Financials

View income statement, balance sheet and cash flow data by selecting Financials in the Fundamentals window. Enter a ticker symbol or use the multi symbol entry shortcut to retrieve data.

Depending on the Fundamental Data Type, you can add or remove any fields by clicking on the Edit Fields button.

After selecting the Fundamental Data Type, you can choose a sort method (ascending or descending order). For Fetch, you can opt for default (five years), Last (view the most recent ‘n’ financials) or Date Range (pick a start and end date to display).

Once completed select Insert and all data fields will display for the selected symbols.

Watchlists and Portfolios

Quickly query fundamental data for symbols contained in a Watchlist or Portfolio by clicking on the My Lists dropdown menu and then selecting one of your My Barchart lists.

Check out our User Guide to learn more about analyzing company profile data in Barchart for Excel.