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 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) |
√ |
√ |
√ |
√ |
| 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 |
– |
√ |
√ |
√ |
| 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) |
– |
√ |
√ |
√ |
| 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.) |
– |
√ |
√ |
√ |
| 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): |
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| 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 |
* 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.