Fundamentals by Octus

The Octus Add-in will allow users to pull balance sheets, income statements, cash flow statements, and capital structure data into Excel, mirroring the Fundamentals platform. Users can evaluate more than one issuer at a time and create custom views of the data. Data can be viewed by period, over time, as reported or standardized. A FinDox subscription is required to use the Add-in, and users must be on Excel 2016+. Find more information on FinDox, a provider of financial intelligence, at www.findox.com.