The value of the standardized data

Going beyond finding and extracting data –

Search Engine Demo:


Excel Add-in Demo:


Our next step is to help you put data together in your own way. Here is an example:
Dow Jones Industry Components – Net Income

This is a super simple example and it is still an experiment. But it may expand into your own set of portfolio companies. Any thoughts?

What can you do with the data?

Happy New Year!

There are over 86 million data points in our systems, 8.1 million of which are text contents such as disclosures or data with footnotes.

With the specialized search engine implementations for the meta data, the numeric data and the textual contents, finding data has become easier.

If you have the data you need, what do you want to do with the data?

I appreciate your inputs if you can send your feedback below.

 

Central Index Keys (CIK#) for DOW 30 and S&P 500

For those who are trying to aggregate financial data for DOW 30 and S&P 500, these two tables may be useful. As you know, tickers are not unique identifiers for companies, CIKs are.

CIKs for DOW 30

No. Ticker CIK# Company
1 AXP 0000004962 American Express Company Reports
2 BA 0000012927 The Boeing Company Reports
3 CAT 0000018230 Caterpillar Inc. Reports
4 CSCO 0000858877 Cisco Systems, Inc. Reports
5 CVX 0000093410 Chevron Corporation Reports
6 DD 0000030554 E. I. du Pont de Nemours and Company Reports
7 DIS 0001001039 The Walt Disney Company Reports
8 GE 0000040545 General Electric Company Reports
9 GS 0000886982 The Goldman Sachs Group, Inc. Reports
10 HD 0000354950 The Home Depot, Inc. Reports
11 IBM 0000051143 International Business Machines Corporation Reports
12 INTC 0000050863 Intel Corporation Reports
13 JNJ 0000200406 Johnson & Johnson Reports
14 JPM 0000019617 JPMorgan Chase & Co. Reports
15 KO 0000021344 The Coca-Cola Company Reports
16 MCD 0000063908 McDonald’s Corp. Reports
17 MMM 0000066740 3M Company Reports
18 MRK 0000310158 Merck & Co. Inc. Reports
19 MSFT 0000789019 Microsoft Corporation Reports
20 NKE 0000320187 Nike, Inc. Reports
21 PFE 0000078003 Pfizer Inc. Reports
22 PG 0000080424 The Procter & Gamble Company Reports
23 T 0000732717 AT&T, Inc. Reports
24 TRV 0000086312 The Travelers Companies, Inc. Reports
25 UNH 0000731766 UnitedHealth Group Incorporated Reports
26 UTX 0000101829 United Technologies Corporation Reports
27 V 0001403161 Visa Inc. Reports
28 VZ 0000732712 Verizon Communications Inc. Reports
29 WMT 0000104169 Wal-Mart Stores Inc. Reports
30 XOM 0000034088 Exxon Mobil Corporation Reports

CIKs for S&P 500 Companies

(Note: GOOGL and DISCK are removed. They are represented by GOOG and DISCA.)

