Excel Add-in for fully customized data downloads and research.
(For Windows only.)
The valuation bands based on median P/Em P/S and P/B ratios
Retrieve historical stock price of a stock and draw the chart
This template retrieve the fundamental data of the fiscal years and quarters.
This template retrieve the fundamental data of the fiscal years and draw the charts. The charts refreshes when the ticker is changed.
This is a two stage Fair-Value-Calcuator based on discounted earnings. Go here to learn more: http://www.gurufocus.com/news/39330
This template retrieves the items in financial statements.
Retrieve the historical ratios of a stock.
Calculate REIT FFO with "Net Income (Continuing Operations)" + "Depreciation, Depletion and Amortization" - "Sale Of Property, Plant, Equipment".
Receives the current price and key statistical data for the stocks in a portfolio.
The “GURUF_DCF” template allows users to run the DCF valuation either using earnings, free cash flow, or a user-defined set of earnings and growth.
Retrieve the company's Piotroski F-score, Altman Z-score and Beneish M-score
Trial membership only allow 1000 requests.
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.
The equity data and template download,
which when combined with the functions of Excel,
allows users to analyze and present in their own way.
Users can download their online portfolios
they created in My-Portfolio at GuruFocus.com.
If you have any kind of Excel Add-in installation trouble, please try uninstalling the Add-in and then reinstalling it using the following troubleshoot guide. Please follow these steps:
Note: However, if you appear to be logged in yet still see #LOGIN issues, please do not uninstall the Excel Add-in and GuruUDFLibrary. Instead, simply close Excel entirely and clear your “C:\temp” folder. Then, reopen Excel and log-in.
Please click on the link below: https://download.gurufocus.com/excel_add_in/GuruUDFLibrary.zip
Then please follow these steps:
Note: If you receive an error saying that the file format and extension of “GuruUDFLibrary-AddIn64-packed.xll” does not match, then it is likely because your Office Excel is a 32-bit version. Please repeat Steps 3-5 above and select the “GuruUDFLibrary-AddIn-packed.xll” add-in, the one without the “64.”
1. Guru data with customized views
2. Equity Data of individual companies
3. User Portfolio Data
GuruFocus Excel Add-in application is developed for Microsoft Office Excel 2007, 2010, 2013 and 2016. It also has limited support on MAC Excel. Cloud-based Excel such as Office 365 is not supported.
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.
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.
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%.
These buttons will appear again after you login to your account in GuruFocus Excel Add-in.
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.
It is most likely because your GuruFocus Excel Add-In is set as Inactive in Excel.
In Excel 365: Please go to Excel Menu: File -> Options. In the pop-up window click on “Add-Ins”.
If you see GuruFocus Excel Add-in or any of GuruFocus UDF libaray in the list of “Inactive Application Add-ins”, please go to ”Manage” drop-down list and select “COM Add-ins” and click “Go…”, and make sure “GuruFocus Excel Add-in” and “GuruUDFLibrary Add-in (COM Add-in Helper)” are checked. Click on “OK”.
Do this for “Excel Add-ins” drop-down menu too. This will activate “GuruFocus” ribbon in the menu.
In Earlier version: 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.)
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.)
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.
Every call of GURUF will be counted as 1 query.