Formula Builder
The Formula Builder lets you create custom data pulls by selecting exactly which tickers, metrics, and time periods you need. Unlike the pre-built tables, you have full control over what data appears and how it's arranged.
How It Works
- Open the ROIC.ai add-on panel in Google Sheets
- Select the Formula Builder tab
- Configure your data pull:
- Tickers: Add one or more company symbols (e.g.,
AAPL,MSFT,GOOG) - Metrics: Choose from 500+ financial data points
- Period: Select Annual, Quarterly, or TTM
- Number of periods: How many years or quarters of history
- Tickers: Add one or more company symbols (e.g.,
- Optionally toggle Include dates and Include labels
- Click Insert to populate the data into your spreadsheet
Selecting Tickers
Enter ticker symbols separated by commas, or search by company name. You can include up to 25 tickers in a single formula.
Examples:
- Single company:
AAPL - Multiple companies:
AAPL, MSFT, GOOG, NVDA - International:
AAPL.DE, ASML.AS, SAP.DE
Selecting Metrics
Choose from 500+ metrics across multiple categories:
| Category | Example Metrics |
|---|---|
| Income Statement | Revenue, Gross Profit, Operating Income, Net Income, EPS |
| Balance Sheet | Total Assets, Cash, Total Debt, Equity, Shares Outstanding |
| Cash Flow | Operating Cash Flow, Free Cash Flow, CapEx, Dividends Paid |
| Profitability | ROE, ROA, ROIC, Gross Margin, Operating Margin, Profit Margin |
| Valuation | P/E Ratio, P/B Ratio, EV/EBITDA, EV/Sales, Market Cap |
| Credit & Debt | Debt/EBITDA, Interest Coverage, Debt/Equity, Net Debt |
| Liquidity | Current Ratio, Quick Ratio, Cash Ratio |
| Per Share | EPS, Book Value/Share, Revenue/Share, FCF/Share |
| Company Info | CEO, Sector, Industry, Employees, Country |
You can select up to 100 metrics in a single formula.
Display Options
Three optional checkboxes control what additional information appears:
Include Metric Names
When checked, adds a column with human-readable metric labels (e.g., "Revenue", "Net Income", "EPS") next to each row of data.
Include Dates
When checked, adds a row showing the exact fiscal period end dates (e.g., 2024-09-28 for Apple's 2024 Y).
Include Labels
When checked, adds a header row with human-readable period labels (e.g., 2024 Y, 2024 Q1, TTM).
These options only affect the visual layout in your spreadsheet. The financial data is the same either way.
Data Layout
The Formula Builder arranges data as a grid:
For a single ticker:
| 2024 Y | 2023 Y | 2022 Y | |
|---|---|---|---|
| Revenue | 391.0B | 383.3B | 394.3B |
| Net Income | 93.7B | 97.0B | 99.8B |
| EPS | 6.11 | 6.13 | 6.11 |
For multiple tickers:
When you select more than one ticker, the data is grouped by ticker. Each ticker appears as a section header, with its metrics listed below:
| 2024 Y | 2023 Y | |
|---|---|---|
| AAPL | ||
| Revenue | 391.0B | 383.3B |
| EPS | 6.11 | 6.13 |
| MSFT | ||
| Revenue | 245.1B | 211.9B |
| EPS | 11.86 | 9.68 |
Each ticker has its own set of periods, since companies may have different fiscal year end dates (e.g., Apple ends in September, Microsoft in June).
Mixing Metric Types
You can combine financial data metrics with company profile fields in the same formula:
- Financial metrics (Revenue, EPS, etc.) return historical values for each period
- Company info (CEO, Sector, etc.) returns the current value, shown in every period column
For example, selecting Revenue, EPS, and Sector for AAPL over 3 years will show Revenue and EPS changing each year, while Sector shows "Technology" across all three columns.
Limits
| Parameter | Limit |
|---|---|
| Tickers per formula | 25 |
| Metrics per formula | 100 |
| Annual periods | Up to 50 |
| Quarterly periods | Up to 50 |
Next Steps
- Auto-insert pre-built financial tables for quick full-statement views
- Authentication setup if you haven't connected your account yet