The latest on Using XBRL Data

Posted Thursday, June 2, 2016

Calcbench Newsletter (June 2016)

Historical data is always useful to good financial analysis, so Calcbench has decided to serve up a bunch more of it to our customers. When researching a company (through the Company in Detail page), you can now use our Show All History feature to see all line items the company has disclosed—including line items a […more]


Posted Tuesday, May 24, 2016

May 2016 Newsletter

May 2016   Regulatory & Legislative News SEC Chair White Comments on Crowdfunding Challenges at IOSCO, Lima Peru, May 11, 2016 SEC Publishes Small Entity Compliance Guide for Issuers, May 13, 2016 SEC Commissioner Stein Speech on Disclosure Effectiveness Initiative U.S. Treasury Publishes Data Act Schema, April 29, 2016 SEC Publishes Concept Release on BUSINESS […more]


Posted Friday, May 6, 2016

SEC Commissioner Stein Calls for Data Disclosure Task Force

In a speech at the 48th Annual Rocky Mountain Securities Conference in Denver, CO, SEC Commissioner Kara Stein called for the creation of a digital disclosure task force made up of investors, analysts, academics, companies, and technology experts. “We need to be thoughtful in our vision, and analytical in our implementation. Let’s make sure that […more]


Posted Thursday, May 5, 2016

Calcbench Newsletter (May 2016)

Spending on share-based compensation to employees is always an interesting item for financial analysts, so we recently did a study of how much the S&P 500 have been spending on line item over the last four years. Among the companies that do spend money on equity compensation (23 percent of the S&P 500 do not), […more]


Posted Sunday, May 1, 2016

AI & FinTech

Financial technologies like artificial intelligence and blockchain are driven by data. AI systems are optimally powered by high volumes of data that are not just machine-readable and accessible, but that are “machine-understandable.” Artificial intelligence has enormous potential, but AI algorithms must leverage high-quality, unambiguously understood data to generate reliable, useful results. Blockchain is a distributed, […more]


Posted Friday, April 29, 2016

April 2016 Newsletter

April 2016   Regulatory & Legislative News SEC Releases Staff Observations on Use of Custom Axis Tags in XBRL Submissions FASB Publishes Video on Importance of GAAP Taxonomy XBRL US News FinTech Forum Announced: Crowdfunding & Data Standards to be Held June 28 in New York City XBRL US Comments on SEC Concept Release on […more]


Posted Tuesday, April 26, 2016

FinTech Forum Announced: Crowdfunding & Data Standards, June 28, NYC

XBRL US announced a free half-day FinTech Forum: Crowdfunding & Data Standards which will provide an introduction to crowdfunding, the practice of funding a company or initiative by raising monetary contributions from a large number of people, through Internet-based funding portals. The event is hosted by Baruch College’s Zicklin School of Business at their 151 E. 25th Street campus and sponsored by the CFA Institute and features speakers from SEC, FINRA and more.


Posted Friday, April 15, 2016

XBRL US Response to SEC Concept Release on Transfer Agent Regulations

XBRL US responds to SEC Concept Release on Transfer Agent Regulations on April 14, 2016, proposing that inline XBRL be used for transfer agent financial disclosures and that data standards be used to improve corporate actions processing.


Posted Tuesday, April 5, 2016

Calcbench Newsletter (April 2016)

Big changes are coming to how companies account for leasing activity. By 2019, the cost of operating leases will need to be moved from disclosure in the footnotes to disclosure on the balance sheet—with potentially big consequences for companies. Calcbench has taken a preliminary look at how large those new balance sheet disclosures might be […more]


Posted Thursday, March 3, 2016

Calcbench Newsletter (March 2016)

Calcbench conducted a Q&A interview with Jack Ciesielski, head of the Analyst’s Accounting Observer, to get his thoughts on OCI and AOCI: how to understand its intended purpose, what should be reported there, and its potential to cause financial analysis headaches. Read below to see what else Calcbench is doing to provide sharper, more precise […more]


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