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# FinDynamics

Financial reports in Excel. XBRL filings

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## Posts

- [Blog](https://findynamics.com/blog/)
- [Evaluating fundamentals in Pharma and Medical Services](https://findynamics.com/blog/2023/02/evaluating-fundamentals-in-pharma-and-medical-services/) - XBRLAnalyst for Excel The original data and all the analysis is available in the Excel file To say that the global economy is volatile would be an understatement. Inflation – caused among other factors by the war in Ukraine with no end in sight – has pushed energy and food prices to near unbearably levels
- [Investment in Emerging Markets](https://findynamics.com/blog/2017/02/investment-in-emerging-markets/) - The potential of emerging markets should not be taken for granted, now that the government is in full support to strengthen their business operations. The release of a recent order from the president’s office leaning towards steel manufacturing industries not only to show initial support, but to pave a way in giving them a substantial part in the market. This positivity highlights the
- [XBRLAnalyst, Geared Up to Track Down Errors](https://findynamics.com/blog/2017/02/xbrlanalyst-geared-up-to-track-down-errors/) - It was 2008 when XBRL reinvented how financial data were transmitted to different applications for business use. Since then, companies are refining their tags to adopt the system and to comply with SEC filing requirements. Several years passed, and reviews are consistently discerning on how and when will XBRL conclude its business potential. Its a common
- [iXBRL Receives EU and SEC Reinforcement](https://findynamics.com/blog/2017/02/ixbrl-receives-eu-and-sec-reinforcement/) - Good news for XBRL advocates! SEC will be voting if Inline XBRL will be mandatory for financial filings, as one of the agenda of their Sunshine Act open meeting on March 1. Since introduction, structured data advocates have been supporting XBRL as a great way to encourage open data information. It might not have fully achieved its optimum advantage yet,
- [Stock Price Analysis](https://findynamics.com/blog/2017/02/stock-price-analysis/) - With the prevailing support received by the local steel and pipe industries from US President, we recently checked and analyzed some stock prices from related sector by using XBRLAnalysts: By using "Compare Companies" feature, we wanted to analyze all stock prices related to "pipe" by searching it on Filter by Sector option and selected all companies for
- [Getting Ahead on SEC Filing Alerts](https://findynamics.com/blog/2017/03/getting-ahead-on-sec-filing-alerts/) - Every analyst knows that we are now on "hot season" of the year, when SEC database are slowly filled by 10-K reports of companies considering the nearly coming tax filing deadline. All are set and waiting for top companies' announcements on their report filings, offering fresh XBRL data for analysis and comparison. Each report might indicate to buy, to
- [XBRLAnalyst joins Convergence to IFRS](https://findynamics.com/blog/2017/03/xbrlanalyst-joins-convergence-to-ifrs/) - Financial reporting is globally divided by two standards - US-GAAP and IFRS. US-GAAP is the accounting standard in US, while IFRS is the present to some 149 jurisdictions around the world. Since public companies are operating in global marketplace, convergence to a reporting standards accepted elsewhere has many advantages benefiting not only the public companies themselves, but also their
- [The Fastest Way to Update Financial Reports](https://findynamics.com/blog/2017/03/the-fastest-way-to-update-financial-reports/) - In our previous blogs, we have provided you excel templates that can help you in your investment analysis, and one in particular is about "Investment in Emerging Markets". We suggested there to look for investments on steel industries by using our template which can track stocks of your desired industry. Also, we briefly introduced there a feature
- [It's Not All About Dividends, Let XBRLAnalyst Tells You More](https://findynamics.com/blog/2017/03/its-not-all-about-dividends-let-xbrlanalyst-tells-you-more/) - We recently found this interesting article about companies with good yield history. We all know that high dividend pay easily attracts investors, but it doesn't end there. Company's stability, liquidity and other economic considerations can also determine stock price, also an attractive factor. But since we intend to help our investors decide on issues
- [Quarterly Values from Cumulative Cash Flows](https://findynamics.com/blog/2017/03/quarterly-values-from-cumulative-cash-flows/) - Unlike other financial statements, cash flow does not necessarily require filers to have a defined reporting format or fixed period covered in reporting. Normally, companies filed cash flows with cumulative or year-end values for each account, and getting quarterly values means manual computation from cumulative values. This is a tricky and time-consuming process, particularly if you
- [Free iXBRLAnalyst in Google Sheets!](https://findynamics.com/blog/2017/03/free-ixbrlanalyst-in-google-sheets/) - Yes it's true... We have an online version called iXBRLAnalyst in Google Sheet where you can analyze financial data of S&P100 companies for free! First click our knowledge base link to know more about it: Online XBRLAnalyst in Google Sheet Then download the free template we will be using here from our website: iXBRLAnalyst, choose Example 3 iXBRLAnalyst
- [Following Effects of Economic Changes](https://findynamics.com/blog/2017/03/following-effects-of-economic-changes/) - Many have already speculated on FED's plan to increase interest rate, but had not expected it to happen really soon. Just few weeks ago, borrowers are now again hit by a 0.25% increase of interest rates on their loans due to FED's low optimism on current market policies and trends. This would be the third time
- [Analyzing Growth Rate](https://findynamics.com/blog/2017/04/analyzing-growth-rate/) - Since first quarter of the year is over, it is now again the best time to build some comparison reports based on financial insights shared by professionals and spectators in the market. Hence, we would like to share this article where AAPL was again declared one of the top gainers of this year's Q1. Our team, determined
- [Discounted Cash Flow](https://findynamics.com/blog/2017/04/discounted-cash-flow/) - We have been checking around for something to analyze with XBRLAnalyst. Then, we stumbled on this article suggesting of some valuable investments to start with. Of course, we geared up and quickly started a futuristic approach that we think might be helpful to our investors decide if these stocks are really worthy of their hard-earned
- [Analyzing Company Acquisitions](https://findynamics.com/blog/2017/04/analyzing-company-acquisitions/) - Companies have different strategies to generate income. Aside from the normal operating activities, financing and investing activities should not be also set aside, especially if having positive contribution to the overall performance of the companies' profit and cash flows. To better illustrate this idea, we analyzed EBAY and AMZN on their investments for the past
- [Banks Efficiency Analysis](https://findynamics.com/blog/2017/04/banks-efficiency-analysis/) - If there would be a number to keep track with banking sector, that should be related to efficiency ratio, the percentage of the bank's net revenue as to operating cost. Aside from measuring the available revenue that can be set aside for taxes, dividends and future losses, efficiency ratio is also contributing to book value and share pricing. Meaning, the lower
- [ESG and Financial Reporting](https://findynamics.com/blog/2021/03/esg-and-financial-reporting/) - The importance of environmental, social, and governance (ESG) issues rises on the list of financial risks that investors would like to have more information about from the companies they follow. In the recent article Accounting for values and valuation, McKinsey interviewed a Board Member at SASB on why it is important to disclose sustainability information
- [Investment analysis with XBRLAnalyst](https://findynamics.com/blog/2021/04/investment-analysis-with-xbrlanalyst/) - Introduction Investing in stocks is always a delicate and complex task where you will have to understand the market dynamics, local financial laws and regulations. Generally, there are two types of analysis i.e., technical and fundamental. Technical analysis is often done by Day Brokers whose objective is to gain profit within a short period of
- [Cryptocurrency matters for investment analysis](https://findynamics.com/blog/2021/04/investment-analysis-with-xbrlanalyst-2/) - The adoption of cryptocurrency has quickly expanded into the public companies sector. Investment analysis of their stock must take that into account.
