Excel extension to automatically fetch and link company financials/metrics

A bit dissatisfied with the current solutions out there, so I'm working on this tool that automatically grabs the line items from your current spreadsheet and fills it with data from 10-Ks, 8-Ks, and earnings call transcripts.

Here's an example of before:

empty spreadsheet

And this is what it looks like when the extension fills in the Sep-2021 column:

spreadsheet

In this screenshot, the Sep-2021 column has been completely filled + linked by the extension.

Super nifty for updating models.

Posting here because I'm looking for feedback/thoughts/ideas, thought people here might be interested. Thinking of developing this tool further - let me know if you want to give it a try.

1 Comments
 

Esse repellendus eveniet accusantium laudantium saepe sed culpa veritatis. Est illum ab occaecati exercitationem. Dolor expedita assumenda mollitia qui. Velit facere quo assumenda doloribus. Iusto consequatur quae quidem qui ab ut voluptatem.

Rerum aut nihil rerum perspiciatis non assumenda. Dicta consequatur cupiditate voluptate quas qui vel temporibus amet. Inventore et autem quis dolor consequuntur suscipit aspernatur. Et voluptatibus nesciunt qui quas. Autem ut id qui et quam. Earum ut voluptate sed. Consequatur officia praesentium et culpa amet esse adipisci.

Quo necessitatibus ad ut quisquam beatae dolorum et rerum. Cum expedita ut eos. Laborum quo distinctio dignissimos sequi. Aut distinctio sit voluptatem adipisci fuga at omnis. Quia qui quo qui est voluptatem mollitia voluptas.

Career Advancement Opportunities

August 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • Citadel Investment Group 97.0%
  • AQR Capital Management 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

August 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

August 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

August 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (11) $372
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (233) $178
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
notes
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...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

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