Built a desktop tool that pulls 15+ years of financial statements directly into Excel
u/fintec-27 ·
Reddit — r/ValueInvesting
· February 22, 2026 at 20:59
· ⬆ 24 pts
· 💬 5 comments
| View on Reddit ↗
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Summary
The author, u/fintec-27, has developed and shared a desktop tool designed to automate the process of pulling 15+ years of financial statement data and stock prices directly into Excel.
The tool is intended to streamline the workflow for fundamental analysis, valuation, and ratio analysis by saving time on manual data collection.
This is a post about a productivity tool for investors, not a specific investment thesis or analysis of a particular company.
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Hi redditors,
I’ve been doing a lot of fundamental analysis lately and got tired of manually pulling income statements, balance sheets and cash flow statements into Excel every time I wanted to look at a company.
So I built a lightweight desktop tool that:
• Pulls annual or quarterly financial statements
• Extracts 10–20+ years of data
• Automatically formats everything into Excel
• Also grabs year-end closing prices
It uses Alpha Vantage + Yahoo Finance APIs under the hood.
Originally this was just for my own workflow to speed up valuation and ratio analysis, but it’s turned into something pretty clean and usable.
The tool can be found here: [github.com/cruz-py/Financial-Data](http://github.com/cruz-py/Financial-Data)
I hope this can help people with the same problem that I had.
Please let me know if you encounter any kind of bug or if you want additional features.
Thanks for you attention!
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