Each source figure cites its filing
Historical figures come from SEC XBRL data, with no PDF or OCR step. Each source value carries a note with the accession number of the filing it came from.
EXCEL MODEL BUILDER
A formula-driven model,
built from the filings.
Name a US-listed company and get a five-year annual Excel workbook: SEC-reported history with filing references, editable assumptions, three forecast scenarios and a DCF. Every calculation is a live formula you can audit and change.
Sample: Apple Inc., built from SEC responses recorded on 4 November 2026. Illustrative output, not investment advice or a target price.
WHY IT IS REVIEWABLE
A model you can check,
not a black box.
The workbook is built to be audited line by line. Data availability depends on the issuer's SEC filings and reported XBRL tags.
Calculations stay as formulas
Standardized data, history, forecasts and the DCF are linked by formulas, so a change to an assumption flows through. The Apple sample contains 894 formulas and passed the generation-time formula scan with no errors.
The model flags its own limits
Model Checks runs tie-outs such as the balance sheet identity. Audit Flags lists stale line items, missing data and method choices. Missing values show as n/a, not as estimates.
HOW IT WORKS
From a prompt to a working file.
Ask for a company
In your MCP client, ask for example: "Build an annual five-year model for Apple." The same function is available through the REST API.
Review before you rely on it
Open Model Checks and Audit Flags first. Then trace any historical figure back to its filing through the accession note.
Make it your model
Edit the yellow assumption cells for growth, margins, tax rate and share count. Excel recalculates the forecasts and the DCF.
KNOW THE LIMITS
What the model does not do.
Annual periods, US filers
The model uses annual data for US-listed companies that report XBRL to the SEC. It does not build quarterly models.
The DCF is illustrative
Discount-rate inputs are editable defaults and are not market-verified. The output is not a target price. The DCF is not built for banks and insurers.
Tables, not charts
The Dashboard is a data table without native Excel charts. An optional Valuation tab adds multiples from a delayed or end-of-day price.
TRY IT ON YOUR COVERAGE
Open the sample.
Then build your own.
The sample needs no account. Building models for your own tickers needs an EdgarStack API key.