FinForge

Prices and company fundamentals are pulled in automatically from the market. Data can also refresh when the workspace starts, so you always open the latest figures.

Choose exactly which line items appear in your workbook, from any of the three statements. Only the rows you care about are written out, so your sheets stay short and readable.

Search for equity research and analyst notes without leaving the app. Results come back inside FinForge, so you never have to break your workflow to look something up.

Follow and compare as many companies as you want, all in one place. The same workspace, the same metrics and the same charts work for every ticker you add.

Central-bank policy rates and treasury yields are fetched and charted alongside your stocks. They can also seed the risk-free rate in a DCF valuation.

Zoomable charts compare multiple stocks and ratios side by side, with dual axes and range sliders. You can scrub through history and line up several series on one canvas.

Build custom financial ratios in a visual builder, no coding required. Combine the line items you imported, then save the result as a metric you can reuse anywhere.

Score and rank companies against your own weighted metrics, with a curve you shape by hand. Save the setup as a preset and sort results in a full-screen table.

A clean summary of the key details for any company you follow. The information you need to place a number in context sits together in one view.

Value a company with a two-stage discounted cash flow model built from its own financials. A WACC breakdown and sensitivity tables show how far the fair value moves when the inputs change.

An interactive dashboard built right into the spreadsheet you already know. Your data and metrics live in the workbook, so the numbers you check every day stay where you expect them.

Reuse saved workbook templates so you never start from scratch. A template keeps your settings, metrics and tickers in a fixed, repeatable shape.

Launch the full workspace straight from the Excel ribbon. There is no shortcut to hunt for and no command line to remember.

Save a metric once and call it from any cell as a live Excel function, for example =FF("Price to Book", "AAPL"). The value stays in step with your data, so the sheet updates itself.

Export your metrics and presets as one file, and import someone else's the same way. Statement lines, metrics, ranking presets and chart presets all travel together.

Data is stored in an optimized format (Parquet) so the app stays quick, even with a large library. Loading a company, drawing a chart or searching stays fast as your collection grows.

A modern workspace with search, charts, and tools in one simple sidebar. Everything runs locally on your machine, with no account to create and nothing to upload.

Group metrics into folders so a large library stays easy to navigate. Related ratios sit together, which keeps long lists scannable.

Removed tickers are scheduled and their data is cleared for you after a grace period. Until that grace period ends you can undo the removal and get the ticker back.