Investments (Historical)
Returns historical total investments for a company. This includes both current (short-term) and non-current (long-term) investments held on the balance sheet, such as marketable securities, equity investments, and other financial instruments.
Supported Symbols
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| International | SYMBOL | SHOP, TSM |
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker symbol |
| Year | Fiscal year (2020, 2021) or period code (lq, ly, lt) |
| Quarter | Optional: 1, 2, 3, or 4 for quarterly data |
| TTM | Optional: Set to "TTM" for trailing twelve months |
Investment Components
| Type | Description |
|---|---|
| Marketable Securities | Stocks, bonds, and other tradable securities |
| Equity Investments | Stakes in other companies |
| Available-for-Sale | Securities not held to maturity |
| Held-to-Maturity | Securities intended to be held until maturity |
Notes
- Total investments = Current investments + Non-current investments
- Use component functions for granular analysis
- Investment values can fluctuate with market conditions
Examples
=hf_Investments("AAPL", 2023)=hf_Investments("MSFT", 2023, 2)=hf_Investments("GOOGL", "ly")=hf_Investments("BRK.B", 2023, , "TTM")=hf_Investments(A1, B1, C1)When to Use
- Analyzing company investment strategy
- Understanding capital allocation
- Evaluating financial flexibility
- Comparing investment portfolios across companies
- Assessing total financial assets
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need short-term investments only | hf_Investments_Current() |
| Need long-term investments only | hf_Investments_NonCurrent() |
| Need cash and equivalents | hf_Cash_and_Equivalents() |
| Need total assets | hf_Total_Assets() |
Common Issues & FAQ
Q: Why is this different from cash? A: Investments are securities and other financial instruments, while cash includes only cash and cash equivalents. Companies often hold both.
Q: Why do investment values change significantly? A: Investment values are marked-to-market and fluctuate with security prices and changes in holdings.
Q: Why am I getting "NA"? A: Not all companies have significant investments. Check that the symbol is valid and has reported investment holdings.
Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS
Get started today
▶
How does MarketXLS work?