The latest on Using XBRL Data

News

Posted Thursday, February 25, 2016

FinTech Forum Announced: Smart Contracts, Blockchain & Data Standards, April 4, NYC

Financial technologists, investors, analysts, regulators, investor relations professionals and data providers are invited to the free FinTech Forum: Smart Contracts, Blockchain & Data Standards. The blockchain is a distributed public ledger that describes confirmed transactions between counterparties, and that prevents tampering or revision. Best known as the enabling technology behind BitCoin, the blockchain promises significant new ways to transact a vast array of transactions that today rely on trusted intermediaries.


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Posted Wednesday, January 6, 2016

January 2016 Newsletter

January 2016 With our first newsletter of the year, we’d like to take the opportunity to highlight some of the key activities that have served to increase XBRL adoption and use in the US, and address how we’ll expand on those initiatives in the year ahead. Data quality was the most critical focus in 2015 […more]


News

Posted Tuesday, December 1, 2015

Calcbench Newsletter (December 2015)

Since early October, Calcbench has been incorporating non-interactive data in the form of ‘Earnings Press Releases’ into its platform. Calcbench maps the income statement and balance sheet items from the release into the financial statements for easy comparability. More on this and the full newsletter: http://eepurl.com/bH1ni1


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Posted Saturday, November 28, 2015

November 2015 Newsletter

November 2015 Regulatory & Legislative News SEC Commissioner Piwowar Supports Inline XBRL in Comments at FEI’s CFRI Conference Office of Financial Research (OFR) and University of Maryland Announce Financial Entity Identification and Information Integration Challenge XBRL US News Initial Set of XBRL US Data Quality Rules for SEC Filers Now Freely Available; Webinar to Demonstrate […more]


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Posted Wednesday, October 28, 2015

October 2015 Newsletter

October 2015 Regulatory & Legislative News SEC Reg S-X Proposal Includes XBRL Requirement for Disclosures by Entities Other than Registrant FASB Public Review of 2016 US GAAP Taxonomy to Close October 31 XBRL US News Webinar on Effective Use of Dates, November 2 at 3PM ET Featuring KPMG’s Joe Luczka Morningstar Video Published on the […more]


Point of View

Posted Thursday, October 8, 2015

Morningstar Video: The Importance of Financial Data for Stock Research

Morningstar’s Jo Guo discusses the importance of financial fundamentals to stock research and why every public company should report the same information in the same fashion in this 8 minute video. She also covers why investors should determine what data is reported and how that data is reported, not the public companies themselves. And finally […more]


News

Posted Thursday, October 8, 2015

Data Analysis Toolkit Features Templates & APIs

This set of freely available spreadsheet templates and APIs lets analysts, investors, data providers and regulators easily extract XBRL-formatted financial fundamentals. The toolkit includes templates that perform analyses on margins, leases and balance sheets, in addition to APIs that allow users to extract reported values. XBRL data produced by using the toolkit is driven by […more]


News

Posted Tuesday, September 29, 2015

CFA Institute’s Sandra Peters to Keynote XBRL US Investor Forum, November 4 in New York

Speakers from Bloomberg, Credit Suisse, OFR/Treasury, SEC, S&P Capital IQ confirmed XBRL US today announced a ½ day forum for investors, analysts, regulators, data and analytical tool providers:  Improving Financial Analysis through Structured Data. The forum is hosted by Baruch College’s Zicklin School of Business at their E. 25th Street campus and offered through partnerships […more]


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Posted Monday, September 28, 2015

September 2015 Newsletter

September 2015 Regulatory & Legislative News SEC Commissioner Stein Supports Inline XBRL FASB Publishes Proposed 2016 US GAAP Taxonomy for Public Review & Comment U.S. Treasury and OMB Finalize Federal Spending Transparency Standards XBRL US News 2nd Free Webinar for Government Agencies on “Creating Intelligent Data” Scheduled September 28, 1PM ET CalCPA Publishes XBRL US […more]


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Posted Tuesday, September 22, 2015

August 2015 Newsletter

August 2015 Regulatory & Legislative News SEC Chair White Issues Letter Reiterating SEC Plans to Recommend Inline XBRL for Public Company Filing SEC Announces Plan to Consider Executive Compensation Clawback Rule XBRL US News Comment Letter Submitted Advocating XBRL Versus XML in Response to SEC Proposal on Investment Company Reporting Modernization. XBRL US Center for […more]



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