FetchXL is taking the paper out of financial analysis by retrieving financial data from over 13,000 companies directly into your Microsoft® Excel® spreadsheets. With FetchXL, the days of copying and pasting data into spreadsheets are officially over. You can now let your spreadsheet do the work, locating and returning with the exact data you request.

An Extension of Excel
FetchXL is a true extension of Excel that can be used just like any of the native functions in Excel (i.e. IRR, PMT, SUM, SUMIF, etc.). You can build and modify the FetchXL function manually or by using the always intuitive FetchXL Formula Builder. All of the functionality in Excel can be applied to FetchXL data, including macros, conditional formatting and scenarios.

An Intuitive Approach
Using the FetchXL Formula Builder is as easy as 1-2-3. To retrieve data directly into Excel, simply do the following in the FetchXL Formula Builder:

Select the data point (ex. Change in Receivables)
Enter the ticker symbol (ex. MSFT for Microsoft)
Select the time period (ex. 2005)

FetchXL does the rest, locating and returning with the exact data you requested.

Access to Extensive Financial Data
The FetchXL datasets are among the most extensive available, providing analysts with instant access to more than 750 annual and quarterly fundamental data points from over 9,000 U.S. and 3,000 Canadian companies. There's no need to limit your analysis to recent data because FetchXL provides you with up to 20 years of financial and market data. For more information on the FetchXL datasets, click here.

Data You Can Depend On
Today's competitive environment has increased the cost of errors, which is why we make sure the data you receive is accurate. Each item in the FetchXL dataset goes through an extensive quality assurance process before it enters the dataset.

You're In Control
FetchXL gives you complete control over the location and format of retrieved data. You select the cell, you select the data point, and FetchXL does the rest. Just like a native Excel function, FetchXL places data into the selected cell and nowhere else. Once you've created a FetchXL formula, you can use it just like any other Excel formula by copying or linking to other cells.

Maximize Your Productivity
FetchXL is the perfect tool to automate your analysis process. Once a spreadsheet is created with FetchXL data, running the same analysis for over 9,000 U.S. and 3,000 Canadian companies is as simple as entering a new ticker symbol. In addition, spreadsheets can also be created to automatically use the most recent data available, eliminating the need to revise spreadsheets after every quarter.

Formula Builder
The FetchXL Formula Builder allows you to build FetchXL functions using a point-and-click approach. Select the data point, enter the ticker symbol, and select the period you wish to retrieve and FetchXL does the rest. In addition, the Formula Builder can round your data to your desired format.

Screen Builder
The FetchXL Screen Builder allows you to query the FetchXL database for companies meeting specific criteria. Build and run screens using any of the 750+ datapoints available from FetchXL. Once your screen is built, export the results directly into an Excel worksheet. The FetchXL Screen Manager allows you to access and organize your existing screens from one convenient location.

As Reported and Restated Data
Fundamental data is available on both an "as reported" and restated basis, providing the flexibility to retrieve data suitable to each situation. "As reported" data contains data from the company's original filing whereas restated data includes data that's been restated subsequent to the original filing.

Absolute vs. Relative Time Periods
FetchXL provides the ability to choose between absolute (fixed) time periods and relative (rolling) time periods. Absolute time periods represent fixed periods that remain fixed. Relative time periods retrieve data relative to the current period. Relative periods allow analysts to automatically use the most recent data available without the need to re-code dates into the model.

Industry & Index Data
The same 750 data points available for 13,000 companies can also be used to retrieve data on 255 industry groups and 10 indices. These groups act like virtual companies in the FetchXL database, each with their own unique ticker symbol. For example, with FetchXL you can retrieve the operating revenue for the entire telecommunicaions industry or the S&P 500 index by simply entering the ticker symbol of either group. These groups provide a convenient way to look at the aggregate data for all companies in a sector, industry, segment or index. For a list of groups available as aggregate data in FetchXL, please click here.

User-Defined Rounding
FetchXL gives you the ability to choose the value of the data you wish to import in terms of actual, thousands, millions and billions. For larger companies, analysts can select rounding in millions or billions. For smaller companies, FetchXL provides the flexibility to select no rounding or rounding in thousands to provide the detail necessary to compare data.

Template Library
The FetchXL Template Library provides instant access to a collection of pre-formatted spreadsheets containing the FetchXL function codes, simply enter your ticker symbol and the template is populated with the company's financial information.

Performance
FetchXL was built to maximize your productivity. The result is a system that delivers data among the fastest in the industry. Our system delivers world-class performance by employing a cluster of high-performance servers and multiple Tier 1 Internet connections.

Reliability
The FetchXL service is monitored 24x7 to ensure availability. Our system uses multiple data centers with multi-point redundancy and automatic fail-over, allowing us to deliver your data without interruption.

Page Contents





This comparison chart attempts to provide an overview of how FetchXL compares to other Excel add-ins. It does not attempt to cover all features, or all available products.

Bloomberg
Capital IQ
Compustat
FetchXL
Price
Cost Effective
Annual Price
$20,000+
$20,000+
$10,000+
$4,285*
Data
Years of Data Available
19
17
20
20
Quarters of Data Available
60
68
48
60
Active Companies in Database (North America)
12,000+
12,000+
11,700
13,000+
As Reported and Restated Data
Features
Easy-To-Use Formula Builder
Absolute and Relative Periods
Editable Spreadsheet Templates
Easy-To-Understand Excel Formulas
Screening Capabilities
Multiple Functions in a Cell
Support
Updated Regularly in Response to Client Requests
Expert, Responsive, Fast Support
* Price is for Morningstar data only. Zacks and Mergent data available for an additional charge.

FetchXL requires the following to operate properly:

  • Microsoft® Excel 2002 or higher
  • Windows 98 or higher
  • Internet Connection (at least 128k is recommended)
 


Copyright © 2009 FetchXL, LLC. All rights reserved.