In this presentation Dominik Dumaine, CEO of FinViews covers an introduction to XBRL and how tools based on this standard can improve efficiency for anyone that is involved in financial/ investment analysis.

1. The Potential of XBRL
The next generation of financial analysis tools

2. Agenda
Current situation
What is XBRL
Use cases
Integration with 3rdparty
How we do it?
Why should you care?
Conclusion

3. What is XBRL?
eXtensibleBusiness ReportingLanguage
Freelyavailable, open and global standard for exchangingbusiness information
XML based, whichwasdesignedto carry data, not to display them
Regulatorsbeginto requirecompaniesto use it, usedin more than25 countries including:
◦US: SEC
◦Europe: Netherlands, UK, Spain, Germany
◦APAC: China, Singapore
As data isregulatoryrequirement, willensure:
◦Qualityof financialdata
◦Consistencyof financialdata
◦Transparency
◦Speed of availability
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4. XBRL: an example
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5. State of Financial Intelligence…
•Free
•Static
•Siloed

6. State of Financial Intelligence…
•Prohibitively Expensive
•Limited Intelligence & Interactivity

7. Current situation for investors
oData Input:
Time-consuming
Error-prone
Time critical
oData quality
oData accuracy

8. FinViews Uses XBRL To Change That…
8
Real-time
•Automatic update of financial models (as soon as filed with SEC)
•Data as published by filers or normalized for comparisons
Interactive
•Play with the data:
•Build Forecasts
•Test your assumptions
•Create different scenarios
•Build/Monitor Investment Portfolio
•Easy integration with 3rdparty sources of information
•Discuss/Share your analysis
Insightful
•Link to source document
•Ratios, Multiples, KPIs calculated on the fly
•Screen entire markets/industries
•Monitoring and analysis of major institutional shareholders

9. How we do it?
Using XBRL
Source: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193

10. Published Reports
Use for single company modelling:
◦Equity/Credit analysts buy or sell- side
◦Investment Banking type: M&A/LBO models
Example:
◦Abbott Laboratories
◦Income Statement FY12 displayed
◦Link to source: 10-K 2012

11. Normalised Data
Use cases:
◦Market/Industry comparisons
◦Valuation multiples (P/E, EV/EBITDA etc..)
◦Credit ratios
◦Operating metrics across the board
Example displayed:
◦Abbott Laboratories
◦2012: all quarters and FY

12. Integration with 3rdParty Data
Integration with:
◦Stock prices
◦Fund Holdings
Integration with other sources of information like news
Using Microsoft Power BI

13. Why Should You Care?
Source: http://www.sbr.gov.au/

14. Conclusions
oNo more manual data entering
oInteractive dashboards
oFinancial ratios, models calculated on the fly
oIntegration with BI tools of your choice
www.finviews.com
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Mail us at:
Dominik@finviews.com
Martin@finviews.com