Items tagged with "analytics"


Point of View

Embed Your Opinion … on Inline XBRL

Campbell Pryde, President and CEO, XBRL US

How companies report their financials can have a big impact on investing, and ultimately on the economy. That’s why issuers, analysts, investors and data analytics providers, as well as XBRL tool and service providers should comment on the SEC’s new rule proposal for Inline XBRL.

Research & Data

Browse this growing collection of case studies, white papers and resources documenting the significance of the business reporting data standard, or dig and discover what’s in the data with tools and services like our Data Analysis Toolkit that bring near real-time analysis to your desktop or device.

Financial Data Provider Intrinio Launches Fintech Marketplace

The Intrinio Fintech Marketplace has launched with the goal of making financial data more affordable and easier to use for developers. Intrinio’s mission is to help investors save money and make time by making financial data affordable and easy to access, and their new platform is positioned to do just that. CEO Rachel Carpenter believes […more]

Financial Fundamentals Analysis – What Analysts Can Do with Structured Data

1:00 PM ET Wednesday, March 23, 2016
XBRL US Webinar
Watch / listen to replay

Analysts, data providers and investment professionals learn from Bloomberg and the CFA Institute during this free webinar about the kind and breadth of public company data available in XBRL format.

Analyzing Public Company XBRL Financials – Mobile Apps & Other Tools

3:00 PM ET Wednesday, February 10, 2016
XBRL US Webinar
Watch / listen to replay

Learn about free mobile applications and other tools that use XBRL public company data to perform analytics including balance sheet comparisons, lease and net margin analysis. Search by company name or stock ticker to obtain historical financials as well as ratios like profit margins, ROA, ROE, debt/equity, quick ratio and many others.

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]

How To Use Corporate XBRL Data for Fundamental Analysis

3 PM ET Wednesday, October 7, 2015
XBRL US Webinar
Watch/listen to replay

Learn the pros and cons of working with financial XBRL data from a startup company that relies on structured data. And find out how you can get started analyzing corporate XBRL data yourself through the Data Analysis Toolkit, freely available from XBRL US.

Data Analysis Toolkit

Create a free account with us to use this collection of updated APIs and spreadsheet templates that perform financial analysis using XBRL data. Read documentation and watch tutorials to learn about customizing the data returned by the APIs. Perfect for investors, analysts, regulators and other data consumers.

Demos & Tools

This page has information and tools to help you get started using XBRL corporate financial data reported to the US SEC through a variety of resources. How To: Extract XBRL Financials Using Data Analysis Toolkit Watch this video to learn how you can use the free Data Analysis Toolkit to build custom templates for balance […more]

The Power of Data Reporting Standards in Private and Public Sectors: The Third Annual XBRL Data Forum

The third annual XBRL Data Forum will be held in the Seattle area September 15-17, 2014 at the Hyatt Regency in Bellevue. Regulators from across the globe, including the U.S. Securities & Exchange Commission (SEC), have mandated XBRL as the required electronic reporting format. Additionally, the Digital Accountability and Transparency Act (DATA) was signed into […more]