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James Li
James Li
Articles (477)  | Author's Website |

New Feature Announcement: The FilingWiz

You can now view and download directly from company filings in a 30-day trial

March 01, 2018 | About:

We are pleased to announce our first major new feature of 2018, the FilingWiz.

As the name suggests, the FilingWiz is a software wizard that allows you retrieve company filings. Figure 1 shows a sample screenshot.

Figure 1

The color-coded numbers in Figure 1 highlight the FilingWiz’s key features:

  1. Search Query Toolbox
  2. Search Results
  3. Highlights
  4. Save / Load / Clear
  5. The Document View
  6. TableViewer option

Accessing the FilingWiz

You can access the FilingWiz directly by clicking the “FilingWiz” tab on the blue GuruFocus ribbon. Alternatively, you can first access a company’s summary page and then click on “FilingWiz” among the tabs in the gray ribbon. Figure 2.1 shows the former method while Figure 2.2 shows the latter method using Apple Inc. (NASDAQ:AAPL) as an example.

Figure 2.1

Figure 2.2

Feature highlights

As illustrated in Figure 1, the FilingWiz contains five key parts.

1. Search Query Box

The “Search Query Box” contains various cells that allow you to retrieve specific filings. You can limit the results to specific stocks, sectors or filing types. For example, you can view Walmart Inc.’s (NYSE:WMT) 10-Q and 10-K filings from the past three years by selecting the appropriate items in each cell.

2. Search Results

The Search Results column will list the filings that match the criteria you selected in the Search Query Box. Click on a filing to view that document in the “Document View.”

3. Highlights

You can search for specific keywords within a filing like “comparable store sales” or “FFO reconciliation.” The Highlights column will highlight portions of the filing that match the keywords entered. Click on a specific highlight to view that portion of the selected filing.

4. Save, Load and Clear

Click the Save button to save a certain query for later. You can then access your saved queries by clicking Load. Finally, click the Clear button to clear the cells in the Search Query Box.

5. Document View

The core of the FilingWiz, Document View contains the selected filing based on criteria provided in Items 1 through 3. You will notice the following blue buttons throughout the document: "export table to Excel" and "combine past tables." Click on the former button to export the highlighted table as an Excel spreadsheet. If you click on the “combine past tables” button, you will see a screen like the one shown in Figure 3.

Figure 3

6. TableViewer

Figure 3 illustrates the TableViewer, which allows you to compare a specific data table to similar tables from previous filings. For example, you will be able to view Welltower Inc.’s (HCN) funds from operations reconciliations from December 2017 and December 2016 side by side.

We are giving all users a free 30-day trial

We are pleased to announce that all registered users of GuruFocus can try our FilingWiz for free during the first 30 days. Once you have become familiar with the feature, please fill out our survey on how to improve the FilingWiz. You can access the survey by clicking the “Improve Us” button on the wizard page or through the following link:

FilingWiz survey.

Disclosure: I do not have positions in the stocks mentioned.

About the author:

James Li
I am an editorial assistant and researcher at GuruFocus. I have a Master's in Finance from SMU, and I enjoy writing reports on financial trends and investor portfolios. Follow me on Twitter at @JamesLiGuru!

Visit James Li's Website


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