Retrieve Comprehensive Fundamental Data with fn_00475

The fn_00475 function from the MarketXLS Excel Add-in allows you to quickly pull precise historical and trailing twelve-month (TTM) stock fundamentals directly into your spreadsheet. Instead of manually searching for quarterly or yearly data from multiple sources, you can obtain metrics like revenue, earnings, and more with a single formula. This streamlines your analysis workflow, enabling faster decisions backed by reliable market data.

Why Use This Function?

• Easily fetch a wide variety of fundamental metrics (e.g., annual revenue, quarterly net income, trailing twelve-month figures).
• Quickly compare companies across different reporting periods without manually aligning dates.
• Automate portfolio monitoring: keep your Excel dashboards updated as new financial statements become available.
• Avoid the hassle of repeatedly visiting financial databases or websites for the same data.
• Gain deeper insights by combining the returned fundamental data with your own custom Excel calculations or trading signals.

How to Use in Excel

Use fn_00475 directly in any cell in your Excel workbook where MarketXLS is installed and active. Refer to the example syntax below:

=fn_00475(Symbol, Year, [Optional Quarter], [Optional TTM])

Simply enter the function, specify the ticker (Symbol), select the desired reporting Year, optionally set the Quarter (1–4), and indicate if you want trailing twelve-month data with TTM. Press Enter to retrieve the value.

Parameters Explained

Example Usage

Basic Examples

1. Retrieve Apple’s 2022 annual data:
   =fn_00475("AAPL", 2022)
   • This returns a fundamental metric for AAPL’s entire fiscal year 2022 (e.g., revenue or net income, depending on your MarketXLS setup).

2. Pull Netflix’s Q1 2021 data:
   =fn_00475("NFLX", 2021, 1)
   • Returns the specified fundamental metric for Netflix’s first quarter of 2021.

3. Get IBM’s trailing twelve-month data ending in Q2 2023:
   =fn_00475("IBM", 2023, 2, "T")
   • This uses the TTM parameter to automatically aggregate the trailing four quarters of data up to Q2 2023.

Advanced Scenarios

1. Retrieve last year’s (LY) annual data:
   =fn_00475("MSFT", "LY")
   • Automatically detects your system’s “last year” relative to the most recent data available.

2. Go two quarters back from the last quarter (LQ-2):
   =fn_00475("GOOGL", "LQ-2")
   • Fetches fundamental data from two quarters prior to the company’s most recently published quarter.

3. TTM data from one quarter earlier (LT-1):
   =fn_00475("AMZN", "LT-1")
   • Pulls trailing twelve-month data up to the quarter that’s one period earlier than the latest reported quarter. Perfect for comparisons over time.

By combining these shortcuts ("LY", "LQ", "LT") with numeric years and quarters, you can fine-tune exactly which financial periods you retrieve, without constantly updating your formulas each reporting cycle.

Common Questions and Troubleshooting

1. Why am I getting "NA" for some tickers?

   • The symbol may be invalid, or the data may not be available (especially for less common tickers or certain international markets). Double-check the ticker’s correctness, or try again later if newly listed.

2. Why does the function return "Not supported on your plan, please upgrade"?

   • Certain fundamental data may only be accessible on higher-tier subscription plans. Contact MarketXLS support or visit your account page to see if you need an upgrade.

3. What if I need growth metrics like 1-year revenue growth?

   • Some specialized metrics (e.g., "revenuegrowth1yr") require other MarketXLS functions (like mxls_db_query) instead of fn_00475. Refer to the MarketXLS Knowledgebase for more details.

4. Does fn_00475 work for TTM data on all companies?

   • It typically works for U.S. securities that consistently publish quarterly statements. If a company’s reporting schedule differs (or is outside the U.S.), TTM data may not be available.

5. Can I combine fn_00475 outputs with other Excel functions?

   • Yes. Simply wrap fn_00475 in any native Excel formula (e.g., IFERROR, AVERAGE, XLOOKUP) to create advanced dashboards, watchlists, or custom calculations.

Remember:

• fn_00475 is your direct link to fundamentals in Excel.
• For repeated analyses, reference output cells and combine them with conditional formatting or larger models.
• Acquire deeper insights by layering fundamental data with other MarketXLS features, such as real-time quotes or technical indicators.

Taking advantage of fn_00475’s flexibility means you’ll spend less time hunting for core financials and more time making data-driven trading or investment decisions. Enjoy your streamlined workflow with MarketXLS!