How to Use: PlanetMicroCap Addin
- The MicroCap Review Index Excel add-in is a powerful tool for investors and traders in the Planet MicroCap community. With real-time updates, you can easily monitor the performance of the 522 stocks in the ^MCRI@SNN index, and use built-in functions to access the latest financial information for each stock. Whether you're a seasoned investor or just getting started, this free add-in is an essential resource for tracking the world of microcap stocks. This guide will introduce you to our custom functions, all beginning with "pmc.". Thousands of functions can be applied to all the symbols in your stock list.
Functions List
Performance
- Stock Return Seven Days
- Stock Return Fifteen Days
- Stock Return Thirty Days
- Stock Return Three Months
- Stock Return One Year
- Stock Return Three Years
- Stock Return Five Years
- Volume Average Seven Days
- Volume Average Thirty Days
- Volume Average Three Months
- Volume Average One Year
- Volume Average Three Years
- Fifty Two Week Low
- Fifty Two Week High
Financial Ratios
- Earning Per Share (TTM)
- EBITDA (TTM)
- Price Per Sales (TTM)
- Price Per Book (TTM)
- Cash Flow Per Share (TTM)
- PE Ratio (TTM)
- Current Ratio
- EBITDA Margin
- Quick Ratio
- Return on Assets (Last 12 Months)
- Return On Invested Capital (ROIC - Last 12 Months)
- Profit Margin
- Price To Cashflow
- Return On Equity (ROE - Last 12 Months)
- Return On Capital (Last 12 Months)
- Interest Coverage Ratio
- Gross Margin
- Book Value Per Share
- Revenue
Earnings Estimates
- EPS Estimate Current Year
- EPS Estimate Next Year
- EPS Estimate Next Quarter
- EPS Estimate Current Quarter
- Mean Target Price Estimate Current Target
- Date Most Recent Estimate Current Target
- Date Most Recent Estimate Current Target 2 Weeks Ago
- Date Most Recent Estimate Current Target 1 Week Ago
- Date Most Recent Estimate Current Target 3 Weeks Ago
- Consensus EPS Growth Rate Next 5 Year
Returns the list of your symbols
Returns the list of your symbols.
Usage:
=pmc.MySymbols()
Add symbols to your symbols list
Returns the symbols that are added in the symbol list
Usage:
=pmc.addSymbols("MSFT")
=pmc.addSymbols(A1)
=pmc.addSymbols("MSFT,AAPL,GE,AAPL,AAL")
Parameters:
Symbol
(required): The stock symbol/s to add.
Removes symbols from your symbol list
Returns the list of removed symbols
Usage:
=pmc.removeSymbols("MSFT")
=pmc.removeSymbols(A1)
=pmc.removeSymbols("MSFT,AAPL,GE,AAPL,AAL")
Parameters:
Symbol
(required): The stock symbol/s to add.
Stock Return Seven Days
Returns the stock's return over the last seven days.
Usage:
=pmc.StockReturnSevenDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return Fifteen Days
Returns the stock's return over the last fifteen days.
Usage:
=pmc.StockReturnFifteenDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return Thirty Days
Returns the stock's return over the last thirty days.
Usage:
=pmc.StockReturnThirtyDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return Three Months
Returns the stock's return over the last three months.
Usage:
=pmc.StockReturnThreeMonths("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return One Year
Returns the stock's return over the last one year.
Usage:
=pmc.StockReturnOneYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return Three Years
Returns the stock's return over the last three years.
Usage:
=pmc.StockReturnThreeYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Return Five Years
Returns the stock's return over the last five years.
Usage:
=pmc.StockReturnFiveYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Volume Average Seven Days
Returns the average volume traded over the last seven days.
Usage:
=pmc.VolumeAverageSevenDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Volume Average Thirty Days
Returns the average volume traded over the last thirty days.
Usage:
=pmc.VolumeAverageThirtyDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Volume Average Three Months
Returns the average volume traded over the last three months.
Usage:
=pmc.VolumeAverageThreeMonths("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Volume Average One Year
Returns the average volume traded over the last one year.
Usage:
=pmc.VolumeAverageOneYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Volume Average Three Years
Returns the average volume traded over the last three years.
Usage:
=pmc.VolumeAverageThreeYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
FiftyTwo Week Low
Returns the fifty-two week low for the given stock.
Usage:
=pmc.FiftyTwo_weekLow("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Fifty Two Week High
Returns the fifty-two week high for the given stock.
