Tables and exports

Every table comes through exactly as the company filed it. Copying a table is free, and saving one as an image needs a free account. Downloads, similar tables, charts, and most exports need a paid plan.

Table toolbar

A toolbar sits above each table:

  • Copy: Copies the table to paste into a spreadsheet or a doc.
  • CSV: Downloads the table as a CSV file, with a link to the source. Needs a paid plan.
  • Excel: Downloads the table as an Excel file, with real numbers, number formats, and a link to the source. Needs a paid plan.
  • Save: Saves the table as a PNG image, stamped with the company, the filing, and the source.
  • Link: Copies a link that opens the filing at that exact table.
  • Similar tables: Finds the same table in the company's other filings. Needs a paid plan. See the next section.
  • Chart: Opens "Similar tables" on its "Chart" tab, to chart the table's rows across the company's filings. Needs a paid plan.
  • As filed, Common-size, and Growth: Switches the table's view. See read a filing.
  • Analyze: Asks the AI for a short read of the table's standout movements, for 3 credits on the Standard model.

The view switch, "Similar tables", and "Analyze" show only on tables where they apply, like tables with number columns. "Chart" shows only where "Similar tables" does, on tables with period columns like the financial statements.

Similar tables

Companies file the same statements every quarter and every year. "Similar tables" finds that table in the company's other filings of the same form, so you can browse, merge, or chart them. Similar tables needs a paid plan.

Each filing in the list shows how closely its table matches, as a percent, or "No match". The filings you select in the list go in your download, your merged table, and your chart. The dialog has three tabs, "Browse", "Merge Tables", and "Chart".

Browse

Browse shows the same table from each filing, one at a time, so you can flip through the years. You can:

  • Select which filings go in your download.
  • Show each table's period columns as filed, newest first, or oldest first.
  • Leave a row or a column out by selecting it, or use "Columns" to remove quarterly or annual periods at once.
  • Download the tables you selected as Excel or CSV, in one file or separate files.

Merge tables

Merge puts the same table from each filing into one grid, so you read several years across in a single view. Rows are matched by their labels, and each filing keeps its own columns. You need at least two matched periods to merge.

Drop any row or column you don't want. "Remove duplicate periods" is on by default and keeps each period once, from the newest filing. Then export the merged table as Excel or CSV.

Chart

Chart plots a table's rows across the filings selected in the list. Open the chart from the "Chart" button on the table toolbar, or from the "Chart" tab in the dialog. The chart starts with the table's main row, like "Total net sales" for Apple ($AAPL).

Select up to 9 rows in the table under the chart. Each row you select gets its own line of controls:

  • Color: Select the row's swatch, then choose one of 9 colors or "Custom color" for any other.
  • Name: Select the row's name, type a new one, and press Enter. The table and the CSV keep the filed name.
  • Line, Bar, and Stacked bar: Draw the row as a line, as bars, or stacked on the other stacked rows. Quarters start as a line, and every other period length starts as bars.
  • Axis: Choose "Separate axis" to give the row its own axis on the right, so a small figure isn't flattened by a large one in the same units. Choose "Invert values" to flip the row's signs, so an outflow like capital expenditures charts above zero.
  • Reference lines: Add a dashed line at the row's "Average", "Median", "Minimum", or "Maximum" across the periods shown.
  • Data labels: Print the row's figures on the chart. Labels that would overlap are left out, and the newest figure always shows.
  • Hide: Takes the row off the chart, the image, and the CSV, and keeps its settings.
  • Remove: Takes the row off the chart and clears its checkbox in the table.

An inverted row shows "(inverted)" after its name, and the CSV keeps the figures as filed.

Rows in different units get separate axes automatically, like total net sales on the left and diluted earnings per share on the right. Amount and per-share axes name their units along their side, like "$ in millions" or "$ per share".

A chart shows up to 2 axes, so a row that would need a third axis can't be added. "Separated" has no such limit, since each row gets a chart of its own.

The "Combined" and "Separated" buttons above the chart switch between one chart for every row and a chart for each row. Stacked bars and hiding work in the combined chart only.

When the filings report more than one period length, a switch above the chart chooses between them. For Apple's ($AAPL) 10-Qs, the income statement switches between "Quarterly", "6 months", and "9 months". 10-Ks report full years only, so a 10-K chart has no switch.

"As filed", "Newest", and "Oldest" set the order of the periods in the table under the chart and in the CSV. The setting is shared with "Browse", "Merge Tables", and the "Period order" setting. The chart always runs from the oldest period on the left to the newest on the right.

