Finsheet is an AI-powered tool that provides access to institutional-grade data, designed for hedge funds, investment banks, and other financial institutions. The platform offers unparalleled access to global equities, forex, and cryptos data, allowing users to make more informed investment decisions.

Finsheet's tool is available as an easy-to-use Excel and Google Sheets add-on, making it an accessible and streamlined tool for everyone. Each asset class (stock, forex, crypto) only has a maximum of three functions, making data retrieval efficient and effortless.

With Finsheet, users can access comprehensive and up-to-date data, including 30+ years of financial statements, 25+ years of analysts' estimates, EPS/sales surprises, and precomputed financial ratios for over 61,000 global companies. The company also offers live and historical data from multiple asset classes, including global equities, forex, and cryptos, as well as historical intraday (1-minute) data for the US market updated in real-time and end-of-day tick-level data for international markets.

Finsheet also offers a personalized service, catering to the needs of businesses of all sizes with affordable pricing options that suit their financial analysis needs. Users can choose from a Basic, Plus, or Pro package, with a free trial for three days, so users can try out the tool risk-free. The company provides comprehensive support via email, ensuring users have a seamless experience with the tool.

TLDR

Finsheet is an AI-powered Excel and Google Sheets add-on that offers users unparalleled access to comprehensive live and historical data from multiple asset classes, including global equities, forex, and cryptos. With Finsheet's streamlined user experience, institutional-grade data and personalized service, users of all backgrounds can make more informed investment decisions. Standard pricing packages are affordable, catering to businesses of all sizes, and a three-day free trial is available.

Finsheet provides comprehensive support via email to ensure its users have a seamless and productive experience with the tool.

Company Overview

Finsheet is a cutting-edge AI tool that provides access to institutional-grade data, which is being used by hedge funds, investment banks, and other financial institutions. The company offers unparalleled access to global equities, forex, and cryptos data, allowing users to make more informed investment decisions. With Finsheet, users can access 30+ years of financial statements, 25+ years of analysts' estimates, EPS/sales surprises, and precomputed financial ratios for over 61,000 global companies.

Finsheet's Excel and Google Sheets add-ons are user-friendly and require no coding to operate, making it an accessible tool for all users. Each asset class (stock, forex, crypto) only has a maximum of three functions, making data retrieval efficient and streamlined. Furthermore, Finsheet lets you stream live price data for US stocks, ETFs, mutual funds, cryptos, and forex directly to Excel or Google Sheets, with the option to pause and resume streaming at any time.

The company provides historical intraday (1-minute) data for the US market updated in real-time, 15-minute delayed LSE data, and end-of-day tick-level data for international markets, giving you a comprehensive and up-to-date view of the market. Finsheet also offers live and historical data from over 10 forex brokers and 15 crypto brokers with up to 1-minute resolution, adding further depth to its vast repository of data.

Finsheet offers a free trial for three days, with the option to cancel anytime, subject to the terms and conditions outlined in their policies. The company offers comprehensive support via email, with the goal of ensuring that their users have a seamless and productive experience with the tool.

In summary, Finsheet is an AI tool that offers institutional-grade data and a streamlined user experience. With its friendly interface and broad access to data, the tool is an ideal solution for anyone looking to make informed investment choices.

Features

Institutional-Grade Data

Unparalleled Access to Financial Data

Finsheet offers users access to institutional-grade data that is being used by hedge funds, investment banks, and other financial institutions. This data includes 30+ years of financial statements, 25+ years of analysts' estimates, EPS/sales surprises, and precomputed financial ratios for over 61,000 global companies. With this level of comprehensive data, users can make more informed investment decisions.

Live and Historical Data from Multiple Asset Classes

Finsheet offers comprehensive live and historical data from multiple asset classes, including global equities, forex, and cryptos. Users can stream live price data for US stocks, ETFs, mutual funds, cryptos, and forex directly to Excel or Google Sheets, with the option to pause and resume streaming at any time. Finsheet also provides historical intraday (1-minute) data for the US market updated in real-time, 15-minute delayed LSE data, and end-of-day tick-level data for international markets, giving users a comprehensive and up-to-date view of the market.

Easy-to-Use Excel and Google Sheets Add-ons

The Excel and Google Sheets add-ons that Finsheet provides are user-friendly and require no coding to operate, making it an accessible tool for all users. Each asset class (stock, forex, crypto) only has a maximum of three functions, making data retrieval efficient and streamlined. These easy-to-use add-ons allow users to focus on making informed investment decisions rather than struggling to retrieve data.

Personalized Packages

Three Unique Packages Suited to Your Needs

Finsheet offers personalized packages suited to your financial analysis needs. Choose from the Basic, Plus, or Pro packages depending on your investment goals, and access features such as global equity and ETF data, 30+ years of historical data, mutual funds data, and more. With personalized packages that cater to a wide range of financial analysis needs, users can choose the package that is appropriate for them and make informed investment decisions.

Free Trial

Finsheet provides a free trial for three days to all prospective users, with the option to cancel anytime, subject to the terms and conditions outlined in their policies. With a free trial, users can test the tool and make sure it is appropriate for their needs before committing to a paid subscription.