Usage:
=pmc.FiftyTwo_weekHigh("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Relative Strength Index (RSI)
Calculates the relative strength index for a given stock and time period.
Usage:
=pmc.RelativeStrengthIndex("MSFT", "14")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Period
(required): The time period to calculate the RSI for.
The Relative Strength Index (RSI) is a technical indicator used in the analysis of financial markets. It is intended to chart the current and historical strength or weakness of a stock or market based on the closing prices of a recent trading period.
Simple Moving Average (SMA)
Calculates the simple moving average for a given stock and time period.
Usage:
=pmc.SimpleMovingAverage("MSFT","20")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Period
(required): The time period to calculate the SMA for.
The Simple Moving Average (SMA) is a widely used technical indicator that helps smooth out price action by filtering out the “noise” from random price fluctuations.
Exponential Moving Average (EMA)
Calculates the exponential moving average for a given stock and time period.
Usage:
=pmc.ExponentialMovingAverage("MSFT","20")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Period
(required): The time period to calculate the EMA for.
The Exponential Moving Average (EMA) is a type of moving average that places a greater weight and significance on the most recent data points. It is more reactive to changes in price compared to the SMA.
Average True Range (ATR)
Calculates the average true range for a given stock and time period.
Usage:
=pmc.AverageTrueRange("MSFT", "14")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Period
(required): The time period to calculate the ATR for.
The Average True Range (ATR) is a technical analysis indicator that measures market volatility by decomposing the entire range of an asset price for that period.
Momentum
Calculates the momentum for a given stock and time period.
Usage:
=pmc.Momentum("MSFT", "10")
Parameters:
Symbol
(required): The stock symbolPeriod
(required): The time period to calculate the momentum for.
Momentum is a technical indicator that measures the rate of change of a stock's price over a specified time period. It is used to identify trends and trend reversals, as well as to identify potential entry and exit points for trades.
Historical Open Price
Returns the open price for the given stock on the specified date.
Usage:
=pmc.Open_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which to retrieve the open price. Format: "YYYY-MM-DD".
Historical High Price
Returns the high price for the given stock on the specified date.
Usage:
=pmc.High_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which to retrieve the high price. Format: "YYYY-MM-DD".
Historical Low Price
Returns the low price for the given stock on the specified date.
Usage:
=pmc.Low_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which to retrieve the low price. Format: "YYYY-MM-DD".
Historical Close Price
Returns the close price for the given stock on the specified date.
Usage:
=pmc.Close_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which to retrieve the close price. Format: "YYYY-MM-DD".
Historical Adjusted Close Price
Returns the adjusted close price for the given stock on the specified date.
Usage:
=pmc.Adjusted_Close_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which to retrieve the adjusted close price. Format: "YYYY-MM-DD".
Historical Volume
Returns the historical trading volume for the specified stock on a specified date.
Usage:
=pmc.Volume_Historical("MSFT", "2022-02-01")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.Date
(required): The date for which the trading volume is to be retrieved, in the format "YYYY-MM-DD".
Past X Day High
Returns the highest price of the stock in the past X days.
Usage:
=pmc.X_Day_High("MSFT", 7)
Parameters:
Symbol
(required): The stock symbol to retrieve data for.X
(required): The number of days to look back for the high price.
Past X Day Low
Returns the lowest price of the stock in the past X days.
Usage:
=pmc.X_Day_Low("MSFT", 7)
Parameters:
Symbol
(required): The stock symbol to retrieve data for.X
(required): The number of days to look back for the low price.
Past X Week High
Returns the highest price of the stock in the past X weeks.
Usage:
=pmc.X_Week_High("MSFT", 7)
Parameters:
Symbol
(required): The stock symbol to retrieve data for.X
(required): The number of weeks to look back for the high price.
Past X Week Low
Returns the lowest price of the stock in the past X weeks.
Usage:
=pmc.X_Week_Low("MSFT", 7)
Parameters:
Symbol
(required): The stock symbol to retrieve data for.X
(required): The number of weeks to look back for the low price.
Company Name
Returns the name of the company for a given stock symbol.
Usage:
=pmc.Name("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the name for.
Sector
Returns the sector for a given stock symbol.
Usage:
=pmc.Sector("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the sector for.
Industry
Returns the industry for a given stock symbol.
Usage:
=pmc.Industry("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the industry for.
Shares Outstanding
Returns the number of shares outstanding for a given stock symbol.
Usage:
=pmc.Shares_Outstanding("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the shares outstanding for.
Enterprise Value
Returns the enterprise value for a given stock symbol.
