SEC XBRL data

XBRL financial reports of US-listed companies

This data is usually referred to as Fundamental Financial Data (data from financial reports in computer readable format). It is sourced from financial reports submitted to SEC in XBRL format. Detail information about report types is available at Form Types.

Coverage/Universe

  • Total 10,000 + companies filing XBRL reports to SEC (Securities and Exchange Commission)

  • 8000+ active companies listed on US stock exchanges and Over-the-counters (NYSE, NASDAQ, OTCBB, etc.)

Historical availability

  • June 2009 onward for Large Accelerated Filers with $5B+ in float

  • From June 2010 2011 onward for all other for Large Accelerated Filers ($750M+ in float)

  • From June 2010 2011 onward for all other filers

Rules above apply to all US filers and foreign filers using US-GAAP accounting principles for financial reporting to SEC

Retrieving fundamental data in Excel

There are 3 main methods for getting fundamental data in Excel with XBRLAnalyst:

  1. Built-in Excel functions: FinValue, XBRLFact. In addition to these 2 main functions, there are some advance functions intended to retrieve more structured data (FinStatement, XBRLPivot, etc.)tatement, XBRLPivot, etc.). For detail information on their syntax and usage, consult “Function Help” document available on XBRLAnalyst Ribbon in Excel under “Help” menu;

  2. Financial Explorer and Document Viewer allow conveniently browsing and viewing financial reports of all companies in the database directly in Excel. On XBRLAnalyst Ribbon in Excel, try the first group of buttons. For more information, view “Quick Start” interactive guide on XBRLAnalyst Ribbon in Excel or video tutorials on the Website;

  3. Screening and Comparing reports available on XBRLAnalyst Ribbon in Excel. These reports allow either benchmarking or searching multiple companies by their financials. For more information, view “Quick Start” interactive guide on XBRLAnalyst Ribbon in Excel or video tutorials on the Website;

Note: some advance functionality is available with Corporate Subscription only. You will see a notification message in Excel when you try to use such functionality with any non-Corporate subscription.

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