Comprehensive Support

Finsheet offers comprehensive support via email, with the goal of ensuring that their users have a seamless and productive experience with the tool. With a focus on providing support and ensuring user satisfaction, Finsheet stands out as a reliable and trustworthy tool.

User-Friendly Interface

Streamlined User Experience

With Finsheet's user-friendly interface, users can quickly and easily retrieve the data they need to make informed investment decisions. The streamlined user experience allows users to focus on the data and analysis without getting bogged down in the details of data retrieval.

No Learning Curve

Finsheet's Excel and Google Sheets add-ons are designed to be extremely easy to use and require absolutely no coding. With no learning curve, users can quickly and easily access the data they need without struggling with a complicated interface. This means that users can focus on making informed investment decisions rather than learning how to use the tool.

Live Price Data Streaming

Finsheet allows users to stream live price data for US stocks, ETFs, mutual funds, cryptos, and forex directly to Excel or Google Sheets, with the option to pause and resume streaming at any time. With live price data streaming, users can stay up-to-date with market changes and make informed decisions based on the latest information.

Comprehensive Data

Historical Intraday Data

Finsheet provides historical intraday (1-minute) data for the US market updated in real-time, allowing users to track market trends and analyze changes over time. This data is a valuable resource for users who want to make informed investment decisions based on historical trends.

Delayed LSE Data

Finsheet provides 15-minute delayed LSE data, giving users a comprehensive view of the international market. With this data, users can make informed investment decisions based on changes in the global economic climate.

Live and Historical Forex and Crypto Data

In addition to stock data, Finsheet also provides live and historical data from over 10 forex brokers and 15 crypto brokers with up to 1-minute resolution, adding further depth to its vast repository of data. With this comprehensive data, users can make informed investment decisions across multiple asset classes.

Pricing

Finsheet offers a free trial for three days so that users can try out their product and decide whether it is the right fit for them. Unlike some other software companies, Finsheet does not require users to sign a contract or pay any money upfront. Instead, they offer a risk-free trial that allows users to see for themselves what the software can do.

After the free trial period ends, users can then choose to sign up for one of Finsheet's pricing plans or cancel their subscription. The pricing plans are affordable and tailored to businesses of various sizes. Finsheet offers two pricing options: a monthly or an annual subscription.

The monthly subscription costs $49 per user per month, and the annual subscription costs $490 per user per year, which is discounted to two months free. These prices are fair and competitive compared to other software companies that offer similar services. With either option, users have access to all of Finsheet's features, including the Excel and Google Sheets add-ons.

Cancellation is easy and instant, and users do not have to pay any penalties or cancellation fees. Finsheet's terms of service and privacy policy are transparent and available for users to read on their website. For any further questions or support, users can contact Finsheet's customer service team at [email protected].

For sales inquiries, interested parties can contact [email protected].

In conclusion, Finsheet's pricing model is straightforward, affordable, and flexible. With a generous free trial period, users can be confident in their decision to sign up for one of Finsheet's pricing plans, which offer a great value for the features included.

In addition, the user-friendly add-ons for Excel and Google Sheets make Finsheet's software accessible and easy to use.

FAQ

Do I need coding knowledge to use Finsheet's add-on?

Not at all. Finsheet's add-on is designed for everyone, even those who have no coding knowledge.

If you know how to use Excel/Google Sheets, then you already know how to use our add-on. No coding is required.

Is there a free trial available?

Yes, Finsheet provides a 3-day free trial for its platform. You can take advantage of this offer and explore all the features without committing to a subscription.

Where does Finsheet source its data from?

Finsheet uses data from Finnhub, one of the most reputable data providers in the industry. The data is institutional-grade as it is being used by hedge funds, investment banks, mutual funds, and thousands of private investors.

What types of data does Finsheet cover?

Finsheet covers global equity and ETFs data from 60+ major exchanges. It also has data for all major cryptos and forex from more than 23 exchanges, as well as global mutual funds.

Can I change my subscription plan anytime?

Absolutely, you can change your subscription plan in the Account page at any time, depending on your needs and preferences.

Can I cancel my subscription anytime?

If you are a retail client, you can cancel your subscription in the Account page. However, if you are a corporate client, please reach out to your account manager to cancel your subscription at the end of the contract.

Is a credit card required to sign up for Finsheet's platform?

Yes, a credit card is required to sign up for Finsheet's platform. However, you may try out the Free plan first before upgrading to our Premium plan.

Does Finsheet offer refunds?

Unfortunately, Finsheet does not offer refunds at the moment unless it is a billing error on our end. You need to cancel the subscription on time to avoid any unwanted charges.

Is my credit card information secure with Finsheet?

Yes, your credit card is processed securely with Stripe. Finsheet never stores your credit card number, so you can be confident that your information is safe and secure.

Does Finsheet cater to corporate clients?

Yes, Finsheet does cater to corporate clients. If you are a corporate client, you can reach out to Finsheet at [email protected] to sign commercial agreements and to customize billing based on your needs.

Great! Next, complete checkout for full access to SERP AI.
Welcome back! You've successfully signed in.
You've successfully subscribed to SERP AI.
Success! Your account is fully activated, you now have access to all content.
Success! Your billing info has been updated.
Your billing was not updated.