GuruFocus is collecting user feedback and brainstorming ways to improve our old Excel add-in. We are happy to announce that, after many years of effort, we have now released our new Excel add-in platform to assist GuruFocus users in their investment journey.
The new Excel add-in has faster loading speeds due to a more efficient data loading process. Users can now access stock financial data, guru trades, portfolio data, economic indicators data and industry average data faster than ever before.
The fully customizable Excel add-in provides up to 30 years of historical data on over 90,000 stocks from around the world, as well as over 8,000 institutional investors and over 4,600 economic indicators.
installation and access
Make sure that you have uninstalled all previous versions of the Excel Add-in and GuruUDF Library Functions before installing the new Excel Add-in.
To uninstall old add-ins, go to the Control Panel of your Windows system and then click on Programs. You will find Uninstall a program under Programs and Features. After entering uninstall a program, you can find GuruFocus Excel Add-in and GuruUDF Library in the list and uninstall them. (In short, Control Panel->Programs->Uninstall a Program.) You can also uninstall older add-ins using the Your Apps and App Features panel in Settings.
To install a new Excel add-in, click the Excel Add-in item under the Tools tab in the GuruFocus ribbon, as shown in Figure 1.
Try GuruFocus’s New Excel Add-in
figure 1
Figure 2 shows the Excel Add-in webpage. Click the Install Excel Add-in button to open the Excel Add-in app via the Microsoft Corp.’s (NASDAQ:MSFT) AppSource platform.
Try GuruFocus’s New Excel Add-in
Figure 2
When you have finished installing the add-in through Microsoft AppSource, launch the add-in in Excel and then log in using the same username and password that you use for the GuruFocus website. Figure 3 shows the login window.
Try GuruFocus’s New Excel Add-in
Figure 3
To start using the Excel add-in, click the Formula Insert button to open the Function Editor, as shown in Figure 4.
Try GuruFocus’s New Excel Add-in
Figure 4
As Figure 4 shows, you can retrieve stock data, guru data, economic data, and industry data. Below are some examples of GuruFocus Excel add-in functions, along with the data they retrieve. Note that the functions are still the same as they were in the old version, So rest assured, there’s no need to re-learn a new set of functions for those familiar with old Excel add-ins.
=GURUF(AAPL, Price) Returns the current price of the apple.
=GURUF(AAPL,Revenue,-15,A) gives revenue to apple in last 15 years.
=guruf(aapl,net income,2021,q) gives apple’s net income for each quarter in 2021.
=guru(Warren Buffett(trades, portfolio), portfolio) Returns the most recent 13F equity portfolio of Warren Buffett (trades, portfolio).
=gurug(Warren Buffett(trades, portfolio), buy, 2021-03-31) gives Warren Buffett (trades, portfolio) new buys since the March 2021 quarter.
=GURUE(S&P 500 Index,2019:) Returns the prices of the S&P 500 Index since 2019.
=guru(USA, technology overall, PE ratio) gives the current industry average price-earnings ratio for US technology stocks.
Explore and download templates
The GuruFocus Excel add-in includes some premade templates for download. Click the Explore Templates button to view the OneDrive folder containing the templates. Figure 5 shows the Explore Template button.
Try GuruFocus’s New Excel Add-in
Figure 5
You can then click the Download button in the OneDrive folder to download the template as a ZIP file.
Key things to remember
If the New Excel Add-in button is grayed out, you may still be using a previous version of the Excel Add-in. Please uninstall the old Excel Add-in and Guruf Functions using the steps outlined in the Installation and Access section before using the new Excel Add-in.
If you receive #NAME errors, please try to reload the data using the Reload Data function, as shown in Figure 6.
Try GuruFocus’s New Excel Add-in
Figure 6
For array formulas, please try to use the #NAME fix array feature, as shown in Figure 7.
Try GuruFocus’s New Excel Add-in
Figure 7
If you receive #SPILL errors, it may be because a formula around you overlaps with the intended formula output. Please try to delete all surrounding formulas or enter the formula you want in the blank area of the spreadsheet.
If you have further questions about our Excel add-in, we welcome you to contact us or schedule a live Q&A meeting.
This article first appeared on GuruFocus.
