Refreshing Data in Excel for Mac

Boy, Excel for Mac can be a real pain in the butt sometimes. In particular, refreshing data within a Mac Excel spreadsheet is near impossible.

This is an issue that many of our users run into. Thankfully, we've got two simple solutions for you, and this blog walks you through each one step by step.

If you want a quick, easy fix - use Method #1. It will, however, require you to follow the process each and every time you want to refresh your data.

If you have 5 minutes, scroll down to Method #2. This method will help you create a button, and it's as simple as that. To refresh your spreadsheet data, at any time - just click the button.

Remember, our team is always available via chat if you run into problems. We are here to help.

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Real Time Stock Prices From Quodd

Intrinio is pleased to announce the addition of QUODD to the Intrinio Fintech Marketplace. Intrinio users can now access more than a dozen real-time stock, index, commodities, forex, and options price feeds through QUODD's low latency exchange connections.

This article explains which data feeds are included and how they can be accessed by different types of users.

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How to Think Like a Stock Market Analyst

stock market analyst

If you want to succeed in the stock market, you've got to learn how to think like a stock market analyst.

With the right analytical skills and perspectives, you'll be able to make smart stock market decisions and see the returns you'd hoped for - and more. You don't even need a lot of base knowledge to get started. Just having the mindset of a stock market analyst can make a huge difference.

Learn how an analyst reads and reacts to the data so you can put it into practice yourself. Read on to find out what you need to know.

1. Think About the Near Term

Many people believe investing is all about focusing on the long term.

It's good to keep a long-term perspective, but making decisions based on near-term risks and variables can actually be a good idea. When your decision is made solely on the long term perspective, you can miss out on critical information that will hurt your investments.

For example, buying stock in a large car company because it's inexpensive at the time may seem like a good idea. However, if near-term factors cause fuel prices to rise, those stocks might lose a lot of value in a short amount of time.

If you pay attention to near-term information that can affect your stocks (such as whether fuel costs are going up or down, in the above scenario) you can avoid trouble and make smarter investment decisions.

The long term is always the ultimate consideration when it comes to your investments, but that doesn't mean you should neglect to think about the short term entirely. Consider near-term events, such as political changes or oil prices, and think about how they will affect your long-term decisions.

2. Don't Panic

One thing stock market analysts are great at is not panicking.

When we get into a panicked state of mind, we're no longer capable of making good, rational decisions. Panic can cause you to sell stock too early, or to make unwise purchases.

When our investments are in the question, of course, feelings of panic are bound to arise. It's all about learning how to control those feelings, rather than letting them control you.

If you feel scared or uncertain while learning the stock market, use that to motivate you. There is a lot at stake - but rather than feeling frightened, you should feel inspired to do more research so you can succeed.

Remember, bad market news is bound to happen. Keep a level head when things aren't looking great for the market. Examine all factors at play before you decide to take action. Look at both long and short term, as mentioned above.

Never make a snap decision in the stock market. Even if you can only spare 5 or 10 minutes to step back and think about your next step, your decisions will be much better because of it.

3. Keep a Fallback Position in Mind

You probably won't always act on them, but having a fallback position in mind at all times is a good failsafe.

A fallback position is an alternative plan you keep in mind in case something doesn't work out with the original plan. To use the above example of buying stock in an auto company, your fallback might be to also buy stock in oil if oil prices are rising and predicted to continue.

That way, even if your auto stock goes down in value, you have a fallback for the time being as well as your long-term auto investments on hand.

Having your fallback position thought out doesn't mean you're necessarily going to act on it. Often, the original plan will still turn out to be the best one. Remember not to panic and to think things through. However, you can proceed with more confidence knowing that your fallback plan is in place.

4. Be a Trend Follower

There are a few times when it can make sense to go against the popular investments and strategies of the time. However, more often, going with the trends is the best choice.

If a particular stock is suddenly very popular, there's likely to be a good reason for that. And if a stock starts losing value, it's smart to wait until it levels off before doing anything with it, even if your instinct makes it seem like it's the time to sell.

Stock market knowledge has been tested by time in many different situations. For most investors, being a trendsetter is not a smart choice. Follow the crowd - but do your own research to make smart decisions too.

5. Quality Over Quantity

Stock market investing is less about crunching numbers than you might think.

What you really need are good qualitative skills so you can interpret how events and information will affect the stock market.

Whether it's a press release, a political change that could affect prices, or public comments from company management, you need to know how to interpret information and see how it could affect your portfolio.

