That is great and useful!
Merci
Gracias
Thanks
Cheers
@rod
2 Likes
Looking forward to ISA(bility) column
Also would be great it cost column too 
Do you want to know each providers ISA-eligibility marker or āmyā assessment of the stocks ISA-eligibility?
I ask as (as always) the water is murky for a handful of stocks.
Take Alibaba for instance.
Recent listing in HK after years of listing primarily on some dodgy exchange and launching ADRs off the back of it via NY. Under the old structure the primary exchange would not be recogonised so would NOT be eligible. However with the HK listing looking like it is āprimaryā I would say Alibaba ADRs out of NY are now ISA eligible.
Yetā¦ HL say yes and II say Noā¦
https://www.ii.co.uk/shares/alibaba-group-holding-ltd-adr/NYSE:BABA
Perfect example of how the World has gone mad and the rules are often hard to implement accuratelyā¦ Sigh!
Iāll be happy with this.
I did not think it would be this complex.
Iām moving my Iweb ISA to something new, so looking at current offerings all, mainly FT vs Trading212.
Thank you.
Trading212 stopped allowing US ETFs although they are still on the webpage and app. They seem to have allowed before but they donāt anymore because of regulation.
Hello, can I request a function that looks up an ISIN and returns the company name? E.g if I look up US0970231058, it replies āBoeing Coā.
Cheers!
1 Like
Gaz92, Iāve used Freetradeās Securities Universe list and Google Sheet IMPORTRANGE function to allow me to type in (well copy and paste) the name. The formula then looks up the ISIN, which in turn can be used by Finki functions. Appreciate itās the exact opposite of what youāve asked for, but might be of use?!
For example, if stock name is in cell A2:
=IFERROR(vlookup(A2,IMPORTRANGE("https://docs.google.com/spreadsheets/d/1-5eYQWyWLyRCiqgHpiqjSmCayLjODvDvVEHWRjW5VjM/edit#gid=633653636","All Stocks!A:F"),6,false),)
Question for Finki:
Are there plans to add company fundamentals? I love whatās been developed, but currently I donāt find it that useful. Top of the list for me would be: Current market cap, pre-tax profit (ideally TTM) and net current assets.
1 Like
Hi, yes, Iāve imported the Freetrade Universe as a sheet into my Google Sheets so I can then easily do look ups to it:
=IMPORTRANGE(āFreetrade Securities Universe - Google Sheetsā, āAll stocks!A1:F9999ā)
IMO, it keeps the formulaās a bit tidier if iām just referring to a different sheet rather than the whole URL!
My problem is that some of the names arenāt entirely correct. For example, IE00B4L60H17 on Freetrade is called āĀ£ Corp Bond ex Finā, when in reality, Iād prefer to see the proper name (iShares Ā£ Corp Bond ex-Financials).
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Fair point! It took me a while to remember that Scottish Mortgage Investment Trust goes under the name āSMTā on Freetrade, for example.
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@Gaz92. Yep, leave it with me. Iād do it now but Iām Christmas drunk and watching The Holiday!!!
@Anders Certainlyā¦ just for youā¦Iāll look to add them ASAP and get you to test them for meā¦ Iād do it now but itās Christmasā¦ so give me a short whileā¦ but, no problem, happy to help
2 Likes
ok, your new function is ācoNameā
eg.
https://finki.io/callAPI.php?isin=US0970231058&function=coName
Please test and let me know if anything looks wrong!
Enjoy!
2 Likes
The keen amongst you have spotted FreeTrade setting up European securities ahead of launch!?!?!?
Use
Search for ENI or BBVA or any Euro stock youāll see if FreeTrade have setup a holding page for that securities ISIN ā¦ might mean somethingā¦ might mean nothing at allā¦ Iām just the messenger!
If the search reveals āavailableā on FT then click the linkā¦ the isin will be correct but the stock name will be āndefineā
1 Like
Cheers mate!
āCurrent Market Capā is now function ācoMktCapā
eg.
https://finki.io/callAPI.php?isin=US0970231058&function=coMktCap
ONLY works with companies/ordinary stock. It will return 0 for ETFs and ITs.
Please test and report any bugs
Enjoy!
