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Getting Started

Welcome to Booga, your AI-driven stock analysis app with deep Excel integration for enhanced productivity and decision-making. This page will guide you through the initial steps of setting up Booga—both the web app and the Excel add-in—so you can quickly start leveraging its powerful features.

Quick Video Overview​

For a rapid tour of what Booga offers (both the web app and the Excel add-in), watch this video:

Step 1: Sign Up or Log In​

  1. Create a Booga account

    • Go to booga.online and click Booga App.
    • You’ll receive a 14-day free trial of our Premium features—no strings attached.

  2. Choose your subscription plan (or stay on the Free Plan)

    • Free Plan: Get access to most recent data and analysis for NASDAQ-100 stocks.
    • Standard/Premium Plans: Unlock an expanded stock universe (including Russell 3000) and advanced capabilities. See Pricing for details.

  3. Log in

    • Once your account is set up, log in to begin exploring Booga’s dashboard.

Step 2: Explore Booga App​

After you log in, you’ll land on Booga’s Company Dashboard, which provides a concise overview of any stock you select:

  • Key Metrics: Share price, market cap, P/E ratio, and more.
  • Market Insights & News: Stay up to date with the latest developments.
  • AI-Powered Chat: Ask questions about earnings calls, financial statements, and more.
  • Financials & Benchmark: Dive into detailed historic financials and compare peers.
  • Estimates & Valuation: Get quick insights or export data for deeper analysis.

Want to see how AI can streamline your research? Check out the Ask Tiger feature, our built-in AI-powered financial search assistant.

Step 3: Install Booga for Excel​

Booga for Excel extends the power of the Booga App directly into your spreadsheets, saving you significant time in data preparation.

Here’s how to set it up:

1. Download the Excel Template Workbook​

The Excel template can be downloaded from this link: Booga Excel Template.

Alternatively, visit our website and look for the Download Excel Template download link.

Once downloaded, open the workbook in your desktop Excel client (not the web version).

2. Install the Add-in​

  1. In Excel, go to the Home tab and click Add-ins.
  2. Search for "Booga for Excel".
  3. Click Add to install the add-in.

Add-in link on Microsoft AppSource: Booga for Excel

Tip: You can use any Excel file with Booga for Excel. However, we highly recommend using the Booga Template File for better performance. Other Excel files may still work but could result in much slower data pulls, especially when creating financial models.

3. Sign In or Sign Up​

  • Use your Booga App credentials to sign in.
  • If you haven’t registered yet, you can sign up directly from the Booga for Excel interface.
  • You can also use Google or Microsoft single sign-on options.

We rely on Microsoft technology for user authentication, ensuring top-notch security and compliance. We do not store any personal information on our servers, except for your email address, which we use to create your Booga account and grant you access to our platform.

4. Explore the Templates​

Once signed in, you gain access to prebuilt templates for selected companies:

  • Financial Models with Valuations
  • Company Profiles (with AI summaries of the latest fiscal results)
  • Template for WACC (Weighted-Average Cost of Capital calculation)

These templates allow you to focus on value-added activities like modeling assumptions, rather than spending time gathering or formatting data.

5. Generate Your First Model​

  1. Select a Company (e.g., Apple) from the Booga for Excel panel.
  2. Choose the "Model" Template.
  3. Booga will create a fully functioning financial model that includes historical statements and projected periods (income statement, balance sheet, and cash flows).
  4. Toggle Annual/Quarterly Data by unchecking the “Show Annual Only” option to view quarterly details.

The model provides a comprehensive starting point. You can customize your assumptions, expand schedules, or incorporate additional data as needed.

6. Booga for Excel Videos​

Looking for a detailed walkthrough? Watch our dedicated videos:

  • Getting Started with Booga for Excel
  • Microsoft’s DCF Model: Quick Start with Booga for Excel
  • Automatic WACC Calculation in Booga for Excel

Videos & Resources (Links)​

What’s Next?​

Now that you’ve set up Booga and installed the Excel add-in, here are a few suggestions for your next steps:

  1. Experiment with the Dashboard: Check out different stocks to see the most recent data, charts, and AI-generated insights.
  2. Use the AI-Powered Chat: Ask specific questions about financial reports or quickly summarize transcripts.
  3. Build Your First DCF Model: With Booga for Excel, pull in data instantly and focus on analysis rather than data gathering.
  4. Save Your Research to the Knowledge Base: Keep track of important findings for future reference.

If you have questions or need more help, reach out to our support team at contact@booga.online or via Contact Form on our website.