Here's how the chart reads the filings:

  • Periods: Each period's figure comes from the newest filing that reports that period, so a restated number shows as restated.
  • Units: Figures stay as filed. When older filings report in thousands and newer ones in millions, the chart shows the older figures in millions too. A figure whose filing doesn't state its units is left out, and a note under the chart says so.
  • Fourth quarters: 10-Qs don't report the fourth quarter on its own, so a quarterly line crosses each fourth quarter with a dotted line, and bars leave that period empty.
  • Row names: The chart leaves out the filing's footnote markers, so "Services (1)" shows as "Services" in the legend. When a label repeats in the table, the row's name includes its section, like "Products (Net sales)" beside "Products (Cost of sales)" for Apple.

Hover over a period with your cursor to see each row's figure for that period. The same period is highlighted in the table under the chart.

The "Excel" and "CSV" buttons above the filing list download the charted figures, with each period's source filing and a link to the filing. To save the chart as an image, select "Export image" above the chart. See the next section.

Chart image

Select "Export image" above the chart to see the chart as the image you'll save. The image settings take the place of the filing list, and the preview takes the place of the chart. The preview changes as you change the settings.

Select "Back to chart" above the preview, or press Escape, to return to the chart. Full screen works in both views.

Here's what you can set for the image:

  • Title and subtitle: Write your own title and subtitle, choose their colors, or hide either one. The subtitle starts as the company and the chart's first and last periods, like "Apple Inc. (NASDAQ: AAPL), FY2018 to FY2025".
  • Note: Write your own note, choose its color, or hide the note. The note starts as the chart's units, like "$ in millions."
  • Source: Show or hide the line naming the source filings.
  • Legend: Show or hide the legend, and place the legend at the "Bottom" or the "Top". Separate charts name each row over its own chart instead.
  • Size: Choose a size made for Twitter/X, Instagram, LinkedIn, or YouTube, or set your own width and height from 500 to 3,000 px.
  • Resolution: Save at 1x, 2x, or 3x the size, for a sharper image.
  • Line thickness: Set the lines from 1 to 8 px.
  • Grid: Draw lines across the chart, short marks on the axes only, or no grid at all.
  • Line points: Mark "All" of a line's points, the "Last" one, or "None".
  • Data labels: Set the size of the figures printed on the chart, from 8 to 24 px, and print them in the "Default" color or in "Row colors".
  • X-axis labels: Name the periods like "FY25", "FY2025", "Sep-25", or "Sep 2025". Each choice shows how the newest period would read.
  • Y-axis symbols: For the left and the right y-axis, put the currency or percent sign on "All labels", the "Top label" only, or "None". Separate charts follow the left setting, since each chart has one axis.
  • Number format: "Accounting" puts negatives in parentheses, like $(1,234), and shows zero as a dash. "Standard" shows −$1,234 and $0.
  • Colors: Change each row's color. A color you choose here changes the chart too.
  • Background: Choose white, light gray, cream, charcoal, black, or a custom color. PNG and SVG files can have a transparent background instead. With a transparent background, the color you choose sets the text colors, so choose the color the image will sit on.
  • Watermark: Add your handle, with the mark of Twitter/X, Instagram, LinkedIn, TikTok, or YouTube.

A setting that can't change the image is grayed out, like "Line points" on a chart with no lines.

Select "Copy" above the preview to copy the image, or "Export as" to save the image as a PNG, JPG, or SVG file. Every image carries the SECSift wordmark.

Your settings carry over to every chart you export in this browser. The title, subtitle, and note stay while the chart is open, and a new chart starts with its own. Select "Reset" to go back to the defaults.

Note: Building a multi-year table by hand means copying numbers out of several filings and lining them up yourself, which is slow and easy to get wrong. Similar tables builds that table for you, straight from the filings, with the numbers unchanged.

Export a whole filing

Select "Export filing" in the top bar, then choose a format. Exporting needs a free account, and only Markdown is free:

  • Markdown: The whole filing as a Markdown (.md) file.
  • PDF: A clean PDF of the filing, with your open notes as real PDF comments if you want them. Needs a paid plan.
  • Tables: Every table in the filing as CSV or Excel, in one file or one file each. Needs a paid plan.
  • Images: Every chart and image the filing carries, in one zip file. Needs a paid plan.

With a free account, you can still download any single image from the "Download" button above the image in the filing.

Markdown and PDF exports match how you're reading the filing. To change what they include, change the reader first:

  • Flags: The passages Sift flagged, highlighted in the PDF and labeled in the Markdown.
  • Compare: What Compare marked as new, changed, or removed, when Sift is on too.
  • Routine text: Included, faded in the PDF, or left out when routine text is set to "Hide".
  • Skipped sections: Left out when "Collapse skips" is on in the Sift panel.