Why Get Financial Data From Intrinio?

Intrinio's mission is to make financial data affordable and accessible. If you need financial data, our hope is that you are looking for data that is inexpensive and easy to work with because we are spending all of our time building a platform that meets those requirements. This article explains why we believe affordability and accessibility are critical and the unique features of the Intrinio platform that make it cheap and easy to get the data you need.

Read More

What is an API and Why Should Your Business Care?

API stands for application programming interface and if that sounds like gibberish, you are already being left in the dust by the competition. APIs allow developers to build connections between their own applications and other applications, enabling data sources to interact. In the past, businesses that wanted their software systems to interact had to purchase expensive ERP software and implement cumbersome, time consuming solutions.

APIs make it easy and cheap for business tools to "talk" to each other, powering data driven decision making in real time. Businesses that use APIs will thrive, those that don't will be too slow to keep up.

What exactly is an API?

Read More

Sector & Industry API – [Instant Access via SIC Code]

Accessing Intrinio data for individual US equities is affordable, easy and extremely valuable when analyzing investments. What can be even more powerful at times, is accessing that data on an industry-wide or sector-wide level. We developed a Sector & Industry API so investors and developers can instantly access data to generate lucrative insights for different segments of the market. You can check out the data feed here.

Read More

Standardized XBRL Financial Data – [Why it matters and How We Fix It]

If you want to find out what Tesla's market capitalization was over the past ten years, and you want to access that data in Excel, it seems like it should be cheap and straightforward to do so. If you're a developer and you're looking to get the Oil Industry's performance charted on your website, it seems like accessing that data should be a no brainer. Thanks to a technology called XBRL, this has become easier over the past several years.

The truth is - there is a whole world operating behind the scenes of financial data feeds. There are professionals, companies, industries, governmental bodies and hundreds of thousands of employees working to deliver you your historical market cap.

Outside of the Intrinio Fintech Marketplace there aren't many options for accessing this data. The options that do exist are prohibitively expensive for two reasons.

  1. Financial data in its raw form requires normalization.
  2. Current normalization methods are manual and outdated

Read More

Analyst Estimates From Zacks In the Intrinio Fintech Marketplace

The Intrinio Fintech Marketplace was designed to make financial data affordable and easy to access. We are pleased to announce the expansion of that vision with the addition of a new data partner, Zacks, whose analyst estimates data will now be available in the marketplace.

Zacks forward and historical estimates of both EPS and revenue are a trusted source of information in the investment community. Intrinio's platform features disruptively affordable data feeds accessible for financial analysts in Excel and fintech developers via an API. Pairing Zacks analyst estimates with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access Zacks data.

This article explains which Zacks data feeds will be available, how much they cost, and how to access them in Excel or API formats.

 

Read More

Getting Started With Intrinio

Intrinio is on a mission to provide financial data in a way that is flexible and affordable so that fintech developers can build the next generation of game changing applications for investors. Our ecosystem includes the APIs developers need to build those applications as well as the applications themselves, allowing developers and investors to come together in the same marketplace.

What follows is a quick introduction to the resources and steps both types of users will need to take to get started with Intrinio.

What is the Intrinio Fintech Marketplace?

Cutting through the marketing jargon here is what Intrinio provides. We provide a bunch of different data feeds that allow users to access many different kinds of financial data. The marketplace lets users sign up for the data they need and the pricing plan that fits their needs.

Once a user has access to data, they can analyze the data in an application like Excel or they can build their own application like Vantage for other users to use. These applications, which rely on data from the marketplace, are also available for users in the marketplace.

The idea is to provide the data users need as well as lots of new applications to make that data even easier to analyze. You can browse the apps and browse the data feeds Intrinio provides and see the prices, terms, and limits for those products in the Marketplace.

Signing Up

Signing up for Intrinio is free and easy- all we require is an email and a password, no credit card, no spam. You can signup at www.intrinio.com/login. This will give you access to your account page where you will see your subscriptions as well as tutorials for accessing Intrinio data through an Excel add-in, a Google Sheets add-on, or directly through an API.

The Account Page

Read More

Intrinio Stock Screener for Excel Online

We've been hard at work with Microsoft...

Building you the World's First Stock Screener Within the Excel Ecosystem!

Team Intrinio wanted to build a tool leveraging our data that would enable our users and Excel users around the world to instantly screen US equities - without ever having to leave the Excel platform.