From CEO resignations to word choice during interviews, there are both large and subtle hints as to what direction things are heading. Although you don't want to make decisions based on guesswork, you can rationally interpret this kind of information to help you make better-informed decisions.

Final Thoughts on Thinking Like a Stock Market Analyst

Learning to think like a stock market analyst doesn't require a new college degree, lots of calculations, or even a whole lot of market know-how.

Although it's good to do your research and learn as much as possible about how the market works, just changing the way you think about and approach your investments can have huge payoffs.

The best analysts keep near term factors in mind, as well as the long term. They never act when in a panicked state of mind, because they always have a fallback position on deck.

They also pay close attention to what's going on in the world of investing and the world outside of it. Learning to interpret how different factors can affect the market is one of the most important things you can do for your portfolio.

Ready to take the next steps? We can help you get the financial data you need to get started - find out more.

Avoiding Disaster: Knowing Which Stocks to Watch

stocks to watch

You can't predict a global stock market crisis, but you can prevent one of the personal stock market disasters that cost people millions of dollars every day. You do this by knowing which stocks to watch, and watching them the right way.

Of course, you need to know how to pick a winner. But you also need to know how to give your stock a chance to win, and/or walk away from it if it disappoints or underperforms.

Here's how to know what moves to make and what stocks to watch.

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Customer Spotlight: FinanceBoards Real Time Prices Widget

One of the best parts about working at Intrinio is that we get to see our data come alive in the apps, software and innovations that our users build. Today, we're proud to feature one of our earliest customers, FinanceBoards.

The team at FinanceBoards built a bridge to integrate any API into custom widgets on a dashboard. This innovation enables anyone (even first time investors) to access powerful financial data in one place on their own, customizable dashboard. Imagine how convenient this is when you're analyzing investments!

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Corporate Events Dates in the Intrinio Fintech Marketplace

A new data feed in the Intrinio Fintech Marketplace pairs Wall Street Horizon's exceptionally accurate corporate events calendar with Intrinio's extraordinarily intuitive access methods.  Users can pull data points such as earnings dates, dividend dates and conference call dates in formats such as Excel, API, and Google Sheets. This article explains what data is included in the Wall Street Horizon Corporate Events Data Feed, how to subscribe to that data, and how to access that data in Excel, CSV, API, or Google Sheets formats.

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What is Intrinio’s Data Explorer?

Intrinio's Data Explorer has a webpage each of the companies, securities, and stocks that Intrinio covers. Each page includes basic information like financials, stock prices, and news. You can see Amazon's page here to get a feel for what each page looks like. This article explains how to take advantage of the Data Explorer to search Intrinio's coverage, get an overview of a stock, or pull the data you see on a page.

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What is an API and Why Should Your Business Care?

API stands for application programming interface and if that sounds like gibberish, you are already being left in the dust by the competition. APIs allow developers to build connections between their own applications and other applications, enabling data sources to interact. In the past, businesses that wanted their software systems to interact had to purchase expensive ERP software and implement cumbersome, time consuming solutions.

APIs make it easy and cheap for business tools to "talk" to each other, powering data driven decision making in real time. Businesses that use APIs will thrive, those that don't will be too slow to keep up.

What exactly is an API?

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API Paging Limits: What they are and how to work with them

If you are a developer using Intrinio's API you will have noticed that for many data types, the results are limited to a specific number per page. This article answers these questions about API paging limits:

  • What are API paging limits?
  • What are Intrinio's paging limits?
  • How can you write code to get all of the pages?
  • What does an example of this look like using R?

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Executive Contacts API in the Intrinio Fintech Marketplace

Intrinio is proud to announce that executive contacts and compensation data will now be available in the Fintech Marketplace. This dataset from Greensight is broken into two data feeds, one for the United States and one for international executives. Both feeds include direct email and direct phone numbers for key leaders at major corporations as well as 4+ years of compensation data . This article explains what is included in these new feeds and the cost to subscribe, how to access the data in Excel, and how to use the Executive Contacts API.

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Developer Spotlight #8: Formula Stocks

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.

 Formulastocks

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Intrinio’s API Explorer: Making it Easier to Get Financial Data

Intrinio is excited to announce the release of API Explorer, a free tool that makes it easier to check out the data types available in Intrinio's Fintech Marketplace. The API Explorer lets users select the data they would like to see and the companies they would like to see it for, and then outputs that data as well as the Excel, Google Sheets, CSV, and API syntax that would be needed to access that data using other tools. This article explains what the API explorer is, how to use it, and why we created it.

