Excel add-in
Live filings data, inside your own models.
The Vitati360 add-in brings the platform’s normalized financials into Excel as live formulas. Your model keeps its own layout; the inputs come from the filings and refresh when new ones are processed — with every number one click from its source.
What it does
Built for the way analysts actually model.
Live formulas
Six VITATI functions pull figures straight into the cells your model already uses, and refresh when new filings are processed.
A full Stat Book in one click
Insert a company’s complete normalized financials — income statement, balance sheet, cash flow and ratios — as a formatted block.
Peer comparison, one currency
Compare several companies side by side, converted to a single currency, as a time series or a latest-period snapshot.
Every number traced to its filing
Values link to the SEC filing they came from and stay numbers, so SUM and every downstream formula still work.
Live or fixed — your choice
Keep a block live so it updates with the platform, or insert fixed values for a model that must not move.
Same data, same checks
The add-in reads the same normalized dataset as the platform, with each value’s data-check status one click away.
Function reference
Six functions. Every covered company.
Companies are referenced by ticker (XOM) or country-qualified (US:XOM); metrics by key or by their exact label. Units default to the company’s reporting unit.
VITATI.VALUE(company, metric, period, [units])
One figure for one period — FY2025, Q3 2025, LTM, or relative: FY0 for the latest year.
=VITATI.VALUE("XOM", "revenue", "FY0")VITATI.SERIES(company, metric, [periodType], [count], [units])
A row of the latest periods, oldest to newest — up to 40 years or quarters.
=VITATI.SERIES("XOM", "ebitda", "FY", 5)VITATI.PERIODS(company, [periodType], [count])
The matching period labels, as a header row for a SERIES.
=VITATI.PERIODS("XOM", "FY", 5)VITATI.INFO(company, field)
Company facts: name, exchange, currency, reporting unit, fiscal year end, sector, latest FY.
=VITATI.INFO("JPM", "currency")VITATI.LABEL(company, metric)
The display name of a metric, so row labels stay in step with the platform.
=VITATI.LABEL("JPM", "roe")VITATI.SOURCE(company, metric, period)
A link to the SEC EDGAR filing behind any value — wrap it in HYPERLINK to click through.
=VITATI.SOURCE("XOM", "revenue", "FY2025")Getting started
Three steps to a live model.
Add it to Excel
Subscribers receive the add-in during onboarding. IT teams can deploy it to everyone at once from the Microsoft 365 admin center.
Sign in once
Use your Vitati360 login. The add-in reads the same normalized dataset, with the same plan and coverage, as the platform.
Type a formula, or insert a block
Write VITATI formulas into your own model, or insert a complete Stat Book or peer comparison from the task pane.
Included in every paid plan. Works in Excel for Windows, Mac and Excel on the web with a Microsoft 365 account. The free trial covers the platform itself; book a demo to see the add-in on a model of your own.
Book a demo