| Build & Test Status | License | Version | Wiki | Changelog | | ------------------------------------------------------------ | ------------------------------------------------------------ | ------------------------------------------------------------ | ------------------------------------------------------------ | ------------------------------------------------------------ | | <a href="https://github.com/LelandGrunt/FFE/actions"><img src="https://github.com/LelandGrunt/FFE/workflows/FFE-CI/badge.svg"></a> | <a href="https://github.com/LelandGrunt/FFE/blob/master/LICENSE.md"><img src="https://img.shields.io/github/license/LelandGrunt/FFE"></a> | <a href="https://github.com/LelandGrunt/FFE/releases"><img src="https://img.shields.io/github/v/release/LelandGrunt/FFE?sort=semver"></a> | <a href="https://github.com/LelandGrunt/FFE/wiki"><img src="https://img.shields.io/badge/docs-Wiki-green"></a> | <a href="https://github.com/LelandGrunt/FFE/blob/master/CHANGELOG.md"><img src="https://img.shields.io/badge/docs-Changelog-green"></a> |

FFE (Financial Functions for Excel)

FFE is an Excel Add-in and adds new financial functions to Microsoft Excel.

The FFE Add-in currently provides the following functions:

1. Query of stock information (e.g. price) from different stock data providers and websites.

   • Alpha Vantage

   • Consorsbank

   • justETF

   • Yahoo Finance

2. Validation and calculation of IBAN and bank data (e.g. BIC) via the Openiban webservice. (ℹ New in version 1.2.0)

Highlight: With FFE, new websites and thus new user-defined functions can be easily added by editing a text file (SSQ Function).

"QueryInformation": {
    "Name": "QYF",
    "Description": "Yahoo finance website query.",
    "Author": "Leland Grunt",
    "Author Email": "leland.grunt@gmail.com",
    "Version": "1.0",
    "Version Date": "2019-12-29",
    "Help Topic": "https://github.com/LelandGrunt/FFE",
    "Help Link": "https://github.com/LelandGrunt/FFE",
    "Provider": "finance.yahoo.com",
    "Enabled": true,
    "ExcelArgNameStockIdentifier": "Ticker",
    "ExcelArgDescStockIdentifier": "Yahoo-Ticker",
    "Comment": ""
},
"QueryParameter": {
    "Url": "https://finance.yahoo.com/quote/{TICKER}",
    "StockIdentifierPlaceholder": "{TICKER}",
    "CssSelector": ".Fz\\(36px\\)",
    "Locale": "en-US",
    "Parser": "AngleSharp"
}

The FFE Add-in currently adds in detail the following user-defined functions:

| Group | Function | Description | | -------- | ---------- | ------------------------------------------------------------ | | AVQ | QAVQ | Query of stock values via the Alpha Vantage GLOBAL_QUOTE API. | | AVQ | QAVID | Query of stock values via the Alpha Vantage TIME_SERIES_INTRADAY API. | | AVQ | QAVD | Query of stock values via the Alpha Vantage TIME_SERIES_DAILY API. | | AVQ | QAVDA | Query of stock values via the Alpha Vantage TIME_SERIES_DAILY_ADJUSTED API. | | AVQ | QAVW | Query of stock values via the Alpha Vantage TIME_SERIES_WEEKLY API. | | AVQ | QAVWA | Query of stock values via the Alpha Vantage TIME_SERIES_WEEKLY_ADJUSTED API. | | AVQ | QAVM | Query of stock values via the Alpha Vantage TIME_SERIES_MONTHLY API. | | AVQ | QAVMA | Query of stock values via the Alpha Vantage TIME_SERIES_MONTHLY_ADJUSTED API. | | AVQ | QAVTS | Wrapper for all Alpha Vantage time series APIs (except GLOBAL_QUOTE). | | CBQ | QCB | Query of stock prices from the Consorsbank website. | | CBQ | QCBF | Query of stock prices from the Consorsbank website with currency format. | | SSQ | QJE | Query of stock prices from the justETF website. | | SSQ | QYF | Query of stock prices from the Yahoo Finance website. | | Openiban | QBIC | Query of BICs (Business Identifier Codes). | | Openiban | QIBAN | Query of IBANs (International Bank Account Numbers). | | Openiban | QCOUNTRIES | Query of country names and codes supported by the function QIBAN. |

<img src="https://raw.githubusercontent.com/LelandGrunt/FFE/master/FFE-AddIn/_Doc/Images/README.md%20-%20FFE%20Examples.png" alt="FFE Examples" width="75%" height="75%" />

FFE uses the Excel-DNA library under the hood. Excel-DNA brings the full power of .NET to Excel.