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TipRanks Data Feeds on the Intrinio Marketplace

We're proud to announce a brand new partnership with TipRanks - a leader in analyst ratings and rankings. We've added three new TipRanks products to the marketplace: News Sentiment, Analyst Ratings & Blogger Ratings. These data sets provide unprecedented access to powerful sentiment indicators. This article explains these new data feeds in depth with sample code and examples for how to get started.

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Introducing CSV Downloads For Intrinio Financial Data

Intrinio's mission is to make financial data affordable and accessible so investors can save money and make time to build something meaningful. We have been hard at work on the "affordable" part of our mission, adding new data feeds to the marketplace so our users can access more data types in our pay-for-use model.

Now, we are excited to announce some serious progress on the "accessible" part of our mission. It is now possible to query the Intrinio financial database via API and receive responses in CSV format. In other words, you can download Intrinio data in bulk to CSV and open it in Excel for further analysis.

This article explains why you might want this functionality and how you can use it.

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Data Market-Place: An Introduction to Intrinio

If you are a fintech developer or financial analyst looking for affordable, accessible financial data, you are in the right spot. Intrinio is 100% focused on changing the way financial data is sold. Instead of pushy sales people, expensive fees, and limited access, we have a data market-place designed so you can save money and make time to build something meaningful.

We threw out the mold of traditional providers and in doing so, built a platform that can take some getting used to. If you are "used to" paying $2,000/mo for a single terminal or getting quoted $20,000/mo for real time stock prices, our platform is well worth learning. This article is designed to provide an orientation to make the learning process easier and includes links to helpful resources as well as explanations of some frequently asked questions.

What is this place?

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News API: Get the Latest News on Your Stocks

When you're managing a portfolio of stocks it's important to stay up to date with company news. Has Apple, Inc. announced a new version of the iPhone? Is the management shifting at Exxon Mobil? Are new regulations affecting Tesla's future performance? Easy access to these updates via a News API helps you keep a pulse not only on the company and its performance, but on the general media and public sentiment.

This article explains how to pull the latest news on the stocks you follow via the Intrinio News API.

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Quotes API: The Story of Stock Prices From Intrinio

Each day, Intrinio has new users looking for a stock quotes API. It's intuitive that demand would be high for stock price data. Virtually every financial analyst and fintech developer needs this data or their strategies won't work. The problem is that real time stock prices are expensive, and downright unaffordable if you need redistribution rights so you can show the prices to your own customers.

Good luck figuring out how much this data even costs from traditional providers. If you can get a quote, you'll realize that API access with redistribution rights is so expensive it's not even worth it. This article explains how real time stock prices are produced, how Intrinio's stock quotes API works, and why it's a more affordable solution.

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Developer Spotlight #6: PriceSeries [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.

PriceSeries Blog Feature

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Financial Modeling with Free Intrinio Data in Excel and API

If you think financial modeling is buying expensive clothes to impress your friends, this article isn't for you. If you think financial modeling requires data entry to constantly update your calculations, you are in for a treat. This article shows how to calculate a discounted cash flow (DCF), weighted average cost of capital, or quantitative model in Excel or via API automatically, without data entry.

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Sector & Industry API – [Instant Access via SIC Code]

Accessing Intrinio data for individual US equities is affordable, easy and extremely valuable when analyzing investments. What can be even more powerful at times, is accessing that data on an industry-wide or sector-wide level. We developed a Sector & Industry API so investors and developers can instantly access data to generate lucrative insights for different segments of the market. You can check out the data feed here.

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Stock Valuation – Valuing Stocks With Intrinio’s Free Tools

Stock Valuation - The Art and the Science

Warren Buffett is one of the most famous investors of our time and is a stock valuation pro. He learned most of what he knows from Benjamin Graham - the KING of Value Investing.

"Long ago, Ben Graham taught me that price is what you pay, and value is what you get. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett

Stock valuation involves analyzing a company from many different angles to determine an intrinsic value. This intrinsic value will either be above or below the current stock price. If the value you arrive at is above the stock price - buy it! It's cheap. If the value is below the stock price- sell it! It's expensive.

Not everyone is a fan of value investing; it's more of a long term approach. Hundreds of thousands of traders around the world pay little attention to the value of a stock, instead raking in big bucks betting on fluctuations in the price of the stock. Day trading, however, is incredibly risky and very few make money at it in the long run. To make an informed investment decision it's wise to analyze the value of the stock before buying.

Stock valuation is as much an art as it is a science. Running a discounted cash flow is somewhat of a science. Deciding which assumptions to put into that model - that is an art. Looking back over historical earnings and performance is a science. Modeling future sales based on industry knowledge and macroeconomic forecasts - that is an art.

