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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.

Sign Up for Free 15 Day Trial

 

Viewer

Lite

Standard

Corporate

Financial Data:
Financial reports (10-K, 10-Q, other XBRL)

SEC filings in HTML format (since 01/2013)

Ownership filings (Forms 3, 4, 5 since 01/2013)

Normalized Financials/Ratios

Normalized Disclosure Data and Extended Face Financial Statements

End-Of-Day Market Data for US Equities

Analyst Estimates – optional $30/month
   (EPS & Revenue for 5000+ companies)

Data requests/month (Excel cell formulas in financial templates)

0

20,000*

unlimited

unlimited

FinDynamics Solutions:
XBRLAnalyst for Excel – Excel AddIn (Windows)

Limited

Limited

Standard

Full

iXBRLAnalyst – VBA for Win and Mac (details)

API for developers (details)

Limited

Standard

Full

Components of XBRLAnalyst for Excel:
Financial Explorer and Viewer (XBRL/XML/HTML)

New Excel functions (FinValue, SharePrice, etc.)

User-defined metrics and peer groups

Market Stats with FinStats Excel function

Automated Reports and Screening tools

Trace data to Disclosures

XBRL-Excel Loader: Viewing XBRL reports in Excel (read more).

XBRL tools: Calculations Analyzer, Scale/Precision error warnings, Search Tags, Dimensions and US-GAAP Documentation Viewers

Draft report Analyzer: generate XBRL summary in Excel, version control and report comparison, audit comments, detection of deprecated elements, etc.

Support (Excel/Email/Phone):
Response time (business days):

2

2

1

1

Assistance with user’s Excel templates

Building custom Excel templates (extra charge)

Price (USD/user):
Monthly subscription

FREE

$39

$119

$299

Multi-user monthly discount**

15%

15%

Annual subscription – save up to 15%***

$1199

$2999

Sign Up

Sign Up

Sign Up

* 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.