Finsheet

Finsheet positions itself as a comprehensive financial data platform that combines robust fundamental and technical analysis tools with extensive market data coverage across multiple asset classes. The platform's tiered subscription model offers increasing levels of data accessibility and functionality, from its entry-level Basic plan to the enterprise-focused Pro tier. With its data sources aggregating information from hedge funds, investment banks, and private investors across 60+ major exchanges, Finsheet seeks to provide users with a competitive edge in the financial markets. This introduction sets the stage for an exploration of how the platform's various features and subscription options enable users to access and analyze financial data for informed decision-making.

Pricing Plans

Finsheet offers three main pricing plans: Basic, Plus, and Pro. The Basic plan costs $20/month and provides access to US stocks in one region, three years of historical pricing data (end-of-day), ten years of fundamentals data, and ETF information for one region. The Plus plan, priced at $45/month, expands data coverage to all global stocks in one region, offers ten years of historical pricing data (end-of-day and 1-minute intraday), ten years of fundamentals data, and ETF information for one region. The Pro plan includes all features from Plus, adds 20 years of historical data, real-time streaming prices, ETF holdings data for 100 periods, and provides access to 30+ years of historical data across multiple asset classes including mutual funds, bonds, futures, and alternative data sources. All plans include technical analysis tools such as pattern recognition, support/resistance levels, and technical indicators.

Data Coverage and Access

Finsheet sources its data from Finnhub, which aggregates data from hedge funds, investment banks, mutual funds, and thousands of private investors across 60+ major exchanges for equities and ETFs. The platform supports 23 global forex exchanges and every major cryptocurrency exchange, providing comprehensive coverage for global financial markets.

The data is sourced through Finnhub's proprietary methods of sourcing and standardizing information, which may result in slight variations compared to traditional data providers. The platform supports both Excel (Mac and Windows) and Google Sheets (all browsers), requiring users to have a basic understanding of these spreadsheet programs. For those unfamiliar with Excel, the platform offers extensive documentation and support resources.

All subscription payments are processed through Stripe, with credit card details never stored on Finsheet's servers. New users have a 3-day free trial period that requires a valid credit card for verification, after which the chosen subscription plan will be billed automatically based on their selection.

The platform offers multiple subscription tiers to accommodate different user needs. The Basic plan provides fundamental and historical data for US stocks in one region, including three years of end-of-day pricing and ten years of fundamentals data. The Plus plan expands this coverage to all global stocks in one region, offering ten years of historical pricing data (end-of-day and 1-minute intraday), and ETF information for one region.

For power users and institutional clients, the Pro plan provides the full suite of features available in Plus, including 20 years of historical data, real-time streaming prices, ETF holdings data for 100 periods, and access to 30+ years of historical data across multiple asset classes including mutual funds, bonds, futures, and alternative data sources. All plans include extensive technical analysis tools such as pattern recognition, support/resistance levels, and technical indicators.

Technical Analysis Tools

Finsheet provides robust technical analysis tools that help users make informed decisions about their investments. These tools enable users to perform pattern recognition and analyze support and resistance levels, among other technical indicators.

The platform offers a suite of technical analysis features designed to help users identify trading opportunities and manage their portfolios. Technical indicators are available to help users calculate key financial metrics, while the pattern recognition feature enables users to identify recognizable patterns in market data.

In addition to these core technical analysis tools, Finsheet also provides access to alternative data sources such as earnings calendars. The company's platform uses these data sources to help users make more informed investment decisions, providing valuable context for their trading activities.

All technical analysis tools are available through both Excel and Google Sheets add-ons, which require only basic spreadsheet knowledge to use effectively. Users can access live market data streaming for US stocks, ETFs, mutual funds, cryptocurrencies, and forex through the platform's real-time monitoring capabilities.

Customization and Corporate Solutions

Finsheet offers customized solutions for corporate clients through commercial agreements that provide specialized functionality and data access tailored to specific business needs. These corporate plans include increased daily function call limits ranging from 500 to 700 calls, expanded data coverage across multiple asset classes, and advanced technical analysis tools not available in the personal subscription plans.

The company's enterprise-grade offerings include real-time streaming capabilities for US stocks, ETFs, mutual funds, cryptocurrencies, and forex directly within Excel and Google Sheets. Corporate users benefit from enhanced data refresh frequencies, including intraday updates at 1-minute resolution for US markets and 15-minute delayed listings for the London Stock Exchange.

For institutional clients, Finsheet provides comprehensive historical data extending back 30+ years for global equities, including detailed financial statements and analysts' estimates. The platform supports parallel data processing through multiple function calls, enabling efficient handling of large datasets and complex queries.

The company's third-party data integration capabilities allow seamless connectivity with external data sources, including earnings calendars and environmental, social, and governance (ESG) scoring systems. Corporate clients can customize their data access levels based on specific regional requirements and business objectives, with subscription changes managed through the account management portal. Enterprise pricing is available upon request, with flexible billing options that can be tailored to meet the distinct needs of different client segments.