- [Evaluating revenue segmentation data for Dorman Inc](https://findynamics.com/blog/2022/11/dorman-inc/) - XBRLAnalyst for Excel The original data and all the analysis is available in the Excel file REVENUE SEGMENTATION THROUGH XBRLAnalyst The financial information of many companies is readily available online for all to access - whether through their websites or other financial platforms. However, this information is mostly available in PDF form, requiring copy-and-paste tools
- [Monitor your Companies' Real-time Updates](https://findynamics.com/blog/2017/02/monitor-your-companies-real-time-updates/) - Stockholders and investors are now in dilemma of how the US stock market will behave on the trade policies enforced by the newly-elected US president as he is now starts to put into action his economic approach. With his recent immigration executive order, business professionals are now uncertain on how the will market take such adjustments.. Even
- [Keep your Debt Classification on Track](https://findynamics.com/blog/2017/02/keep-your-debt-classification-on-track/) - Financial executives are still deliberating on how FASB's proposal on Debt Classification will eventually ease the elaborate reports on balance sheet's current and noncurrent debt. This proposal aims to introduce new principles in Debt Accounting Standard 470 in order to simplify the considerations for classification and lessen the cost and complexity of preparation for auditing purpose. Liabilities will now
- [Reviewing Budgets and Trends](https://findynamics.com/blog/2017/02/reviewing-budgets-and-trends/) - The first month of the year is almost done. But are you confident with your company’s cash flows for the remaining months of the year? We are just not talking about budgeting, but the revenue goals and financial projections that management should have already prepared several months before. Many entrepreneurs already have their favorite tools in
- [Searching Non-GAAP Reports and Disclosures](https://findynamics.com/blog/2017/01/searching-non-gaap-reports-and-disclosures/) - Non-GAAP reporting is now under scrutiny as SEC is currently spurring XBRL filing among public companies. Disclosures are well-examined and unsupported claims are questioned in details. Hence, publicly listed companies should take seriously the potential of XBRL tags, not just for SEC reporting, but as representation of corporate management's position and performance. You might want to
- [Screening Companies](https://findynamics.com/blog/2017/01/screening-companies/) - Analytics as the core innovator of business processes amazed us once again in the recent NRF Convention and Expo in New York, where a Virtual Reality Experience had been showcased to exhibitors. This newest technology displayed a demo on big flat screen to users where they can get the full experience of navigating a retail
- [Compare Companies/ Benchmarking using Ratio Analysis](https://findynamics.com/blog/2017/01/compare-companies-benchmarking-using-ratio-analysis/) - There has been a consistent demand to streamline the laborious work of organizing various financial data and creating them into comparative reports, timely and effectively. Benchmarking or comparing company's performance to its competitors or industry metrics, is usually facing issues on onerous process of data gathering and account term inconsistencies. Therefore, XBRLAnalyst designed in its "Normalized Financial" a specific account
- [Restatement of Accounts](https://findynamics.com/blog/2017/01/restatement-of-accounts/) - RESTATEMENT OF ACCOUNTS Though it is every company’s intention to submit their financial statements as accurate as possible, mistakes can sometimes make their way on public companies’ reports requiring for Restatement. Reporting restatements involves a challenging work for the management or auditor to follow each account which they thought could be affected. Corporate efforts should
- [XBRLAnalyst can search and track new SEC reports for you](https://findynamics.com/blog/2016/09/xbrlanalyst-can-search-and-track-new-sec/) - Your XBRLAnalyst for Excel can now alert you on new SEC filings of companies you monitor. It will also help you find new ideas with advance XBRL Screening Companies tool. The new XBRLAnalyst version 4.6.4 introduces 2 fundamental solutions that will make your financial analysis more dynamic, timely, and powerful: 1. Screen Companies tool allows searching
- [Insightful XBRL from Excel to Google Sheets with iXBRLAnalyst](https://findynamics.com/blog/2016/08/insightful-xbrl-from-excel-to-google-sheets-with-ixbrlanalyst/) - With XBRLAnalyst for Excel, you can quickly build complex financial models, screen companies by financials or text in their 10-K, 10-Q reports or gain insights into company disclosure information using our Normalized Disclosures available to Corporate users. Now, we are bridging another gap in accessibility of financial reports in XBRL format by bringing XBRLAnalyst functions
- [Financial Evolution in Excel with XBRLAnalyst](https://findynamics.com/blog/2016/07/financial-evolution-in-excel-with-xbrlanalyst/) - We would like to share with you some great news about SEC and Financial Evolution happending today and fully supported by XBRLAnalyst for Excel. Recently, SEC announced that it starts accepting Inline-XBRL. You may wonder what this means to the world of financial analysis. In two words, low cost and highly consistent easily accessible financial
- [XBRLAnalyst corrects XBRL errors in Excel](https://findynamics.com/blog/2016/03/xbrlanalyst-extended-fin-statements/) - If you analyze financial reports of SEC filers, you know well how much time and effort it takes to track changes in financial statements of companies that modify their reporting style from 10-K to 10-Q reports or have "frequent" non-recurring items. If you build financial models in Excel and cannot settle on simplistic normalizations, you