2 Likes
Thanks @finki
The issue Iāve come across so far is working out what currency the market cap is being reported in. Am I right in thinking the issue stems from some of the ISINs I am getting from the Freetrade Stock Universe sheet actually being from the Boerse Berlin? See Berkshire Hathaway, PayPal and Shell below, which are reported in Euros for example.
| Notes | Freetrade | Freetrade | FinKi | Freetrade | FinKi | FinKi (m) | Google Finance (m) | Calculation | Bloomberg manual lookup (m) | Bloomberg manual lookup |
|---|---|---|---|---|---|---|---|---|---|---|
| Name | ISIN | Ticker | ukSymbol | Currency | ukCurrency | coMktCap | marketcap | Difference % | Market Cap | Currency |
| ā | ā | ā | ā | ā | ā | ā | ā | ā | ā | ā |
| Berkshire Hathaway | US0846707026 | BRK.B | BRYN | USD | USD | 497,174.06 | 554,233.66 | -11.48% | 496218 | EUR |
| PayPal | US70450Y1038 | PYPL | 2PP | USD | USD | 115,068.96 | 128,773.63 | -11.91% | 116081 | EUR |
| Twilio | US90138F1021 | TWLO | TWLO | USD | USD | 13,795.31 | 13,941.57 | -1.06% | ||
| Mastercard | US57636Q1040 | MA | MA | USD | USD | 300,116.77 | 299,783.31 | 0.11% | ||
| Fullers | GB00B1YPC344 | FSTA | FSTA | GBP | GBX | 536.04 | #N/A | #N/A | 543.513 | GBP |
| Shell | GB00B03MM408 | RDSB | R6C3 | GBP | GBP | 209,816.76 | 233,356.43 | -11.22% | 210544 | EUR |
| 888 | GI000A0F6407 | 888 | 888 | GBP | GBX | 614 | 607.74 | 1.02% | ||
| Activision Blizzard | US00507V1098 | ATVI | ATVI | USD | USD | 45,181.37 | 45,488.67 | -0.68% | ||
| Netflix | US64110L1061 | NFLX | NFLX | USD | USD | 146,025.33 | 143,952.31 | 1.42% | 145776 | USD |
| Johnson & Johnson | US4781601046 | JNJ | JNJ | USD | USD | 384,069.14 | 383,990.11 | 0.02% | ||
| Restaurant Group | GB00B0YG1K06 | RTN | RTN | GBP | GBX | 801.14 | #N/A | #N/A | 786.394 | GBP |
This is already useful though, as it has more info the GOOGLEFINANCE, which seems to be missing smaller UK companies. Itās helped me spot that when I originally looked at Fullers, I appear to have got the wrong market cap somehow. 
Quite possibly. Trading currency doesnāt always equal Mlt Cap Currency! Confusing, right? A quirk of the UK companies! āMostā trade GBX but release financials in GBP. Itās like they go out of their way to make this as hard as possible!!!
Regarding āCurrencyā - my faultā¦ I made it and didnāt tell you!!!
Your functionName is ācoMktCapCurrencyā
eg.
https://finki.io/callAPI.php?isin=GB00B03MLX29&function=coMktCapCurrency
Enjoy
EDIT : Itās a work-in-progressā¦ I can immediately see some issuesā¦ hang in thereā¦ Iāll crush these bugs! US feed seems to workā¦but Iāve managed to cause errors with any UK mkt cap data ā¦
1 Like
Thanks, I appreciate your work on this. I certainly will hang in there 
Iāve been using Google Sheets until now. Thought Iād try Excel (2013) and Iām struggling to get it work reliably. If I individually click in a cell, then press enter, it updates with the a result. If I press CTRL+ALT+F9 to refresh the sheet, every WEBSERVICE Finki lookup goes to ā#VALUE!ā. Anyone else experienced this?
WEBSERVICE is truly horrible! Itās just a simple way for beginners to get moving with consuming web data. The way it refreshes is super annoying.
If youāre savvy with VBA you can use the XML.Http object and import the data in a much easier and stable way
If that means nothing to you I can ping you some code to insert into the VBA IDE and youāll have a new excel function to import Finki data. Simples!