Getting Started

Getting Started with SheetsFinancePlus

Welcome! This guide helps you install the add-on, activate your license, set up API keys, and begin using formulas for Crypto, Stocks, Forex, and Indices.

Install the Add‑on

1. Open the Google Workspace Marketplace
2. Search for “SheetsFinancePlus”
3. Click Install and accept the permissions
4. In Google Sheets, go to: Extensions → SheetsFinancePlus

Open the Tutorials (Browse Formulas)

• In Google Sheets, go to:
  • Extensions → SheetsFinancePlus → Browse Formulas
  • Choose one: Crypto Formula, Stocks Formula, Forex Formula, Indices Formula

Each tutorial page shows examples you can copy into the active cell and a parameters reference.

Licensing & Free Trial

• Free trial: 20 formula runs per user
• To keep using the add-on and unlock full functionality, activate the lifetime license:
  • Extensions → SheetsFinancePlus → Activate Lifetime License
  • Enter your license key (purchase link in the dialog)

Setup API Keys (Polygon.io)

Some functions (Stocks, Forex, Indices) use Polygon.io. If you’re licensed, you must use your own Polygon API key.

• Extensions → SheetsFinancePlus → Setup API Keys → Polygon.io API Key
• Licensed users: your own key is required for all Polygon-backed formulas
• Unlicensed users: a shared trial key may be used, with strict rate limits and reduced access

If you see rate-limit or entitlement errors:

• Rate-limit: “You’ve exceeded the shared trial’s maximum requests per minute (rate-limit). Please activate the lifetime license so you can use your own Polygon API Key to mitigate this issue.”
• Paid-only endpoint: “This formula is only available to use with Polygon.io’s Paid Plan. Please activate the lifetime license so you can insert your own Polygon’s API Key that’s on Polygon’s paid plan.”

Tickers & Pairs (Polygon.io)

For any function that requires a ticker (Stocks/Indices) or pair (Forex), see the All tickers in the Polygon.io docs:

• Stocks or Indices → All tickers in the relevant section: https://polygon.io/docs/rest/
• Forex pairs use C: prefix, e.g., C:EURUSD
• Indices use I: prefix, e.g., I:SPX

Quick Examples

Crypto (DeFiLlama)

• TVL: =CRYPTO_CHAIN_TVL("solana")
• Fees: =CRYPTO_CHAIN_FEES("solana")
• Revenue: =CRYPTO_CHAIN_REVENUE("solana")
• Market Cap (protocol): =CRYPTO_CURRENT_MARKETCAP("raydium")
• Stablecoins (USDT on chain): =CRYPTO_STABLECOINS_MCAP("Solana")
• Coin price (by provider): =CRYPTO_COIN_PRICE("coingecko","solana")

Stocks (Polygon.io)

• Previous day OHLC: =STOCKS_PREV_OHLC("AAPL")
• Daily OHLC for date: =STOCKS_DAILY_OHLC("AAPL","2025-09-09","close")
• Aggregates: =STOCKS_AGGREGATES("AAPL","day",1,"2025-01-01","2025-01-31","desc",120,"close")
• Fundamentals: =STOCKS_FINANCIALS("AAPL","quarterly",4)
• Reference: =STOCKS_SEARCH_TICKER("Apple", 10)
• Indicators: =STOCKS_SMA("AAPL",20,"day",30)
• Paid plan (Polygon): =STOCKS_SNAPSHOT("AAPL"), =STOCKS_TRADES("AAPL",50), =STOCKS_QUOTES("AAPL",50)

Forex (Polygon.io)

• Previous day OHLC: =FOREX_PREV_OHLC("C:EURUSD")
• Daily OHLC: =FOREX_DAILY_OHLC("C:EURUSD","2025-09-09","close")
• Aggregates: =FOREX_AGGREGATES("C:EURUSD","day",1,"2025-01-01","2025-01-31","desc",120,"close")
• Paid plan: =FOREX_CONVERT("EUR","USD", 100, 2)

Indices (Polygon.io)

• Previous day OHLC: =INDICES_PREV_OHLC("I:SPX")
• Daily OHLC: =INDICES_DAILY_OHLC("I:SPX","2025-09-09","close")
• Aggregates: =INDICES_AGGREGATES("I:SPX","day",1,"2025-01-01","2025-01-31")
• Paid plan: =INDICES_SNAPSHOT("I:SPX")

Tips

• Use Browse Formulas to copy working examples into your sheet
• Licensed users should set Setup API Keys → Polygon.io API Key before using Stocks/Forex/Indices
• If you hit rate limits or paid endpoints, upgrade and add your Polygon API key

Need Help?

• Email Support: support@sheetsfinanceplus.com
• Response Time: Within 1 business day

See also: Support, Terms, Privacy.