We're pleased to have worked alongside Microsoft to deliver our customers with an innovative tool that will help save you time and provide better insights. We constantly strive to leverage Intrinio data into new tools to enhance your experience.

This stock screener is the first of it's kind - no longer do you need to tinker with outdated and inflexible screeners on the web, only to have to export to Excel and re-organize the outputs.

 

Read More

Excel 2016 For Mac – Functionality Released

Intrinio Excel add-in Now Supports Excel 2016 for Mac

We know we're late on this one - but we've been busy bees!

The Intrinio Data Feed can now be accessed via Microsoft Excel 2016 on Mac operating systems.

 

Intrinio offers the most affordable financial data feed on the market, and it's the only data feed compatible on both Mac and Windows operating systems. We strive for unprecidented flexibility, cross-platform compatibility, instant customer support, and prices that make you do a double take.

Read More

Efficiency Upgrade: Dimensional Calls

We want to keep our customers looking their best.

So, we made an upgrade to help you be more efficient.

Introducing: Dimensional Calls

Your life just got a whole lot easier.

 

This function is built to help developers make more efficient use of our API, but it doesn't work with our Excel add-in or Google Sheets add-on.

 

Read More

Sector & Industry Data Joins the Squad

Intrinio Now Offers Aggregated Sector & Industry Data

We've unleashed the power of aggregating industry statistics so that you can efficiently perform top down analysis.

This data is based on company reported Standard Industrial Classification numbers. 

These indices are updated monthly, reflecting all newly reported filings. 

 

An Intrinio SIC Index is created with the following format: $SIC.XXXX.

Example: $SIC.1380

-> returns aggregated industry statistics for the Oil & Gas Field Services

Read More

Historical Data: We Gave Data Point a Makeover

Historical Data: Query any data point as a historical time series.

The same data points, but now with functionality that lets you slice and dice the information historically.

Now, in addition to analyzing our wealth of financial data, you can analyze historical time series data to uncover trends, analyze patterns, chart, graph and display historical data, and project the future.

Combined with the rest of our data offering (stock prices, fundamentals, metrics, ratios, earnings estimates, news, economic data etc.) -> Intrinio users have comprehensive access to the information they need to make informed, intelligent investment decisions - without breaking the bank.

Read More

Stock News Feed Added to Intrinio API

Introducing: Stock News

Intrinio now enables its users to pull in stock news on the companies they follow.

By entering in one simple formula, our users can return the most recent news stories for every company in our coverage (any US publicly traded company).

This exciting expansion of our data set enables you to stay up to date with trending topics and key events that are crucial to your investments, your portfolio, your app, your website, your blog or your customers.

Read More

Weekly Valuation Feature: Can Ford Make the Transition to Vehicles as a Service (VAS)?

Each week, we'll be featuring a Report from Valuation on our Blog.

What is Valuation?

Valuation is an innovative engine online built for valuing public comapnies – and it's free. Our Users can simply type in a ticker and they'll instantly see a "default" intrinsic value for the stock. The platform is flexible, allowing you to easily click and drag your assumptions and the main drivers of the model up and down. The engine is perfect for scenario and sensitivity testing, helping you to quickly gauge whether a company is over or undervalued. You can save all of your Valuations. Currently, Valuation is structured around the Discounted Cash Flow method. Stay tuned, because we're going to be building out additional methodology and features soon.

valuation

What is a Report?

We've built a collaborative platform called Exchange. It's the only platform for exchanging investment analyses that is both qualitative and quantitiative, requiring the actual numbers to back up your conclusions. Users can "Create a Report" and choose one of their Valuations to associate it with. They can then add a written, qualitative analysis to accompany their quantitative valuation, and attach any additional files that they want. These Reports are posted to our Exchange where our users can comment, discuss, and collaborate. Visit Exchange to acquire Reports and add them to your "Library"

Report

This Week's Feature: "Can Ford Make the Transition to Vehicles as a Service (VAS)?"

Read More

Stock Price Data: Intrinio Adds More Frequencies

Introducing: Daily/Weekly/Monthly/Quarterly/Yearly Historical Price Data

We've officially added a new frequency parameter to our stock price data. The Intrinio Financial Data Feed now offers Daily, Weekly, Monthly, Quarterly, and Yearly Historical Stock Price Data. You can easily and flexibly pull this data into Microsoft Excel, Google Sheets, or any platform using our API. Our pricing is one-of-a-kind, enabling you to get started with a free trial, if you like what you see, easily upgrade to a paid plan, and still - ONLY pay for the data you use.

