Trouble Shooting the Excel Add-In On PC

This article provides a step by step process for getting the Intrinio Excel add-in installed if you are experiencing problems on a PC. If you get stuck on a step or follow the process and still aren't able to get the add-in working, feel free to chat with our team.

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Trouble Shooting on PC

1. Did you follow the process in the Excel tutorial?

The Excel tutorial will walk you through the install steps. If you didn't follow the tutorial give it a try- it includes step by step instructions. If you followed the tutorial and are still having problems continue to step 2.

2. Is your Excel add-in working?

It is possible that you installed the add-in and it is working. This step can be used to check if your add-in is working.

Completely quit Excel. Make sure not to simply close the workbook you have open.

Restart Excel and type this into a cell on a blank Excel workbook on your computer:

=intrin

If your add-in is installed you should see this:

screen-shot-2016-12-27-at-10-00-41-am

If you do see this list of Intrinio user defined functions, type this and hit enter:

=intriniodatapoint("AAPL", "beta")

After a moment you should see the current beta for Apple appear in the cell. If you do, your add-in is installed and working properly.

If you don't see the list of user defined functions or don't see a number appear in the cell after typing the formula, continue to step 3 or the last step you completed.

3. Did you use your email instead of your API access code?

When you entered your API keys, a common mistake is to enter your email and the password you selected instead of your API username and API password.

If you entered the wrong API keys but installed the add-in properly you should see "Intrinio in the ribbon of your workbook. Click "Intrinio" and "API Keys":

screen-shot-2016-12-27-at-12-29-26-pm

Then use your email and password to login to your account at intrinio.com/login.

In your account, you can copy your API username and then your password by clicking the clip board next to your keys:

screen-shot-2016-12-16-at-9-08-31-am

Repeat step 2 using your correct API username and password. If you are still not able to get the add-in working, move on to step 4.

4. Are you on a supported version of Excel?

You need to be on Excel 2010, 2013, or 2016. If you are not on one of these versions you will need to install one of them to continue. If you are using a supported version, continue to step 5.

5. Do you have other add-ins installed?

If you have other add-ins installed they could be interfering with the Intrinio add-in. Remove or deactivate your other add-ins. Once you have, repeat step 2. If this is not successful or you have no other add-ins, continue to step 6.

6. Are you behind a firewall?

The Intrinio add-in uses the internet to pull data into Excel. If you have a firewall that blocks certain types of web traffic you may need to add the Excel add-in to your list of safe applications. Provide your IT department the following information:

*The destination of the macro is: https://api.intrinio.com port 80*

*There is no static IP address.*

Once you have added the Excel add-in to your list of safe applications, repeat step 2. If this is not successful or you don't have a firewall, continue to step 7.

7. Did you try uninstalling and reinstalling the add-in?

 

Frequently, uninstalling and reinstalling the Excel add-in solves any issues a user is facing. Navigate to "Programs and Features" from the Control Panel or by searching "remove programs" on your PC:

screen-shot-2016-12-27-at-12-41-03-pm

Double click the "Intrinio Excel Add-in" and click "Remove" to uninstall the add-in. Return to step 1 and reinstall the add-in before reattempting step 2. If this does not get the add-in working, continue to step

If reinstalling the add-in and repeating step 2 did not work, continue to step 8.

8. Are you in Europe?

If you are in Europe, you will use a semi-colon in your Excel formulas instead of a comma. Repeat step 2 but instead of this:

=intriniodatapoint("AAPL", "beta")

Use this:

=intriniodatapoint("AAPL"; "beta")

If this did not work, or you are not in Europe, continue to step 10.

 10. Did you restart your computer?

Try completely restarting your computer and returning to step 2. If restarting is unsuccessful, move on to step 11.

11. Did you test out a template?

Try opening the "OverviewReport" file from  "Intrinio Templates" in the ribbon:

screen-shot-2016-12-27-at-12-47-49-pm

Enter a T as the ticker symbol and hit "Update". Don't click anything after you hit update, it can take a minute or two to pull in all of the data in the template:

screen-shot-2016-12-27-at-11-51-12-amYou should be able to click through the template tabs and see data:

screen-shot-2016-12-27-at-11-53-17-am

If you don't see any data, or see only errors, continue to step 12.

