Apps

Validating Value Returns

How would I know if XBRLAnalyst is returning correct values? XBRLAnalyst has three ways to validate returned values: Trace to XBRL Report - The fastest way is by a simple right-click on the value, choose “Trace to XBRL Report” from the list option and automatically, the system will open the source document highlighting the related facts

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XBRLAnalyst for Excel

XBRLAnalyst for Excel is the flagship Windows based platform developed by FinDynamics for performing professional financial modeling and analysis in Excel with all the different data sets offered by FinDynamics. What XBRLAnalyst can do? In simple terms, XBRLAnalyst is an Excel add-in which converts XBRL data from SEC database and returns into Excel format for easier

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How to access Risk and Return Reports (R/R)?

In the Financial Explorer, choose "Country" as another option for "Clist" Click filter and from the dropdown list, choose "SEC - US R/R"  Automatically, the system will show the list of companies with Mutual Funds

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Screening of Companies

Screen Companies is used to search for companies in the database by defining your criteria, whether US-GAAP financials (XBRL tag) or Non-GAAP disclosures (HTML format). Click the "Screen Companies" button. Two options will be

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TID or Normalized Financials

FinDynamics normalizes many financial metrics to the form that most analysts use in Financial Analysis. We call such metrics TIDs. They could be used in formulas in Excel as input parameters. The full list of TIDs provided by FinDynamics can be found in XBRLAnalyst Ribbon under "Normalized Financials". It is a button on the Ribbon of XBRLAnalyst in Excel:  

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Benchmark/ Compare Companies

XBRLAnalyst's "Compare Companies" feature allows you to do benchmarking or compare companies with the use of its normalized financials that regularized account inconsistencies on company filings. Below are the steps to use it: Click the "Compare Companies" button. A

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Edit my Definitions

XBRLAnalyst integates in its system the commonly used financial metrics, ratios and functions for analysis.Though it already offers a wide range of selection, these are not all. This is where Edit my Definitions will be very helpful.  This feature allows you to create and save your own defined financials in

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Retrieving old/historical data of an account

The database stores all SEC filings of public companies, including old reports and revisions. Pulling out of these reports to collect historical data is definitely a laborious work. That's why XBRLAnalyst has available "Historical  Data"  feature, to retrieve old reports and return related values easily.  Click "

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Update Comps Table

Update Comps Table feature allows you to quickly update or modify your existing comparable reports generated using XBRLAnalyst into newer or older reporting periods with 3 report style options.  Below are the higlights and

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Searching for XBRL tag not in Normalized Financials/TIDs

To search for particular XBRL tag, one should follow below options: 1. Click Normalized Financials -  there you will see all normalized tags/TIDs available in the system. In below example, BookValue+ is a newly defined definition created by a user. You can also

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Trace to Report

As the name says, Trace to Report  allows you to trace/track any returned XBRL data back to its source document. Point to the value you wanted to view the source document and click "Trace to Report" tab in XBRLAnalyst ribbon.   Alternatively, you can also use "Right

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How to access IFRS Dataset?

In the Financial Explorer, choose "Country" as another option for "Clist" Click filter and from the dropdown list, choose "Superintendencia Financiera (Colombia)" for Colombia IFRS Dataset.  Automatically, the system will show the

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Search for Company's Response to Comment Letters/Correspondence

Comment letters are issued by SEC Division of Corporation Finance to companies requiring for an additional information or clarifications on their filings, following its iam to monitor and enhance compliance with applicable disclosure and accounting requirements.

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Receive Email Notifications on Latest Company Filings

Since XBRLAnalyst is connected to live SEC database, all of its reports are the real-time filings of the companies. Just minutes from actual submission, these reports were already processed, analyzed and readily available for use in XBRLAnalyst Excel. Hence, getting alerts or notifications on company filings are real-time too!  By default, there is already filing alerts for

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Detecting Report Errors

Report errors can make companies susceptible to the disapproving reactions of outside users or entities, particularly SEC. And as data provider heavily relying on companies' filings, XBRLAnalyst is aware that any errors or mistakes on source documents will also affect its system's results. In this 

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iXBRLAnalyst in Google Sheets

iXBRLAnalyst is the online version of XBRLAnalyst, which can access and return data using Google Sheet. At default, it has preview list of SP100 companies with available data that can be retrieved by using any of fundamental functions Finvalue, XBRLFact,

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Getting Original or "As Reported" Statements

XBRLAnalyst's data are directly coming from live SEC database, hence all reports in "Financial Explorer"  are companies' original or 'as reported".  From these reports, the system will then create a separate "Normalized Financials" regularizing reports inconsistencies to enable smooth and correct comparison of companies data. Therefore, original reports are separated by the

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