Items tagged with "analytics"

Inconsistent bank regulation spells trouble for investors

By Campbell Pryde, President and CEO, XBRL US
Loopholes in regulatory disclosure requirements allow certain banks to opt out of filing to the SEC, including the recently failed Signature Bank (which also happens to be big enough to be part of the S&P 500). Equity investors need consistent disclosures across all banks. The FDTA could help resolve this kind of regulatory fragmentation.

Silicon Valley Bank losses hiding in plain sight

By Campbell Pryde, President and CEO, XBRL US Silicon Valley Bank went bankrupt because it had unrecognized losses on held-to-maturity securities that were greater than the bank’s equity. And the losses started climbing as early as March of 2022 as shown on the graph below. If the bank was forced to sell these securities and […more]

FASB Meta Model Invitation to Comment and Proposed Policy Election Element Relationships

3:00 PM ET Wednesday, November 2, 2022
XBRL US Webinar
Watch now

Learn about the meta model relationships which would add base level accounting model relationships, as well as the proposed changes to the 2023 US GAAP Financial Reporting Taxonomy (GRT) related to the policy relationships, that will improve the usefulness of the GRT by including explicit relationships between structured policy election elements and their related monetary or numeric elements.

ESEF Reporting

We evaluate every European Single Electronic Format (ESEF) financial report posted to XBRL International’s Filings Index with Data Quality Rules contributed by the Data Quality Committee. Browse the list of most-recent filing or search for your favorite company to see how well they’ve done to create high-quality XBRL financials. SEC Filers can view similar results for reports.

Tools and Techniques for the XBRL Data Pipeline

3PM ET Wednesday, July 27, 2022
XBRL US Webinar
Watch / listen to replay

Join the XBRL US Team to find out what’s new with the XBRL Filed Data add-in, XBRL API, and resources available that anyone can use to explore the deep, growing pool of standardized financial data produced in XBRL. Topics covered will include: demonstration of updates in the XBRL Filed Data add-in for Excel and Google […more]

XBRL Case Study: Are Big Companies Paying their Fair Share?

By Christine Cheng*, Assistant Professor, Patterson School of Accountancy at University of Mississippi; and Campbell Pryde, President and CEO, XBRL US Resources Teaching Case (PDF) Data script (Python) XBRL API provisioning Academic Member Benefits Controversial questions require the right dataset. Case studies are often the best tool for students to learn how to untangle the […more]

Consistency + Change = Opportunity

By David Tauriello, Vice President of Operations, XBRL US “… consistency is the hobgoblin of little minds … “ -Ralph Waldo Emerson As Emerson suggested, consistency in thought can limit imagination and innovation – consistency in data is a different story altogether. In the last six months, the global financial data environment has seen an […more]

Working with SEC Data for Analysts

1:00 PM ET Monday, October 25, 2021
XBRL US Webinar
Watch / listen to replay

Learn how to work with highly detailed, structured SEC reporting data during this 60-minute session. Find out how “normalization”  structures as-reported data in accordance with a set of norms to reduce data redundancy and improve data integrity, so that all the data looks and reads the same way across records in a relational database.


3PM ET Wednesday, August 11, 2021
XBRL US Webinar
Watch / listen to replay

We’ve updated our XBRL Filed Data Add-in for Excel – join the XBRL US Team for a look at what’s new. Take better control over data returned by queries created in the taskpane; select new output options from a greater number of endpoints, and use the validate functionality to check SEC filings for DQC and SEC Filer Member rulesets.

Plus, we’ll take a look at recent enhancements to Tools for SEC Filers, the XBRL API and your questions on techniques, suggestions for enhancement and all things related to standardized financial data.

XBRL API Update – New Excel Add-in Now Available!

3PM ET Wednesday, March 10, 2021
XBRL US Webinar
Watch / listen to replay

XBRL data can now be used through a Microsoft Excel Add-in! Joint us for this webinar to learn how to get started with the XBRL Filed Data Add-in for Microsoft Excel in M365 and Office 365. We’ll also discuss how the XBRL API can be used for: whole document text search fact text search fixes […more]