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. $18/month or $199/year 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 focuses on navigation and auditing — Excel-style shortcuts, trace precedents/dependents, and What-If helpers in both Sheets and Slides, with an AI beta for formula auditing. Useful if you don't need generative 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.