Excel add-in

InfoTrie's data in your workbook, as INFOTRIE functions that recalculate like any other formula.

The add-in adds functions such as =INFOTRIE.SENTIMENT("AAPL:US") to Excel, and an InfoTrie button on the Home tab that opens a task pane: save your API key, find an identifier, refresh every InfoTrie formula. It works in Excel for Microsoft 365 on Windows and Mac and in Excel on the web; Office 2016 and 2019 bought outright are not supported. It is installed from its manifest, below; it is not listed in Microsoft's add-in store.

It calls the public InfoTrie API with an API key from your dashboard, like any other client: each function needs its scope in your plan, and calls count against your monthly quota as usual. Answers are kept for 15 minutes, so recalculating the workbook within that time does not call the API again; Refresh all in the task pane does. To load a whole dataset into a sheet, Power Query over the BI feed remains the better tool.

Download

manifest.xml — the add-in's manifest. It points Excel to the add-in's files on infotrie.com, so an update reaches every user without installing anything again.

Install it for yourself

  • Excel on the web: open a workbook, then Home → Add-ins → More Add-ins (Insert → Add-ins in some versions) → My Add-ins → Upload My Add-in, and choose the downloaded manifest.
  • Windows: put the manifest in a shared network folder. In Excel, File → Options → Trust Center → Trust Center Settings → Trusted Add-in Catalogs: add the folder's network path, tick Show in Menu and restart Excel. Then Home → Add-ins → More Add-ins → Shared Folder → InfoTrie.
  • Mac: copy the manifest into ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef (create the wef folder if it is missing) and restart Excel. InfoTrie is then under Home → Add-ins.

Then click InfoTrie on the Home tab, paste your API key and save it. The key is kept in the add-in's storage on that computer, for your user only, and never written into the workbook. Type =INFOTRIE. in a cell to see the functions.

Deploy it to your organisation

A Microsoft 365 administrator can install it for users or groups, with nothing to do on their side: in the Microsoft 365 admin center, Settings → Integrated apps → Upload custom apps, choose Office Add-in and upload the manifest file, then pick who gets it and deploy. It can take several hours to appear in Excel. Each user still saves their own API key in the task pane.

Functions

Optional arguments are in brackets. id is a ticker (AAPL:US) or an InfoTrie id, which the task pane's Find an identifier inserts for you. Dates are a date cell or yyyy-mm-dd. A table spills from the cell with a header row.

INFOTRIE.SENTIMENT(id, [date], [field], [tz]) — one value
Daily news sentiment of a company, index, commodity, crypto-currency or forex pair: one value, on a day or the latest. Needs the news scope.
  • id: A ticker (AAPL:US) or an InfoTrie id (c_84, in_9, cm_…, cr_…, fx_…).
  • date: The day (a date cell or yyyy-mm-dd). Empty: the latest day with a value.
  • field: sentiment (default), high, low, buzz or volume.
  • tz: Day boundary: America/New_York (default), Europe/Berlin or Asia/Singapore.
INFOTRIE.SENTIMENT_HISTORY(id, start, [end], [fields], [tz]) — table
Daily news sentiment over a window, oldest day first, spilled as a table with a header row. Needs the news scope.
  • id: A ticker (AAPL:US) or an InfoTrie id (c_84, in_9, cm_…, cr_…, fx_…).
  • start: First day (a date cell or yyyy-mm-dd).
  • end: Last day, included. Empty: today.
  • fields: Columns, comma-separated: sentiment, high, low, buzz, volume. Empty: all five.
  • tz: Day boundary: America/New_York (default), Europe/Berlin or Asia/Singapore.
INFOTRIE.NEWS(id, [n], [from]) — table
Latest news headlines and their links, newest first, spilled as a table with a header row. Needs the news scope.
  • id: A ticker (AAPL:US) or an InfoTrie id (c_84, in_9, top_…, o_…).
  • n: How many headlines, 1 to 1000. Default 10.
  • from: First day (a date cell or yyyy-mm-dd). Empty: the last 7 days.
INFOTRIE.INDEX(id, [start], [end]) — table
The daily history of an InfoTrie index, oldest day first, spilled as a table with a header row. Needs the market_data scope.
  • id: The index id, such as us-large-cap-news-sentiment.
  • start: First day. Empty: 365 days before the end.
  • end: Last day. Empty: today.
INFOTRIE.FORECAST(itrieId, [horizon], [target]) — table
Quantile forecast of daily news sentiment or buzz, 1 to 10 days ahead, spilled as a table with a header row. A statistical extrapolation, not investment advice. Needs the forecasts scope.
  • itrieId: A company (c_84), index (in_9), forex (fx_…) or commodity (cm_…) id.
  • horizon: Days ahead, 1 to 10. Default 5.
  • target: sentiment (default) or buzz.
INFOTRIE.NOWCAST(key, [field]) — table
A macro nowcast: the whole row with a header, or one field. A statistical extrapolation, not investment advice. Needs the forecasts scope.
  • key: The nowcast key, such as us-gdp.
  • field: One of key, country, target, quarter, asOf, model, frequency, q05, q25, q50, q75, q95. Empty: all.
INFOTRIE.DATASET(domain, [from], [to], [subject], [maxRows]) — table
Rows of a data hub dataset (the BI feed), newest data day first, spilled as a table with a header row. Needs the dataset's scope; one unit per 100 rows.
  • domain: The dataset, as the BI feed names it.
  • from: First data day. Empty: no lower bound.
  • to: Last data day. Empty: no upper bound.
  • subject: Only the rows of this subject (a dataset that declares a key field).
  • maxRows: At most this many rows, 1 to 50000. Default 1000.

A cell shows #VALUE! for a wrong argument, a missing or refused key, or a scope your plan lacks, and #N/A when there is no data or the API cannot be reached; hover the cell for the reason. Forecasts and nowcasts are statistical extrapolations, not investment advice. Every route the functions call is in the API reference.