No. Ticker CIK# Company
1 A 0001090872 Agilent Technologies Inc. Reports
2 AA 0000004281 Alcoa Inc. Reports
3 AAPL 0000320193 Apple Inc. Reports
4 ABBV 0001551152 AbbVie Inc. Reports
5 ABC 0001140859 AmerisourceBergen Corporation Reports
6 ABT 0000001800 Abbott Laboratories Reports
7 ACE 0000896159 ACE Limited Reports
8 ACN 0001467373 Accenture plc Reports
9 ACT 0001578845 Actavis plc Reports
10 ADBE 0000796343 Adobe Systems Inc. Reports
11 ADI 0000006281 Analog Devices, Inc. Reports
12 ADM 0000007084 Archer-Daniels-Midland Company Reports
13 ADP 0000008670 Automatic Data Processing, Inc. Reports
14 ADS 0001101215 Alliance Data Systems Corporation Reports
15 ADSK 0000769397 Autodesk, Inc. Reports
16 ADT 0001546640 The ADT Corporation Reports
17 AEE 0001002910 Ameren Corporation Reports
18 AEP 0000004904 American Electric Power Co., Inc. Reports
19 AES 0000874761 The AES Corporation Reports
20 AET 0001122304 Aetna Inc. Reports
21 AFL 0000004977 AFLAC Inc. Reports
22 AGN 0000850693 Allergan Inc. Reports
23 AIG 0000005272 American International Group, Inc. Reports
24 AIV 0000922864 Apartment Investment and Management Company Reports
25 AIZ 0001267238 Assurant Inc. Reports
26 AKAM 0001086222 Akamai Technologies, Inc. Reports
27 ALL 0000899051 The Allstate Corporation Reports
28 ALLE 0001579241 Allegion plc Reports
29 ALTR 0000768251 Altera Corp. Reports
30 ALXN 0000899866 Alexion Pharmaceuticals, Inc. Reports
31 AMAT 0000006951 Applied Materials, Inc. Reports
32 AME 0001037868 Ametek Inc. Reports
33 AMG 0001004434 Affiliated Managers Group Inc. Reports
34 AMGN 0000318154 Amgen Inc. Reports
35 AMP 0000820027 Ameriprise Financial, Inc. Reports
36 AMT 0001053507 American Tower Corporation Reports
37 AMZN 0001018724 Amazon.com Inc. Reports
38 AN 0000350698 AutoNation Inc. Reports
39 AON 0000315293 Aon plc Reports
40 APA 0000006769 Apache Corp. Reports
41 APC 0000773910 Anadarko Petroleum Corporation Reports
42 APD 0000002969 Air Products & Chemicals Inc. Reports
43 APH 0000820313 Amphenol Corporation Reports
44 ARG 0000804212 Airgas, Inc. Reports
45 ATI 0001018963 Allegheny Technologies Inc. Reports
46 AVB 0000915912 Avalonbay Communities Inc. Reports
47 AVGO 0001441634 Avago Technologies Limited Reports
48 AVP 0000008868 Avon Products Inc. Reports
49 AVY 0000008818 Avery Dennison Corporation Reports
50 AXP 0000004962 American Express Company Reports
51 AZO 0000866787 AutoZone, Inc. Reports
52 BA 0000012927 The Boeing Company Reports
53 BAC 0000070858 Bank of America Corporation Reports
54 BAX 0000010456 Baxter International Inc. Reports
55 BBBY 0000886158 Bed Bath & Beyond Inc. Reports
56 BBT 0000092230 BB&T Corporation Reports
57 BBY 0000764478 Best Buy Co., Inc. Reports
58 BCR 0000009892 CR Bard Inc. Reports
59 BDX 0000010795 Becton, Dickinson and Company Reports
60 BEN 0000038777 Franklin Resources Inc. Reports
61 BFA 0000014693 Brown-Forman Corporation Reports
62 BHI 0000808362 Baker Hughes Incorporated Reports
63 BIIB 0000875045 Biogen Idec Inc. Reports
64 BK 0001390777 The Bank of New York Mellon Corporation Reports
65 BLK 0001364742 BlackRock, Inc. Reports
66 BLL 0000009389 Ball Corporation Reports
67 BMS 0000011199 Bemis Company, Inc. Reports
68 BMY 0000014272 Bristol-Myers Squibb Company Reports
69 BRCM 0001054374 Broadcom Corp. Reports
70 BRKA 0001067983 Berkshire Hathaway Inc. Reports
71 BSX 0000885725 Boston Scientific Corporation Reports
72 BTU 0001064728 Peabody Energy Corp. Reports
73 BWA 0000908255 BorgWarner Inc. Reports
74 BXP 0001037540 Boston Properties Inc. Reports
75 C 0000831001 Citigroup Inc. Reports
76 CA 0000356028 CA Technologies, Inc. Reports
77 CAG 0000023217 ConAgra Foods, Inc. Reports
78 CAH 0000721371 Cardinal Health, Inc. Reports
79 CAM 0000941548 Cameron International Corporation Reports
80 CAT 0000018230 Caterpillar Inc. Reports
81 CB 0000020171 The Chubb Corporation Reports
82 CBG 0001138118 CBRE Group, Inc. Reports
83 CBS 0000813828 CBS Corporation Reports
84 CCE 0001491675 Coca-Cola Enterprises Inc. Reports
85 CCI 0001051470 Crown Castle International Corp. Reports
86 CCL 0000815097 Carnival Corporation Reports
87 CELG 0000816284 Celgene Corporation Reports
88 CERN 0000804753 Cerner Corporation Reports
89 CF 0001324404 CF Industries Holdings, Inc. Reports
90 CFN 0001457543 CareFusion Corporation Reports
91 CHK 0000895126 Chesapeake Energy Corporation Reports
92 CHRW 0001043277 CH Robinson Worldwide Inc. Reports
93 CI 0000701221 Cigna Corp. Reports
94 CINF 0000020286 Cincinnati Financial Corp. Reports
95 CL 0000021665 Colgate-Palmolive Co. Reports
96 CLX 0000021076 The Clorox Company Reports
97 CMA 0000028412 Comerica Incorporated Reports
98 CMCSA 0001166691 Comcast Corporation Reports
99 CME 0001156375 CME Group Inc. Reports
100 CMG 0001058090 Chipotle Mexican Grill, Inc. Reports
101 CMI 0000026172 Cummins Inc. Reports
102 CMS 0000811156 CMS Energy Corp. Reports
103 CNP 0001130310 CenterPoint Energy, Inc. Reports
104 CNX 0001070412 CONSOL Energy Inc. Reports
105 COF 0000927628 Capital One Financial Corporation Reports
106 COG 0000858470 Cabot Oil & Gas Corporation Reports
107 COH 0001116132 Coach, Inc. Reports
108 COL 0001137411 Rockwell Collins Inc. Reports
109 COP 0001163165 ConocoPhillips Reports
110 COST 0000909832 Costco Wholesale Corporation Reports
111 COV 0001385187 Covidien plc Reports
112 CPB 0000016732 Campbell Soup Company Reports
113 CRM 0001108524 Salesforce.com, Inc Reports
114 CSC 0000023082 Computer Sciences Corporation Reports
115 CSCO 0000858877 Cisco Systems, Inc. Reports
116 CSX 0000277948 CSX Corp. Reports
117 CTAS 0000723254 Cintas Corporation Reports
118 CTL 0000018926 CenturyLink, Inc. Reports
119 CTSH 0001058290 Cognizant Technology Solutions Corporation Reports
120 CTXS 0000877890 Citrix Systems, Inc. Reports
121 CVC 0001053112 Cablevision Systems Corporation Reports
122 CVS 0000064803 CVS Health Corporation Reports
123 CVX 0000093410 Chevron Corporation Reports
124 D 0000715957 Dominion Resources, Inc. Reports
125 DAL 0000027904 Delta Air Lines, Inc. Reports
126 DD 0000030554 E. I. du Pont de Nemours and Company Reports
