Excel and Google Sheets

There is no add-in to install. The screener endpoint returns a plain CSV over HTTPS, and both spreadsheets read that URL directly: Excel's built-in Power Query turns it into a real worksheet table you can refresh with one click, and Google Sheets spills it across the cells with IMPORTDATA. One request brings back up to 200 companies and your choice of available columns, so a watchlist or a whole sector lands in a single refresh. Ask for the 200: limit defaults to 50 and caps at 200, so a screen without it quietly returns the first fifty matches.

The screener endpoint is not gated by plan, so this works on Free as well as on a paid plan. All your plan decides is how many refreshes a day you get. See Plans & limits for the current allowances.

Before you start

1. An API key. Create one on your API keys page. It starts with eq_ and is shown once. Authentication covers the details.
2. Excel with Power Query, built in on Excel 2016 and later for Windows and on Microsoft 365 for Mac. It lives on the Data tab. Google Sheets needs nothing beyond the sheet itself.

Build the URL

Every workbook query is one URL. Start from the endpoint, add the columns you want, and add the key:

https://api.equibles.com/v1/screener/stocks?format=csv&cols=de,currentratio,intcov,roic,volatility,beta&api_key=eq_your_api_key

Three parts matter:

• format=csv switches the endpoint from JSON to a flat file. Without it you get the JSON envelope, which Power Query can read but only after several extra steps.
• cols is the comma-separated list of columns. The keys are stable identifiers such as de, currentratio, intcov, roic, volatility and beta, not display labels, so a formula pointing at a column keeps working across site copy-edits. The full list of keys is grouped by picker section.
• Filters decide which companies come back. tickers=aapl,msft,ko scores a list you already hold, while sector, index, minMarketCap, maxPe and the other min/max pairs screen the market. sortBy orders the result and limit sizes it, defaulting to 50 and capping at 200.

A list you already hold:

curl "https://api.equibles.com/v1/screener/stocks?tickers=aapl,msft,ko&cols=de,currentratio,intcov,roic,volatility,beta&format=csv" \
  -H "Authorization: Bearer eq_your_api_key"

ticker,name,price,marketcap,de,currentratio,intcov,roic,volatility,beta
AAPL,Apple Inc.,319.97,4669700046848,0.77,1.00,,100.47,25.05,0.71
MSFT,Microsoft Corp,499.70,3710545297408,0.09,1.23,50.88,30.83,32.51,0.99
KO,Coca Cola Co,88.07,378919596707,,1.36,8.81,,18.83,-0.25

A screen of the market:

curl "https://api.equibles.com/v1/screener/stocks?minMarketCap=10000000000&sector=Technology&cols=de,currentratio,intcov,roic,volatility,beta&sortBy=marketcap&limit=5&format=csv" \
  -H "Authorization: Bearer eq_your_api_key"

ticker,name,price,marketcap,de,currentratio,intcov,roic,volatility,beta
NVDA,Nvidia Corp,230.36,5551675822362,0.15,4.59,426.74,,38.11,1.93
AAPL,Apple Inc.,319.97,4669700046848,0.77,1.00,,100.47,25.05,0.71
MSFT,Microsoft Corp,499.70,3710545297408,0.09,1.23,50.88,30.83,32.51,0.99
TSM,Taiwan Semiconductor Manufacturing Co Ltd,428.91,2224530653184,,2.46,211.04,,40.35,2.17
AVGO,Broadcom Inc.,357.90,1702714146816,0.74,2.24,10.41,23.69,48.19,2.13

ticker, name, price and marketcap are pinned and always lead the file, whatever cols asks for. Pass cols=none when those four are all you want.

Load it into Excel

On the Data tab open Get Data, then From Other Sources, then From Web. Some builds put From Web on the Data tab directly. Paste the URL, with &api_key=eq_... on the end so the sheet can refresh unattended, and choose Load.

To skip the dialogs, open the advanced editor and paste the query:

let
    Source = Csv.Document(
        Web.Contents("https://api.equibles.com/v1/screener/stocks?format=csv&cols=de,currentratio,intcov,roic,volatility,beta&tickers=aapl,msft,ko&api_key=eq_your_api_key"),
        [Delimiter=",", Encoding=65001, QuoteStyle=QuoteStyle.Csv]),
    Promoted = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    Typed = Table.TransformColumnTypes(Promoted, {
        {"price", type number}, {"marketcap", type number}, {"de", type number},
        {"currentratio", type number}, {"intcov", type number}, {"roic", type number},
        {"volatility", type number}, {"beta", type number}})
in
    Typed

Encoding=65001 is not optional. The file is UTF-8 with no byte-order mark, and without it Power Query guesses the system code page and mangles non-ASCII company names.