- [XBRLAnalyst corrects XBRL errors in Excel](https://findynamics.com/blog/2016/02/xbrlanalyst-corrects-xbrl-errors-excel/) - We are thrilled to let you know that XBRLAnalyst for Excel is now empowered with new algorithms for detecting and correcting typical errors made by SEC filers in XBRL reports, e.g. sign, scale or double negation errors. Now, your Excel-based financial models leveraging data provided by XBRLAnalyst will automatically load and show corrected data in
- [Robust and insightful financial data in Excel with XBRLAnalyst](https://findynamics.com/blog/2015/12/insightfultfinancialsexcel/) - Were you looking for unconstrained financial data that you can access in Excel for great market insights? Something that is robust enough to analyze reporting anomalies but simple enough to aggregate such information automatically over many fiscal periods? The new version 4.4.2 of XBRLAnalyst delivers that: • Relative periods facilitate automatic update of complex Excel models (download
- [Screening financial statements and disclosures in XBRLAnalyst](https://findynamics.com/blog/2015/09/screening-financial-statements-and-disclosures-in-xbrlanalyst/) - XBRLAnalyst allows you to slice and dice financial statements and disclosure information of any public company filing with SEC. However, what you might have been also looking for was a simple screening tool that would permit digging up some really interesting financial information. The new Screening tool in version 4.3.4 of XBRLAnalyst helps quickly parse
- [XBRLAnalyst for $10/month and Easy disclosure access](https://findynamics.com/blog/2015/08/easy-diclosures/) - At FinDynamics, we are excited to announce that the access to the core XBRLAnalyst for Excel product is extended to LiTE subscription for only $10/month. For more details refer to Subscriptions page. We are also introducing a completely new way of analyzing financial data from disclosures of financial reports. Use our Normalized disclosure data in combination
- [Peering into Fortune 500 Revenue disclosures with new XBRLAnalyst](https://findynamics.com/blog/2015/08/fortune500-2015/) - Every year FinDynamics takes a closer look at the Revenue and Profits of Fortune 500 companies as reported by the Fortune magazine. This year, we share with you some new insight into "fine prints" about revenue components reported by Fortune 500 companies in their disclosures. Peering into Financial Disclosures of XBRL reports using XBRLAnalyst
- [Model XBRL Dimensions in Disclosures with XBRLPivot](https://findynamics.com/blog/2015/04/model-xbrl-dimensions-in-disclosures-with-xbrlpivot/) - We strive to deliver valuable and better performing tools for financial analysts, investors, and XBRL specialists. This time XBRLAnalyst brings 2 new solutions in Excel: • Full text search in all SEC forms including XBRL Footnotes, 10-K, 10-Q and all other forms. It is now fast and flexible and is now available to ALL users of
- [Powerful Financial Addin for Excel](https://findynamics.com/blog/2015/03/powerful-financial-addin-4excel/) - XBRLAnalyst 4 got more data and provides new solutions for its subscribers -- financial analysts and XBRL specialists. It also enables powerful Pivot access to Financial Disclosures. All Standard and Corporate subscribers can now enable access to the large set of economic data provided by the FRED. Just obtain an access token from FRED and enter
- [Pivot Financial Disclosures in Excel](https://findynamics.com/blog/2015/03/pivot-disclosures-excel/) - XBRLAnalyst 4 brings more benefits to its Standard and Corporate subscribers. • Corporate users will now benefit from unique access to all XBRL Dimensional data with new built-in function XBRLPivot. This function returns full information of XBRL hypercubes (tables), axes, and members linked to specific XBRL Concept (view XBRLPivot result and Pivot Table from Microsoft Revenue Disclosure
- [New XBRLAnalyst 4!](https://findynamics.com/blog/2015/01/new-xbrlanalyst-4/) - We are excited to announce a major release of the Next Generation of XBRLAnalyst 4! It brings together everything that our Corporate and Standard users were asking for. The new version is available for FREE download from your Account page. Just click "Download". For Auditors and Filers: • Auditors can add Comments/Feedback to Draft XBRL reports in
- [Curb XBRL Dimensions with XBRLAnalyst 4!](https://findynamics.com/blog/2015/02/xbrldimensions/) - XBRLAnalyst 4 is the new generation of XBRLAnalyst that begins curbing the complexity of XBRL dimensions through simple but powerful Excel tools and functions. If you are looking for information on revenue streams by geographies or product lines, details about derivative instruments or disclosure items on mining reserves, you need some powerful tools to work
- [U.S. House of Representatives supported XBRL](https://findynamics.com/blog/2015/01/u-s-house-of-representatives-supported-xbrl/) - Great news for all consumers of financial data and proponents of democratizing access to that data by providing financial reports in XBRL format! Today, the US House of Representatives rejected the bill HR37 including the section "SEC. 701. EXEMPTION FROM XBRL REQUIREMENTS FOR EMERGING GROWTH COMPANIES AND OTHER SMALLER COMPANIES." (read more and watch the debate
- [Christmas gifts: Free LiTE subscription](https://findynamics.com/blog/2014/12/christmas-gift-free-lite-subscription/) - During this holiday season, at FinDynamics we are happy and excited about the achievements of the past year and the opportunities coming in the new year. The US stock market is on the roll and the Standard & Poor’s 500 Index has reached its record high of 2,000. The XBRL adoption is accelerating in many
- [Affordable, Accessible, Open Source Financials in Excel-VBA](https://findynamics.com/blog/2014/12/affordable-accessible-open-source-financials-in-excel-vba/) - FinDynamics is striving to innovate and transform the way financial data is delivered to every one of us including independent analysts, individual investors and technology enthusiasts. For that, we leverage new computer technologies and XBRL - the new global standard for reporting business and financial information. Today, we release a FREE open source project called
