Automate your DCF in spreadsheets with our Excel/Google Sheets add-in
1. Introduction

Our Excel/Google Sheets add-in is built to make building a DCF manually in spreadsheets a thing of the past. After a 30s installation, you are will be able to import 5-year financial statements and the DCF model of any stock globally to your spreadsheet with a click of a button. All model assumptions will be visible in the spreadsheet for you to view and modify if you wish.

2. Installation

The whole process takes around 30 seconds. You can also see the installation instructions in any company's valuation page (click "Export Models")

a. Excel

(Excel 2019 or later is needed)

  • 1. Download a copy of our financial template and open it.
  • 2. Go to "Insert" in the Menu bar and click "Get Add-ins"/"Store".
  • 3. Search for
    WA200003121
    (our add-in's ID) , install and then start the add-in.
  • 4. Register to get your API Key and enter it into cell C2 in sheet Master.
  • 5. You are all set! Enter any ticker into the searchbox on the right sidebar to begin.

b. Google Sheets

  • 1. Install our Google Sheets add-on.
  • 2. Make a copy of our Google Sheets template.
  • 3. Start the add-on by clicking Extensions >> Import Financials & Models - ValueInvesting.io >> Start the add-on.
  • 4. Register to get your API Key and enter it into cell C2 in sheet Master.
  • 5. Enter a ticker into the searchbox on the right sidebar to see the magic!
3. How to get the most out of our add-in

In the short video below, Alex from our team illustrates how to get the most out of our Excel add-in. Most of the steps here are also applicable to our Google Sheets add-on.