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.
The Intrinio Excel Add-in is supported on both Windows and Mac, including the following operating systems:
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 your API Key:
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:
Hit Enter, wait a few moments for it to load, and you should see data populated in the cell
Try these functions to demonstrate the breadth of Intrinio data:
Get the trailing 12-month operating revenue for a company:
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.