- [All SEC forms in XBRLAnalyst](https://findynamics.com/blog/2014/11/all-sec-forms-in-xbrlanalyst/) - We were getting many requests for enabling XBRLAnalyst with access to ALL SEC forms. Today, we are happy to announce that our users can view and search any SEC forms in HTML format such as Proxy Statements that have been filed since January 2013. You will find SEC filings in Financial Explorer of XBRLAnalyst (view example). You can
- [SEC Reporting Insights with XBRLAnalyst](https://findynamics.com/blog/2014/11/sec-reporting-insights-with-xbrlanalyst/) - Montreal, Canada, November 26, 2014– FinDynamics, Inc. is pleased to announce the immediate availability of XBRLAnalyst through P3 Data Systems to all registrants of the U.S. Securities and Exchange Commission (“SEC”). XBRLAnalyst™ (https://findynamics.com/xbrlanalyst/corporate/) is an Excel Add-In that provides powerful tools for analyzing and benchmarking XBRL reports filed with the SEC. The Corporate Subscription is ideal
- [XBRLAnalyst Specials for Reporting Season](https://findynamics.com/blog/2014/11/xbrlanalyst-specials-for-reporting-season-2/) - In the middle of SEC reporting season, XBRLAnalyst provides you with new insights about US Equities at a special price! For the first time ever, during the next two weeks of high reporting season until November 16, 2014, our users can try the Analyst Estimates package for only $10*! We also announce the new Collaborate and
- [XBRL initiative in Canada](https://findynamics.com/blog/2014/10/xbrl-initiative-in-canada/) - FinDynamics is actively working to promote the advantages of using XBRL for the benefit of Canadian Capital Markets. Ilya Vadeiko, the President of FinDynamics Inc., will be giving a seminar at CPA Canada in Toronto focused on how XBRL can help Small Cap Canadian companies and value investors find each other. More information can be
- [Analyst Estimates in Excel](https://findynamics.com/blog/2014/10/analyst-estimates-in-excel/) - We are excited to announce that now our users can benefit from access to high quality Analyst Estimates for Sales and Earnings of 5000+ public companies in the US and Canada from one of the top data providers. For only extra $30/month, users of XBRLAnalyst Standard and Corporate versions can add estimates of EPS and
- [Industry Trends and XBRL review tools with XBRLAnalyst](https://findynamics.com/blog/2014/10/industry-trends-xbrl-review/) - We are excited to announce a major Update of XBRLAnalyst. • For analysts, we have introduced a new function XBRLStats that automatically computes average, variation and other statistics of GAAP and non-GAAP financial metrics by industry or by a list of companies or for the whole universe of public companies in the US. • For
- [Press Release for iXBRLAnalyst](https://findynamics.com/blog/2014/08/press-release-for-xbrlanalyst/) - We announce three major Press Releases today. iXBRLAnalyst or XBRLAnalyst Online is a NEW browser-based version of XBRLAnalyst that brings the power of Excel Online to financial data on the web. It leverages Excel Online/Mashup Interactive tools. You can get any fundamental or stock market data with XBRLFact or SharePrice functions directly in the browser
- [Fortune 500 ranking dissected by XBRLAnalyst](https://findynamics.com/blog/2014/08/fortune-500-ranking-dissected-by-xbrlanalyst/) - Fortune 500 ranking dissected by XBRLAnalyst shows deviations between reported and published financial data In June 2014, Fortune magazine published its annual review of leading 500 US stocks. The financial figures can now be quickly compared with actual reported values using XBRLAnalyst for Excel or XBRLAnalyst Online. For several companies, significant deviations from reported Revenue
- [Simple XBRL Quality Assurance in Excel](https://findynamics.com/blog/2014/07/simple-xbrl-quality-assurance-in-excel/) - Today, we focus on helping filers improve the quality of their XBRL filings with SEC by leveraging simple Excel-based reports generated by XBRLAnalyst. This will help all users and providers of XBRL data. The new Corporate version of XBRLAnalyst provides 3 main new features for XBRL audit: View and export in Excel Calculation Relationship errors and
- [Should SEC or FASB start certifying XBRL software vendors?](https://findynamics.com/blog/2014/07/should-sec-or-fasb-start-certifying-xbrl-software-vendors/) - Following SEC's announcement that filers should pay closer attention to Calculation Relationship errors, we made XBRLAnalyst smart enough to analyze and show in Excel different types of Calculation Relationship errors in XBRL filings (screenshot). It can also help filers understand how to fix such errors in following reports and review draft reports with XBRLAnalyst before submitting
- [Note Calc Linkbase issues before SEC does!](https://findynamics.com/blog/2014/07/note-calc-linkbase-issues-before-sec-does/) - As many of you heard this week, SEC has begun verifying XBRL reports for missing or incorrect calculation linkbases and may pursue filers whose XBRL filings are of poor quality. Now, XBRLAnalyst Corporate ver.3.3.3 can help you review submitted or draft XBRL reports in Excel and quickly find such issues before SEC does! Watch Video • In
- [$250/quarter for filers with Revenue<$250M](https://findynamics.com/blog/2014/05/250quarter-for-filers-with-revenue/) - We'd like to make a contribution to saving the already accumulated useful XBRL data of more than 60% of US Equity market from becoming useless. So, we decided to offer the filers with Revenue below $250M our Premium version of XBRLAnalyst for $250/quarter or $1,000/year! It includes a new component for loading/analyzing draft XBRL filings
- [Load draft XBRL filings in Excel with XBRLAnalyst](https://findynamics.com/blog/2014/05/load-draft-xbrl-filings-in-excel-with-xbrlanalyst/) - We have great news! XBRLAnalyst can now embed individual XBRL reports in Excel file and seamlessly view the report data along with all XBRL reports submitted to SEC. This means that filers can now analyze their draft XBRL reports in Excel along with previous filings before submitting to SEC. No concerns about confidentiality as the filing
