How to Get Securities Information in Excel

Get securities information directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

No VBA/Macros Required
Microsoft Certified Add-in
2-Minute Setup
EXCEL FORMULA
=FDN("SecuritiesInformation", "AAPL", "", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEF
1trading_symbolissuer_namecusip_numberisin_numberfigi_identifiersecurity_type
2AAPLAPPLE INC037833100US0378331005BBG000B9XRY4Common Stock
AB
1trading_symbolAAPL
2issuer_nameAPPLE INC
3cusip_number037833100
4isin_numberUS0378331005
5figi_identifierBBG000B9XRY4
6security_typeCommon Stock
A security is a tradable financial instrument. The term may refer to a variety of investments, including stocks, bonds, notes, limited partnership interests, investment contracts, and others. This formula provides basic information about the securities, such as their trading symbol, issuer, local and international identification numbers, and other details.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "SecuritiesInformation".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

Install the Excel Add-in

Access 80+ financial datasets directly in Excel using simple formulas.

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