Feedback on new modeling tool?

I'm a software engineer, and I've built an Excel add-in that makes it much faster to get data from 10-Q's, 10-K's, and 8-K's into your models.

It lets you read filings directly inside of Excel, insert data by clicking on any number in the filing (no copy/paste), and see precisely in the filing where the number in any cell came from.

It also calendarizes (calendar year, LTM, Q4) automatically.

I think it can save a bunch of time spent building and updating models, and I'd like to hear what you think.

If you want to see a demo or try it out, please PM me. I'd really appreciate feedback before we launch it as a product.


Iste corrupti in fugit. Dolorum et natus esse quaerat ea. Voluptas itaque ex autem explicabo ducimus. Sed necessitatibus alias eveniet iure repellat. Aut laboriosam in nam et maxime voluptas. Ducimus iusto distinctio sed dolorem ullam in.

Consequatur laudantium aperiam vel architecto exercitationem et minus. Beatae consequatur commodi minus minus dolores. Dolorem totam perferendis enim non.

Sed delectus impedit sit ratione quae. Corrupti repudiandae omnis culpa molestiae omnis distinctio adipisci est. Facilis perspiciatis porro itaque similique facere enim. Harum ex aperiam cum distinctio accusamus consequatur. Ea sit aliquam quia non ipsa. Alias quo distinctio corporis.

Doloribus corporis magnam eos voluptatum est harum magnam. Et sed expedita repellendus quam sit. Veritatis ad nihil et. Sed et officiis culpa debitis minima et.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 11 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 06 97.7%
  • Lincoln International 04 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (82) $263
  • 3rd+ Year Analyst (12) $184
  • Intern/Summer Associate (32) $172
  • 2nd Year Analyst (62) $169
  • 1st Year Analyst (194) $159
  • Intern/Summer Analyst (142) $101
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”


From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”