- [Accounting Research in Excel with XBRLAnalyst](https://findynamics.com/blog/2014/05/accounting-research-with-xbrl/) - We have introduced a new section in our Examples page called Accounting Research with XBRLAnalyst. There, we will be posting Excel examples demonstrating how quickly investigate company disclosure practices in Excel using XBRLAnalyst. We have already posted 2 Excel specific examples: Microsoft's practice to report Deferred Tax Assets. In the period 2009-2011, they used DeferredTaxAssetsNet separately
- [FASB built 2 XBRL models with XBRLAnalyst](https://findynamics.com/blog/2014/05/fasb-built-2-xbrl-models-with-xbrlanalyst/) - For their latest webinar on "Structured Data (XBRL) in financial reporting", FASB team built two XBRL models using XBRLAnalyst. They demonstrated some applications of XBRL data in investor case study. The first model showcase an industry analysis for Engines & Turbines industry. In the other model, it was a company specific Days Sales Outstanding (DSO)
- [LTM calculation and historical data in pivot tables](https://findynamics.com/blog/2014/05/ltm-calculation-and-historical-data-in-pivot-tables/) - We have completed a major milestone in building financial toolbox for fundamental analysis and benchmarking in Excel with XBRLAnalyst. Here are some really exciting benefits of using XBRLAnalyst: Last Twelve Month (LTM) calculation is now built-in with XBRLFact. Just use LTM code in the period parameter. It greatly simplifies comparison of companies with mismatching
- [Build Pivot Tables with XBRL](https://findynamics.com/blog/2014/04/build-pivot-tables-with-xbrl/) - See example: http://1drv.ms/1jvsYhJ Latest version of XBRLAnalyst released yesterday introduces new functionality in XBRLFact function that greatly facilitates the use of Pivot Tables in Excel. XBRLFact can now accept columns of input parameters as an array function and return thousands of results in one request. It really shows how to leverage XBRL data in Excel effectively.
- [XBRLAnalyst provides ALL levels of SEC filing data directly in Excel](https://findynamics.com/blog/2014/04/xbrlanalyst-provides-all-levels-of-sec-filing-data-directly-in-excel/) - Simply put, it is a complete integration with Excel: All XBRL data including disclosure details (from Level 1 to Level 4) All HTML notes including the whole HTML report with MD&A and search capabilities Full linking between Financial Statement information and Disclosure data (as represented by XBRL dimensions) Drag&Drop any data from Financial Statements or
- [US Data Act just passed Senate](https://findynamics.com/blog/2014/04/us-data-act-just-passed-senate/) - The US Senate today passed S. 994, the Digital Accountability and Transparency Act of 2014 (read full) It is a reform Act that is intended to increase the use of structured data formats by US government agencies. It will force "federal agencies to collect, report, and maintain financial and payment information data in accordance with"
- [XBRLAnalyst is one of the top 3 XBRL data providers](https://findynamics.com/blog/2014/04/xbrlanalyst-is-one-of-the-top-3-xbrl-data-providers/) - In his recent post in XBRL-Public Yahoo group, Pete Haynsworth compared three top XBRL data providers on the basis of 4 high level financial metrics: Revenue, Net Income, Assets, and Stockholders Equity. We find it important to emphasize that unlike two other companies, FinDynamics and its financial data platform XBRLAnalyst for Excel is not a
- [XBRLAnalyst featured in Dimensions](https://findynamics.com/blog/2014/03/xbrlanalyst-featured-in-dimensions/) - "XBRL Mistakes Really Hurt: Why Accuracy is Crucial for Your Company’s Communications with Financial Markets" (read full) (Dimensions is an online magazine by Merrill Corporation) The article discusses the implications of mistakes that filers make in their XBRL reports submitted to SEC. Although oftentimes such mistakes make a big difference in the interpretation of the financial
- [Corporate Data Providers Opposed to H.R. 4164](https://findynamics.com/blog/2014/03/corporate-data-providers-opposed-to-h-r-4164/) - We expressed our opposition to the proposed legislation in the recent article by PR Newswire "Corporate Data Providers Opposed to H.R. 4164, Legislation Reducing Transparency for Small Companies" We believe that reporting basic financial statements in electronic format represented by XBRL plays a key role in the ability of small companies to become more attractive for
- [Small Company Disclosure Simplification Act](https://findynamics.com/blog/2014/03/small-company-disclosure-simplification-act/) - The new proposed legislation "Small Company Disclosure Simplification Act" threatens to significantly diminish the benefits of financial reporting transparency and standardization brought about by XBRL. Although it seems to address the concerns of small filers who have to carry the extra burden of preparing additional XBRL reports, in my opinion it significantly overestimates that burden
- [Visualize financials in Excel with XBRLAnalyst](https://findynamics.com/blog/2014/03/visualize-financials-in-excel-with-xbrlanalyst/) - XBRLAnalyst simplifies analysis and reporting by plotting financial data and exporting charts in Excel with one click. Want to know why IBM total revenue decreased in the last year? Plot all revenue components together and note the drop in Sales segment (see below) Want to see how Google managed its cash and marketable securities in the
- [Fortune 500: XBRLAnalyst cross-checks financials](https://findynamics.com/blog/2014/02/fortune-500-xbrlanalyst-cross-checks-financials/) - XBRLAnalyst cross-checks financials (Revenue, Net Income, etc. ) reported by Fortune magazine for Fortune 500 companies. Download the Excel file from findynamics.com and see yourself Highlighted cells indicate differences from reported values Point at any number and see its description as reported Click "View Statements" and review each value on the original Financial Statements Double click the label in Financial Statements Viewer
