Download sec filings into excel






















Report Post Recommend it! How do you, as an investor, get information from a company's financial statement into your analysis spreadsheet? Right now, you probably look at the statement and key the information in by hand, and hope you don't make any mistakes. But XBRL has been touted as eliminating that process. The theory is, you open your spreadsheet and the numbers automatically appear! Well, it's not that easy, I am working on it, but it will be awhile.

Right now, what is freely available, and I mean both available to anyone and at no cost, is the SEC viewer. It tries to get it into an OpenOffice Calc spreadsheet - which then could be turned into an Excel spreadsheet, but it doesn't quite make it. SEC viewer it is.

Use the menu on the left to choose which statement or part of the report you want to see. To download the whole filing into Excel, click on "View Excel Document" in tiny red letters above the yellow box. Each statement has its own spreadsheet in the workbook that is the filing, including the notes.

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