The Typed step is what makes the numbers sort and compare as numbers. Name only the columns you actually asked for: a TransformColumnTypes step naming a column that is not in the file breaks the query.

Use your existing ticker column

Keep your list in Excel; no Equibles watchlist or portfolio is needed. Turn the existing range into an Excel table named StockList, with the ticker column headed Ticker. The table can include your other calculator columns.

Create a blank Power Query, open its Advanced Editor, and paste this query. It reads the table on every refresh, removes blank cells and duplicate symbols, and requests up to 200 distinct tickers together:

let
    Input = Excel.CurrentWorkbook(){[Name="StockList"]}[Content],
    Symbols = List.Distinct(List.Select(
        List.Transform(List.RemoveNulls(Input[Ticker]),
            each Text.Upper(Text.Trim(Text.From(_)))),
        each _ <> "")),
    Tickers = if List.Count(Symbols) = 0 then
        error "Add at least one ticker to StockList."
        else if List.Count(Symbols) > 200 then
        error "This query supports at most 200 distinct tickers."
        else Text.Combine(Symbols, ","),
    Metrics = {"pe", "epscagr3", "revcagr3", "roic", "roe",
        "opmargin", "de", "fcf", "fcfmargin", "volatility3m"},
    Source = Csv.Document(
        Web.Contents("https://api.equibles.com", [
            RelativePath = "v1/screener/stocks",
            ApiKeyName = "api_key",
            Query = [format = "csv", tickers = Tickers,
                cols = Text.Combine(Metrics, ","), limit = "200"]
        ]),
        [Delimiter=",", Encoding=65001, QuoteStyle=QuoteStyle.Csv]),
    Promoted = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    NumericColumns = List.Combine({{"price", "marketcap"}, Metrics}),
    Blanks = Table.ReplaceValue(Promoted, "", null,
        Replacer.ReplaceValue, NumericColumns),
    Typed = Table.TransformColumnTypes(Blanks,
        List.Transform(NumericColumns, each {_, type number}), "en-US")
in
    Typed

When prompted for credentials, choose Web API and enter your Equibles API key. The key is stored in Power Query credentials rather than in this query; this uses Microsoft's documented Web.Contents API-key authentication. Allow the workbook to send its ticker column to Equibles when configuring source privacy levels.

Load the result into a separate output table named EquiblesData. This is refreshed output, not a second list to maintain: add or remove tickers only in StockList, then choose Refresh All. Do not load the query over its own input table.

Match your calculator to EquiblesData by its ticker column, never by row position. The endpoint sorts results independently of your list and omits companies outside its screener coverage. A share-class dot can become a dash, and a secondary listing can return its issuer's primary ticker; review those mappings before using values for a different share class.

For exact ticker matches, a calculator column can look up P/E while preserving missing values as blanks:

=XLOOKUP(UPPER(TRIM([@Ticker])),EquiblesData[ticker],IF(EquiblesData[pe]="","",EquiblesData[pe]),"")

Replace pe with the required output column. A blank can mean either missing data or an unmatched ticker; inspect missing matches before assigning an investment bucket.

The example requests ten fields:

Forward P/E and analyst consensus ratings are not available in this CSV. Keep those with another source if your calculator requires them; a paid plan does not add these missing columns.

volatility3m uses the sample standard deviation of simple daily close returns, multiplied by √252 and expressed as a percentage. The window ends at the latest stored traded bar and requires at least 60 returns and history reaching within 14 days of its start. A split inside the window or insufficient history leaves it blank. This is historical volatility, not implied volatility; it may differ from another provider's convention. The existing volatility column uses a one-year window.

The same plan limits apply to this query. Selecting 194 tickers does not require 194 requests. Power Query previews or repeated evaluations can issue additional requests.

Refresh it

Data, then Refresh All, reloads every query in the workbook. To refresh on a schedule, right-click the query in the Queries & Connections pane, choose Properties, and set Refresh every N minutes or Refresh data when opening the file.

