Announcements

Hot off the presses is our free Quarterly Economic Update for the 3rd quarter of 2018. You are welcome to include the update in your reports, just copy and paste. About This Report The Quarterly Economic Update is a free publication sponsored by TagniFi. You are free to share this report and include its contents in the economic outlook section of your valuation reports as required by Revenue Ruling 59-60. Please forward this free report to a colleague...

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We've been busy improving the TagniFi For Excel add-in. Here is what we've just released in version 4.15: Performance Improvements  - This version is 200% faster than previous versions which reduces download times and makes updating large models a breeze. Refresh Dialog - When a model is being updated a new dialog will appear with a progress bar and the percentage completion. Native Excel Dates - The add-in now accepts native Excel dates so you no...

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We're very excited to announce our two newest datasets available in TagniFi For Excel: TagniFi Estimates and TagniFi Recommendations. TagniFi Estimates is a point-in-time dataset of analyst estimates for more than 4,000 companies. Tags include revenue, EBITDA and EPS. Estimates are available for up to 4 quarters and 3 years. TagniFi Recommendations is a dataset of analyst recommendations also covering more than 4,000 companies. This dataset includes items such as the number or buy, overweight, hold, underweight and...

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We're pleased to announce a new Company Search Tool that expands the fields available for searching the TagniFi database. Searches can still be accessed from Excel > TagniFi > Company Search. We've also released the TagniFi Industrial Classification System (TICS) which makes it easy to find companies by sector, industry and segment. Enjoy! ...

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We're excited to announce our newest dataset called TagniFi Profiles which includes some really great content on all of the companies we cover, which is approximately 6,000 at this point. TagniFi Profiles contains everything from a detailed business description to a company's industry classification using the new TagniFi Industrial Classification System (TICS) which includes 210 sector, industry and segment groups. TagniFi Profiles is available via our API or Excel add-in, allowing you to pull any of the...

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Companies typically only report their cash flow statements on a year-to-date basis. For example, a 3rd quarter filing will typically include a cash flow statement for the 9-month period ended September 30th but not the 3-month period ended September 30th. If you wanted to analyze the quarterly cash flow for this company you would need to review the previous filing from the 2nd quarter and subtract those values from the 3rd quarter cash flow statement to...

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We're excited to announce the availability of Trailing Twelve Month (TTM) data in TagniFi Fundamantals. The new TTM data makes it easy to analyze the twelve month period for any fiscal quarter, even if that fiscal quarter is not the fiscal year end. Previously our members were calculating trailing twelve month data by adding the current year-to-date (YTD) data to the latest fiscal year and then subtracting our the previous year's YTD data. The new TTM...

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One of the peculiarities about corporate financial statements is that companies generally do not report fourth quarter income statements. They report data for the full year but very rarely do they report quarterly data on their income statement. For the first, second and third quarter they do typically report their income statement for that quarter as well as a year-to-date income statement (for the 2nd and 3rd quarter). This can require a bit of work by...

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We're super excited to announce a new feature that will provide you with the ability to view the as-reported source of any TagniFi Fundamentals value in Excel simply by right clicking on that value. For example, if you want to see how we calculated other operating expenses you can click on that cell and you will now see a "View Source Data" option. Once you select "View Source Data" a window will appear with the as-reported detail...

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We've just added auto-complete to the Excel Function Builder and it is pretty cool. Before auto-complete you had to lookup tags in our documentation or, when using TagniFi Macro, you had to visit the FRED site to find the Series ID. Now you can just type your keywords into the field and it will return a list of results matching your keywords. Here is an example of building a TagniFi Macro function and the auto-complete results for...

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