VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
SEC-filings and earnings‑release data platform built for analysts. Coverage includes as‑reported financial statements, footnotes/disclosures text, segments & breakouts, earnings press‑release numerics (incl. non‑GAAP and guidance), proxies, 8‑Ks, and SEC comment letters. ‘Trace’ any number back to the source filing. Point‑in‑time fundamentals with publication timestamps are available for backtests. Excel (Windows) add‑in is full‑featured; Office 365 (Mac/Web) and Google Sheets add‑ins are lighter. API access is separate from standard subscriptions.
Key features
- As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
- Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
- Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
- Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
- Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.
- Excel add‑in (Windows, full), Office 365 add‑in (Mac/Web, limited), and Google Sheets add‑on; Python API client.
Suggest an edit
Information
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!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.