Adds Excel functions for market information and financial data from SEC XBRL filings. The data includes financial statements, ratios, disclosures, and reported filing items. Formula-building and search features are available in an Excel task pane. New SEC submissions are monitored and added to the add-in shortly after filing.
Key capabilities
from the Microsoft Marketplace listing
01
Market Information
Provides daily stock prices, trading volumes, and related statistics.
02
Normalized Financials
Provides normalized measures, financial ratios, and normalized disclosure data.
03
SEC Filing Items
Provides reported statement and disclosure items from company filings in XBRL format.
04
Model Formula Tools
Provides task-pane tools for building formulas for financial models.
05
Filing Update Monitoring
Monitors new SEC submissions and updates the add-in with their data.
«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) …»