VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Free public database built from Form AP filings. Users can search audit engagements by company, firm, or partner, or download the full dataset as a CSV file updated daily. Bulk downloads are timestamped in Eastern Time and do not include the ticker field.
Key features
- Searchable by engagement partner, audit firm, or public company, with support for company name, CIK, ticker, and firm identifiers.
- Displays engagement partner details, audit firm name and location, and the extent of participation of other firms.
- Bulk dataset download in CSV format, updated daily. The file includes all Form AP data fields documented in the dictionary, with timestamps in Eastern Time.
- Form AP filings are required for each audit of a public company, forming the core of the database.
- Advanced search tools and a contact form are available for deeper queries and user support.
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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 Pricing, features, and availability may be incomplete or out of date.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.