How To Enter Financial Statements Faster
Any tips on excel functions or methods to quickly AND ACCURATELY input financial statements into Excel models?
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FactSet codes
I've found these are often wrong when spot checking though - shares outstanding will be off, enterprise value won't have minority interest or preferreds, etc etc etc.
Bump
data -> export data -> export from PDF
feel like this would be inaccurate as fcuk
BamSec for public US companies
am I doing someting wrong? That shit still take an hour or 2 to plug in historical financials.
BamSec needs an API
Refinitiv has its own excel extension. Capiq has macros that export data too
The closest I’ve gotten is doing the filing wizard on FactSet to have raw output sheet then linking to my groups spread format. Marginally faster and is more open to errors. Still prefer entering manually.
Download financial statement from BamSEC into Excel -> link / copy + paste what you need
I've been using Quill AI - can ask it to pull out the info you want in csv format. You gotta pay for it tho
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