127 DE 0000315189 Deere & Company Reports
128 DFS 0001393612 Discover Financial Services Reports
129 DG 0000029534 Dollar General Corporation Reports
130 DGX 0001022079 Quest Diagnostics Inc. Reports
131 DHI 0000882184 DR Horton Inc. Reports
132 DHR 0000313616 Danaher Corp. Reports
133 DIS 0001001039 The Walt Disney Company Reports
134 DISCA 0001437107 Discovery Communications, Inc. Reports
136 DLPH 0001521332 Delphi Automotive PLC Reports
137 DLTR 0000935703 Dollar Tree, Inc. Reports
138 DNB 0001115222 Dun & Bradstreet Corp. Reports
139 DNR 0000945764 Denbury Resources Inc. Reports
140 DO 0000949039 Diamond Offshore Drilling, Inc. Reports
141 DOV 0000029905 Dover Corporation Reports
142 DOW 0000029915 The Dow Chemical Company Reports
143 DPS 0001418135 Dr Pepper Snapple Group, Inc. Reports
144 DRI 0000940944 Darden Restaurants, Inc. Reports
145 DTE 0000936340 DTE Energy Company Reports
146 DTV 0001465112 DIRECTV Reports
147 DUK 0001326160 Duke Energy Corporation Reports
148 DVA 0000927066 DaVita HealthCare Partners Inc. Reports
149 DVN 0001090012 Devon Energy Corporation Reports
150 EA 0000712515 Electronic Arts Inc. Reports
151 EBAY 0001065088 eBay Inc. Reports
152 ECL 0000031462 Ecolab Inc. Reports
153 ED 0001047862 Consolidated Edison, Inc. Reports
154 EFX 0000033185 Equifax Inc. Reports
155 EIX 0000827052 Edison International Reports
156 EL 0001001250 Estee Lauder Companies Inc. Reports
157 EMC 0000790070 EMC Corporation Reports
158 EMN 0000915389 Eastman Chemical Co. Reports
159 EMR 0000032604 Emerson Electric Co. Reports
160 EOG 0000821189 EOG Resources, Inc. Reports
161 EQR 0000906107 Equity Residential Reports
162 EQT 0000033213 EQT Corporation Reports
163 ESRX 0001532063 Express Scripts Holding Company Reports
164 ESS 0000920522 Essex Property Trust Inc. Reports
165 ESV 0000314808 Ensco plc Reports
166 ETFC 0001015780 E*TRADE Financial Corporation Reports
167 ETN 0001551182 Eaton Corporation plc Reports
168 ETR 0000065984 Entergy Corporation Reports
169 EW 0001099800 Edwards Lifesciences Corp. Reports
170 EXC 0001109357 Exelon Corporation Reports
171 EXPD 0000746515 Expeditors International of Washington Inc. Reports
172 EXPE 0001324424 Expedia Inc. Reports
173 F 0000037996 Ford Motor Co. Reports
174 FAST 0000815556 Fastenal Company Reports
175 FB 0001326801 Facebook, Inc. Reports
176 FCX 0000831259 Freeport-McMoRan Inc. Reports
177 FDO 0000034408 Family Dollar Stores Inc. Reports
178 FDX 0001048911 FedEx Corporation Reports
179 FE 0001031296 FirstEnergy Corp. Reports
180 FFIV 0001048695 F5 Networks, Inc. Reports
181 FIS 0001136893 Fidelity National Information Services, Inc. Reports
182 FISV 0000798354 Fiserv, Inc. Reports
183 FITB 0000035527 Fifth Third Bancorp Reports
184 FLIR 0000354908 FLIR Systems, Inc. Reports
185 FLR 0001124198 Fluor Corporation Reports
186 FLS 0000030625 Flowserve Corp. Reports
187 FMC 0000037785 FMC Corp. Reports
188 FOSL 0000883569 Fossil Group, Inc. Reports
189 FOXA 0001308161 Twenty-First Century Fox, Inc. Reports
190 FSLR 0001274494 First Solar, Inc. Reports
191 FTI 0001135152 FMC Technologies, Inc. Reports
192 FTR 0000020520 Frontier Communications Corporation Reports
193 GAS 0001004155 AGL Resources Inc. Reports
194 GCI 0000039899 Gannett Co., Inc. Reports
195 GD 0000040533 General Dynamics Corporation Reports
196 GE 0000040545 General Electric Company Reports
197 GGP 0001496048 General Growth Properties, Inc Reports
198 GHC 0000104889 Graham Holdings Reports
199 GILD 0000882095 Gilead Sciences Inc. Reports
200 GIS 0000040704 General Mills, Inc. Reports
201 GLW 0000024741 Corning Inc. Reports
202 GM 0001467858 General Motors Company Reports
203 GMCR 0000909954 Keurig Green Mountain, Inc. Reports
204 GME 0001326380 GameStop Corp. Reports
205 GNW 0001276520 Genworth Financial, Inc. Reports
206 GOOG 0001288776 Google Inc. Reports
208 GPC 0000040987 Genuine Parts Company Reports
209 GPS 0000039911 The Gap, Inc. Reports
210 GRMN 0001121788 Garmin Ltd. Reports
211 GS 0000886982 The Goldman Sachs Group, Inc. Reports
212 GT 0000042582 The Goodyear Tire & Rubber Company Reports
213 GWW 0000277135 W.W. Grainger, Inc. Reports
214 HAL 0000045012 Halliburton Company Reports
215 HAR 0000800459 Harman International Industries, Incorporated Reports
216 HAS 0000046080 Hasbro Inc. Reports
217 HBAN 0000049196 Huntington Bancshares Incorporated Reports
218 HCBK 0000921847 Hudson City Bancorp, Inc. Reports
219 HCN 0000766704 Health Care REIT, Inc. Reports
220 HCP 0000765880 HCP, Inc. Reports
221 HD 0000354950 The Home Depot, Inc. Reports
222 HES 0000004447 Hess Corporation Reports
223 HIG 0000874766 The Hartford Financial Services Group, Inc. Reports
224 HOG 0000793952 Harley-Davidson, Inc. Reports
225 HON 0000773840 Honeywell International Inc. Reports
226 HOT 0000316206 Starwood Hotels & Resorts Worldwide Inc. Reports
227 HP 0000046765 Helmerich & Payne, Inc. Reports
228 HPQ 0000047217 Hewlett-Packard Company Reports
229 HRB 0000012659 H&R Block, Inc. Reports
230 HRL 0000048465 Hormel Foods Corporation Reports
231 HRS 0000202058 Harris Corporation Reports
232 HSP 0001274057 Hospira Inc. Reports
233 HST 0001070750 Host Hotels & Resorts, Inc. Reports
234 HSY 0000047111 The Hershey Company Reports
235 HUM 0000049071 Humana Inc. Reports
236 IBM 0000051143 International Business Machines Corporation Reports
237 ICE 0001571949 Intercontinental Exchange, Inc. Reports
238 IFF 0000051253 International Flavors & Fragrances Inc. Reports
239 INTC 0000050863 Intel Corporation Reports
240 INTU 0000896878 Intuit Inc. Reports
241 IP 0000051434 International Paper Company Reports
242 IPG 0000051644 The Interpublic Group of Companies, Inc. Reports
243 IR 0001466258 Ingersoll-Rand Plc Reports
244 IRM 0001020569 Iron Mountain Inc. Reports
245 ISRG 0001035267 Intuitive Surgical, Inc. Reports
246 ITW 0000049826 Illinois Tool Works Inc. Reports
247 IVZ 0000914208 Invesco Ltd. Reports
248 JBL 0000898293 Jabil Circuit Inc. Reports
249 JCI 0000053669 Johnson Controls Inc. Reports
250 JEC 0000052988 Jacobs Engineering Group Inc. Reports
251 JNJ 0000200406 Johnson & Johnson Reports
