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XBRLFact

Category: Excel Functions

XBRLFact is one of the most important and robust Excel functions that XBRLAnalyst added to Excel. It allows getting any value from any financial reports or normalized datasets provided by FinDynamics....

Getting Original or "As Reported" Statements

Category: Apps

XBRLAnalyst's data are directly coming from the live SEC database, hence all reports in "Financial Explorer"  are companies' original or 'as reported".  From these reports, the system will then create...

XBRLFact vs Finvalue Functions

Category: Excel Functions

Both Finvalue and XBRLFact functions load financial data to Excel from the live SEC database, with the same syntax below: Tickers/CIKs Object[,] specifies company name or symbol/ticker or other c...

Trial Subscription

Category: Subscriptions

A trial subscription is provided for FREE when you register on the FinDynamics website for the first time. You do NOT need to enter any Credit Card or other payment information! It permits you to expl...

SharePrice Function

Category: Excel Functions

SharePrice function loads in Excel the stock price of a public company from FinDynamics live database of stock market data from all Equity markets in the US. Its complete syntax is below: Ticker/...

Search for Company's Response to Comment Letters/Correspondence

Category: Apps

Comment letters are issued by the SEC Division of Corporation Finance to companies requiring additional information or clarifications on their filings, following its aim to monitor and enhance complia...

Report data issues

Category: FAQ

If XBRLAnalyst built-in function returns a value that you believe is incorrect, you can report such errors directly from Excel. Simply click the mouse right button on the cell with the incorrect value...

SEC XBRL data

Category: Financial Data

XBRL financial reports of US-listed companies This data is usually referred to as Fundamental Financial Data (data from financial reports in computer-readable format). It is sourced from financial rep...

SEC HTML reports

Category: Financial Data

XBRLAnalyst for Excel provides full access as well as search and screening functionality for all HTML reports submitted to SEC since January 2013. There are 3 main methods of accessing the HTML report...

Ownership US data

Category: Financial Data

SEC defined Form-4 that companies have to file when majority ownership is changed. The form is submitted in XML format and contains important information about the number of shares and their total val...

XBRLAnalyst for Excel

Category: Apps

XBRLAnalyst for Excel is the flagship Windows-based platform developed by FinDynamics for performing professional financial modeling and analysis in Excel with all the different data sets offered by F...

Linking Excel models

Category: Services

FinDynamics offers time-effective services for linking your Excel Financial Models to our data sets.