12. Is there weird formatting in your workbook?

Open up a blank workbook and make sure that there is no formatting in cell A1. If you have formatting in the cell it can interfere with the add-in. Then, copy and paste this syntax into the cell:

=intriniodatapoint("AAPL", "pricetoearnings")

Check the quotes you used. If you use a single quote or different type of double quotes the add-in will not work. Make sure the ticker you entered is in all capitals. aapl will not work but AAPL will. Make sure you didn't have a typo in intriniodatapoint and that you used () not [] or {}.

If everything is correct, message our team.

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Trouble Shooting the Excel Add-In On Mac

This article provides a step by step process for getting the Intrinio Excel add-in installed if you are experiencing problems on a Mac. If you get stuck on a step or follow the process and still aren't able to get the add-in working, feel free to chat with our team.

Chat with Us

Trouble Shooting on Mac

1. Did you follow the process in the Excel tutorial?

The Excel tutorial will walk you through the install steps. If you didn't follow the tutorial give it a try- it includes step by step instructions. If you followed the tutorial and are still having problems continue to step 2.

2. Is your Excel add-in working?

It is possible that you installed the add-in and it is working. This step can be used to check if your add-in is working.

Completely quit Excel. Make sure not to simply close the workbook you have open.

Restart Excel and type this into a cell on a blank Excel workbook on your computer:

=intrin

If your add-in is installed you should see this:

screen-shot-2016-12-27-at-10-00-41-am

If you do see this list of Intrinio user defined functions, type this and hit enter:

=intriniodatapoint("AAPL", "beta")

After a moment you should see the current beta for Apple appear in the cell. If you do, your add-in is installed and working properly.

If you don't see the list of user defined functions or don't see a number appear in the cell after typing the formula, continue to step 3 or the last step you completed.

3. Did you use your email instead of your API access code?

When you entered your API keys, a common mistake is to enter your email and the password you selected instead of your API username and API password.

If you entered the wrong API keys, open your Excel Add-In folder and delete the "Intrinio_API_Keys.txt" file that was created when you entered your keys:

screen-shot-2016-12-27-at-11-28-58-am

Then use your email and password to login to your account at intrinio.com/login.

In your account, you can copy your API username and then your password by clicking the clip board next to your keys:

screen-shot-2016-12-16-at-9-08-31-am

Repeat step 2 using your correct API username and password. If you are still not able to get the add-in working, move on to step 4.

4. Did you click "Enable Macros" and "Ignore Links"?

When you have the add-in installed you will be prompted to Enable Macros as you open Excel:

screen-shot-2016-12-27-at-11-46-43-am

Make sure you selected Enable Macros. If you didn't, restart Excel and select Enable Macros.

You may also be prompted to "Ignore Links". If you didn't select to Ignore links, restart Excel and do so. If you selected both of these options continue to step 5. If not, do so and repeat step 2.

5. Are you on a supported version of Excel?

You need to be on Excel 2016 or Excel 2010. If you are not on one of these versions you will need to install one of them to continue. If you are using 2016 or 2010, continue to step 6.

6. Do you have other add-ins installed?

If you have other add-ins installed they could be interfering with the Intrinio add-in. Remove or deactivate your other add-ins. Once you have, repeat step 2. If this is not successful or you have no other add-ins, continue to step 7.

7. Are you behind a firewall?

The Intrinio add-in uses the internet to pull data into Excel. If you have a firewall that blocks certain types of web traffic, you may need to add the Excel add-in to your list of safe applications. Provide your IT department the following information:

*The destination of the macro is: https://api.intrinio.com port 80*

*There is no static IP address.*

Once you have added the Excel add-in to your list of safe applications, repeat step 2. If this is not successful or you don't have a firewall, continue to step 8.

8. Did you try uninstalling and reinstalling the add-in?

There are two versions of the Excel add-in for Mac. They are both in the Excel Add in folder you installed in step 1:

screen-shot-2016-12-27-at-10-30-45-am

The version you need depends on your version of Excel, not your computer. It is possible you installed the wrong version. Even if you installed the right version, uninstalling and reinstalling the add-in is a common common solution for add-in issues.

To uninstall the Excel add-in, click "Tools" and then "Add-Ins...":

screen-shot-2016-12-27-at-10-37-43-am

Uncheck the blue box next to the Intrinio add-in:

screen-shot-2016-12-27-at-10-38-44-am

Completely quit then restart Excel. Click "Tools" then "Add-Ins...". You may or may not still see the Intrinio Excel Add-in in your list of Add-Ins but the blue box next to it should be unchecked.