- [XBRLAnalyst gets turbo loader for XBRL in Excel!](https://findynamics.com/blog/2014/01/xbrlanalyst-gets-turbo-loader-for-xbrl-in-excel/) - The new release of XBRLAnalyst boosts the speed of loading XBRL data in Excel by fully leveraging multi-threading and high performance cloud servers. All the reports are generated a lot faster. Spreadsheets with numerous XBRLFact formulas are calculated in asynchronous multi-threaded mode with multiple connections to the database. Basically, it means you can continue
- [Financial Dimensions: from XBRL to Excel](https://findynamics.com/blog/2014/02/financial-dimensions-from-xbrl-to-excel/) - New release of XBRLAnalyst makes Dimension easily accessible in Excel. All domain members are now clearly highlighted in Financial Statements in blue color. You get All details, even more than SEC Viewer shows! Easily find and view a breakdown of any composite financial metric (Revenue streams or Debt structure), with Dimensions Viewer accessible from Search Tags tool (requires Corporate license)
- [XBRLAnalyst takes Excel deeper into XBRL!](https://findynamics.com/blog/2014/01/xbrlanalyst-takes-excel-deeper-into-xbrl/) - XBRLAnalyst takes Excel deeper into XBRL! Excel cells with a single XBRL value, formula or even user-defined metric are fully linked to XBRL financial statements. You wonder what it means? Cell annotation shows what XBRL tags were used to return the value in the cell, whether it is a single tag value, a formula or even a
- [New Year! New XBRLAnalyst!](https://findynamics.com/blog/2014/01/new-year-new-xbrlanalyst/) - New XBRLAnalyst! Now, Financial Statements are seamlessly linked to Excel. Searching and auditing financial data of public companies in Excel cannot be easier. New features: Cells are linked to Financial Statements. Simply select the cell and press View Statements. Cell annotation is enhanced with colors and details: Label from financial statement, XBRL tag, Period, CIK code, Accession number. Green color - reported on financial statement, Turquoise color -
- [New update of XBRLAnalyst, Dec 11, 2013](https://findynamics.com/blog/2013/12/xbrlanalyst-updated/) - Updated version of XBRLAnalyst 2 and 3 is now available. Users with XBRLAnalyst installed, can updated the program from Excel. New add-ons: 1) Comps and Historical reports as well as XBRLFact function provide more information about each data point in the Excel cell comment. It shows CIK code and the Accession Number, helping with the
- [XBRLAnalyst released, Dec 1, 2013](https://findynamics.com/blog/2013/12/xbrlanalyst-released/) - We are happy to announce that XBRLAnalyst was released last week. We would like to thank all the beta-testing users who provided us with valuable feedback and new suggestions about how to better leverage XBRL in Excel. We continue active development of XBRLAnalyst and look forward to receiving more comments and feedback, especially from our
- [Data Act passed by the U.S. House of Representatives](https://findynamics.com/blog/2013/11/data-act-passed-by-the-u-s-house-of-representatives/) - The DATA Act (HR 2061) mandates the use of structured data for government performance reporting. It was passed yesterday by the U.S. House of Representatives. Once approved by the Senate, it will indicate the next phase in leveraging XBRL standard for financial reporting in the US.
- [Does XBRL implementation in the US work?](https://findynamics.com/blog/2013/11/does-xbrl-implementation-in-the-us-work/) - While reading the article by David Trainer in Forbes "XBRL Would Be Wonderful If It Always Worked", I couldn't get rid of the feeling that something was missing there. Actually, when we use XBRL to build some custom Excel templates for evaluating company financials or comparing it to its industry peers, things do work. I
- [CFO magazine: How CFOs Can Become Chiefs of XBRL](https://findynamics.com/blog/2013/11/how-cfos-can-become-chiefs-of-xbrl/) - A recent article in CFO Magazine discusses "Why CFOs Must Become Chiefs of XBRL". However, the other question that one could ask is why the CFOs don't do it yet. Our answer to that is that maybe the tools to consume XBRL data are not convenient enough or easy to use. Maybe, it's not that
- [New version 2.5 of XBRLAnalyst is now available!](https://findynamics.com/blog/2013/10/new-version-2-5-of-xbrlanalyst-is-now-available-2/) - The new version 2.5 bring many new features that our users were looking for and asked us to add. Among them are: New Screening tool that allows to search companies either by financial performance (using built-in or user-defined metrics) or by key words searched in the footnotes. If you are looking for companies whose net
- [Featured in XBRL Canada Newsletter](https://findynamics.com/blog/2013/05/featured-in-xbrl-canada-newsletter/) - Our article was recently featured in the XBRL Canada Newsletter. Below, we provide the full text of the article. Section 2 Leveraging XBRL Data in Financial Analysis Back in August 2003, Timothy Koller wrote in McKinsey Quarterly an article “Numbers investors can trust”[1], where he emphasized the importance of “genuine disclosure” of financial information
- [Winners of Dobson Cup competition (5th place)](https://findynamics.com/blog/2013/06/winners-of-dobson-cup-competition-5th-place/) - Out of more than 90 competitors, FinDynamics has become the winner (5th place) of the Dobson Cup competition for start-ups. More details can be found here
- [FASB revises UGT Calculation Hierarchy](https://findynamics.com/blog/2013/07/fasb-revises-ugt-calculation-hierarchy/) - FASB has proposed a number of changes in the US GAAP Taxonomy (UGT) that concern Calculation Hierarchy in XBRL filings. The details are provided in their proposal letter and were discussed in the recent webinar. Our view on the changes can be found in the comment letters.
- [XBRLAnalyst showcased in Toronto](https://findynamics.com/blog/2013/09/xbrlanalyst-showcased-in-toronto/) - On October 3, XBRLAnalyst will be demonstrated at the UWCISA’s 8th Symposium on Information Integrity and Information Systems Assurance. The conference focuses on key advancements and issues in Digital Financial reporting and Audit in the era of advanced Data Analytics.