There are lots of tools publicly available to assist you in performing stock valuation. We've developed two free tools that take care of the science for you, allowing you to focus fully on the art.

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FDIC Data for Banks [Call, UBPR & Y-9C Reports]

Intrinio was founded on the principle that making financial data affordable and accessible has the potential to ignite innovation in an archaic industry. First, we built our technology and used it to get full coverage of US equity data. Then we started looking for new data sets that needed to be freed from the shackles of oligopolistic pricing. We stumbled upon FDIC data, and what we built has become truly exciting. 

Because of our technology, we're able to serve this data up at a fraction of the cost of other providers. What was once a premium product reserved only for large organizations (who overpay as well) is now affordable and accessible. Eat your heart out.

FDIC Data - The Regulatory Filings

If you're a bank analyst, an investment banker, or the CFO of a bank, you are most likely intimate with the idea of FDIC data. Feel free to skip to the next section so you can get your hands dirty right away.

But for the rest of us, what exactly is FDIC data?

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Stock Price API and Excel add-in. Real time and EOD prices

Intrinio's support team has chatted with thousands of users. One of the most common topics they ask us about about is adding new data types to the Intrinio Fintech Marketplace. They are fed up with data they get from other providers because it is hard to access and expensive. We use those requests to prioritize the data we add next because we know if our users are asking for it it means there aren't any good solutions out there. The first data we prioritized based on user requests was stock prices. Our stock price API is unprecedentedly affordable and easy to access in Excel or API format.

This article explains the ins and outs of the stock price API, how it is used in Excel, and what comes next from Intrinio for stock prices.

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Stock Screener API From Intrinio For Free

We looked up the number of google searches for "Stock Screener API" and found out that only between 10-100 people search for it each month. Thats a tiny market, but if that is what you were looking for, you've come to the right place. This article explains what Intrinio's stock screener API is, how to get access for free, and provides example API calls.

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Standardized XBRL Financial Data – [Why it matters and How We Fix It]

If you want to find out what Tesla's market capitalization was over the past ten years, and you want to access that data in Excel, it seems like it should be cheap and straightforward to do so. If you're a developer and you're looking to get the Oil Industry's performance charted on your website, it seems like accessing that data should be a no brainer. Thanks to a technology called XBRL, this has become easier over the past several years.

The truth is - there is a whole world operating behind the scenes of financial data feeds. There are professionals, companies, industries, governmental bodies and hundreds of thousands of employees working to deliver you your historical market cap.

Outside of the Intrinio Fintech Marketplace there aren't many options for accessing this data. The options that do exist are prohibitively expensive for two reasons.

  1. Financial data in its raw form requires normalization.
  2. Current normalization methods are manual and outdated

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International Stock Prices From Exchange Data International

One of our most frequently requested data types is international stock prices. Exchange Data International (EDI) is a trusted source for EOD stock prices from around the globe as well as over the counter (OTC) and corporate actions data. We are pleased to announce that EDI data will now be available in the Intrinio Fintech Marketplace.

Pairing EDI's much sought after data types with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access EDI data. We launched the marketplace to make financial data affordable and easy to access- partnering with EDI allows us to expand that vision.

This article explains which EDI data feeds will be available, how much they cost, and how to access them in Excel or API formats. If you are interested in how Intrinio uses the Security Master to identify stocks across international exchanges, this article is a good resource.

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Analyst Estimates From Zacks In the Intrinio Fintech Marketplace

The Intrinio Fintech Marketplace was designed to make financial data affordable and easy to access. We are pleased to announce the expansion of that vision with the addition of a new data partner, Zacks, whose analyst estimates data will now be available in the marketplace.

Zacks forward and historical estimates of both EPS and revenue are a trusted source of information in the investment community. Intrinio's platform features disruptively affordable data feeds accessible for financial analysts in Excel and fintech developers via an API. Pairing Zacks analyst estimates with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access Zacks data.

This article explains which Zacks data feeds will be available, how much they cost, and how to access them in Excel or API formats.

 

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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.

Chat with Us

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 {}. Remember, year parameters must be in a custom format: "YYYY-MM-DD".

If everything is correct, message our team.

Chat with Us

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 {}.

Make sure years parameters have a custom format of "YYYY-MM-DD"

13. Are you having a hard time getting your spreadsheet to update, perhaps the last_price parameter to get a stock price?

Follow the steps in this article to install Intrinio in the mac ribbon so you can hit the refresh button:

http://blog.intrinio.com/refreshing-data-excel-mac/

If everything is correct, message our team.

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