Download a company model in Excel
Investingly builds a driver-based Excel model for a company from its SEC filings: historical statements, a forecast driven by input cells, a DCF, KPIs and a summary sheet.
In short
Investingly builds a driver-based Excel model for a company from its SEC filings: historical statements, a forecast driven by input cells, a DCF, KPIs and a summary sheet. Every projection is a formula, so changing an input updates the whole model. Pro members download it from the Modeling tab or the Excel page.
What you get
- Income statement, balance sheet and cash flow history from the filings.
- A forecast where every line is a formula off yellow input cells.
- DCF valuation, KPIs and a one-page summary.
- Your own Modeling-tab assumptions carried into the workbook.
How it works
- Pick a companyFrom the Excel page or its Modeling tab.
- Set your inputsOr keep the defaults from its history.
- DownloadOpen it in Excel or Google Sheets and keep working.
Questions
Which companies can I download?
US-listed companies with SEC statements on Investingly.
Is it hard-coded?
No. History is the reported data; every projection is a formula off input cells.
Does it work in Google Sheets?
Yes. The workbook uses standard formulas.
How much does Investingly cost?
The Free plan costs nothing. Pro is $30 a month or $240 a year, and new accounts get 7 days of Pro without a card.
More Investingly features
Data from SEC EDGAR filings, US House disclosures, public procurement registers and Yahoo Finance prices. Information only, not investment advice.