Click "Select" and navigate to the Excel add-in folder where you saved it in Step 1. Choose the version of the Excel Add-In that you did not already install. If you had previously selected the 32 bit version select the 64 bit version and vice versa. You should now see both versions in your Add-Ins list:

screen-shot-2016-12-27-at-10-45-33-am

Uncheck the version you already tried so that only one version is checked. Click OK.

If you have the correct version installed, you should return to your blank workbook. Go back to step 2 and test the installation.

If you have the wrong version installed, you will see a "Compile" error and a bunch of error windows that looks something like this:

screen-shot-2016-12-27-at-10-47-00-am

If that is the case, quit Excel and repeat this step but select the other version of the add-in.

Regardless of which version you need, make sure to reinstall the add-in. Reinstalling the version you need is quite likely to fix the issue you are facing.

If reinstalling the add-in and repeating step 2 did not work, continue to step 9.

9. Are you in Europe?

If you are in Europe, you will use a semi-colon in your Excel formulas instead of a comma. Repeat step 2 but instead of this:

=intriniodatapoint("AAPL", "beta")

Use this:

=intriniodatapoint("AAPL"; "beta")

If this did not work, or you are not in Europe, continue to step 10.

10. Did you restart Excel?

Completely quit Excel and restart it- don't just close the workbook. Repeat step 2. If that didn't work, go on to step 11.

11. Did you re-enter your API keys?

If you had a typo in your API keys or entered your email by mistake, you can go to the Excel add-in folder where you un-zipped it on your computer. Open the "Get Started.xlsm" file and hit "Enter Credentials". Re-enter your api keys, make sure there is no space at the start, and head back to step 10, then step 2.

 10. Did you restart your computer?

Try completely restarting your computer and returning to step 2. If restarting is unsuccessful, move on to step 11.

11. Did you test out a template?

Try opening the "OverviewReport.xlsm" file from the Templates folder in your Excel add-in file:

screen-shot-2016-12-27-at-11-40-15-am

Enter a T as the ticker symbol and hit "Update". Don't click anything after you hit update, it can take a minute or two to pull in all of the data in the template:

screen-shot-2016-12-27-at-11-51-12-am

You should be able to click through the template tabs and see data:

screen-shot-2016-12-27-at-11-53-17-am

If you don't see any data, or see only errors, continue to step 12.

12. Is there weird formatting in your workbook?

Open up a blank workbook and make sure that there is no formatting in cell A1. If you have formatting in the cell it can interfere with the add-in. Then, copy and paste this syntax into the cell:

=intriniodatapoint("AAPL", "pricetoearnings")

Check the quotes you used. If you use a single quote or different type of double quotes the add-in will not work. Make sure the ticker you entered is in all capitals. aapl will not work but AAPL will. Make sure you didn't have a typo in intriniodatapoint and that you used () not [] or {}.

If everything is correct, message our team.

Chat with Us

Finance API via Intrinio’s Developer Program: Free For Startups

Intrinio has a very specific mission. We want to make financial data affordable and easy to access. That mission was born out of our attempt to launch our own app, an attempt that failed because the data was too expensive. When we went searching for a finance API that could power what would later become Valuation,  all of the options were either too expensive or too difficult to access for a startup.

So we took a detour and gathered the data ourselves by focusing on building our own finance API our own way. We constructed the API to be easy to access and affordable for startups. This article explains how our mission has come full circle with the Intrinio Developer Program, our program to give free data to developers.

The Finance API

Fintech developers built Intrinio's API. This means data from the SEC, FED, and FDIC is organized the way financial analysts want to see it and delivered the way  developers want to see it. You can check out the RESTful API here. Responses are in JSON format with basic authentication administered over HTTPS. Thats a complicated way of saying making API calls with Intrinio is so simple anyone can do it.

We have sample code in languages like R, C#, Javascript, Ruby, PHP, Swift, and Python.  You can see the sample code and sample API calls here. Developers can access the finance API using any programming language via a growing number of data feeds. These feeds are available in Intrinio's Fintech Marketplace. Users can subscribe to data types like real time stock prices, 10Q and 10K fundamentals, and FDIC call reports - the list grows every week.

Intrinio makes it easy for developers by using a single API with multiple data feeds. Users can subscribe to just the feeds they need and work within a unified ecosystem. A single security master and API syntax works for all data types. Intrinio's finance API is completely focused on app builders with documentation that will feel familiar to coders everywhere.

