EXCEL PLUGIN

Intuitive. Powerful. Zero Compromises.

Download Excel Plugin
Change the ticker symbol and new data populates your model within seconds.
All standardized data includes the as-reported transparency to easily audit the data.
Easily create your own models and reports with the TagniFi Function Builder.
All standardized data includes a link to the source filing where it was collected.
One-click access to searches for companies, deals, funds, and more.
Choose from dozens of pre-built Excel models that can be easily modified for your needs.
Creates a copy of your current model with values in place of TagniFi functions for easy sharing. Convert them back to TagniFi functions with one click.

From 10-Q to your Excel models. Within seconds.

TagniFi's acclaimed Excel plugin provides you with an affordable solution for powering Excel models with the industry's best financial data.

SUPERCHARGE YOUR MODELS

Automate your Excel models with dynamic links to any data available on the TagniFi platform. Refresh models with current data instantly with one-click.

FUNCTION BUILDER

Build custom TagniFi functions with the easy-to-use Function Builder. Once your function is ready simply copy-and-paste it into any Excel model.

RIGHT-CLICK AUDIT

Audit any standardized value in TagniFi Fundamentals by right-clicking on the cell to view the calculation details and source document.

Schedule A Demo

See how the TagniFi Excel Plugin is helping investment and finance professionals automate their analysis in Excel. The demo will cover:

Excel Models

Function Builder

Company Search

    Excel capabilities to help you succeed.

    3 more reasons why the TagniFi Excel plugin is changing how emerging firms use financial data.

    MODEL LIBRARY

    Get started downloading data with the free Excel models linked to TagniFi data. Change the ticker symbol and the model instantly updates with new data.

    SAVE AS VALUES

    Perfect for sharing models with colleagues or clients, Save As Values creates a copy of your current model with all TagniFi data converted to values.

    CONVERT FROM VALUES

    Convert From Values will convert your models back from Save As Values into TagniFi functions with one click in Excel.

    TagniFi Console

    TagniFi Console is a search engine for the capital markets. Search and analyze companies, deals, investors, advisors, people, funds, and more. Easily take your analysis to Excel with one click.