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. 

  1. Click "Historical Data" button.
  2. Select company and periods - choose the company/companies and highlight on which periods you will retrieve the data from.
  3. Select financial facts - choose the account/s that you will get the historical data
  4. Select the cell in Excel where to paste the report, then click finish. The report will be automatically loaded in excel.

For excel samples used in analysis, click here.

Leave a reply