- [5th XBRL US National Conference](https://findynamics.com/blog/2013/09/5th-xbrl-us-national-conference/) - Just in a few days, the biggest US conference on XBRL will start in Las Vegas. The 5th XBRL US National Conference (September 23-25, 2013) wil be about “Current Developments in XBRL Financial Reporting: Implementing Best Practice for Public Companies & Auditors.” We are participating at the conference too as an Analytics Developer Member

## Pages

- [Home](https://findynamics.com/) - Load data from financial statements, SEC disclosures, and stock prices in Excel models with XBRLAnalyst. We provide financial data to check before buying stocks
- [XBRLAnalyst Web API](https://findynamics.com/xbrlanalyst/api/)
- [iXBRLAnalyst for Excel Online](https://findynamics.com/ixbrlanalyst/) - Get real-time access to financial statements and stock prices in Excel on any of your devices with our Excel Add-in iXBRLAnalyst from Microsoft AppSource.
- [Registration complete](https://findynamics.com/registration-complete/)
- [FAQ](https://findynamics.com/faq/) - Frequently Asked Questions about XBRLAnalyst and some suggestions for typical technical issues with installing it in Excel
- [Uninstall XBRLAnalyst](https://findynamics.com/remove-xbrl/) - In order to uninstall XBRLAnalyst, simply download one of the uninstallers below and double-click it.
- [XBRLAnalyst delivers financial data to Excel](https://findynamics.com/get-xbrlanalyst/) - Save time and retrieve 10-K and 10-Q company financial reports directly in Excel Quickly update your financial models with recent data from XBRLAnalyst
- [Build Financial Models in Excel](https://findynamics.com/services/) - We help our users to build powerful and auto-updating Excel models for investment research, comparable company analysis, profitability analysis, and more.
- [View Demo and Try](https://findynamics.com/request-demo/) - The form to schedule XBRLAnalyst demo
- [XBRLAnalyst promo offer by Tom Carter](https://findynamics.com/xbrlanalyst-promo-tcarter23/) - Free 15-day trial Enjoy instant access to financial data in Excel. Enter your first name. Enter your last name. Enter a valid email address. Excel: 32-bit 64-bit [/action][/two_col_75_25_col2] [/parallax_section] [/parallax]
- [Reset link sent](https://findynamics.com/resetlink-sent/) - We have sent a password reset link to your email. Thank you!
- [Demo booked!](https://findynamics.com/request-thank-you/) - Thank you for booking a demonstration of our Excel platform and the financial data we provide with the data Subscription. If you need assistance with any specific Excel financial models that you work on, please prepare to show them in the Zoom session.
- [Subscriptions](https://findynamics.com/subscriptions/) - Our plans provide price vs usage flexibility for analysts, accountants, or retail investors who just need to check financial data before buying stocks.
- [About FinDynamics, Inc.](https://findynamics.com/about-findynamics/) - We operate a cloud-based platform delivering data from financial statements, financial disclosures, and stock prices in Excel using our Excel Addins.
- [XBRLAnalyst Corporate](https://findynamics.com/xbrlanalyst/corporate/) - XBRLAnalyst is an Excel Add-In that provides powerful tools for analyzing and benchmarking XBRL reports filed to SEC.
- [Register](https://findynamics.com/register/)
- [Thank you](https://findynamics.com/thank-you/) - Thank you for purchasing the XBRLAnalyst subscription! You will receive a confirmation to your email address in a few moments. Your subscription will be activated immediately after the payment has been confirmed. Click here to return to your account and download the software.
- [download](https://findynamics.com/download/)
- [XBRLAnalyst LiTE](https://findynamics.com/xbrlanalyst/lite/) - XBRLAnalyst LiTE is an Excel VBA Add-In that provides easy access to financial data from 10-K, 10-Q, and other reports of public companies listed in the US.
- [Interactive Financial Data in Excel Online](https://findynamics.com/xbrlanalyst/online/) - Get any fundamental or stock market data in Excel Online using XBRLAnalyst
- [Compare Standard vs Corporate](https://findynamics.com/xbrlanalyst/standard-corporate/) - The Corporate Subscription of XBRLAnalyst improves productivity with pre-built reports and exposes detailed normalized XBRL data from financial disclosures.
- [Thank you for your subscription](https://findynamics.com/thank-you-for-your-subscription/) - Thank you for subscribing to XBRLAnalyst. You will receive a confirmation to your email address in a few moments.
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- [Excel Examples & Templates built with XBRLAnalyst](https://findynamics.com/excel-examples/) - Excel examples for financial models built with XBRLAnalyst. Watch videos describing how to use XBRLAnalyst with Excel to create auto-updating models.
- [Examples of financial models built with XBRLAnalyst](https://findynamics.com/examples/) - Excel examples for financial models built with XBRLAnalyst. Watch videos describing how to use XBRLAnalyst with Excel to create auto-updating models.
- [About XBRL standards](https://findynamics.com/about-xbrl/) - The eXtensible Business Reporting Language (XBRL) is a new financial reporting standard enforced by the Securities and Exchange Commission in the US since 2009.
- [Analyze Soft drinks stocks for investment](https://findynamics.com/comparison-softdrinks-stocks/) - Based on our comparative and fundamental Excel analysis in XBRLAnalyst, Monster Beverage Corp (MNST) is great for investors interested in Soft Drinks stocks.
- [XBRLAnalyst Standard](https://findynamics.com/xbrlanalyst/standard/) - Standard Subscription for XBRLAnalyst is the most popular and recommended plan for retail investors. It provides unlimited access to financial and stock data.
- [XBRLAnalyst](https://findynamics.com/xbrlanalyst/) - With XBRLAnalyst, get stock prices and data from financial reports of public companies in your Excel models. Use it to check financials before buying stocks.
- [Tutorials](https://findynamics.com/tutorials/) - Learn XBRLAnalyst with short video tutorials showing different applications of XBRLAnalyst in Excel to financial analysis or just quick check of stocks to buy.
- [Testimonials](https://findynamics.com/testimonials/) - Our institutional and retail clients use XBRLAnalyst in Excel for financial or investment analysis because they value high-quality, detailed, and unique data.
