Excel Documentation

Installation

Installation

System Requirements

The Intrinio Excel Add-in is supported on both Windows and Mac, including the following operating systems:

  • Windows 10, 8.1, 8, 7, Vista, XP
  • Windows Server 2012, 2008
  • Mac OS X 10.5.8 (Leopard) or higher

Windows

  1. Download the Intrinio Excel Addin: Intrinio_Excel_Addin.exe
  2. The Intrinio Excel add-in will be saved as an Application in your Downloads folder. Find it there, and double click on it
  3. You’ll see a pop-up titled “Intrinio Excel Add-in”. Check the box to agree to the terms and conditions, then click “Install”
  4. After a few moments the add-in will be installed, and you can click “Finish”
  5. Open Microsoft Excel and go to the Intrinio tab on the top ribbon and select API Keys
  6. A prompt will appear, asking for your API Username and API Password. Enter:
  7. Username
    b2b7dc7b0292c6a9da211d8108b26f09
    Password
    fda74d7bfb8bddf4e003091937243af4
  8. Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
  9. Select a cell and try a sample function:
    =IntrinioDataPoint("AAPL","pricetoearnings")
  10. Hit Enter, wait a few moments for it to load, and you should see data populated in the cell
  11. Take a look at the templates included in the add-in

Mac OS X

  1. Download the Intrinio Excel Addin: Intrinio_Excel_Addin.zip
  2. Extract the Intrinio Excel add-in zip file to a folder on your hard drive
  3. NOTE: If you’ve already done this once OR if you are updating the add-in, be sure to overwrite the old file
  4. DO NOT click on Intrinio_Excel_Addin.xlam - you’ll select this later
  5. Open a BLANK Microsoft Excel worksheet on a Windows or Mac computer
  6. Open the Intrinio Excel Add-in through the Excel Add-in manager. Click on the “Tools” top menu, Add-Ins >> Select, and navigate to the folder where you extracted the Intrinio Excel Add-In and select it
  7. Close out the blank Excel spreadsheet
  8. In the next step: if an alert pops up asking you about macros, be sure to click “Enable Macros” (macros are required for the add-in to work)
  9. In the next step: if an alert pops up asking you about links, be sure to click “Ignore Links” or “Do Not Update Links” (this only pops up in the template)
  10. Navigate to your Intrinio_Excel_Addin folder. Open the “Templates” folder, then the “Industrials” folder. Open: IntrinioFinancialData-Industrials.xlsm (YOU MUST OPEN THIS FILE FIRST)
  11. Enter your API Username and API Password:
    Username
    b2b7dc7b0292c6a9da211d8108b26f09
    Password
    fda74d7bfb8bddf4e003091937243af4
  12. Click the “Start” button to begin using the Intrinio API via the Intrinio Excel Add-in!
  13. You can use any of the templates provided in the Intrinio Excel Add-In folder that you downloaded, or you can build your own models in Excel
  14. If you like, open a new spreadsheet, select a cell and try a sample function:
    =IntrinioDataPoint("AAPL","pricetoearnings")
  15. Hit Enter, wait a few moments for it to load, and you should see data populated in the cell