Filing Studio

Click any number and see the filing.

We build your model from the SEC filing and update it every quarter. Every number opens the report it came from, for every SEC filer.

The NVIDIA 10-K opened in the Filing Studio reader at the Revenue row, 215,938 marked
NVIDIA income statement model in Excel with the Filing Studio pane open on the Trace tab, cell G8 = 215,938 matched to the 10-K

NVIDIA’s income statement in Excel, and behind it the 10-K opened at the Revenue line the pane traced.

We build the model. You can check every number in it.

The Filing Studio chat: roll forward with 2026 data, the pane confirms the period FY2026
Build

Ask for a statement and we write it from the filing.

Type the company and the statement, or “roll forward with 2026 data”. We write the cells from the newest filing, and Edited Ranges shows you every cell we touched.

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NVIDIA cash flow model in Excel with the Filing Studio Trace card: Cash Flow!G12, Deferred income taxes, printed (1,424)
Trace

Select any cell and see the line behind it.

Any number in any model, yours or one you were handed. The pane finds the filing, the table, the row and the printed value. Same number, same line, next year.

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The NVIDIA 10-K cash flow statement in the reader, Deferred income taxes (1,424) marked
Open in filing

The 10-K opens at that row.

One click and the filing opens with the cell marked. Your reviewer sees the source, not a summary of it.

Open a live example

When a new quarter files, you type one sentence.

Numbers keep the units, labels and footnotes the company printed. If a line is not in the filing, we leave the cell empty rather than guess.

  • 1Ask for the new period in the pane and confirm it once.
  • 2Check Edited Ranges to see every cell we wrote.
  • 3Click any cell to see its row in the filing.
  • 4Hand the model to your reviewer. They click a number and the filing opens.

We cover every SEC filer, and new filings land the hour they file.

10-K, 10-Q, 20-F, 40-F, 8-K and 6-K, kept the way each company printed them.

8,804companies
173,119filings
359Mprinted cells
1 hourfrom EDGAR to your sheet

We read public filings and write only the cells you pick.

Nothing else leaves your workbook.

We read only what you select

The cell or range, and your question.

Public data only

SEC filings. We hold no estimates and no private data.

A usage log you can export

Every call, by ticker and date, as a CSV.

A standard Office add-in

Your IT team can allowlist it like any other.

Built for the work you do.

Equity research

Roll your coverage forward each quarter. Every number opens the filing.

Credit

Cash flow and debt notes as the company printed them. Covenant figures trace to the row.

Private equity

Public comps built from the filings, traced, and updated each quarter.

Corporate finance

Tie the board pack to the 10-K, line by line.

Accounting

Schedules that trace to the printed statement.

Data vendors

Check your published figures against the filing before they ship.

Good to know.

What is the Filing Studio SEC Excel add-in?

An Office add-in for Excel on Windows, Mac and the web. It builds statements from SEC filings, rolls the model forward each quarter, and traces any cell to the printed line in the 10-K or 10-Q.

Does it work with my existing model?

Yes. We write values into the cells you choose. Your formulas and formats stay.

What if the filing names the line differently?

Trace shows you the matches and you pick the row.

Does it read 8-K press releases?

Yes, including numbers inside sentences.

How do I get it?

Request a demo. We set you up on the call.