Download GuruFocus Excel Add-In

Excel Add-in for fully customized data downloads and research.
(For Windows only.)

Download Excel Add-in
File Size (670KB)

User Manual      GURUF Tutorial   Download GURUF User Manual

Download GURUF Reference      Frequently Asked Questions

Download templates

GURUF_Peter_Lynch_Chart

The valuation bands based on median P/Em P/S and P/B ratios

GURUF_Price_Chart

Retrieve historical stock price of a stock and draw the chart

GURUF_Fiscal_Year_Quarter_Data

This template retrieve the fundamental data of the fiscal years and quarters.

GURUF_charting_historical_data

This template retrieve the fundamental data of the fiscal years and draw the charts. The charts refreshes when the ticker is changed.

GURUF_Fair_Value_Calculator

This is a two stage Fair-Value-Calcuator based on discounted earnings. Go here to learn more: http://www.gurufocus.com/news/39330

GURUF_Financial_Statements

This template retrieves the items in financial statements.

GURUF_Historical_Ratios

Retrieve the historical ratios of a stock.

GURUF_REIT_FFO

Calculate REIT FFO with "Net Income (Continuing Operations)" + "Depreciation, Depletion and Amortization" - "Sale Of Property, Plant, Equipment".

GURUF_Portfolio_Key_Ratios

Receives the current price and key statistical data for the stocks in a portfolio.

GURUF_FZM_score

Retrieve the company's Piotroski F-score, Altman Z-score and Beneish M-score

  New Feature: GURUF

Fully customizable research on Excel

Guru Data

The latest holdings and trade activities data or other advanced statistical data -- users can download either one.
Aggregated portfolios and consensus picks come with it.

Stock Data

The equity data and template download,
which when combined with the functions of Excel,
allows users to analyze and present in their own way.

MyPortfolio Data

Users can download their online portfolios
they created in My-Portfolio at GuruFocus.com.

Download Excel Add-in
File Size (670KB)


Frequently Asked Questions


What are the advantages of using GuruFocus Excel Add-in?

  1. It is fully customizable.
  2. You can pull data directly from GuruFocus databases and research stocks without leaving Excel.
  3. One click refreshes all data.
  4. Plenty of functions and templates have been built in GuruFocus' Excel Add-in, and they make your research more efficient.
  5. You can save your work and easily come back later to check your research for buying and selling a stock.

 

What data can be downloaded in GuruFocus Excel Add-in?

1. Guru data with customized views

  1. Stock picks
  2. Current portfolio
  3. Consensus picks
  4. Aggregated portfolios
  5. Sector/Industry picks (new)
  6. Guru bargains (new)

2. Equity Data of individual companies

  1. Summary
  2. 20 years of financial data
  3. DCF model
  4. Guru trades and holdings
  5. Insider trades
  6. Price charts with P/E, P/S, P/B
  7. Dividend
  8. Peer Group Analysis Tool (new)

3. User Portfolio Data

  1. Download users’ "My Portfolios" data
  2. New Portfolio Creation Tool

 

Which version of Excel is supported by GuruFocus Excel Add-in?

GuruFocus Excel Add-in application is developed for Microsoft Office Excel 2007 and 2010. It also has limited support on the newer Desktop-based Excel. Cloud-based Excel such as Office 365 is not supported.

Can Mac users use GuruFocus Excel Add-in?

No. Currently the Excel in the Mac operating system does not support the Excel VSTO Application-level Add-in. If you are running Windows in your Mac, you can install GuruFocus Add-in.

Do I need a Premium Membership to take the advantage of GuruFocus Excel Add-in?

Premium Plus and Premium Members can use this application. Premium Members have a data download limit. The data and valuation template that is available to download depends on the regions the users subscribed to.

Why don't some buttons embedded in the worksheet work?

These buttons only work when you have installed the GuruFocus Excel Add-in application into the Excel and logged in the application. And the buttons can work when the zoom level is at 100%.

Why do some buttons disappear when the saved workbook is reopened?

These buttons will appear again after you login to your account in GuruFocus Excel Add-in.

Installation error: Cannot continue. The application is improperly formatted. Contact application vendor for assistance.

This usually happens when using the Firefox browser to download the setup application. Please try downloading the setup application using another browser such as Chrome, and then install again.

Cannot find the GuruFocus tab in the Excel Menu after it is installed. And cannot find the GuruFocus tab in the Excel Menu after the Excel application is forced to shut down.

This is usually caused by your Windows Office security settings. Click the Office icon in the top left of the Excel Workbook, then go to the Excel Options. Find the Add-ins button in the left menu. After that, find a dropdown list at the bottom and select the Disabled Items. Click the Go button at the right. If you find the GuruExcelAddin in the list, select GuruFocusAddin and click the Enable button. After restarting your Excel, it will appear in your Excel ribbon. (In short, Office->Excel Options->Add-ins->Disabled Items->Go.)

How do I uninstall GuruFocus Excel Add-in?

Go to the Control Panel of your Windows system, and then click Programs. You will find Uninstall a Program under Programs and Features. After you enter Uninstall a Program, you can find GuruExcelAddin in the list and uninstall it. (In short, Control Panel->Programs->Uninstall a Program.)

What's the limit of GURUF usage?

Premium user has 2000 queries, premium plus user has unlimit usage, free user can not access Excel add-in also GURUF. Every user's usage will be reset at the first of every month.

How do you count queries?

Every call of GURUF will be counted as 1 query.

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