Templates are simply .xls or .xlsx files with links to the FetchXL database. You can choose from one of our 60+ existing templates, we can create a custom template to meet your needs, or you can create a new template from scratch with the Formula Builder.

Our existing templates provides instant access to a collection of pre-formatted spreadsheets containing the FetchXL function codes, simply enter your ticker symbol and the template is populated with the company’s financial information. Templates can be modified and saved on your desktop for future use.

Some of our common templates include balance sheets, income statements, cash flow statements. We also have industry-specific templates such as a guideline public company analysis for business valuation and DCF valuations for investment managers.

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