Each refresh spends exactly one request from your daily allowance, however many rows come back, so the interval is what has to fit the plan and not the row count. Two queries refreshing hourly across a trading day spend about 14 requests; the same two on a five-minute timer spend over 150. Set the interval against your plan's allowance on Plans & limits, and remember that fundamentals move on a filing, not on a tick.

Google Sheets

Sheets reads the same URL through IMPORTDATA, which fetches it on Google's servers and spills the CSV across the cells below the formula. One cell is the whole setup:

=IMPORTDATA("https://api.equibles.com/v1/screener/stocks?tickers=aapl,msft,ko&cols=de,currentratio,intcov,roic,volatility,beta&format=csv&api_key=eq_your_api_key")

Three things differ from the Excel route:

• Anyone who can open the sheet can read your key. IMPORTDATA takes a URL and nothing else, so it cannot send an Authorization header, which leaves api_key= in the query string as the only way to authenticate, and the formula is visible in the cell. Mint a key for that one sheet so you can revoke it on its own from your API keys.
• Sheets chooses when to re-fetch, about once an hour. That cadence is Google's, not a setting: the Recalculation options under File, then Settings, then Calculation govern volatile functions such as NOW and RAND, and leave IMPORTDATA alone. Each fetch spends one request whether or not anyone has the sheet open, so one formula costs roughly 24 requests a day and three cost about 72. Weigh that against your plan's allowance on Plans & limits before filling a sheet with them.
• Types are inferred rather than declared. Nothing names the numeric columns; Sheets reads them itself. An empty cell still means the company reports no value on that axis, not zero.

If the formula comes back saying it could not fetch the URL, check the key first: open the same URL in a browser tab and confirm it downloads a file rather than returning a 401. If you would rather keep a key out of a shared sheet altogether, download a CSV and use File, then Import, then Upload, which needs no formula.

Score and bucket the rows yourself

Because the headers are stable keys, ordinary formulas over the loaded table survive a refresh. Scoring balance-sheet strength in a helper column looks like this:

=IF(AND([@de]<1, [@currentratio]>1.5, [@intcov]>5), "Strong", IF([@de]>2, "Weak", "Watch"))

Two column shapes are not numbers. goingconcern writes Yes or leaves the cell empty and never writes No, so test it with =IF([@goingconcern]="Yes", ...) rather than against "No". exdate, nextearnings and lastearnings are ISO yyyy-MM-dd dates, and sector and industry are plain text.

What the file does and does not carry

• An empty cell means the company reports no value on that axis, not zero. Apple has no interest-coverage figure above, and Coca-Cola has neither debt-to-equity nor ROIC. Filling those with 0 would rank them as though they had answered.
• Values carry the screener's presentation rounding. Prices, ratios, multiples, percents and day counts arrive with two decimals, while counts, scores and aggregate money round to whole units. The JSON envelope's own fixed fields carry fuller precision, so where the two overlap they will not match digit for digit. cols is a CSV-only parameter, so most of these columns have no JSON counterpart to compare against.
• Percent columns are percent numbers, not fractions. A volatility of 25.05 means 25.05 %.
• Filters and columns are two different vocabularies. You can display de, roic or intcov but you cannot filter on them over REST: the min/max pairs cover market cap, price, filer counts and their quarterly change, short interest, days to cover, the squeeze and insider-sentiment scores, net insider buying, P/E, dividend yield, revenue growth, gross margin, dollar volume and net income, plus the boolean hasGoingConcernDoubt. Pull the columns and do the rest of the bucketing in the sheet. An unsupported parameter returns a 400 listing every name the endpoint accepts, so the endpoint tells you its own vocabulary.
• One request returns at most 200 rows. The response headers X-Screener-Total-Count and X-Screener-Total-Pages say whether there is more; add &page=2 for the next slice, as a second query.

Keep the key revocable

api_key= in the query string is what lets Excel refresh unattended, and it also means anyone you send the file to can read the key out of the query. Mint a separate key for the workbook so you can revoke that one on its own from your API keys if the file ever leaves your hands.

Without an API key

The portal's own export at equibles.com/stocks/screener downloads the same screen as a CSV with no key and no account, which is the quicker route for a one-off look. Using the stock screener covers it. Its headers are human labels rather than stable keys, though, so a workbook pointed at it can break when copy changes. For anything you intend to refresh, use the endpoint above.

Where to go next

• /v1/screener/stocks for every parameter, every column key and the response headers.
• Using the stock screener to build the screen in the browser first, then copy its columns across.
• Plans & limits for the daily allowance a refresh spends.