EXCEL ADD-IN

Power your spreadsheet models with our Excel Add-in

Eliminate manual data entry by streaming our institutional-grade financials directly into your proprietary spreadsheet models.

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Streamline your spreadsheet modelling with on-demand data

No more copy and paste to build your spreadsheets. Stream all our fundamental credit data across European and US markets directly into your proprietary models via our Excel Add-in.

This seamless integration creates a direct, high-speed bridge between our comprehensive datasets and your proprietary models. Simply select an issuer from the convenience of your spreadsheet, pull years of financial data directly into your model and refresh it with the latest numbers as soon as they are available, eliminating the risk of human error and the lag of manual updates.

Features

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Cognitive Credit Excel Add-in automatic refresh button

Speed

Accelerate earnings reaction

Refresh your entire coverage universe within minutes of an earnings event. By linking your proprietary models to our live data, bypass the hours spent updating your models and be the first to identify key credit shifts and generate winning trade ideas.

Efficiency

Optimize current & historical trend analysis

Eliminate the manual labor of spreading historical filings. Pull fully standardized, multi-year datasets directly into your spreadsheets and identify critical trends and trajectories over time with the accuracy required to defend your long-term credit views with confidence.

Coverage

Unify your historical models with one dataset

Leverage the power of our comprehensive credit universe without leaving your spreadsheet. Whether you are performing cross-market relative value analysis or deep-dive issuer modeling, pull granular metrics and KPIs into as many templates as you need to ensure data quality across your coverage.

Native spreadsheet integration

Stream our entire library of verified fundamentals directly to your spreadsheet, enabling faster model building and seamless maintenance.

Dynamic data refresh

Update your proprietary Excel models and sector trackers with a single click as soon as new financial results hit the wire.

Precision cell mapping

Pull specific line items from all main financial statements, operating KPIs, detailed debt notes and more ensuring your analysis is comprehensive.

Frequently Asked Questions

Can I purchase the Excel Add-in as a standalone subscription?

No. The Cognitive Credit Excel Add-in is included as standard with every Web App subscription.

Can I populate my spreadsheet models in full?

Yes. Our Add-in uses specific syntax to give you full control over what data you stream. This facilitates full, line-by-line models or more granular data points to enhance your existing metrics.

Can I refresh my models with newly reported data?

Yes. Once our data has been integrated into your models, newly released reporting can be updated at the click of a button whilst maintaining existing spreadsheet structure and formulas.

Do you provide templates for the Add-in?

Yes. We provide a full template library covering multiple use cases like first cut on earnings, market screening, summary financials and more via our Help Center.

Where is Cognitive Credit data sourced from?

All data available in our coverage is sourced from official filings only including preliminaries, prospectuses, presentations and reports.

Product Updates

Product Roadmap: 1Q26

31 March 2026 by Andrew Johnson

In our first Product Roadmap of 2026, we highlight some of the recent additions to Cognitive Credit products and services in 1Q26 and take a sneak peak at what’s to come in the first half of the year.

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