Items tagged with "analytics"

How well do you tick and tie your XBRL?

David Tauriello, Vice President, Operations, XBRL US Since the U.S. Securities and Exchange Commission (SEC) mandated XBRL formatting for periodic reporting almost 10 years ago, the age-old, critical accounting task of ‘tick and tie’ has become a digitally-driven task for public company reporting personnel and their partners. Creating good quality, computer-readable financials is more than […more]

Point of View

How well do you tick and tie your XBRL?

David Tauriello, Vice President, Operations, XBRL US

Learning where to find, as well as how to build, influence and use Data Quality Committee and XBRL US resources is an essential part of hands-on professional development necessary to financial reporting. This month, we added recognitions to the XBRL Achievements program to acknowledge individuals who are actively raising quality of, and using, standardized data.


Point of View

Have you found the right team to build successful standards?

Campbell Pryde, President and CEO, XBRL US

Finding individuals with the right background and experience in building standards can be challenging. XBRL Achievements is a program designed to help regulators and businesses identify the right people who can implement successful standards.

Database of Public Filings

GO BIG! In addition to the Data Toolkit – freely-available APIs, spreadsheet templates, a Chrome browser add-on and documentation – every XBRL US Member can get updated schema documentation and query data in near real-time from this growing resource of filings submitted to the SEC since 2009.

Not an XBRL US Member, yet? Maybe it’s time to consider joining for yourself or your organization.

DATA Act Hackathon

Thursday, April 27 - Friday, April 28, 2017
Workshop || Booz Allen Hamilton Innovation Center hosted by Data Coalition
Get details and register

With the Digital Accountability and Transparency Act of 2014 (DATA Act), federal agencies and citizens alike now have access to federal spending data that can answer that question. But access to the data is just the first step toward gaining insight, assessing performance, and making decisions. In order to not only understand where the money […more]

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]