SEC Filings Excel Integrated into Spreadsheets
Enhance your financial analysis with SEC filings Excel directly integrated into your spreadsheets. Benefit from real-time updates during earnings season to ensure your models remain current and accurate.
Real-Time SEC Filings Excel
Live Spreadsheet Updates
Enhance your efficiency during earnings season by integrating SEC filings directly into your spreadsheets. Receive immediate updates to stay informed about market changes and make swift, informed decisions.
Seamless Source Verification
Verify the source of financial figures with ease by clicking on any row header in our datasheets. This feature ensures transparency and accuracy in your analysis.
Enhance Model Accuracy
With Daloopa’s Excel plugin, automatically validate numerical data within your models. Link each data entry directly to its SEC filing source, ensuring your financial models are based on the most reliable data available.
Streamline Your SEC Filings Management During Earnings Season
Know the full history of your coverage companies
Stay ahead of the curve with direct access to comprehensive SEC filings within your spreadsheets. Gain up to ten times more detailed data from SEC EDGAR Excel compared to other platforms, providing you with the insights necessary for superior performance.
Our data includes:
- Real-time SEC EDGAR Excel filings
- Non-financial documents such as investor presentations, supplementals, footnotes, and transcripts
Details provided:
- Reported financials
- Unique company KPIs and metrics
- Company forecasts
- GAAP to Non-GAAP adjustments
- And more...
Have confidence in the numbers, and your ideas
Rely on the accuracy of your data and strategies with confidence. Daloopa’s hyperlink integration ensures that every number is supported by a trustworthy source.
- Instant auditability for every figure to ensure accuracy
- Direct links to each original document for a comprehensive understanding
- Hard-coded figures eliminate formula errors that can hinder your models
Faster updates for faster time to insights
Receive updates promptly to enhance your decision-making speed. Manual updates can delay insights and innovation, but Daloopa is designed to optimize your time.
Our data sourcing includes:
- Key updates available moments after release
- Incremental updates as new information becomes available
- Alerts for new data releases
This enables users to efficiently manage multiple models and address backlogs during earnings season, saving 15-45 minutes per model.
Seamless Integration of SEC Filings into Spreadsheets with Daloopa's AI
Immediate Access to the Latest SEC Filings During Earnings Season
Daloopa AI continuously monitors and extracts data from SEC filings Excel, integrating them directly into your spreadsheets as soon as they become available. This allows you to spend less time searching for updates and more time focusing on strategic analysis.
Reliable Verification of Data Entries
Daloopa AI offers direct links to each data point, enabling you to access the original SEC filings directly from your spreadsheet. This feature eliminates uncertainty by providing instant verification of data accuracy.
Real-Time Updates at Critical Moments
Daloopa AI ensures that your spreadsheets are updated with the latest SEC filings in Excel format immediately after their release, seamlessly integrating into your existing workflow. This allows you to concentrate on deriving insights and making data-driven decisions that distinguish you from the competition.
Experience with Daloopa
Enhance your financial analysis by integrating SEC filings directly into your spreadsheets, ensuring real-time updates during earnings season.
- Seamlessly access every filing for immediate insights.
- View over a decade of comprehensive SEC data in Excel format, in one convenient location.
- Leverage our Excel plugin to optimize your existing financial models.
- Rely on the accuracy of meticulously verified data.
Have a question?
Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.
We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.
Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin requires an internet connection to fetch the latest SEC filings in Excel format from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.
Yes, Daloopa provides SEC filings in Excel format for most major international companies, including ones that report in non-English languages. Our platform ensures global coverage with the same level of accuracy and detail.