Can Your Excel Do This?
Excel is the microscope through which all serious researchers examine public companies. Company research is all about data. Excel brings this data to life.
Analysts of all hues build Excel spreadsheets to analyze companies. Some of these spreadsheets can be very complex. Most of them will require manual data entry which can be a mind-numbing exercise of downloading filings and copy-pasting data from the filings into the spreadsheet.
Gridstone Associates use our proprietary research platform in providing services to its clients which makes the job of building such spreadsheets all brain and no brawn.
- Deep data on the company is pre-extracted from the filings using our data extraction technology. All time-series data – financial, breakout, operational and footnote data – is available to our Associate through our research platform that includes an Excel Add-in.
- The easy-to-use Excel Add-in allows a Gridstone Associate to download fundamental data into Excel directly, in any layout desired.
- The Excel spreadsheets constructed can be kept linked so that future updates are automatic.
- Every data point is source-linked back to the filing that it came from. In two clicks you can see the data point highlighted in its filing – all without leaving Excel.
Depending upon the service contracted for, the Gridstone platform can also be used by clients. Here is a short video that demonstrates the Excel Add-in.