Read More

Is Your Data Feed Data Freed?

A financial data feed without restrictions.

At Intrinio, our Data Feed is Data Freed. We provide a wealth of financial data to users, but we do it differently than you've ever experienced. Whether you're an individual investor, a professional investor, a student, a startup or a developer - our Data Feed gives you a degree of flexibility that was never possible before. We're constantly breaking down barriers for you and making your experience more and more seamless.

Our goal? To free you from data feed restrictions that have held you back so you can be as efficient and productive as possible.

Read More

Valuation: An Innovative Stock Valuation Engine [tutorial]

This short tutorial is designed to walk you through each step of valuing a company on the Intrinio Valuation engine.

The Valuation platform enables you to scenario test the value of companies under different circumstances. For example, you could run and save three different valuations that show the value of a company as a base case, bearish/downside or bullish/upside.

In this tutorial, we’re going to calculate the intrinsic value of Michael Kors (NYSE: KORS) under the scenario of a recession in 2016.

Read More

Financial Data – A Radical Change in Pricing

 

At Intrinio, you only pay for the financial data you use.

Last week we decided to do away with an age-old pricing model in the financial data industry. For years, investors have been constrained within a pricing model that leaves them overpaying for data. On average, you only use 10% of the data from your expensive data subscription. The model doesn't work, and it isn't fair to users of financial data.

Read More

FinTech Sandbox Welcomes Intrinio as a Data Partner

FinTech Sandbox, a nonprofit whose mission is to promote entrepreneurship and innovation globally in the financial technology sector, today announced a new data partnership with Intrinio. Intrinio will provide residents of the FinTech Sandbox program with free access to their flexible, dynamic, cross-platform financial data feed.

Read More

Financial Data API – Intrinio Data for Developers

The dawn of the API is officially upon us. This new trend in software engineering and system-to-system interaction is being emphasized by many tech though leaders including Intel CEO Brian Krzanich, but a recent Tech Crunch article put it best:

"It’s called API-first design, and it presents a tremendous opportunity for developers who adapt — not to mention a major risk for developers (and companies) who don’t."

The API-centric focus of many of our tech giants (Apple, Google, Intel, IBM, Oracle, Salesforce, Expedia) and the resulting and familiar household names and products (Apple Watch, virtual reality, literally any app that you use...) are a testament to the power and prevalence of APIs.

Read More

Women in Fintech: Rachel Carpenter’s Intrinio

One of the co-founders of Intrinio, Rachel Carpenter, was recently featured on the Female Entrepreneurs Institute website - a highlight on women in fintech. We've re-posted the article below:
Women in fintech: Rachel Carpenter and her founding team at Intrinio

Women in Fintech: Rachel's Story

Hungry. Humble. Hustling to close the next big deal. Rachel Carpenter, founder of Intrinio, has big plans (she's already signed Harvard Business School). She's interested in disrupting financial valuation and creating efficiencies in how we know where it's best to invest. Here's her take on being a woman entrepreneur in the investment sector!

Read More

Fintech’s Biggest Nightmare – Bloomberg’s Fortran

Bloomberg's Codebase Unsurfaced

The fintech community has circled around a recent post (which is actually a re-blog from a 2006 article by John Sullivan) which unearths the fact that Bloomberg, a multi-billion dollar financial software, data and media company - has built their infrastructure with an archaic programming language called Fortran. Fortran would give most fintech firms nightmares.

For those of you unfamiliar with the rise of computing and programming, Fortran is a programming language that was developed in the 1950's by IBM. It's a powerful language for scientific and numeric computation - but this language is 65 years old. As the author notes:

"Apparently, Bloomberg has been trying to make the jump from Fortran to C++ for some time, but the Fortran codebase and the guys that maintain it are too entrenched. Cripes – in the oil industry we made that transition 15 years ago !"

Read More

Now offering Financial Data on Over 8,000 Securities

Intrinio has recently expanded its financial data coverage to offer data on over 8,000 securities. New functionality offers a breakdown of common and preferred stock (and other securities) within companies when available.

As the only cross-platform provider of financial data, our users can access investment-grade financial data anywhere, anytime on any device. This means you can work on your models on your tablet on the plane, on your laptop in the office, or on your phone on the subway. Our Data Feed is compatible on Apple, Microsoft and Android devices. Each user has unlimited access to our entire financial database. It's our goal to provide you with the flexibility, affordability and transparency that has been missing in the financial data industry.