Table of Content

• Installation
• Usage Examples
• Known Issues
• Support
• Documentation
• Roadmap
• Contributing
• Changelog
• License
• Credits
• Legal Statement

Installation

The installation is as simple as copying a file. FFE itself is just one file (FFE[x32|x64].xll) which Excel can load as an Add-in. You can load the Add-in file in two ways:

1. Copy the FFE Add-in file (FFEx32.xll or FFEx64.xll) to the folder %USERPROFILE%\AppData\Roaming\Microsoft\AddIns\ or %APPDATA%\Microsoft\AddIns\. In this case, Excel automatically loads the FFE Add-in on startup. Choose FFEx32.xll for a Excel version in 32-bit and FFEx64.xll for a Excel version in 64-bit. This is the easiest way.
2. In Excel via File | (Excel) Options | Add-ins | Excel Add-Ins (< Excel 2013) or via Ribbon Developer | (Excel) Add-ins (>= Excel 2013). If Developer Ribbon is not available, add via File | Options | Customize Ribbon and then enable Developer in the Customize the Ribbon list. Change your Trust Center Settings, if necessary.

Hint: The folder where the FFE file is located is used as a root folder for FFE. Log files (if logging is enabled) are created, as well as a customized SsqUdf.json file is searched, in this folder.

Additional steps for the AVQ function group (optional):

For the Alpha Vantage provider, a API key is mandatory.

1. Get a free Alpha Vantage API Key here (only e-mail is required).
2. Set the Alpha Vantage API Key via the Set API Key button in the new ribbon tab FFE.

The FFE Add-in was tested with:

• Excel 2003 (32-bit)
• Excel 2007 (32-bit)
• Excel 2010 (32-/64-bit)
• Excel 2013 (32-/64-bit)
• Excel 2016 (32-/64-bit)
• Excel 2019 (64-bit)

For Excel 2003 no ribbon interface is available. Use and edit the FFE.config file to set the FFE options (incl. Alpha Vantage API Key). Save the file in the FFE root folder where the FFE Add-in (FFEx32.xll|FFEx64.xll) is located.

AutoUpdate/New Version Check

FFE has a check for a new update on Excel startup. The automatic update check can be disabled via ribbon button FFE | Options | Check Update on Startup. Check manually via FFE | Info | Check for Update. The update may contain new FFE user-defined functions and/or updates existing ones.

Usage Examples

Use FFE in your personal Excel based asset reporting to update your current stock values. <img src="https://raw.githubusercontent.com/LelandGrunt/FFE/master/FFE-AddIn/_Doc/Images/README.md%20-%20My%20Asset%20Report.png" alt="Example for an Asset Report" width="75%" height="75%" />

| Function | Excel Formula | Result | | ------------------------------------------------------------ | -------------------------------------- | ------------------------------------------------------------ | | QAVQ | =QAVQ("MSFT") | Returns the latest stock price of Microsoft Corporation. | | QAVID | =QAVID("MSFT","volume") | Returns the latest trading volume of Microsoft Corporation. | | QAVD | =QAVD("MSFT","high",-2) | Returns the "high" stock quote of Microsoft Corporation from two days ago. | | QAVDA | =QAVDA("MSFT","open",5) | Returns the 5th "open" stock quote from the Alpha Vantage query result of Microsoft Corporation. | | QAVW | =QAVW("MSFT","volume",,"2020-01-03") | Returns the trading volume of Microsoft Corporation of 2020-01-03 from the [TIME_SERIES_WEEKLY](https://www.alphavantag