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Subscription Plans

  • $39/m
  • LiTE Plan
  • Excel Add-in – basic
  • Financial data – 20k requests**
  • Normalized disclosures – n/a
  • Excel model linking – basic
  • Support – basic
  • Try
  • $119/m
  • Standard Plan
  • Excel Add-in – standard
  • Financial data – unlimited
  • Normalized disclosures – n/a
  • Excel model linking – regular
  • Support – standard
  • Try
  • $299/m
  • Corporate Plan
  • Excel Add-in – full
  • Financial data – unlimited
  • Normalized disclosures – all
  • Excel model linking – full
  • Support – advanced
  • Try
  • $9*/q
  • Student Plan
  • Excel Add-in – standard
  • Financial data – unlimited
  • Normalized disclosures – n/a
  • Excel model linking – n/a
  • Support – basic
  • Activate

* Student Plan is offered on a 3-month period to cover the academic semester. One has to satisfy several academic requirements (see details).

** LiTE plan can be topped up with extra 10,000 data requests within the subscription period for $19.99 if exceeded the 20,000 request limit.

*** Annual Standard or Corporate subscription is offered with 15% savings: $1199 for Standard per year and $2999 for Corporate per year.

Components of the desktop version of XBRLAnalyst Add-in for Excel enabled per Subscription Plan above
 
Basic
Standard
Advanced

Financial Explorer and Viewer (XBRL/XML/HTML)

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New Excel functions (FinValue, SharePrice, etc.)

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User-defined metrics and peer groups

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Market Stats with FinStats Excel function

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Automated Reports and Screening tools

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Trace data to Disclosures

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XBRL-Excel Loader: Viewing XBRL reports in Excel (

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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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The web-based version of iXBRLAnalyst Add-in for Excel Online in Microsoft 365 is the same for all plans. It works on all platforms and browsers but it is more limited in functionality than the desktop version built for Windows OS. If you have Windows OS, we recommend using the desktop version of XBRLAnalyst Add-in even if you chose the LiTE subscription plan.