EDGAR Online I-Metrix Excel Add-in - 3.0

EDGAR Online I-Metrix Excel Add-in by EDGAR Online, Inc. is a Microsoft Excel extension that brings SEC filing data and standardized company fundamentals directly into your spreadsheet models. Powered by XBRL, it lets you retrieve, analyze, and update financial statements, key ratios, and disclosures without manual copying or reformatting.

Key capabilities:

• Formula-driven data retrieval: Pull line items, ratios, and metadata into cells using simple functions and wizards.
• Standardized and as-reported views: Access normalized financials alongside original reported values for U.S. public companies.
• Broad filing coverage: Work with data from 10-Ks, 10-Qs, 8-Ks, and other SEC submissions, including footnotes and selected textual disclosures.
• Time series and comparisons: Build historical analyses, peer benchmarks, and industry comps that refresh with a click.
• Traceability: Link back to source filings and XBRL tags for transparency and auditability.
• Templates and automation: Use prebuilt models or create custom templates to streamline recurring workflows.

Typical users include equity and credit analysts, corporate finance teams, investor relations professionals, auditors, and academic researchers who need timely, consistent data inside Excel.

Benefits:

• Save time by eliminating manual data entry
• Improve accuracy with standardized, XBRL-powered data
• Maintain transparency with direct links to source filings
• Refresh models quickly as new filings become available

Note: Access requires valid EDGAR Online I-Metrix credentials and a compatible version of Microsoft Excel.

EDGAR Online I-Metrix Excel Add-in - is developed by EDGAR Online, Inc.. The most popular versions of this product among our users are: 2.3 and 3.0.