Platform







Deep data like the operational data for AAPL above ensures that you don't have to copy and paste from filings.


"...analyst time is a precious commodity and as such, tools like Gridstone become invaluable."

-- Matt Pham, Analyst, The Mitchell Group




A powerful Excel Add-in makes it easy to pull data into earnings models or comps and keep them updated.




Power Tools for a Tough Job

Company research is a tough job. Before you can analyze a company, you need to search, retrieve and organize - data and text - from scores of documents. Our surveys show that these non-value adding tasks can take as much as 60% of a researcher’s time.

Gridstone’s Research Platform can dramatically reduce the time and effort involved in company research. It comprises of:

  • Highly automated data extraction workbench. This allows us to extract every line-item that a client might need at a very low cost and turnaround time.
  • Excel Add-in to work with the data.
  • Website to access the data.
  • Search - specially designed to search for data in tables and text.

The Gridstone Platform as a Force Multiplier

Gridstone Services are provided using our company research platform. The Gridstone platform in the hands of a trained Gridstone Associate, will provide productivity and quality standards that are unsurpassable. Here are a few reasons why:

Deep Data and Search

The Gridstone platform has deep data well beyond the three financial statements. The Gridstone Associate thus has all important As Reported line-items at their fingertips. For the rest, they use our powerful Search.

Excel Add-in

An easy to use Excel Add-in allows our Associate to build and update models and other spreadsheets directly from within Excel. Data will rarely need to be keyed in, which reduces data errors significantly.

Auditable data

Within Excel, data can be audited to its source document by a simple right click on a cell. This allows us to QA our Associates’ work easily. This also allows our Clients to QA their models. To take a look at how this works here is a short video.