The Intrinio financial data feed includes: standardized fundamentals, as-reported fundamentals, historical stock prices, 15-minute delayed stock prices, basic company information, economic data, and over 120 ratios and metrics. 

Read More

Tutorial: Valuation Walkthrough

This short tutorial is designed to walk you through each step of valuing a company on the Intrinio Valuation Webapp.

The Valuation platform enables you to scenario test the value of companies under different circumstances. For example, you could run and save three different valuations that show the value of a company as a base case, bearish/downside or bullish/upside.

In this tutorial, we're going to calculate the intrinsic value of Tiffany & Co. (NYSE: TIF) under the scenario of a recession in 2016.

Read More

Fintech: Replacing Humans or Making Them Better?

If you haven't heard of Fintech in the past few years, you're probably living in a Faraday cage. Fintech companies use technology to disrupt existing financial services. This entrepreneurial industry has sprung from disgruntled financial employees and even large banks themselves, bleeding into an industry that has historically resisted change, technology, and innovation. It encompasses everything from payments to trading, and there is no question that Fintech innovations are stirring up controversy.

It used to cost (at a minimum) between $200 and $500 to execute a trade in the stock market. Today, due to the rise of companies like RobinHood, you can execute a trade for free. Transferring money overseas used to be an arduous and expensive process, taking weeks to execute. Now companies like TransferWise are performing these transactions for up to 10x less than the typical bank. Robo-advisors like Wealthfront are eliminating the need altogether (especially among millennials) for a financial advisor.

Read More

How Intrinio’s Valuation Webapp Helps Value Investors

As value investors, we tend to live in the domain of spreadsheets. Value investing is the strategy of finding stocks that are undervalued relative to their intrinsic value, or inherent worth. The intrinsic value of a stock is the the sum of all cash flows that a company will generate in its perpetual existence, discounted at the weighted expected return of the debt and equity investors in the company. Traditionally, investors have used Microsoft Excel to build complex discounted cash flow (DCF) models to estimate the cash flows generated by the company and a weighted average cost of capital (WACC) model for estimating the weighted expected return for the firm. This practice is one of the primary activities of any financial/investment analyst and there is even a Financial Modeling World Championship to showcase the best of the best at this art.

While there are many reasons to build complex financial models in Excel, the intrinsic value of a company's stock can be calculated much more simplistically using a standardized system. This is what we've created at Intrinio. Our web application brings the flexibility of Excel onto the web without the complexity of a having to manage a spreadsheet filled with calculations or bad data. This makes it very easy for performing scenario testing, value driver analysis, or sensitivity testing. Merging this with an easy-to-use user interface, Valuation is exactly what value investors need to bring their investment analysis to the next level.

Read More

The Four Horsemen of Tech – $AAPL, $GOOGL, $AMZN, $FB

The previous video was presented at the Digital-Life-Design (DLD) Conference, which occurred in January of this year. In this 15 minute clip, Scott Galloway discusses the Four Horsemen of technology: Amazon, Apple, Facebook, and Google. Each has carved its own niche in the modern technology world and plays a major role in the lives of most Americans and even most people in the world. With 1.75 billion smartphones in the world connected through the internet via mobile networks and wi-fi, we can begin to grasp the power that these companies have to shape the future evolution of technology.

At Intrinio, we offer full access to a whole host of financial data on these companies through our API, Excel add-in and Google Sheets add-on. We have used Intrinio data to analyze the trends observed by Professor Galloway. You can find all the supporting data in the Four Horseman Google Sheet, which was gathered using the Intrinio Google Sheet add-on.

Read More

Intrinio – Investing. Redefined.

We have been hard at work over the past several months building the first investing community of its kind - a complete ecosystem for financial data and investment analysis. Intrinio features a robust and transparent Valuation WebApp, a comprehensive API with Excel Add-in, and a collaborative platform for discussing investment prospects.

While we still have much work to do, we are making our beta app available for testing and feedback.  You have the opportunity to tell us exactly what you want us to build. This includes everything from views of certain data in the Webapp, to data sets delivered by the API/Excel Add-in, to companies you would like for us to cover.

We are in the process of writing documentation for everything, specifically the API and Excel Add-in, so in the mean time, please feel free to ask any questions in the Forum. We will do our best to respond within a few hours.

Thanks for the interest in Intrinio. We are very excited for what the next several months will bring.