252 JNPR 0001043604 Juniper Networks, Inc. Reports
253 JOY 0000801898 Joy Global, Inc. Reports
254 JPM 0000019617 JPMorgan Chase & Co. Reports
255 JWN 0000072333 Nordstrom Inc. Reports
256 K 0000055067 Kellogg Company Reports
257 KEY 0000091576 KeyCorp. Reports
258 KIM 0000879101 Kimco Realty Corporation Reports
259 KLAC 0000319201 KLA-Tencor Corporation Reports
260 KMB 0000055785 Kimberly-Clark Corporation Reports
261 KMI 0001506307 Kinder Morgan, Inc. Reports
262 KMX 0001170010 CarMax Inc. Reports
263 KO 0000021344 The Coca-Cola Company Reports
264 KORS 0001530721 Michael Kors Holdings Limited Reports
265 KR 0000056873 The Kroger Co. Reports
266 KRFT 0001545158 Kraft Foods Group, Inc. Reports
267 KSS 0000885639 Kohl’s Corp. Reports
268 KSU 0000054480 Kansas City Southern Reports
269 L 0000060086 Loews Corporation Reports
270 LB 0000701985 L Brands, Inc. Reports
271 LEG 0000058492 Leggett & Platt, Incorporated Reports
272 LEN 0000920760 Lennar Corp. Reports
273 LH 0000920148 Laboratory Corp. of America Holdings Reports
274 LLL 0001056239 L-3 Communications Holdings Inc. Reports
275 LLTC 0000791907 Linear Technology Corporation Reports
276 LLY 0000059478 Eli Lilly and Company Reports
277 LM 0000704051 Legg Mason Inc. Reports
278 LMT 0000936468 Lockheed Martin Corporation Reports
279 LNC 0000059558 Lincoln National Corporation Reports
280 LO 0001424847 Lorillard, Inc. Reports
281 LOW 0000060667 Lowe’s Companies Inc. Reports
282 LRCX 0000707549 Lam Research Corporation Reports
283 LUK 0000096223 Leucadia National Corporation Reports
284 LUV 0000092380 Southwest Airlines Co. Reports
285 LYB 0001489393 LyondellBasell Industries N.V. Reports
286 M 0000794367 Macy’s, Inc. Reports
287 MA 0001141391 MasterCard Incorporated Reports
288 MAC 0000912242 The Macerich Company Reports
289 MAR 0001048286 Marriott International, Inc. Reports
290 MAS 0000062996 Masco Corporation Reports
291 MAT 0000063276 Mattel, Inc. Reports
292 MCD 0000063908 McDonald’s Corp. Reports
293 MCHP 0000827054 Microchip Technology Inc. Reports
294 MCK 0000927653 McKesson Corporation Reports
295 MCO 0001059556 Moody’s Corporation Reports
296 MDLZ 0001103982 Mondelez International, Inc. Reports
297 MDT 0001613103 Medtronic, Inc. Reports
298 MET 0001099219 MetLife, Inc. Reports
299 MHFI 0000064040 McGraw Hill Financial, Inc. Reports
300 MHK 0000851968 Mohawk Industries Inc. Reports
301 MJN 0001452575 Mead Johnson Nutrition Company Reports
302 MKC 0000063754 McCormick & Company, Incorporated Reports
303 MLM 0000916076 Martin Marietta Materials Inc. Reports
304 MMC 0000062709 Marsh & McLennan Companies, Inc. Reports
305 MMM 0000066740 3M Company Reports
306 MNST 0000865752 Monster Beverage Corporation Reports
307 MO 0000764180 Altria Group Inc. Reports
308 MON 0001110783 Monsanto Company Reports
309 MOS 0001285785 The Mosaic Company Reports
310 MPC 0001510295 Marathon Petroleum Corporation Reports
311 MRK 0000310158 Merck & Co. Inc. Reports
312 MRO 0000101778 Marathon Oil Corporation Reports
313 MS 0000895421 Morgan Stanley Reports
314 MSFT 0000789019 Microsoft Corporation Reports
315 MSI 0000068505 Motorola Solutions, Inc. Reports
316 MTB 0000036270 M&T Bank Corporation Reports
317 MU 0000723125 Micron Technology, Inc. Reports
318 MUR 0000717423 Murphy Oil Corporation Reports
319 MWV 0001159297 MeadWestvaco Corporation Reports
320 MYL 0000069499 Mylan, Inc. Reports
321 NAVI 0001593538 Navient Corporation Reports
322 NBL 0000072207 Noble Energy, Inc. Reports
323 NBR 0001163739 Nabors Industries Ltd. Reports
324 NDAQ 0001120193 The Nasdaq OMX Group, Inc. Reports
325 NE 0001458891 Noble Corp. Reports
326 NEE 0001603145 NextEra Energy, Inc. Reports
327 NEM 0001164727 Newmont Mining Corporation Reports
328 NFLX 0001065280 Netflix, Inc. Reports
329 NFX 0000912750 Newfield Exploration Co. Reports
330 NI 0001111711 NiSource Inc. Reports
331 NKE 0000320187 Nike, Inc. Reports
332 NLSN 0001492633 Nielsen N.V. Reports
333 NOC 0001133421 Northrop Grumman Corporation Reports
334 NOV 0001021860 National Oilwell Varco, Inc. Reports
335 NRG 0001013871 NRG Energy, Inc. Reports
336 NSC 0000702165 Norfolk Southern Corporation Reports
337 NTAP 0001002047 NetApp, Inc. Reports
338 NTRS 0000073124 Northern Trust Corporation Reports
339 NU 0000072741 Northeast Utilities Reports
340 NUE 0000073309 Nucor Corporation Reports
341 NVDA 0001045810 NVIDIA Corporation Reports
342 NWL 0000814453 Newell Rubbermaid Inc. Reports
343 NWS 0001564708 News Corporation Reports
344 OI 0000812074 Owens-Illinois, Inc. Reports
345 OKE 0001039684 ONEOK Inc. Reports
346 OMC 0000029989 Omnicom Group Inc. Reports
347 ORCL 0001341439 Oracle Corporation Reports
348 ORLY 0000898173 O’Reilly Automotive Inc. Reports
349 OXY 0000797468 Occidental Petroleum Corporation Reports
350 PAYX 0000723531 Paychex, Inc. Reports
351 PBCT 0001378946 People’s United Financial Inc. Reports
352 PBI 0000078814 Pitney Bowes Inc. Reports
353 PCAR 0000075362 PACCAR Inc. Reports
354 PCG 0001004980 PG&E Corporation Reports
355 PCL 0000849213 Plum Creek Timber Co. Inc. Reports
356 PCLN 0001075531 The Priceline Group Inc. Reports
357 PCP 0000079958 Precision Castparts Corp. Reports
358 PDCO 0000891024 Patterson Companies, Inc. Reports
359 PEG 0000788784 Public Service Enterprise Group Inc. Reports
360 PEP 0000077476 Pepsico, Inc. Reports
361 PETM 0000863157 PetSmart, Inc. Reports
362 PFE 0000078003 Pfizer Inc. Reports
363 PFG 0001126328 Principal Financial Group Inc. Reports
364 PG 0000080424 The Procter & Gamble Company Reports
365 PGR 0000080661 Progressive Corp. Reports
366 PH 0000076334 Parker-Hannifin Corporation Reports
367 PHM 0000822416 PulteGroup, Inc. Reports
368 PKI 0000031791 PerkinElmer Inc. Reports
369 PLD 0001045609 Prologis, Inc. Reports
370 PLL 0000075829 Pall Corporation Reports
371 PM 0001413329 Philip Morris International, Inc. Reports
372 PNC 0000713676 The PNC Financial Services Group, Inc. Reports
373 PNR 0000077360 Pentair plc Reports
374 PNW 0000764622 Pinnacle West Capital Corporation Reports
375 POM 0001135971 Pepco Holdings, Inc. Reports
376 PPG 0000079879 PPG Industries Inc. Reports
