Excel Tutorial

Intrinio Data in Excel

The Intrinio Excel Add-in extends the functionality of Microsoft Excel by enabling you to access the Intrinio API without any programming experience. This Excel Add-in works on both Mac OS X and Microsoft Windows versions of Excel.

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

Getting Started

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. Enter:
    7. 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 your API Key:
    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

More Examples

Try these functions to demonstrate the breadth of Intrinio data:

  • Get the trailing 12-month operating revenue for a company:
    =IntrinioDataPoint("AAPL","operatingrevenue")
  • Get the trailing dividend yield for a company:
    =IntrinioDataPoint("AAPL","trailing_dividend_yield")
  • Get the current fiscal year average Wall Street consensus EPS for a company:
    =IntrinioDataPoint("AAPL","current_yr_ave_eps_est")
  • Get the total revenue for a company in the fiscal year 2012:
    =IntrinioFinancials("AAPL","income_statement",2012,"FY","totalrevenue","M")

Parting Notes

A whole data buffet is being pulled into Excel. It may take longer than you expect to populate. On Windows computers you will see text at the very bottom of Excel that says “Calculating”. This means the data is still downloading. On Mac computers you will see text at the very bottom that says “Ready” when the data has finished downloading. If you click on anything while the data is downloading it will delay the process, so please be patient.

The included templates are just an illustration of the breadth of data we provide. Click in any cell to see the formula being used to pull that data in. Feel free to use the template if it is helpful to you, but there are no limits to the spreadsheets and models you can create on your own. Once you’ve installed the add-in, these formulas will work in any workbook in Excel. You can create, save, re-open and edit - and the data will be updated continuously.

Troubleshooting

Troubleshooting the Excel Add-In (PC)

Help Guide

Troubleshooting the Excel Add-In (Mac)

Help Guide

Go Forth and Build

We can't wait to see what you will build using Intrinio data.

Documentation

For a detailed reference, see the Documentation.

We Are Here to Help

If you run into any trouble, please visit our Help Center.