Usage:
=pmc.EnterpriseValue("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the enterprise value for.
Share Percent Held By Institutions
Returns the percentage of shares held by institutions for a given stock symbol.
Usage:
=pmc.SharePercentHeldByInstitutions("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the share percentage held by institutions for.
Ask Price
Returns the current ask price for a given stock symbol.
Usage:
=pmc.ask("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the ask price for.
Open Price
Returns the opening price of a given stock symbol for the current trading day.
Usage:
=pmc.OpenPrice("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the opening price for.
Last Price
Returns the last traded price for a given stock symbol.
Usage:
=pmc.Last("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the last traded price for.
Bid
Returns the current bid price for a given stock symbol.
Usage:
=pmc.Bid("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the bid price for.
Change % From Previous Close
Returns the percentage change in price of a given stock symbol from the previous day's closing price.
Usage:
=pmc.ChangeinPercent("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the percentage change from the previous day's closing price for.
Change Value From Previous Close
Returns the dollar amount change in price of a given stock symbol from the previous day's closing price.
Usage:
=pmc.Change("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the dollar amount change from the previous day's closing price for.
Previous Close
Returns the previous day's closing price of a given stock symbol.
Usage:
=pmc.PreviousClose("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the previous day's closing price for.
Today's Volume
Returns the current day's trading volume for a given stock symbol.
Usage:
=pmc.Volume("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the trading volume for.
Earnings Per Share (TTM)
Returns the earnings per share for a given stock symbol.
Usage:
=pmc.EarningsPerShare("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the earnings per share for.
EBITDA (TTM)
Returns the earnings before interest, taxes, depreciation, and amortization for a given stock symbol.
Usage:
=pmc.EBITDA("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the EBITDA for.
Price Per Sales (TTM)
Returns the price per sales ratio for a given stock symbol.
Usage:
=pmc.PricePerSales("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the price per sales ratio for.
Price Per Book (TTM)
Returns the price per book ratio for a given stock symbol.
Usage:
=pmc.PricePerBook("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the price per book ratio for.
Cash Flow Per Share (TTM)
Returns the cash flow per share for a given stock symbol.
Usage:
=pmc.CashFlowPerShare("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the cash flow per share for.
PE Ratio (TTM)
Returns the price-to-earnings ratio for a given stock symbol.
Usage:
=pmc.PERatio("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the price-to-earnings ratio for.
Current Ratio
Returns the current ratio for a given stock symbol.
Usage:
=pmc.current_ratio("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the current ratio for.
EBITDA Margin
Returns the EBITDA margin for a given stock symbol.
Usage:
=pmc.ebitda_margins("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the current ratio for.
Quick Ratio
Returns the quick ratio for a given stock symbol.
Usage:
=pmc.quick_ratio("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the quick ratio for.
Return on Assets (Last 12 Months)
Returns the return on assets (ROA) for a given stock symbol over the last 12 months.
Usage:
=pmc.ReturnOnAssetsLTM("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the ROA for.
Return On Invested Capital (ROIC - Last 12 Months)
Returns the return on invested capital (ROIC) for a given stock symbol over the last 12 months.
Usage:
=pmc.ReturnOnInvestedCapitalOneYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the ROIC for.
Profit Margin
Returns the profit margin for a given stock symbol.
Usage:
=pmc.ProfitMargin("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the profit margin for.
Price To Cashflow
Returns the price to cash flow ratio for a given stock symbol.
Usage:
=pmc.PriceToCashFlow("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the price to cash flow ratio for.
Return On Equity (ROE - Last 12 Months)
Returns the return on equity ratio for a given stock symbol over the last 12 months.
Usage:
=pmc.ReturnOnEquity("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the return on equity ratio for over the last 12 months.
Return On Capital (Last 12 Months)
Returns the return on capital ratio for a given stock symbol over the last 12 months.
Usage:
=pmc.ReturnOnCapitalLTM("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the return on capital ratio for over the last 12 months.
Interest Coverage Ratio
Returns the interest coverage ratio for a given stock symbol.
Usage:
=pmc.InterestCoverage("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the interest coverage ratio for.
Gross Margin
Returns the gross margin for a given stock symbol.
Usage:
=pmc.GrossMargin("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the gross margin for.
Book Value Per Share
Returns the book value per share for a given stock symbol.
Usage:
=pmc.BookValuePerShare("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the book value per share for.
Revenue
Returns the revenue for a given stock symbol.
