Filed figures in your own model.
The problem
A figure pasted into a model goes stale, and nobody can say which filing it came from.
What you get
One formula returns a figure and, beside it, its source.
Example
Formulas and their answers today:
D7
=VS.SOURCE($B$1,"debt_equity",2021,"accession")| A | B | C | D | |
|---|---|---|---|---|
| 1 | Ticker | AAPL | ||
| 2 | Figure | Value | As of | |
| 3 | Return on Equity | 151.91% | n/a | |
| 4 | Operating Margin | 31.97% | n/a | |
| 5 | Gross Margin | 46.91% | n/a | |
| 6 | Debt to Equity, fiscal 2021 | Form | Filed | Accession |
| 7 | 2.16x | 10-K | 2021-10-29 | 0000320193-21-000105 |
Live values; companies chosen by a written rule, read 15 October 2026. How they were chosen
- Active US common stocks on NYSE, NASDAQ or AMEX, largest market value first.
- One company per sector.
- Every figure shown reads a number: no n/a, no n/m.
- At least 10 fiscal years filed with the SEC.
- A 10-K, 10-Q or 8-K filed in the last 90 days.
- A guardrail the free thesis draft proposes that held in one filed year and broke in the next.
Prices are market data, with their date. The other figures are computed from the companies’ filed statements, and each year of a history names its filing.
Plan and status
| Excel add-in | Professional | Available now |
|---|
Three steps
- 01Make your key on the Excel add-in page in the app. It is shown once.
- 02Download the add-in file, below.
- 03On web or Windows, upload it under My Add-ins; on a Mac, copy it to Excel's add-in folder.
Download the add-in file
https://valuescreener.ai/addin/manifest.xmlEach click, and Excel for Mac
- 01Download the add-in file, above. Keep it where you can find it.
- 02In Excel on the web or on Windows, open any workbook, then:HomeAdd-insMore Add-ins
- 03In the window that opens:My Add-insUpload My Add-inBrowseUploadPick the file you downloaded.
- 04Figures and sources appears on the Home tab. Open it and paste your key.HomeFigures and sources
- 05Type a formula in any cell. A number, or #N/A with a reason, means it works.=VS.METRIC("AAPL","roic")
Excel for Mac has no Upload My Add-in. Steps 2 and 3 above become these three, then paste your key and type a formula as above.
- Mac 1In Finder, open the folder Excel reads add-ins from:GoGo to FolderPaste ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef and press Return. If Finder says it cannot find it, go to the same address without /wef, choose File, New Folder, and name the new folder wef.
- Mac 2Copy the add-in file you downloaded into that folder.
- Mac 3Quit Excel and open it again. Open any workbook, then:InsertAdd-insMy Add-insPick the add-in from the list. Figures and sources then appears on the Home tab.
Before you start
- Your own key. It stays on your install, never in the workbook.
Where the figures come from
Filed figures name form, filing date and accession. Prices are marked market data.
Security and privacy
- The key is stored hashed and revoked in one click.
Help: hello@valuescreener.ai