The latest on Using XBRL Data

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]


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]


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]


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]


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]


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]


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]


Posted Wednesday, September 9, 2015

June 2015 Newsletter

June 2015 Regulatory & Legislative News SEC Proposes Investment Company Reporting Modernization Congressman Darrell Issa Proposes Legislation “Financial Transparency Act of 2015”, Requiring Structured Data for Financial Regulatory Reporting U.S. House of Representatives Goes to Markup on H.R. 1965, Recently Introduced Bill to Rollback XBRL Requirements on Small Companies SEC Proposes Rule Requiring XBRL Reporting […more]


Posted Wednesday, August 19, 2015

Letter from SEC Chair White Notes Commitment to Inline XBRL

Mary Jo White, Chair of the U. S. Securities and Exchange Commission, sent a letter to Senators Mark Warner and Mike Crapo, in which she reiterated SEC support for inline XBRL and noted that the Commission is developing recommendations for SEC consideration to allow filers to submit XBRL data inline as part of their filing, […more]


Posted Thursday, June 25, 2015

Data Quality

XBRL US and an alliance of companies have formed the XBRL US Center for Data Quality to address concerns about, and to improve the utility of, XBRL financial data filed with the U.S. Securities and Exchange Commission (SEC).


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