377 PPL 0000922224 PPL Corporation Reports
378 PRGO 0001585364 Perrigo Company Public Limited Company Reports
379 PRU 0001137774 Prudential Financial, Inc. Reports
380 PSA 0001393311 Public Storage Reports
381 PSX 0001534701 Phillips 66 Reports
382 PVH 0000078239 PVH Corp. Reports
383 PWR 0001050915 Quanta Services, Inc. Reports
384 PX 0000884905 Praxair Inc. Reports
385 PXD 0001038357 Pioneer Natural Resources Co. Reports
386 QCOM 0000804328 QUALCOMM Incorporated Reports
387 QEP 0001108827 QEP Resources, Inc. Reports
388 R 0000085961 Ryder System, Inc. Reports
389 RAI 0001275283 Reynolds American Inc. Reports
390 RDC 0000085408 Rowan Companies plc Reports
391 REGN 0000872589 Regeneron Pharmaceuticals, Inc. Reports
392 RF 0001281761 Regions Financial Corporation Reports
393 RHI 0000315213 Robert Half International Inc. Reports
394 RHT 0001087423 Red Hat, Inc. Reports
395 RIG 0001451505 Transocean Ltd. Reports
396 RL 0001037038 Ralph Lauren Corporation Reports
397 ROK 0001024478 Rockwell Automation Inc. Reports
398 ROP 0000882835 Roper Industries Inc. Reports
399 ROST 0000745732 Ross Stores Inc. Reports
400 RRC 0000315852 Range Resources Corporation Reports
401 RSG 0001060391 Republic Services, Inc. Reports
402 RTN 0001047122 Raytheon Company Reports
403 SBUX 0000829224 Starbucks Corporation Reports
404 SCG 0000754737 SCANA Corp. Reports
405 SCHW 0000316709 The Charles Schwab Corporation Reports
406 SE 0001373835 Spectra Energy Corp. Reports
407 SEE 0001012100 Sealed Air Corporation Reports
408 SHW 0000089800 The Sherwin-Williams Company Reports
409 SIAL 0000090185 Sigma-Aldrich Corporation Reports
410 SJM 0000091419 The J. M. Smucker Company Reports
411 SLB 0000087347 Schlumberger Limited Reports
412 SNA 0000091440 Snap-on Incorporated Reports
413 SNDK 0001000180 SanDisk Corp. Reports
414 SNI 0001430602 Scripps Networks Interactive, Inc. Reports
415 SO 0000092122 Southern Company Reports
416 SPG 0001063761 Simon Property Group Inc. Reports
417 SPLS 0000791519 Staples, Inc. Reports
418 SRCL 0000861878 Stericycle, Inc. Reports
419 SRE 0001032208 Sempra Energy Reports
420 STI 0000750556 SunTrust Banks, Inc. Reports
421 STJ 0000203077 St. Jude Medical Inc. Reports
422 STT 0000093751 State Street Corporation Reports
423 STX 0001137789 Seagate Technology Public Limited Company Reports
424 STZ 0000016918 Constellation Brands Inc. Reports
425 SWK 0000093556 Stanley Black & Decker, Inc. Reports
426 SWN 0000007332 Southwestern Energy Co. Reports
427 SWY 0000086144 Safeway Inc. Reports
428 SYK 0000310764 Stryker Corporation Reports
429 SYMC 0000849399 Symantec Corporation Reports
430 SYY 0000096021 Sysco Corporation Reports
431 T 0000732717 AT&T, Inc. Reports
432 TAP 0000024545 Molson Coors Brewing Company Reports
433 TDC 0000816761 Teradata Corporation Reports
434 TE 0000350563 TECO Energy, Inc. Reports
435 TEG 0000916863 Integrys Energy Group, Inc. Reports
436 TEL 0001385157 TE Connectivity Ltd. Reports
437 TGT 0000027419 Target Corp. Reports
438 THC 0000070318 Tenet Healthcare Corp. Reports
439 TIF 0000098246 Tiffany & Co. Reports
440 TJX 0000109198 The TJX Companies, Inc. Reports
441 TMK 0000320335 Torchmark Corporation Reports
442 TMO 0000097745 Thermo Fisher Scientific, Inc. Reports
443 TRIP 0001526520 TripAdvisor Inc. Reports
444 TROW 0001113169 T. Rowe Price Group, Inc. Reports
445 TRV 0000086312 The Travelers Companies, Inc. Reports
446 TSCO 0000916365 Tractor Supply Company Reports
447 TSN 0000100493 Tyson Foods, Inc. Reports
448 TSO 0000050104 Tesoro Corporation Reports
449 TSS 0000721683 Total System Services, Inc. Reports
450 TWC 0001377013 Time Warner Cable Inc. Reports
451 TWX 0001105705 Time Warner Inc. Reports
452 TXN 0000097476 Texas Instruments Inc. Reports
453 TXT 0000217346 Textron Inc. Reports
454 TYC 0001608109 Tyco International Ltd. Reports
455 UA 0001336917 Under Armour, Inc. Reports
456 UNH 0000731766 UnitedHealth Group Incorporated Reports
457 UNM 0000005513 Unum Group Reports
458 UNP 0000100885 Union Pacific Corporation Reports
459 UPS 0001090727 United Parcel Service, Inc. Reports
460 URBN 0000912615 Urban Outfitters Inc. Reports
461 USB 0000036104 U.S. Bancorp Reports
462 UTX 0000101829 United Technologies Corporation Reports
463 V 0001403161 Visa Inc. Reports
464 VAR 0000203527 Varian Medical Systems, Inc. Reports
465 VFC 0000103379 V.F. Corporation Reports
466 VIAB 0001339947 Viacom, Inc. Reports
467 VLO 0001035002 Valero Energy Corporation Reports
468 VMC 0001396009 Vulcan Materials Company Reports
469 VNO 0000899689 Vornado Realty Trust Reports
470 VRSN 0001014473 VeriSign, Inc. Reports
471 VRTX 0000875320 Vertex Pharmaceuticals Incorporated Reports
472 VTR 0000740260 Ventas, Inc. Reports
473 VZ 0000732712 Verizon Communications Inc. Reports
474 WAG 0000104207 Walgreen Co. Reports
475 WAT 0001000697 Waters Corporation Reports
476 WDC 0000106040 Western Digital Corporation Reports
477 WEC 0000107815 Wisconsin Energy Corp. Reports
478 WFC 0000072971 Wells Fargo & Company Reports
479 WFM 0000865436 Whole Foods Market, Inc. Reports
480 WHR 0000106640 Whirlpool Corp. Reports
481 WIN 0001282266 Windstream Holdings, Inc. Reports
482 WLP 0001156039 WellPoint Inc. Reports
483 WM 0000823768 Waste Management, Inc. Reports
484 WMB 0000107263 Williams Companies, Inc. Reports
485 WMT 0000104169 Wal-Mart Stores Inc. Reports
486 WU 0001365135 The Western Union Company Reports
487 WY 0000106535 Weyerhaeuser Co. Reports
488 WYN 0001361658 Wyndham Worldwide Corporation Reports
489 WYNN 0001180638 Wynn Resorts Ltd. Reports
490 XEC 0001168054 Cimarex Energy Co. Reports
491 XEL 0000072903 Xcel Energy Inc. Reports
492 XL 0000875159 XL Group plc Reports
493 XLNX 0000743988 Xilinx Inc. Reports
494 XOM 0000034088 Exxon Mobil Corporation Reports
495 XRAY 0000818479 DENTSPLY International Inc. Reports
496 XRX 0000108772 Xerox Corporation Reports
497 XYL 0001524472 Xylem Inc. Reports
498 YHOO 0001011006 Yahoo! Inc. Reports
499 YUM 0001041061 Yum! Brands, Inc. Reports
500 ZION 0000109380 Zions Bancorporation Reports
501 ZMH 0001136869 Zimmer Holdings, Inc. Reports
502 ZTS 0001555280 Zoetis Inc. Reports

