Financials Function

FINANCIALS() Description

The FINANCIALS() function is designed to automatically obtain financial statements of companies directly from the Yahoo Finance website (finance.yahoo.com) by the specified ticker symbol (for example, AAPL, NVDA).

This function allows downloading the income statement, balance sheet, and cash flow statement for a specific period directly into the Excel (LibreOffice Calc) spreadsheets.

Main Features of the FINANCIALS Function

Syntax:

=FINANCIALS(Ticker; Statement; [Freq]; [Header]; [Indicator]; [Date])

Parameters:

• Ticker: Stock ticker symbol.
• Statement: Type of statement ("0"-income", "1"-balance sheet, "2"-cash flow).
• [Freq]: (Optional) Data frequency ("y"-yearly, "q"-quarterly, "t"-ttm). By default, yearly data "y" is used.
• [Header]: (Optional) Whether to show the table header ("0"-Ні, "1"-Так). If omitted, the value Yes "1" is used.
• [Indicator]: (Optional) Financial indicator ("Total Revenue", "EBITDA", "Gross Profit", "Payables" and others). With the value "list", a full list of available indicators is displayed.
• [Date]: (Optional) Reporting date. By default, the last available date is used. Used in tandem with the Indicator parameter.

Usage Example

Example 1

The FINANCIALS() function automates the collection of fundamental data. You specify the stock code, and Excel (Calc) imports the corresponding financial indicators:

=FINANCIALS(Ticker; Statement; Freq)

We will get the following result:

The following values are used in this example:

• Ticker: B1 - Cell with the company code ("AAPL").
• Statement: B2 - Income statement (Income Statement) (0).
• Freq: B3 - Annual reporting ("y").

Example 2

The following values are used in this example:

• Ticker: B1 - Cell with the company code ("AAPL").
• Statement: B2 - Income statement (Income Statement) (0).
• Indicator: A6:A11 - A set of financial metrics (indicators).
• Date: D5 - Reporting date ("2023-09-30").

Example 3

The following values are used in this example:

• Statement: B1 - Income statement (Income Statement) (0).
• Indicator: B2 - Display the full list of available indicators ("list").

How It Works

The FINANCIALS() function can work both in normal mode and as an array function.

To use it as an array, simply enter the function in any cell, specifying the appropriate parameters. After that, you need to press Ctrl+Shift+Enter to enter the array formula, and LO Calc will automatically return a table with data.

To select all cells associated with the array formula, simply select any cell of the array and press Ctrl+/.

If you need to convert an array formula to values, select the entire array and in the Data > Calculate menu select Formula to Value.

When using a date in text format, it must first be converted into a real date, for example: DATEVALUE("2026-01-25").

Ready templates

You can also use ready-made templates to get historical data, financial indicators, or a company profile.

To do this, go to the menu YLC Utilities > Template > Company screener and choose one of the following reports:

• Profile data ("Profile data")
• Financial data ("Financial data")
• Statistical data ("Statistical data")
• Dividend data ("Dividend data")
• Historical data ("Historical data")

Download extension

You can use the FINANCIALS() function by installing the YLC Utilities extension.

After that, this function will be available in all files opened in Excel (LibreOffice Calc).