Here is a quick video overview of the API:

The Developer Program

We've done our best to make the API accessible. The Developer Program makes it affordable.  Our paid plans are certainly affordable, with redistribution included for startups as well as enterprises and no seat licenses. The developer program takes this affordability one step further by giving free access to startups for 6 months.

Our team remembers what it was like to have nothing but energy and an idea. In many industries this is all it takes, but in fintech getting data is a major barrier to building a minimum viable product. Just getting started can take major funding.

The developer program solves this problem for startups. By simply messaging our team and filling out a 1 page application, developers can get to work for free.

Any developer or startup company with plans to build a public facing app qualifies as long as they have less than $10,000 in monthly recurring revenue and less than $200,000 in funding.

Feeds with "Developer" options qualify for free finance API access

Data feeds with a "Developer" option qualify for free finance API access

Developer program participants get free access to numerous data feeds. They also get support from Intrinio's team. They can chat with our data experts or get on a call with our developers. Intrinio will even provide marketing support. We write feature articles about the participating startups and drive traffic right to their sites. Our goal is to help developers succeed.

Whats the catch?

You have to pay after 6 months! Intrinio moves developer program participants to startup plans at the end of the program. These plans cost between $50 and $500 a month with most startups paying roughly $300 a month to redistribute Intrinio data in their application. These costs are designed to be affordable on a startup's budget. Developers who have compared finance APIs will notice Intrinio's prices are missing some $0s.

Chat with Us To Apply

Developer Spotlight #5: ZoomMarkets [blog series]

Our mission at Intrinio is to power a generation of applications that will fundamentally change the way our broken financial system works. Intrinio data feeds form the basis of large enterprise business reporting applications, Fintech web-apps, mobile apps and even blogs. It's rewarding to see our product come to life at the hands of today's most innovative developers. They are building powerful things.

We're lucky to be in a business where we grow together with our customers, and we're proud to show off their hard work. Each blog in this series will feature a developer or a startup that has leveraged our financial data feeds to build something incredible.

These are their stories.

how-to-diy-1

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Financial Data API: Affordable, Easy Access for Analysts and Developers

Financial analysts and fintech developers everywhere are realizing they have choices when it comes to sourcing financial data. Intrinio's financial data API strives to increase those choices by offering a wide variety of data types that are affordable, easy to access, and high quality.

Traditional data providers have enjoyed monopolies on this data for decades, making financial data APIs expensive or limiting access. This article shows how Intrinio is changing things.  Keep reading for examples of the data types Intrinio offers, how they can be accessed, and how much they cost.

This article shows how to get started if you are not familiar with Intrinio. You can create a free account and start accessing data feeds that have free plans, like the US Public Company Financials and US Global & Economic data feeds.

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The Importance of Adopting XBRL [4 Reasons To Use XBRL]

At Intrinio, we leverage a data standard called XBRL in our underlying technology.

XBRL, or eXtensible Business Reporting Language, is an XML standard for tagging business and financial reports to increase the transparency and accessibility of business information by using a uniform format.

XBRL, combined with the Intrinio standardization technology, enables us to rapidly and accurately source, standardize, normalize, and distribute financial data directly from regulatory bodies like the SEC and the FDIC. This means we are delivering it to you (developers, investors, students) faster, more affordably, and with higher quality.

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Developer Spotlight #4: FinanceBoards [blog series]

Our mission at Intrinio is to power a generation of applications that will fundamentally change the way our broken financial system works. Intrinio data feeds form the basis of large enterprise business reporting applications, fintech web-apps, simple mobile apps and even blogs. Our developer program provides free financial data for 6 months to qualifying startups. It's rewarding to see our product come to life at the hands of today's most innovative developers building powerful things.

We're lucky to be in a business where we grow together with our customers, and we're proud to show off their hard work. Each blog in this series will feature a developer or a startup that has leveraged our financial data feeds to build something incredible.

These are their stories.

Developer Spotlight: FinanceBoards

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Developer Spotlight #3: tickrz [blog series]

Our mission at Intrinio is to make financial data affordable and accessible so we can power a generation of applications that will fundamentally change the way our broken financial system works. Intrinio data feeds form the basis of large enterprise business reporting applications, fintech web-apps, simple mobile apps, and even blogs. It's rewarding to see our product come to life in the hands of today's most innovative developers as they build powerful tools.

We're lucky to be in a business where we grow together with our customers, and we're proud to show off their hard work. Each blog in this series will feature a developer or a startup that has leveraged our financial data feeds to build something incredible.

These are their stories.

tickerz

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