You no longer need to leave the comfort of Excel in order to download reams of XBRL data. Using web queries, Xbrl sheet provides instant access to the latest filings in a tagged as reported format for an unlimited number of companies. You can download an Xbrl sheet from here.
Our premium version, standiZd provides additional standardized XBRL tags to make modelling even easier ensuring you capture every key data item quickly and easily. Information is also provided about the correct sign to prevent any accidental mis-calculations. See the data FAQ's for more information on the data that is available.
Xbrl sheet is the base for both products. When you choose to purchase standiZd, you get all the value added additional fields.
Xbrl sheet is now even easier to use. Want to change company, just specify different ID's in the Search tab. Want to load up an older filing, just change the dates there too. It will even download the last five filings for the same company automatically, giving you that all important 5 year analysis in the standard sheet and of course your model - just put an ID in the cell for the first filing leaving the other filing ID's blank and Xbrl sheet brings them all down.
Remember Xbrl sheet is completely customisable allowing you to leverage the power of Excel to create whatever model you want. You don't even have to use our example sheet - you can start from scratch either by deleting all our example tabs or by downloading a web query (file) to seed an entirely new sheet. Click here to download one.
The example spreadsheet follows the same Model/Standard/XBRL arrangement that allows you to hack the data without disturbing your model (or trash the model without effecting your ability to populate a new one - see the blog entry Looking up XBRL in Excel).
Want to add even more companies to your model, no problem, just create a new query or better still copy an existing one. See the FAQ's for more information on how to do this. Or watch the "How To" video here.
Using web queries, you can ensure that the model is always up to date. Set the external data range option to refresh on opening and if you are using the same period parameter set in the example spreadsheet Search tab, it will always download the latest filings on opening.
The other beauty of using web queries is that they can quickly be incorporated into a VBA macro so say you wanted to home in on a particular value or ratio for 100 companies, you could write a VBA Macro using Xbrl sheet to do just that.
So there's no buttons to push, no need for an application or a website. Just download the example spreadsheet from here and off you go. Remember to login and take a token with you.
And to understand more about web queries, you may want to visit this site.