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Installation

Overview
Getting Started
Installation
Examples
Troubleshooting
Version History
Excel Functions
Companies
Standardized Financials
Standardized Fundamentals
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Reported Fundamentals
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Installation

System Requirements

The Intrinio Excel Add-in is supported on both Windows and Mac, including the following operating systems:

  • Windows 10, 8.1, 8, 7, Vista, XP
  • Windows Server 2012, 2008
  • Mac OS X 10.5.8 (Leopard) or higher

Windows

  1. Download the Intrinio Excel Addin: Intrinio_Excel_Addin.exe
  2. The Intrinio Excel add-in will be saved as an Application in your Downloads folder. Find it there, and double click on it
  3. You’ll see a pop-up titled “Intrinio Excel Add-in”. Check the box to agree to the terms and conditions, then click “Install”
  4. After a few moments the add-in will be installed, and you can click “Finish”
  5. Open Microsoft Excel and go to the Intrinio tab on the top ribbon and select API Keys
  6. A prompt will appear, asking for your API Key. Use the Sandbox key below for experimenting with free, limited data. If you have purchased a paid subscription to a data feed, use the Production key instead.
    7. Production
    To view your API keys, click here to log in.
  7. Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
  8. Select a cell and try a sample function:
    =IntrinioDataPoint("AAPL","pricetoearnings")
  9. Hit Enter, wait a few moments for it to load, and you should see data populated in the cell
  10. Take a look at the templates included in the add-in

Mac OS X

  1. Download the Intrinio Excel Addin: Intrinio_Excel_Addin.zip
  2. Extract the Intrinio Excel add-in zip file to a folder on your hard drive
  3. NOTE: If you’ve already done this once OR if you are updating the add-in, be sure to overwrite the old file
  4. DO NOT click on Intrinio_Excel_Addin.xlam - you’ll select this later
  5. Open a BLANK Microsoft Excel worksheet on a Windows or Mac computer
  6. Open the Intrinio Excel Add-in through the Excel Add-in manager. Click on the “Tools” top menu, Add-Ins >> Select, and navigate to the folder where you extracted the Intrinio Excel Add-In and select it
  7. Close out the blank Excel spreadsheet
  8. In the next step: if an alert pops up asking you about macros, be sure to click “Enable Macros” (macros are required for the add-in to work)
  9. In the next step: if an alert pops up asking you about links, be sure to click “Ignore Links” or “Do Not Update Links” (this only pops up in the template)
  10. Navigate to your Intrinio_Excel_Addin folder. Open the “Templates” folder, then the “Industrials” folder. Open: IntrinioFinancialData-Industrials.xlsm (YOU MUST OPEN THIS FILE FIRST)
  11. Enter an API Key. Use the Sandbox key below for experimenting with free, limited data. If you have purchased a paid subscription to a data feed, use the Production key instead.
    Production
    To view your API keys, click here to log in.
  12. Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
  13. You can use any of the templates provided in the Intrinio Excel Add-In folder that you downloaded, or you can build your own models in Excel
  14. If you like, open a new spreadsheet, select a cell and try a sample function:
    =IntrinioDataPoint("AAPL","pricetoearnings")
  15. Hit Enter, wait a few moments for it to load, and you should see data populated in the cell