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Subscription Plans

  • $39/m
  • LiTE Plan
  • Financial data – 20k requests*
  • Excel Add-ins – standard
  •  
  •  
  • Try
  • $119/m
  • Standard Plan
  • Financial data – unlimited
  • Excel Add-ins – standard
  • Assistance with Excel models
  •  
  • Try
  • $299/m
  • Corporate Plan
  • Financial data – unlimited
  • Excel Add-ins – advanced
  • Assistance with Excel models
  • Detect changes in Statements 
  • Normalized disclosures
  • Try
  • $9**/q
  • Student Plan
  • Financial data – unlimited
  • Excel Add-ins – standard
  • Assistance with Excel models
  •  
  • Activate

* 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.

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

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

[1] “Detect Statement changes” is a unique capability of the FinDynamics platform that compares given statement (Income Statement, Balance Sheet, and Cash Flow) for a given report with the same statement from all the previous reports and shows all the changes in line items and XBRL concepts. For more information, read “Help Documentation” for the FinStatement function in XBRLAnalyst.

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)

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

Statement Changes Tracker: Compare and align changes in FInancial statements from period to period using the FinStatement function

XBRL tools: Calculations Analyzer, Scale/Precision error warnings, Search Line Items, View 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.

XBRL-Excel Loader: Load and Viewing stand-alone XBRL reports from any country or reporting entity

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.