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Subscriptions

  • $39/m
  • LiTE Plan
  • Data queries – 20,000**
  • Excel Add-in – Standard
  •  
  •  
  •  
  • Try
  • $119/m
  • Standard Plan
  • Data queries – unlimited
  • Excel Add-in – Standard
  • Customize Excel models
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  •  
  • Try
  • $299/m
  • Corporate Plan
  • Data queries – unlimited
  • Excel Add-in – Advanced
  • Normalized disclosures
  • Statements Analyzer [1]
  • Customize Excel models
  • Try
  • $9*/q
  • Student Plan
  • Data queries – unlimited
  • Excel Add-in – Standard
  • Customize Excel models
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  • Activate

* Student Plan is offered for 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 you exceed 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.

[1] “Statement Analyzer” is a unique capability of the FinDynamics platform that compares a given statement (Income Statement, Balance Sheet, and Cash Flow) from any XBRL 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
 
 
Standard
Advanced

Financial Explorer and XBRL/XML/HTML Viewers

  

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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 from any built-in function such as FinValue to Disclosures

  

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Statement Analyzer: compares the company’s Financial statements from period to period using the FinStatement function and identifies changes at the line item level, including modifications in XBRL concepts and tags that the company made. This analyzer detects accounting and reporting discrepancies that are critical for understanding the company’s financial dynamics.

  

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XBRL tools: Calculations Analyzer, Scale/Precision error warnings, Search Line Items, View 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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XBRL-Excel Loader: Load and View stand-alone XBRL reports from any country or reporting entity

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The web-based version of our Add-in for Microsoft 365 (Excel Online) is called iXBRLAnalyst. It offers a simplified Financial Explorer and built-in XBRL functions similar to the Standard version of XBRLAnalyst for the desktop version built for Windows OS. It is available for all plans and it works on all platforms including Mac OS. If you have Windows OS with a desktop version of Excel, we recommend using the standard XBRLAnalyst Add-in.