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
-
Download the Intrinio Excel Addin:
Intrinio_Excel_Addin.exe
- The Intrinio Excel add-in will be saved as an Application in your Downloads folder. Find it there, and double click on it
- You’ll see a pop-up titled “Intrinio Excel Add-in”. Check the box to agree to the terms and conditions, then click “Install”
- After a few moments the add-in will be installed, and you can click “Finish”
- Open Microsoft Excel and go to the Intrinio tab on the top ribbon and select API Keys
-
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.
To view your API keys, click here to log in.
- Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
-
Select a cell and try a sample function:
=IntrinioDataPoint("AAPL","pricetoearnings")
- Hit Enter, wait a few moments for it to load, and you should see data populated in the cell
- Take a look at the templates included in the add-in
Mac OS X
-
Download the Intrinio Excel Addin:
Intrinio_Excel_Addin.zip
- Extract the Intrinio Excel add-in zip file to a folder on your hard drive
- NOTE: If you’ve already done this once OR if you are updating the add-in, be sure to overwrite the old file
- DO NOT click on Intrinio_Excel_Addin.xlam - you’ll select this later
- Open a BLANK Microsoft Excel worksheet on a Windows or Mac computer
- 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
- Close out the blank Excel spreadsheet
- 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)
- 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)
- 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)
-
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.
To view your API keys, click here to log in.
- Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
- 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
-
If you like, open a new spreadsheet, select a cell and try a sample function:
=IntrinioDataPoint("AAPL","pricetoearnings")
- Hit Enter, wait a few moments for it to load, and you should see data populated in the cell