Excel Add-in

Microsoft Excel is the at the core of financial analysis. But entering data is not only tedious, it's also time consuming. Our Excel Add-In allows you to create a model once, then update it with a single click.

Automate Your Financial Models

  • Inject our financial data into your comparable analyses, portfolio performance tracking, custom benchmarking, indexing projects or any of your other core research models.
  • Update your entire spreadsheet with the most recent data with one click.
  • Use cell references for metric codes, dates, and companies for easy modifications to in-depth models.

Leverage Our Expertise

  • Work with one of our dedicated experts to convert your existing models with our syntax.
  • Get started with one of our pre-built templates; several are available to download and begin using immediately.
  • Learn the ins and outs from your personal account support specialist.

Proprietize Your Presentations

  • Make your points by combining our data with your own proprietary figures to create charts or tables.
  • Maintain your branding throughout your presentations by creating customized visuals powered with our data.

YCharts’ Excel Add-In is available with a subscription. Learn more about the data and see it in action, please contact a sales representative today.


To use the Excel Add-In, you will need to fully activate your free trial.
If you would like to see the Excel Add-In, request a demo.

Questions? Email sales@ycharts.com or call 866-965-7552

Already registered? Click here to sign in.

To access the Excel Add-In you must be a YCharts subscriber.

To use the Excel Add-In, you will need to fully activate your free trial.
If you have questions or would like to see the Excel Add-In, request a demo.

Questions? Email sales@ycharts.com
or call 866-965-7552

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