Historical financials for thousands of public companies are available for free on the SEC’s EDGAR system in data archives or by RSS. Learn how to access the data yourself in the Data section below. Review recent case studies and white papers from industry experts in the Research archive. Contact info@xbrl.us to share details about your use case or tool.

Research

Data

Review case studies, white papers and research from XBRL US and others. Here’s a sample from the last eighteen months:

CFA Institute Study – Data and Technology: Transforming the Financial Information Landscape
- June, 2016

The CFA Institute published a study supporting structured data, naming the following benefits to investors:

  • Improves financial statement accuracy
  • Improves productivity
  • Increases opportunity for higher returns
  • Allows for better risk management
  • Empowers the analyst

The study goes on to note that other areas of corporate disclosures that are not currently tagged would be helpful to analysts if in tagged format, stating “Requiring this section [the MD&A] and other numeric data to be tagged would open up a trove of valuable data for all investors.”

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Access XBRL data directly:

Data Analysis Toolkit

Watch the clip below to learn about this free XBRL US resource – a set of APIs and spreadsheets to extract SEC data in near real-time from any company over any time period for any data reported in XBRL format.


Get started with the Data Analysis Toolkit.

Demos & Tools

Looking for other tips and tools for using XBRL data? Check out this page of resources that includes topics like getting started with the XBRL US Database of Public Filings, Inline XBRL, locating XBRL .zip files on the SEC’s EDGAR database and a growing list of analytic apps and services.

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