The Money.Net Ribbon

Using the Money.Net Ribbon

Once the plug-in has been properly installed, you can also access the real time and historical formulas directly instead of referencing the sheet that we have already made.

The simplest way to utilize the Money.Net Excel Add-in is to use the Money.Net Ribbon. This will help you to quickly get the data that you want into your spreadsheet with minimal formula editing. The Money.Net ribbon will appear at the top of the Excel sheet in the menu section that contains File, Home, etc. You can see what it looks like to the right.

To insert a Real Time, Historical, Economic Field, Commodity, News, or Tools formula, simply click on an empty cell in Excel. Then click on the appropriate button in the ribbon and navigate the menu structure to select your desired data point. Once the formula has been entered, you can modify the functions to your desired symbol, start and end dates, etc.

You can also see a quick explanation of the Money.Net Ribbon in the fourth worksheet of the sample document, titled Ribbon explanation.



Function Builder

The Function Builder is one of the easiest places to start if you are unfamiliar with the name of a data field or are unsure of what data fields may be available for a symbol or asset type.



Template Library

The Template Library contains several downloadable pre-made worksheets that are powered by Money.Net data and the Excel Add-in.



Using the Search, you can launch pages in your default browser that will allow you to search for the available Real Time Fields, Historical Fields, Economic Fields, and Commodity Fields.



Default Ticker

When you use the Money.Net ribbon to insert a function, it will look to this field to automatically fill in the ticker symbol.  You can replace it by typing any valid Money.Net symbol and pressing the enter/return key.



Real Time Data Fields

Real Time data will follow the function format:
=RealtimeData(“SYMBOL”,”Field”)

where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol and Field needs to be replaced with one of the real time data field names below.


 

Click here for a list of all available Real Time Fields




 Historical Time Series Fields

 Historical data will follow the function format:
=HistoricalData(“SYMBOL”,”Field”,”Start”, “End”, “Frequency”)

where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol, Field needs to be replaced with one of the historical data field names below, Start needs to be replaced with your beginning date, End needs to be replaced with your ending date, andFrequency needs to be replaced with a frequency option mentioned below.


 

Click here for a list of all available Historical Fields and frequencies.


The available frequency options for Historical Stock Data are: 
Daily, Weekly, Monthly, Annually, Quarterly

The available frequency options for Historical Fundamental Data are: 
Annual, Annual (As Reported), Quarterly, Quarterly (As Reported), Trailing Twelve Months, Trailing Twelve Months (As Reported), Annual (Most Recent), Quarterly (Most Recent), Trailing Twelve Months (Most Recent)

 



Fundamentals

This menu contains a subset of the Real Time Fields and Historical Fields that involve only fundamental data.



Ratings + Estimates

This menu contains the functions associated with Analyst Price Targets and EPS estimates for U.S. equities.



Transactions + Holdings

This menu contains the functions associated with Institutional Holders and Insider Transactions for U.S. equities.



Economic Data

Economic Fields uses a similar format to Historical data:
=HistoricalData(“FIELD”,”COUNTRY”,”Start”, “End”, “Frequency”)

where FIELD needs to be replaced with one of the preferred economic fields mentioned below, COUNTRY needs to be replaced with one of the country codes mentioned below, Start needs to be replaced with your beginning dateEnd needs to be replaced with your ending date, and Frequency needs to be replaced with a frequency option mentioned below.


Click here for a list of all available Money.Net economic fields and country codes.  It is highly suggested for ease of use that you use the ribbon functions to choose your economic field and then simply modify the dates.


The available frequency options for Common Economic Fields are: 
Daily, Weekly, Monthly, Annually, Quarterly


Commodity Fields

Common Commodities uses a similar format to Historical data:
=HistoricalData(“FIELD”,””,”Start”, “End”, “Frequency”)

where FIELD needs to be replaced with one of the preferred commodity fields mentioned below, The second set of quotes should remain blank,Start needs to be replaced with your beginning dateEnd needs to be replaced with your ending date, and Frequency needs to be replaced with a frequency option mentioned below.

Click here for a list of all available Money.Net commodity fields. It is highly suggested for ease of use that you use the ribbon functions to choose your economic field and then simply modify the dates.


The available frequency options for Commodity Fields are:
Daily, Weekly, Monthly, Annually, Quarterly


News

News uses the following format:
=News(“SYMBOL”,”Field”)

where SYMBOL needs to be replaced with the preferred Money.Net ticker symbol, and Field needs to be replaced with a news field option mentioned below.

 Click here for a list of all available Money.Net news fields.


Stock Screener

This menu contains a variety of preset screens generated with our Money.Net Screening tool.  For full featured screens, please use the Screener built into the main platform.



Calendar + Reports

This menu contains quick access to the text formats of the Buybacks, Dividends, and Earnings Calendars, as well as the Commitment of Traders Reports.



Portfolio Download (legacy MNet platform only)

The Portfolio Download feature will allow you to bring your Money.Net portfolios directly into Excel without having to copy and paste all of them. It uses the following format:
=mnChains("portfolioName","ListType=Portfolio")

where portfolioName needs to be replaced with the name of the Money.Net portfolio you wish to import.

Additional arguments are available in the ribbon that will allow you to import your portfolio with base prices, shares held, or both. The formulas for that will follow the respective formats:
=mnChains("portfolioName","ListType=Portfolio","IncludeField=Holdings Base")

=mnChains("portfolioName","ListType=Portfolio","IncludeField=Holdings Shares")

=mnChains("portfolioName","ListType=Portfolio","IncludeField=Holdings Base","IncludeField=Holdings Shares")


Contact Support

This button launches the Money.Net support page.  You will be able to submit requests via the form there or chat live with a product specialist.



Help

This menu contains links to the Excel Add-in Support Guide and Symbology Guide.



Settings

This menu contains toggles for the Real-Time Fields and Historical Fields that have modifiers associated.  Once applied, functions inserted via the ribbon will add the modifying text needed automatically.



About

This button will allow you to view the version of the Excel Add-in that you currently have installed.