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Calera FinanceSec Microsoft Excel Integration — Quickstart Guide
Website: https://finsec.caleralabs.com/excel
Universal Dashboard: https://dashboard.caleralabs.com/dashboard?start=keys
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OPTION 1: Modern Office.js Add-in (Excel 365 Web, Mac & Windows) - RECOMMENDED
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1. Open Excel 365 (Web or Desktop).
2. Go to the "Insert" tab on the ribbon.
3. Click "Add-ins" (or "My Add-ins") -> "Manage My Add-ins" -> "Upload My Add-in".
4. Select the "manifest.xml" file included in this directory.
5. The "FinancialSEC" taskpane will appear in your ribbon!
6. Enter your Calera API key from dashboard.caleralabs.com.

Available Formulas:
  =CALERA.SEC("AAPL", "Revenue", "FY2025")
  =CALERA.SEC("NVDA", "NetIncome", "FY2025")
  =CALERA.DOTPLOT("2026", "median")
  =CALERA.STRESS("ORCL", 150)


OPTION 2: Desktop Excel VBA Module (Works Offline on Any Excel Desktop)
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1. In Excel, press Alt + F11 to launch the VBA Editor.
2. Click File -> Import File... and select "CaleraFinSec.bas".
3. Save your workbook as an Excel Macro-Enabled Workbook (.xlsm) or save to 
   your Personal Macro Workbook (PERSONAL.XLSB) to enable it across all sheets.
4. Use formulas:
   =CALERA_SEC("AAPL", "Revenue", "FY2025")
   =CALERA_DOTPLOT("2026")
   =CALERA_STRESS("ORCL", 150)

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Support: support@caleralabs.com
Documentation: https://finsec.caleralabs.com/excel
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