XBRLAnalyst Subscriptions
XBRLAnalyst provides instant access to financial data in Excel
- Analysts benefit from as reported financials from 10-K, 10-Q, and other reports submitted to SEC. Also, XBRLAnalyst provides Analyst Estimates for earnings and sales as well as stock trading data within fully integrated Excel interface.
- Filers and Auditors benefit from powerful XBRL tools for reviewing draft HTML/XBRL reports in Excel as well as benchmarking the use of XBRL concepts in any and all public XBRL filings submitted to SEC.
Viewer |
Lite |
Standard |
Corporate |
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Financial Data: |
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| Financial reports (10-K, 10-Q, other XBRL) |
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| SEC filings in HTML format (since 01/2013) |
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√ |
√ |
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| Ownership filings (Forms 3, 4, 5 since 01/2013) |
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√ |
√ |
√ |
| Normalized Financials/Ratios |
– |
√ |
√ |
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| Normalized Disclosure Data and Extended Face Financial Statements |
– |
– |
– |
√ |
| End-Of-Day Market Data for US Equities |
– |
√ |
√ |
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| Analyst Estimates – optional $30/month (EPS & Revenue for 5000+ companies) |
– |
√ |
√ |
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| Data requests/month (Excel cell formulas in financial templates) |
0 |
20,000* |
unlimited |
unlimited |
FinDynamics Solutions: |
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| XBRLAnalyst for Excel – Excel AddIn (Windows) |
Limited |
Limited |
Standard |
Full |
| iXBRLAnalyst – VBA for Win and Mac (details) |
– |
√ |
√ |
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| API for developers (details) |
– |
Limited |
Standard |
Full |
Components of XBRLAnalyst for Excel: |
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| Financial Explorer and Viewer (XBRL/XML/HTML) |
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| New Excel functions (FinValue, SharePrice, etc.) |
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√ |
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| User-defined metrics and peer groups |
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√ |
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| Market Stats with FinStats Excel function |
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– |
√ |
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| Automated Reports and Screening tools |
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– |
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| Trace data to Disclosures |
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| XBRL-Excel Loader: Viewing XBRL reports in Excel (read more). |
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| XBRL tools: Calculations Analyzer, Scale/Precision error warnings, Search Tags, Dimensions and US-GAAP Documentation Viewers |
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| Draft report Analyzer: generate XBRL summary in Excel, version control and report comparison, audit comments, detection of deprecated elements, etc. |
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– |
– |
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Support (Excel/Email/Phone): |
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| Response time (business days): |
2 |
2 |
1 |
1 |
| Assistance with user’s Excel templates |
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√ |
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| Building custom Excel templates (extra charge) |
– |
√ |
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| Price (USD/user): | ||||
| Monthly subscription |
FREE |
$39 |
$119 |
$299 |
| Multi-user monthly discount** |
– |
– |
15% |
15% |
| Annual subscription – save up to 15%*** |
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– |
$1199 |
$2999 |
* You can top up your LiTE access any time with extra 10,000 data requests/$19.99.
** 4 users or more from the same company (country specific).
*** The Annual subscription cannot be cancelled during the year and the fee is non-refundable.
Note: Academic users qualify for free Academic License equivalent to Standard Subscription. It is provided for one year with an option to renew. Please read Academic License Requirements.