(the end)

Free mobile service gives financial analysts easy access to SEC financial reports of 10,000 U.S. Listed companies.

Note: This is a copy of the official press release. The original PRNewsWire release is here:

http://www.prnewswire.com/news-releases/free-mobile-service-gives-financial-analysts-easy-access-to-sec-financial-reports-of-10000-us-listed-companies-271656391.html

Free mobile service gives financial analysts easy access to SEC financial reports of 10,000 U.S. Listed companies.

Enabled by the new generation of financial reporting standard (XBRL Language and US-GAAP Taxonomy), Prime Aim delivers every statement and disclosure in financial reports to mobile devices, unaltered and sooner than ever.

Browse Financial Statements and Disclosures with Android Phone

Android

Browse Financial Statements and Disclosures with iPhone

iPhone5

Pittsburgh, Pennsylvania, August 18, 2014 – Prime Aim Technology today announced that, through its Web site (http://primeaim.com), financial analysts can now review the latest financial reports from about 10,000 U.S. Listed companies with their mobile devices for free.

None of the major finance portals or mobile apps gives financial analysts easy access to these financial reports through mobile devices. Prime Aim fills the gap and goes beyond.

Besides the three basic statements (Balance Sheet, Income Statement and Cash Flow Statement), a financial report on average has 44 statements and disclosures. Through Prime Aim’s Web site, financial analysts can review each statement or disclosure from their mobile devices.

The financial reports covered are those quarterly (10-Q) and annual (10-K) reports from all U.S. Listed companies.

Thanks to the SEC mandate on the interactive financial reporting (in XBRL), financial reports can now be sliced and diced to fit into small mobile screens. Through automation, Prime Aim brings these reports to financial analysts shortly after they are accepted by the SEC.

Whether you are on a commuting train, in a meeting room or in a hotel, you can now review the latest financial statements with your Android phone, iPhone, iPad or other mobile devices.

Additional details are available online at https://primeaim.wordpress.com/2014/08/18/financial-reports-on-the-go.

About Prime Aim Technology:

Prime Aim is a Pittsburgh, PA based financial software company dedicated to bringing the many benefits of XBRL to financial analysts. Founded in 2008, Prime Aim processes XBRL filings, builds Cloud-based XBRL databases and search engine, and provides Web services and data mining tools for financial analysts. For more information, please visit: (1) Web site: (http://primeaim.com); (2) Linkedin (http://www.linkedin.com/company/prime-aim-technology-llc); (3) Twitter (@primeaim); (4) Blogs (https://primeaim.wordpress.com).

