The Add-in turns Excel into an extension of Economatica: market data, fundamentals, historical series, and indicators directly in the cells, with automatic updates across your models.
A guided look at the Economatica Excel Add-in: how to connect, find attributes, insert functions in the spreadsheet, and keep models up to date with the Economatica database.
The Economatica Excel Add-in brings the proprietary database into the spreadsheet. Market data, financial statements, and indicators become native formulas, models stop depending on manual extraction, and Excel becomes a layer connected to 40 years of history. More productivity, fewer copy-and-paste errors, centralized updates for the entire team.
From the Economatica tab inside Excel to the attribute browser and the functions inserted in cells: explore below what you can do.
A dedicated tab inside Excel with every Add-in command: refresh data, find attributes, open the quick guide, access the gallery of ready-made spreadsheets, and connection settings. Without leaving the spreadsheet environment.
Visual assistant to locate available attributes in the Economatica database (quotes, market indicators, portfolio composition, balance sheets), navigating by category or direct search. Inserts the attribute into the formula with one click.
The function lets you query data and series available in the database, according to user parameters. It integrates with Excel's formula assistant and lets you build models parameterized by cell reference.
Quotes, highs, lows, volumes, trades, and derived indicators straight from the Economatica database, in configurable windows (1D, 1W, 1M, 1Q, 1Y) with corporate actions already applied.
Balance sheets, income statements, cash flow, profitability, liquidity, leverage, and valuation indicators, available cell by cell, in consistent historical series with Economatica's accounting standardization.
Time series for available attributes, with configurable interval and frequency by field. Ideal for studies, regressions, backtests, and recurring reports without manual extraction at every refresh.
Use Economatica data to feed DCF, comparables, return, and sector study models in Excel. Parameters in cells, functions from the Economatica database: recompute the model with a single update.
Financial models
Interface in production. Request a demo to see this feature in action.
A click on "Refresh data" updates every cell in the workbook with Economatica data at the most recent timestamp available. Last-update date and time always visible.
Templates pre-built by Economatica for the analyst's most common routines: performance analysis, screening, valuation, sector monitoring. Just open, parameterize, and refresh.
Run screenings combining any attribute of the Economatica database as a filter inside Excel. Results in a table, ready to cross with existing models and reports.
The Add-in eliminates the manual work of pulling data from the platform and pasting into Excel. Models stay always connected to the Economatica database, with centralized refresh and traceable results, using data and sources from the Economatica base.
The Add-in is the meeting point between the analyst's Excel workflow and the depth of the Economatica database.
Excel is just one surface. Plataforma, Terminal, APIs and Data Feed cover the full cycle of research, monitoring and data ingestion.
Screener, comparatives, valuation and visualizations in the fundamental analyst's environment.
Live quotes, news with sentiment and The Analyst copilot for trading desk and research.
REST endpoints to pull the Economatica database straight into your app, dashboard or internal system.
CSV/JSON deliveries via FTP or email for automatic ingestion into your data lake.
Schedule a demo and see the Add-in connected to your models and analytical routines.
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