Posted on Thursday, October 8, 2015

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 the XBRL US database of SEC filings. The toolkit is designed to reduce the barriers to entry of using XBRL data for the retail investment community.

Get started with the Data Analysis Toolkit



Upcoming XBRL US Events

Domain Steering Committee Meeting
Tuesday, March 18, 2025

Communications & Services Steering Committee Meeting
Tuesday, March 18, 2025

Center for Data Quality Committee Meeting
Wednesday, March 19, 2025

Global Climate Reporting: Corporate Roundtable
Thursday, March 20, 2025

GovFin 2025: Designing a Digital Future
Thursday, July 31, 2025