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, 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.
  • As filed, Common-size, and Growth: Switches the table's view. See read a filing.
  • Similar tables: Finds the same table in the company's other filings. See the next section.
  • 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.

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 or merge 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 dialog has two tabs, "Browse" and "Merge Tables".

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 CSV or Excel.

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.