- [Terms of Use](https://findynamics.com/terms-of-use/) - These Terms and Conditions of Use (“Terms of Use”) is an agreement between you and FinDynamics which provides you financial data in Excel.
- [iXBRLAnalyst for Google Sheets](https://findynamics.com/ixbrlanalyst-google-sheets/) - iXBRLAnalyst for Google Sheets is an open-source project that provides an easy-to-use Add-in for fetching financial data from our databases in Google Sheets.
- [Contact Us](https://findynamics.com/contact/) - Send us your request via this web form and we'll revert back with assistance promptly. Any technical or financial analysis question is worth sharing with us.
- [How to use XBRLAnalyst in Excel](https://findynamics.com/howtouse/) - XBRLAnalyst for Excel adds to Excel new built-in formulas and also provides advanced reports for analyzing financial data from SEC filings (10-K, 10-Q, etc.)
- [Benchmark XBRL reports in Excel with XBRLAnalyst](https://findynamics.com/benchmark-xbrl/) - You can easily build custom Excel-based models for analyzing and comparing the financials of every public company on the market with XBRLAnalyst in Excel.
- [Analyze automotive stocks for investment](https://findynamics.com/automakers-comparison/) - Analyzed automotive stocks fundamentals for investment using XBRLAnalyst for Excel. Provided Excel model to use before making investments in stocks.
- [Analyze Pharma stocks for investment](https://findynamics.com/pharma-comparison/) - Analyzed Pharma stocks fundamentals for investment using XBRLAnalyst for Excel. Provided Excel model to use before making investments in stocks.
- [Student license request](https://findynamics.com/academic-license/) - Description of and Requirements for Academic License of XBRLAnalyst
- [Newsletter](https://findynamics.com/newsletter/) - [newsletter]
- [xbrlanalyst_users](https://findynamics.com/xbrlanalyst_users/)
- [FREE XBRLAnalyst Viewer for Excel](https://findynamics.com/xbrlanalyst/viewer/)
- [Reset Password](https://findynamics.com/resetpass/)
- [Re-enable XBRLAnalyst](https://findynamics.com/enable-ribbon/) - XBRLAnalyst Ribbon has disappeared from Excel? It is possible that XBRLAnalyst has been disabled by Excel due to some previous crash. Bring up the “Excel Options” window by clicking “Options” under the “File” menu. On the left, there should be a section called “Add-Ins” (see screenshot). In the “Add-Ins” section, at the bottom, there is
- [Careers](https://findynamics.com/careers/)
- [Log In](https://findynamics.com/login/) - Login to modify your profile
- [Log Out](https://findynamics.com/logout/?_wpnonce=33e80b21bc)
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- [current version](https://findynamics.com/current-version/)
- [current-version3](https://findynamics.com/current-version3/)
- [International XBRL repositories](https://findynamics.com/int-xbrl-repositories/) - This page provides a list of International XBRL repositories where the user may download XBRL reports and analyze them in Excel with XBRLAnalyst
- [My Account](https://findynamics.com/profile/)

## Portfolio

- [Valuation of Harley Davidson](https://findynamics.com/blog/portfolio_page/valuation-hog/) - Harley Davidson Valuation template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Microsoft's Deferred Tax Assets](https://findynamics.com/blog/portfolio_page/deferred-tax-asstes/) - Microsoft's Deferred Tax Assets template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [CBS Corp Goodwill Write Off](https://findynamics.com/blog/portfolio_page/cbs-goodwill/) - Goodwill Review template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Fortune 500 companies](https://findynamics.com/blog/portfolio_page/fortune500/) - Fortune 500 template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Investment Portfolio Monitor](https://findynamics.com/blog/portfolio_page/investment-portfolio/) - Investment Portfolio template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Financial performance review](https://findynamics.com/blog/portfolio_page/horizontal-analysis/) - Financial Performance Review template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [ROE analysis (DuPoint method)](https://findynamics.com/blog/portfolio_page/roe-analysis/) - DuPont template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Benford's Law tested on Revenue values](https://findynamics.com/blog/portfolio_page/benfords-law/) - Benford's Law example created by FinDynamics. Download the example and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Data Quality in Warranty Payments](https://findynamics.com/blog/portfolio_page/data-quality-warranty/) - Data Quality Analysis template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Industry Trends](https://findynamics.com/blog/portfolio_page/industry-trends/) - Use the new XBRLAnalyst function XBRLStats to quickly compute average or median for any GAAP or non-GAAP metric.
- [Comparison by Calendar Quarters](https://findynamics.com/blog/portfolio_page/comparison-by-calendar-quarters/) - Use XBRLAnalyst functions to automatically choose correct fiscal periods of different companies for comparing them on the basis of calendar quarters
- [Company Performance Dashboard](https://findynamics.com/blog/portfolio_page/company_performance_dashboard/) - Financial Performance Dashboard created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.
- [Valuation of Bally Technologies](https://findynamics.com/blog/portfolio_page/valuation-of-bally/) - Bally Technologies Valuation template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.

## MailPoet Page

- [MailPoet Page](https://findynamics.com/?mailpoet_page=captcha) - [mailpoet_page]
- [MailPoet Page](https://findynamics.com/?mailpoet_page=subscriptions) - [mailpoet_page]

## Categories

- [General](https://findynamics.com/blog/category/general/)
- [Photography](https://findynamics.com/blog/category/photography/)

## Portfolio Categories

- [Investment Review](https://findynamics.com/blog/portfolio-category/investment/) - Investment analysis Excel templates
- [Equity Research](https://findynamics.com/blog/portfolio-category/equity-research/) - Equity Research Excel templates
- [Research in Accounting](https://findynamics.com/blog/portfolio-category/accounting/) - Accounting Research templates for Excel
- [Basic Analysis](https://findynamics.com/blog/portfolio-category/basic-examples/) - Simple Excel examples showing how to start using XBRLAnalyst in financial analysis.