iXBRLAnalyst

by FinDynamics, Inc.Microsoft 365Price not published

Excel add-in for US company and fund data, SEC filing information, and financial model creation.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
iXBRLAnalyst — screenshot from the Microsoft Marketplace listing

What it does

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

Market Information

Provides daily stock prices, trading volumes, and related statistics.

Normalized Financials

Provides normalized measures, financial ratios, and normalized disclosure data.

SEC Filing Items

Provides reported statement and disclosure items from company filings in XBRL format.

Model Formula Tools

Provides task-pane tools for building formulas for financial models.

Filing Update Monitoring

Monitors new SEC submissions and updates the add-in with their data.

Who it's for

Analysts and investors.

In the catalog

446 plugins in Excel · Analytics

Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«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) …»

Official marketplace listing

Publisher
FinDynamics, Inc.
Updated on marketplace
Facts verified

Tags

fundamentalanalysisinvestmentxbrl