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
 

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