Filed figures in your spreadsheet
Type a formula in Google Sheets or Excel and get the figure a company filed, with its filing date. Each add-on calls the same API with your own key, and keeps the source notices in a Sources tab by itself.
What it looks like
| =PIT("2330.TW","revenue",2024) | 2,894,307,699,000 (TWD, FY2024, filed 2025-03-31) |
| =PIT("AAPL","revenue",2021,"2022-01-01") | 365,817,000,000 (USD, from filings dated on or before 2022-01-01) |
| =PIT("E01766.JP","revenue",2023,,"solo") | 1,804,001,000,000 (JPY, the parent's own accounts) |
| =PIT_HISTORY("005930.KS","revenue",3) | three fiscal years, spilled down, each with its filing date |
In Excel every add-in function needs a prefix, so PIT is TA.PIT and PIT_HISTORY is TA.PIT_HISTORY. Everything else is the same.
Functions
| PIT(ticker, metric, [period], [as_of], [basis]) | one figure. period is a fiscal year such as 2024 or a quarter such as "2024Q3"; blank is the latest. |
| PIT_PERIOD(…) · PIT_FILED(…) | the same arguments: which period that figure covers, and its filing date. |
| PIT_HISTORY(ticker, metric, [years], [as_of], [basis]) | one row per fiscal year, oldest first: year, value, unit, period end, filing date, form, basis. |
| PIT_TABLE(ticker, [as_of]) | every figure of one company, labelled, with its notices. |
| PIT_SOURCES(ticker) | the source notices for that company, in full, to keep beside figures you show. |
| PIT_SEARCH(query) | find an ID from a name, symbol or registration number. |
Metric names and company IDs are the API's: see ID formats and the data dictionary. Where a company files group and parent accounts, the group's figure comes first; basis chooses. A figure a company did not report stays an error, never a guess.
Install in Google Sheets
Not yet on Google Workspace Marketplace. This works today, in any spreadsheet you can edit:
- or open the file.
- In your sheet: Extensions → Apps Script. Replace what is in the editor with the code, and save.
- Name the project Trading Agent Data (top left in Apps Script): the menu takes the project's name, and otherwise reads Untitled project. Reload the sheet. After a few seconds, Extensions → Trading Agent Data → Open appears.
- Click it and allow it. Google shows a warning that it has not verified the app, because the script is now your own copy: choose Advanced, then go to the project. A formula cannot ask for this permission by itself, so this one click comes first.
- Set your key in the sidebar, and type
=PIT("2330.TW","revenue",2024)in a cell.
Install in Excel
Not yet on Microsoft AppSource. Download manifest.xml, then load it. It needs Excel for Microsoft 365, Excel on the web or Excel for Mac.
- Excel on the web: Home → Add-ins → More Add-ins → Upload My Add-in, and choose the file.
- Excel on Windows: Insert → Get Add-ins → My Add-ins → Upload My Add-in, where your version shows it. If it does not, use a shared-folder catalog.
- Excel for Mac: put the file in
~/Library/Containers/com.microsoft.Excel/Data/Documents/wefand restart Excel. It appears under Insert → My Add-ins. - For a whole organisation: an administrator can upload the file in the Microsoft 365 admin center, under Integrated apps.
Then open Company figures on the Home tab, set your key, and type =TA.PIT("2330.TW","revenue",2024) in a cell.
Your key
With no key the formulas use the public demo key, shared by everyone at the demo limits, so a sheet of any size needs your own: create a free key at /account/api-keys. It is stored for you alone, in your Google user properties or your Office storage, and the add-on never shows it again in full.
A free key reads every company at its most recent fiscal year, and a sample of about 60 companies in full. For anything further, such as an older year or as_of, the cell shows the API's own message saying what it needs. Full history and as_of come with an evaluation key or a data licence. Free Data is supplied under the Free Licence; using it means you accept that licence.
The source notices
Every market's data comes with a notice that must stay with it. For some markets that is a condition of reuse: Taiwan's open-data licence treats a user who drops it as never having been licensed. So the add-ons do not leave it to memory.
- As figures arrive, a Sources tab in the file lists the full notice for each market used, exactly as the API returns it, with its data date. It comes back if it is changed or removed.
- The sidebar or task pane lists the same notices.
- Blocks of rows end with the way to those notices, and Danish figures carry the advertising-protection marking on the page itself.
- If you copy figures elsewhere, take the notices with them.
PIT_SOURCESgives them in full beside your figures.
The add-ons send the API the company ID and any cut-off date, with your key, and nothing else from your file: see the privacy note.
The add-ons serve figures from official filings, each with its filing date and its source notice. They are data, not investment advice.