VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Calcbench Review, Pricing, and Features
SEC-filings (EDGAR) fundamental data platform focused on deep numbers + text (10-K/10-Q, footnotes, earnings press releases, proxy, 8-K). Vendor claims new filings are processed ~5 minutes after filing. API access is not included in the standard Calcbench subscription and is sold separately.
Community votes (overall)
Pricing
Free • From $6000/yr · 14-day trial · Contact sales for enterprise pricing · 6 plans
Basic
Free with sign up.
Premium (Monthly)
$600 per month per user. Includes 2-week Premium trial offer.
Premium (Annual)
$6,000 per year per user. Includes 2-week Premium trial offer.
Professional (Annual)
$12,000 per year per user.
API Access / Data Syndication (Add-on)
Listed as an additional $6,000 annually; API access is not included in standard subscriptions.
Academic Access
Academic access is “Contact Us”: Premium-level for entire school/program listed at $6,000/year; Professional-level $12,000/year; API add-on +$6,000.
Key features
- Web-based platform for as-reported financial statements and as-filed SEC documents (10-Ks, 10-Qs, earnings press releases).
- Interactive Disclosures & Footnotes viewer: browse filings by topic/section (e.g., MD&A, Risk Factors) with pinpoint text search; compare peers/time periods; pull tables/numbers into Excel.
- Coverage (vendor-reported): 12,000+ listed public companies; includes proxy statements, 8-Ks, and SEC comment letters.
- Standardized numeric dataset: extracts GAAP numbers from face statements + footnotes; standardizes 1,000+ metrics to handle filer tagging differences.
- Point-in-time data with timestamps + revision chains (“what the market knew, and when”); includes revision history and redline additions/deletions.
- Traceability: values can be traced back to the source document (incl. trace links/URLs).
- Excel Add-in: pull normalized metrics, full statements, and raw XBRL tags directly into Excel; formula builder; trace-to-source without leaving Excel.
- Additional datasets/tools called out on pricing: auditor fees & flags, M&A purchase price allocation, executive/director compensation, and an XBRL filer portal.
- API + Python client (separate add-on): access numeric + text/disclosures data and low-latency filing notifications; API uses Calcbench credentials (email/password) and is not included in standard subscriptions.
FAQ
Is Calcbench free?
Not entirely. Calcbench includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is Calcbench best for?
Calcbench is built for Institutional Investors, Analysts, Quants/Developers, and Students/Researchers. It suits intermediate and advanced users.
What platforms and connections does Calcbench support?
You can use Calcbench on Web and Desktop. Calcbench offers an API (REST) with APIKey authentication. Integrations include Microsoft Excel (Calcbench Excel Add-in).
Which markets does Calcbench cover?
Calcbench covers North America. It tracks Stocks. Identifiers include Ticker and CIK.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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