Working with Historical Data
Learn how to use TICKERDATA to fetch historical financial data and fundamentals.
Beyond Live Prices
Now that you’ve fetched your first stock quote with TICKERDATALIVE, let’s explore the TICKERDATA function for historical financial data. In this guide, you’ll learn how to:
- Fetch historical financial statements
- Get annual vs quarterly data
- Use TTM (trailing twelve months) data
The TICKERDATA Function
The TICKERDATA function retrieves historical financial data spanning 30+ years.
Syntax
=TICKERDATA(ticker, attribute, timeperiod, period)| Parameter | Required | Description |
|---|---|---|
| ticker | Yes | Stock symbol (e.g., “AAPL”) |
| attribute | Yes | Financial metric to retrieve |
| timeperiod | Yes | Year (2023) or “ttm” |
| period | No | Quarter: “Q1”, “Q2”, “Q3”, “Q4” |
Example: Annual Revenue
Enter the Formula
In any cell, enter:
=TICKERDATA("AAPL", "Revenue", 2023)View the Result
You’ll see Apple’s annual revenue for fiscal year 2023.
Working with Time Periods
For full-year data, just specify the year:
=TICKERDATA("AAPL", "Revenue", 2023)
=TICKERDATA("AAPL", "Revenue", 2022)
=TICKERDATA("AAPL", "Revenue", 2021)Building a Financial Summary
Create a company financial snapshot:
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Revenue | =TICKERDATA("AAPL", "Revenue", 2023) | =TICKERDATA("AAPL", "Revenue", 2022) | =TICKERDATA("AAPL", "Revenue", 2021) |
| Net Income | =TICKERDATA("AAPL", "Net Income", 2023) | =TICKERDATA("AAPL", "Net Income", 2022) | =TICKERDATA("AAPL", "Net Income", 2021) |
| EPS | =TICKERDATA("AAPL", "EPS", 2023) | =TICKERDATA("AAPL", "EPS", 2022) | =TICKERDATA("AAPL", "EPS", 2021) |
Popular Attributes
Tip
These are just a few examples. Browse the Attribute Explorer to search all 200+ attributes with descriptions, formulas, and use cases.
Income Statement
=TICKERDATA("MSFT", "Revenue", 2023)
=TICKERDATA("MSFT", "Gross Profit", 2023)
=TICKERDATA("MSFT", "Operating Income", 2023)
=TICKERDATA("MSFT", "Net Income", 2023)
=TICKERDATA("MSFT", "EPS", 2023)Balance Sheet
=TICKERDATA("MSFT", "Total Assets", 2023)
=TICKERDATA("MSFT", "Total Debt", 2023)
=TICKERDATA("MSFT", "Cash And Cash Equivalents", 2023)
=TICKERDATA("MSFT", "Total Equity", 2023)Cash Flow
=TICKERDATA("MSFT", "Operating Cash Flow", 2023)
=TICKERDATA("MSFT", "Free Cash Flow", 2023)
=TICKERDATA("MSFT", "Capital Expenditure", 2023)
=TICKERDATA("MSFT", "Dividends Paid", 2023)Key Metrics
=TICKERDATA("MSFT", "PE Ratio", 2023)
=TICKERDATA("MSFT", "ROE", 2023)
=TICKERDATA("MSFT", "Debt To Equity", 2023)
=TICKERDATA("MSFT", "Current Ratio", 2023)Pro Tips
Use cell references for flexibility:
=TICKERDATA(A1, B1, C1, D1)Where A1 contains the ticker, B1 the attribute, etc.
Double quotes required - All text must use double quotes (not single)
Case insensitive - “Revenue” and “revenue” work the same
Next Steps
- Browse the Attribute Explorer to find and search all 200+ available attributes
- View all available TICKERDATA attributes
- Learn about data types and what each metric means
- Build a Stock Analyzer template