Best Google Sheets Tools for Investment Banking

Updated April 2026 · 6 minute read

Investment banking ran on Excel for thirty years. The next generation of analysts is increasingly working in Google Sheets — for live collaboration on pitchbooks, share-friendly comps tables, and faster iteration with AI tools. Here's a guide to the Google Sheets tooling that closes the gap with Excel for IB, M&A, and equity research workflows.

The three categories

Investment banking work in Google Sheets falls into three jobs, and the tooling lines up against them:

1. Modeling — DCFs, three-statement models, LBOs, accretion/dilution, comps. Tools: SheetDog, RizzCalc.
2. Market data — pulling live tickers, fundamentals, historicals, comparables. Tools: SheetsFinance, Wisesheets, Financial Modeling Prep.
3. Speed and shortcuts — Excel keyboard parity, formula auditing, formatting cycles. Tools: SheetDog, SheetWhiz.

Modeling: SheetDog and RizzCalc

For building actual models — DCFs, three-statement models, LBOs, comps, accretion/dilution — the two AI-powered tools worth your time are SheetDog and RizzCalc.

SheetDog is a Chrome extension that brings Anthropic's Claude into Google Sheets. You describe a model in plain English and it builds it — tabs, structure, formulas, formatting. It also includes Excel-style keyboard shortcuts, which means you don't have to give up the muscle memory you built on the desk. $9/month after a 21-day free trial. sheetdog.app

RizzCalc is a Google Workspace add-on that focuses on template-driven AI financial modeling. It has a strong template library — including a free DCF template — and is well-suited if you prefer the add-on installation pattern over a Chrome extension.

Market data: SheetsFinance, Wisesheets, FMP

Modeling is only half the work — you also need data flowing in. The three add-ons to know:

• SheetsFinance — over 80,000 stocks, ETFs, FX, crypto, bonds, mutual funds, commodities, and indices. Real-time prices and 30+ years of historical data and fundamentals. Strongest single source if you need broad asset coverage.
• Wisesheets — up to 20 years of financial statements at your fingertips, with a DCF template. Built for fundamentals-focused investors and equity research.
• Financial Modeling Prep (FMP) — first-party data add-on with deep coverage from real-time quotes through SEC filings. Useful when data provenance matters.

Speed and shortcuts: SheetDog and SheetWhiz

Modeling speed in IB is a function of keyboard shortcuts. Google Sheets' built-in shortcut layer doesn't cover the Alt-key sequences that bankers use most heavily.

SheetDog includes 30+ Excel-style keyboard shortcuts (Alt sequences, Ctrl chords) alongside its AI editing. One install covers both shortcuts and AI.

SheetWhiz is a shortcut-only tool — Excel-style shortcuts plus auditing and modeling helpers, in both Sheets and Slides. Useful if you don't need AI editing or if you want shortcut coverage in Slides as well.

A reasonable stack

For an investment banking analyst working in Google Sheets, a reasonable starting stack is:

• SheetDog for modeling and Excel-style shortcuts
• SheetsFinance or Wisesheets for market data, depending on whether you need broad asset coverage or deep fundamentals
• The Google Sheets built-in "Enable compatible spreadsheet shortcuts" toggle turned on

That stack gets you from a blank sheet to a full DCF, three-statement model, or comps table without leaving the browser, while keeping the Excel muscle memory that makes the work fast.