by FinDynamics, Inc.

(1 ratings)

Get stock prices, volumes, and data from financial statements (10-K, 10-Q, etc) for financial models

Provides trading and financial data of public companies and funds traded in US for analysts and investors

It adds several built-in Excel functions that allow creating

live financial models and Excel templates, which source End of Day (EOD) Market

data as well as information from income statement (profit and loss), balance

sheet, cash flow and other financial disclosures of XBRL reports filed with SEC

in real time. iXBRLAnalyst also provides easy to use Formula Builders and search

tools in its TaskPane in order to simplify the creation of powerful financial

models that can drill down into as reported data of any public company.

  • Market data includes EOD stock prices, trading volumes and

    statistics. It is available for free for every user registered at

    href="">FinDynamics, Inc. You just need to create

    personal credentials (username and password) on the

    href="">website and use it in iXBRLAnalyst

    Add-in for authentication. Without authentication, you will only have access to

    the data of top 100 companies listed in S&P100 index.

  • The financial data consists of two sets (normalized financials

    & ratios and as reported data) from financial statements and disclosures of

    SEC filings such as 10-K, 10-Q, 8-K report. In order to access the data from

    financial reports of ALL public companies, you need to purchase one of


    href="">Subscriptions. Without

    href="">Subscriptions, you will have access to the reported

    data of top 100 companies listed in S&P100 index.

    1. Normalized

      dataset includes many standard financial metrics such as Total Revenue or

      Inventory as well as different financial ratios and normalized disclosure


    2. As-is

      reported data includes ALL line items from Statements and Disclosures of SEC

      filings that companies submitted in XBRL format.

iXBRLAnalyst eliminates the need

to manually update your financial templates and models every time a new report

is submitted to SEC by the company(s) that you need to analyze and monitor.

FinDynamics monitors SEC for newly submitted filings in real-time and the data

becomes available in the Add-in within seconds from the moment the report is

submitted to SEC.

Add-in capabilities

When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance