Updated Excel Stock Market Functions Add-In

There is a new update out for the Excel Stock Market Functions Add-In over at the smf_addin. This latest release is version 1.3d. According to the change log, the following updates were made:

  • Added sector and industry names/numbers from Yahoo
  • Fixed a number of elements from Zacks due to web page changes
  • Added a number of elements from Zacks due to web page changes
  • Added annual O/H/L/C prices from Business Week (values appear inaccurate in some cases)
  • Added a number of Valuation Ratio elements from Morningstar
  • Added a number of Key Ratio elements from Morningstar
  • Added the currency type and magnitude for Google Financial Statements data
  • Added a number of calculated fields (e.g. estimates of Piotroski, Altman, MFI, Rule #1)
  • =RCHGetElementNumber(“Web Page”, elementnumber) will return the URL of the web page the data element is retrieved from
  • Removed volume adjustment option from =RCHGetYahooHistory(). Apparently, all volume is ALWAYS provided adjusted for stock splits.

The most interesting changes included the Yahoo sector and industry info, Morningstar ratios, the new calculated fields (especially Altman’s Z-score). Everything should still be working fine with the Fat Pitch Finder spreadsheet with this new update. I really love this Excel Add-In so I’m pretty excited about this update.

In fact, I’m working on a much more detailed spreadsheet. It will provide a detailed analysis of individual companies that I find to be interesting after running them through the quick and dirty Fat Pitch Finder sheet. The new spreadsheet will incorporate several techniques for estimating intrinsic value, checks for red flags, financial health, and growth. Now I just need to find some time to work on this project.

7 thoughts on “Updated Excel Stock Market Functions Add-In

  • August 29, 2006 at 6:51 pm

    for what it’s worth, on the subject of research tools, i wrote a free tool to quickly analyze the language inside corporate filings. I couldn’t find anything like it so i wrote one from scratch. It basically scans for key gotcha words like lawsuit etc. Another tool in the toolbox for stock research.



  • December 15, 2006 at 9:35 pm


    Any word on an update? :) I’m super excited to play around with it!

  • December 15, 2006 at 11:49 pm


    I’ve started making the detailed analysis spreadsheet. It’s what I used to do the Pfizer analysis.

    It still needs some work however. I’m having trouble with calculating trailing twelve month free cash flows. The problem stems from the fact that many data sources report cumulative quarterly cash flows, so quarter three is actually the sum of quarters one, two, and three. I might just use Google’s data for this portion of the sheet, but that introduces other issues especially since Google doesn’t include data on stocks that are not listed in either the NYSE or NASDAQ.

  • July 7, 2007 at 8:52 am

    Thank you for sharing your spreadsheets. I’ll be looking at them shortly.

  • May 30, 2009 at 11:28 am

    ou can also use Financial Link for Excel to load updating stock quotes, financial statements, estimates, price histories into Excel. Easy-to-use formulas to load the data and also wizards to help you creating the formulas.

    More detailed information here:


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