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I will extract sec financial data to excel with source links
SEC Financial Data Extraction and Excel Reports
I extract annual financial data from SEC EDGAR 10-K filings using XBRL and deliver it as a formatted Excel workbook with Income Statement, Balance Sheet, Cash Flow and All Data sheets, plus a CSV data...
About this Gig
Need SEC financial data in Excel with links to the original filings?
I extract available annual financial data from SEC EDGAR filings and organize it into formatted Excel workbooks.
Depending on availability, data may include revenue, net income, assets, liabilities, cash flow and EPS. SEC source links are included for reference.
PACKAGES
Basic: 1 company, 3-day delivery.
Standard: 3 companies, 5-day delivery.
Premium: 5 companies, 7-day delivery.
Each package covers up to 10 available annual periods per company and includes formatting, clean-up and 1 revision.
Please provide company names or ticker symbols, required years and financial metrics. Contact me before ordering to confirm coverage, especially for custom requests.
Data availability varies by company, filing history and metric. Missing figures will not be invented.
The revision covers corrections within the agreed companies, years and metrics. Additional companies or new requirements are outside the original scope.
Delivery is Excel files with SEC source links. Python source code, live connections, API integration and investment advice are not included.
Technology:
Excel
•
Python
Expertise:
Data acquisition
•
Data extraction
•
Data manipulation
My Portfolio
FAQ
What information do you need to start?
Please provide the company names or ticker symbols, required annual periods and financial metrics. We should confirm data availability and the final scope before starting.
Will every company have 10 years of data?
Not necessarily. Packages cover up to 10 available annual periods per company. Coverage depends on the company's SEC filing history and the requested metrics. Unavailable figures will not be invented.
Does the delivery include Python source code?
No. These packages include formatted Excel files with SEC source links. Python source code, software installation, live data connections and API integration are not included.
What does the included revision cover?
One revision covers corrections within the originally agreed companies, annual periods and metrics. Adding companies, changing the agreed years or requesting new metrics is outside the original scope.
