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.

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.

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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.

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.

Read More

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 right away such as: US Fundamentals and Stock Prices and US Global & Economic data feeds with a free trial or subscription.

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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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Historical Market Cap and Other Data in Excel

Intrinio is on a mission to make financial data affordable and easy to access, and one way we do that is by providing historical market cap in Excel and API formats. Our support team, who you can chat with by clicking the green icon on the bottom right-hand corner of this page, get a lot of questions about market capitalization, so we figured it must be a data point that many analysts and developers need.

This blog shows how to get historical market cap data, as well as hundreds of other financial metrics, in Excel. If you’d like to skip ahead, or follow along, download the Excel template that I’ll be demonstrating here. By the end of this blog you’ll be able to pull in historical time series data for any US security.

Feel free to start with this video:

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Find, Analyze, and Value Stocks Quickly With Intrinio

Intrinio provides many different data feeds and applications in its Fintech marketplace and this blog explains how to use three of those apps to analyze stocks using the US Fundamentals and Stock Prices. Intrinio makes it possible to screen for stocks based on set parameters, quickly run a DCF on those companies, and then dig into the details for those that look under valued- all for a portion of the price the other guys charge. This article will show you how.

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Modeling Financial Data in R with Intrinio

This is the third blog in a series showing how to use Intrinio financial data in R or R Studio to create quant models. The tools at Intrinio are built to make modeling financial data straightforward. The first blog shows the basics of making an API call for financial data in R. The second blog shows how to write two functions, one to pull in historical stock prices and another to pull in historical fundamentals data.

This blog takes both of those blogs a step further, creating a single function that will pull in historical stock prices as well as historical fundamentals for many companies and many metrics at once. The function code as well as an explanation of what is going on under the hood is included, enabling R developers to quickly create a data frame for analysis with exactly the data they want.

Update 05/22/16- Check out this blog showing how to create a for loop in R to get multiple pages of data via API. This example shows the best way (known to the author) to parse JSON from an API in R.

Update 11/30/2017- Feel free to skip ahead to this recently released package that does the hard work for you.

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Developer Spotlight #1: WakeBotApp [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. 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.

wakebot-app

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We’ve Moved to a New Nest

This Friday, Team Intrinio cut the ribbon at a brand new office in St. Petersburg, FL. We share the new office building with our friends at Check I’m Here – the world’s best campus engagement platform. With #fintech and #edtech together under one roof there is a heck of a lot of innovation going on.

ribbon

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