About XBRL:

XBRL (eXtensible Business Reporting Language) is a global standard language for business reporting. For more information, please visit: (1) XBRL Global: http://xbrl.org; (2) XBRL U.S.: http://xbrl.us; (3) US-GAAP Taxonomy: http://xbrl.fasb.org; (4) SEC XBRL Filings: http://xbrl.sec.gov.

Prime Aim’s founder to participate in the panel discussion at the 2014 XBRL U.S. National Conference – Data Forum

Pittsburgh, PA, 08/16/2014, Prime Aim: http://primeaim.com  

Qinlin Luo, Prime Aim’s founder, will join 4 other XBRL thought leaders and technologists in the panel “Performing Analysis with XBRL”, one of several panels at the 2014 XBRL U.S. National Conference – Data Forum. Please stop by to see 4 brief demos and participate in the follow-up discussions on new forms of analysis and visualization made possible with XBRL.

This is Mr. Luo’s 3rd participation in the Data Forum. In 2013, he talked about how data mining with XBRL data is superior to the old fashioned document search. In 2012, he talked about the extraordinary characteristics of XBRL data – things to pay attention to when you process, analyze and present XBRL data.

In this year’s conference, Mr. Luo will showcase how financial analysts can interact with XBRL data through instant analytics and visualization. Such analytics and visualization could also provide accountants, XBRL filing agents and regulators insight on how US-GAAP taxonomies have been applied to the 78 million data points and 7 million disclosures and footnotes in the last 6 years.

Please contact Mr. Luo if you are interested in meeting with him before, during or after the conference: qluo@primeaim.com.

Here is the details about the conference, the data forum and the session:

==========================

XBRL U.S. National Conference:

Monday, September 15 – Wednesday, September 17, 2014

Hyatt Regency Bellevue
900 Bellevue Way NE
Bellevue, Washington, USA, 98004-4272

Data Forum, Full Schedule:

http://xbrl.us/events/Pages/natconf2014/dataforum.aspx

Session Details:

Tuesday, Sept. 16, 2014

4:30 PM – 5:30 PM

 

Performing Analysis with XBRL

 

Attend this session to see brief tool demos and learn how  XBRL makes them unique.  This session will spark ideas for new forms of analysis and visualization that you may want to do in your own business.

 

==========================

About Prime Aim Technology:

Prime Aim is a Pittsburgh, PA based financial software company dedicated to bringing the many benefits of XBRL to financial analysts. Founded in 2008, Prime Aim processes XBRL filings, builds Cloud-based XBRL databases and search engine, and provides Web services and data mining tools for financial analysts. For more information, please visit: (1) Web site: (http://primeaim.com); (2) Linkedin (http://www.linkedin.com/company/prime-aim-technology-llc); (3) Twitter (@primeaim); (4) Blogs (https://primeaim.wordpress.com).

About XBRL:

XBRL (eXtensible Business Reporting Language) is a global standard language for business reporting. For more information, please visit: (1) XBRL Global: http://xbrl.org; (2) XBRL U.S.: http://xbrl.us; (3) US-GAAP Taxonomy: http://xbrl.fasb.org; (4) SEC XBRL Filings: http://xbrl.sec.gov.

Challenges on rendering XBRL data on mobile devices

Rendering financial data on mobile devices is difficult due to the small screen size and the dimensional nature of the financial data. Rendering XBRL data from public companies has a few additional challenges.

—————————————-

1. The concept name is long and it has no space between words. Without space, the rendering engine is not able to break the concept name into more than one lines.

Example: AvailableForSaleSecuritiesAndHeldToMaturitySecurities

2. The label isn’t always accurate and isn’t sufficient without the concept name.

Example: The label for the concept “IntangibleAssetsNetExcludingGoodwill” could just be “Total”, which only makes sense when the concept name is also displayed.

You might think the concept name is more accurate than the label. This is not true.

Example:

Concept: us-gaap:CommercialPaper

Label: Commercial paper (includes $0 and $6,045 for VIEs) (a)

So it is the best to display both the concept name and the label.

3. Rendering dimensions or hypercubes (similar to the pivot table in Excel) is the ultimate challenge.

a). Each dimension has its own combination of the concept names and labels, both could be too long for the small screen.

b). The hierarchy (or the drill down) is hard to render with the small screen.

c). 3 to 5 dimensions are not rare. If you consider the legal entities and context period as dimensions, the rendering is even harder.

d). Some numbers are big – too big to fit into a table.

4. There is very little you can do with the textblock in the format of HTML/XHTML. You can create styles to fit your content into the small screen. Unfortunately, these styles could be nullified by the styles embedded in the HTML/XHTML codes in the textblock. These textblocks are optimized for the regular desktop browsers, not for the mobile browsers.

I hope the iXBRL experts will take rendering in the mobile devices into account when/if iXBRL is mandated.

—————————————-

If you have creative ideas, please let me know. I am trying to make http://primeaim.com more user friendly in the mobile browsers.

The need for the UGT TECHNICAL Implementation Guide and key conformance rules

Why do companies or filing agents make rookie mistakes – mistakes that can be avoided with more experiences, time and money, such as decimals, negative sign and even the company’s fiscal year and fiscal period?

Why do different  companies or filing agents treat things so differently while they are virtually the same? For example, what the link role for the Balance Sheet should be; whether the Assets should be present; etc..

I think the big reason is the lack of the UGT TECHNICAL Implementation Guide – the step-by-step manual to create XBRL documents.

The current implementation guide is more like a user guide – how to use or apply the U.S. GAAP Taxonomy (UGT). This TECHNICAL Implementation Guide is about how to create XBRL documents. It should have details about:

1. how to create XBRL documents with each standard concept (i.e. Assets).

1.1 with examples that can be simply copied and pasted to each document (.xsd, .ins, .lab), then change the numbers in the instance document.

1.2 with embedded comments on what to watch out for errors, such as how to avoid common mistakes like decimals and negative signs.

1.3 with the conformance rules such as (for the purpose of illustration): conf-UGT-2014-12345 – Assets can not be a negative number and it can not be null.

1.4 with the notes such as “This is how to find the right taxonomy concept…if you can not find a right one, this is the way to create an extension…”.

