Investors use spreadsheets to model the quality and sustainability of a company’s performance.
Many investors complain that they have to waste time re-keying information into their own spreadsheets, or that not all of the data from the annual report is available.
This is easy to rectify in the online world by providing a downloadable Excel data sheet to support the charts, tables and financial statements and notes in the document. Few, if any, companies make this level of data available.
Likewise, investors often want to download a PDF of the report. These are now commonly available – though not all companies offer the option of PDFs of individual sections to make it simpler for users to print only part of the document. If they run out the whole report, they bear the printing cost that the company would formerly have paid.
What investors want:
What we’ve done to make it work: