for the columns you can do =INDEX(WISEPRICE("aapl", "dividend", , "01/01/2017", "01/01/2022"),,2)

  45. Can I get this as an excel spreadsheet? All the available fields and the syntax? I am a paid customer. Would be easier to just have a tab in my sheet with all the info so I can work offline.

  46. Is there a way to get the key metrics for a REIT?
    – FFO
    – AFFO
    – FFO payout ratio
    – AFFO payout ratio

    Looking forward to see these as a metric, or some help how to calculate these myself.

  47. I have many values pulling from Wisesheets into my spreadsheet and the spreadsheet consistently stalls with may of the cells displaying "#VALUE!"
    I try refreshing the live data in Wisesheets but that does not assist. The only way to fix it is to go on each cell individually and press F2 which recalculates the cell manually and this updates the information from Wisesheets as well as the formula that uses that information. Is there any way to fix this problem?

  48. Hi,
    I must say, its a great tool to use.
    One quick question, how to identify Peer companies while searching for one.
    Can we get data of our competitor along with.

  49. Hello Guillermo, this is a great product as everyone seems to agree. I do have a question though, would any commodity, as identified per Yahoo Finance's nomenclature (for instance Coffee or KC=F) be priceable in the application any time soon? Thanks, Paulo

  50. Hi,

    Quick question. I want to pull let’s say 50 industry pier companies price or enterprise multiple info Is there an easy way to do it going back let’s say 10 years.

    For example, what will be the syntax to capture following information:
    Companies list in cells: A2 to A51
    Parameters of interest; :P/E, P/S, EV/EBIDTA etc…
    Years in cells:B1 to K1.



    Hi Guillermo,

    Thanks for wisesheets, amazing.

    But, looking at a stock (YU.L), I cannot match some data with official data or other sources (ex. AFS, Yahoo), such qs, net income and EPS, P/E

    ie, EPS of (.35) versus .29 as per AFS
    Could you please advise or adjust?

    Thanks a lot , Best

  52. Hi, How does the program recognise Australian ASX company tickers I type in the ticker (e.g. A2M) and for PE Ratio, ttm, but comes up with 'NAME' error?
    Thank you.

  53. Hi,

    How do I get the forward estimated dividend as shown in Yahoo Finance as “ Forward Dividend & Yield”.


  54. Hello – can your add-in find and display funds as well as stocks?

    I'm here because Microsoft's stock data type from Refinitiv / LSEG can't find these types of investments, despite being given the symbols:

    Pictet – Global Envir Opps I dy GBP (FUND:B4YWL06)
    RobecoSAM Smart Energy Eqs G GBP (FUND:BMF7CH0)
    Sanlam Glb Artfcll Intlgc I GBP Bs Acc (FUND:BNYN9Q4)
    XBT Provider Bitcoin Tracker One ETN (OSTO:BITCOIN XBT)
    Aegon Global Sustainable Eq GBP C Acc (FUND:BYZJ377)
    AXA Framlington Health Fund Z Acc (FUND:B6WZJX0)

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