Usage:
=pmc.Revenue("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the revenue for.
Beneish M Score
Returns the Beneish M Score for a given stock symbol.
Usage:
=pmc.BeneishMScore("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the Beneish M Score for.
Altman Z Score
Returns the Altman Z Score for a given stock symbol.
Usage:
=pmc.AltmanZScore("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the Altman Z Score for.
F Score
Returns the Pitroski F Score for a given stock symbol.
Usage:
=pmc.PitrioskiFScore("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the Pitroski F Score for.
Value Score
Returns the Value Score for a given stock symbol out of 100 (Calculated by Planet MicroCap).
Usage:
=pmc.RankValue("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the Value Score for.
Overall Score
Returns the Overall Score for a given stock symbol out of 100 (Calculated by Planet MicroCap).
Usage:
=pmc.RankOverall("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the Overall Score for.
EPS Estimate Current Year
Returns the EPS estimate for the current year for a given stock symbol.
Usage:
=pmc.EPSEstimateCurrentYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the EPS estimate for the current year.
EPS Estimate Next Year
Returns the EPS estimate for the next year for a given stock symbol.
Usage:
=pmc.EPSEstimateNextYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the EPS estimate for the next year.
EPS Estimate Next Quarter
Returns the EPS estimate for the next quarter for a given stock symbol.
Usage:
=pmc.EPSEstimateNextQuarter("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the EPS estimate for the next quarter.
EPS Estimate Current Quarter
Returns the EPS estimate for the current quarter for a given stock symbol.
Usage:
=pmc.EPSEstimateCurrentQuarter("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the EPS estimate for the current quarter.
Mean Target Price Estimate Current Target
Returns the mean target price estimate for the current target for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_meanTargetPriceEstimate_currentTarget("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the mean target price estimate for the current target.
Date Most Recent Estimate Current Target
Returns the date of the most recent estimate for the current target for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_currentTarget("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the date of the most recent estimate for the current target.
Mean Target Price Estimate Current Target
Returns the mean target price estimate for the current target for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_meanTargetPriceEstimate_currentTarget("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the mean target price estimate for the current target.
Date Most Recent Estimate Current Target
Returns the date of the most recent estimate for the current target price for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_currentTarget("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the date of the most recent estimate for the current target price.
Date Most Recent Estimate Current Target 2 Weeks Ago
Returns the date of the most recent estimate for the current target price 2 weeks ago for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks2Ago("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the date of the most recent estimate for the current target price 2 weeks ago.
Date Most Recent Estimate Current Target 1 Week Ago
Returns the date of the most recent estimate for the current target price 1 week ago for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks1Ago("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the date of the most recent estimate for the current target price 1 week ago.
Date Most Recent Estimate Current Target 3 Weeks Ago
Returns the date of the most recent estimate for the current target price 3 weeks ago for a given stock symbol.
Usage:
=pmc.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the date of the most recent estimate for the current target price 3 weeks ago.
Consensus EPS Growth Rate Next 5 Year
Returns the consensus earnings per share (EPS) growth rate estimate for the next 5 years for a given stock symbol.
Usage:
=pmc.EarningsEstimates_consensusEpsGrowthRate_next5year("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve the consensus EPS growth rate estimate for the next 5 years.
Stock Volatility Fifteen Days
Returns the volatility of the stock's return over the last fifteen days.
Usage:
=pmc.StockVolatilityFifteenDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Thirty Days
Returns the volatility of the stock's return over the last thirty days.
Usage:
=pmc.StockVolatilityThirtyDays("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Three Months
Returns the volatility of the stock's return over the last three months.
Usage:
=pmc.StockVolatilityThreeMonths("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Six Months
Returns the volatility of the stock's return over the last six months.
Usage:
=pmc.StockVolatilitySixMonths("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Nine Months
Returns the volatility of the stock's return over the last nine months.
Usage:
=pmc.StockVolatilityNineMonths("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility One Year
Returns the volatility of the stock's return over the last one year.
Usage:
=pmc.StockVolatilityOneYear("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Two Years
Returns the volatility of the stock's return over the last two years.
Usage:
=pmc.StockVolatilityTwoYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Three Years
Returns the annualized volatility of a stock's price over the last three years.
Usage:
=pmc.StockVolatilityThreeYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.
Stock Volatility Five Years
Returns the annualized volatility of a stock's price over the last five years.
Usage:
=pmc.StockVolatilityFiveYears("MSFT")
Parameters:
Symbol
(required): The stock symbol to retrieve data for.