2. similarly, how to create XBRL documents with each standard link role (i.e. ConsolidatedBalanceSheetsUnaudited) and each hypercube or table.

2.1 with examples that can be simply copied and pasted to each document (.xsd, .ins, .lab, .def, .cal, .pre) with minor adjustments.

2.2 with embedded comments on what to watch out for errors, such as how to make sure the summation-item calculation adds up.

2.3 with the conformance rules such as:

2.31 conf-UGT-2014-456789 – Assets must be present if your SIC CODE is xxxx;

2.32 conf-UGT-2014-333679 – ConsolidatedBalanceSheetsUnaudited must be present if your SIC CODE is xxxx.

2.4 with the notes such as “This is how to find the right standard link role…if you can not find a right one, this is the way to create a new role…”.

In short, this TECHNICAL guide is what a software vendor and filing agent need most. They should be able to do up to 80% or more of the work by simply copying and pasting contents in this document. The filing documents will be automatically with higher standard and be more consistent in many ways.

Many, if not most, rookie errors can be avoided with this TECHNICAL Implementation Guide.

It is not too late to create this document. Many companies are still not getting the balance sheet right, not even mention the disclosures such as pension tables.

Certainly not too late if iXBRL will be the next standard.

To exempt smaller companies from XBRL filings? Or to assist them with grants or tax credits?

Congressman Mr. Robert Hurt (R-VA) introduced a new bill H.R. 4164 on 03/06/2014 called: H.R.4164 – Small Company Disclosure Simplification Act.

This bill is “To exempt smaller public companies from requirements relating to the use of Extensible Business Reporting Language for periodic reporting to the Securities and Exchange Commission, and for other purposes.”

The detail is here:

http://beta.congress.gov/113/bills/hr4164/BILLS-113hr4164ih.xml

Mr. Robert Hurt has pushed in this direction before:

http://datacoalition.blogspot.com/2013/10/financial-services-alternatives-open-data-ban.html

In my opinion, this bill is against the trend of making data machine-readable in many industries.

Healthcare industry has a number of data standards to digitize patient records, facilitate electronic exchange and measure quality of care. Even the pipeline industry has its own data standard called PODS (Pipeline Open Data Standard).

There are benefits to have open data standards like XBRL to digitize financial reports from the smaller companies. If it is not obvious now, the benefits will be seen in the future. To exempt them from XBRL requirements is to move backward.

But there is true significant cost (time and money) for the smaller companies to digitize financial statements. What can be done to help them?

Let’s look at the healthcare industry. The cost burden in adopting data standard is not unique in the financial industry.

Smaller hospitals, clinics and professionals have no technical knowledge, time and money to digitize patient information. They have much bigger and much more complex data standards than XBRL to deal with.

So what makes these hospitals, clinics and professionals adopt data standards?

One, there are federal mandates and phased-in implementation guidelines. This is the same with XBRL. The SEC has been doing this since 2009 when the mandate started for big companies and the timelines were set for smaller companies.

Second, there are assistance and incentives from the federal, state and local agencies, in the form of grants and tax credits. For example, CMS (Centers for Medicare and Medicaid Services) has the EHR Incentive Programs:

“Eligible professionals can receive up to $44,000 through the Medicare EHR Incentive Program and up to $63,750 through the Medicaid EHR Incentive Program.”

http://www.cms.gov/Regulations-and-Guidance/Legislation/EHRIncentivePrograms/index.html

Congressman Mr. Robert Hurt wants to help the smaller companies on their XBRL filings. A different kind of bill – with the financial assistance in the form of grants or tax credits – will do better than this bill, for now and for the long term.

Another year has passed. How much XBRL data is available now?

Another year has passed. How much XBRL data is available now to financial analysts?

Here is a snapshot of the data copied from a page that tracks the last 5 incremental changes of XBRL data coming in and traveling through our systems. 

(Some disclaimers are omitted here to make this blog short. If you have questions, please contact me using the contact form at the bottom.)

(As of 19:25pm EDT 09/23/2013)

Prime Aim XBRL Search Engine (U.S.)
Search on the financial statements from all the public companies listed in the U.S.
XBRL Data – Insight
FILINGS
Total number of filings.
(We only have those that were filed after Jan. 1, 2009 AND using US-GAAP taxonomy 2008 or later.)
# Time Count Change
1 79,028

 

FACTS
Example of a fact: Google’s net revenue in FY 2010 is USD 29,321,000,000.
(If a fact appears in more than one reports, it is counted more than once.)
# Time Count Change
1 52,644,018

 

LABELS
Example of a label: Sales Revenue Net
(The same label may be counted more than once if it is used in more than one reports.)
# Time Count Change
1 56,272,069

 

CONCEPTS
Example of a concept: us-gaap:SalesRevenueNet
(The same concept may be counted more than once if it is used in more than one reports.)
# Time Count Change
1 7,138,576

 

DIMENSIONAL CONTEXTS
Example: Sales (x) by Product – Product A
(If a fact has two dimensional qualifiers, it is counted as two.)
# Time Count Change
1 34,406,096

 

FOOTNOTES
Total number of footnotes in the instance document.
(If several footnotes are attached to a fact, each of them is counted.)
# Time Count Change
1 1,615,108

 

RELATIONSHIP
Total number of pairs of relationship defined in the .pre, .def and .cal files.
(Relationship in the .lab is excluded)
# Time Count Change
1 65,802,159

 

STATEMENTS or DISCLOSURES (ROLES)
Total number of statements or disclosures.
(These are the standard and extended link roles)
# Time Count Change
1 3,177,286

 

XBRL FILES
Total number of XBRL documents.
(.xml, .xsd, .lab, .pre, .def, .cal, .ref)
# Time Count Change
1 468,953

 


 

UNIQUE CONCEPT NAMES
Total number of unique concept names.
(Just the name, regardless of prefix such as “us-gaap”. Regardless of taxonomy versions.)
# Time Count Change
1 1,600,051

 

UNIQUE CONCEPTS
Total number of unique concepts.
(Only one is counted if prefix, concept name, taxonomy family and taxonomy version are all the same.)
# Time Count Change
1 3,472,372

 

UNIQUE LABELS
Total number of unique labels.
(case insensitive)
# Time Count Change
1 4,878,804

 

 

 

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