Manual Data Analysis

Upload your own financial data in CSV or JSON format for analysis. This is useful for private companies, custom data sources, or historical analysis.

Please select a valid file (CSV, JSON, or TSV).
Supported formats: CSV, JSON, TSV (max 16MB)
Need a template?

Download our sample CSV template to see the required data format. Edit the template with your company's financial data.

Download Template
Required Data Fields
  • Date - Reporting period end date
  • Statement Type - income, balance, cashflow
  • Field - Financial metric name
  • Value - Numeric value
  • Currency - USD, EUR, etc.
Key Financial Metrics
  • Revenue, Net Income
  • Total Assets, Shareholders Equity
  • Total Debt, Current Assets/Liabilities
  • Operating Cash Flow, Free Cash Flow
  • Gross Profit, Operating Income

date,statement_type,field,value,units,currency,period_type,fiscal_year
2023-12-31,income,revenue,100000000,millions,USD,annual,2023
2023-12-31,income,net_income,15000000,millions,USD,annual,2023
2023-12-31,balance,total_assets,150000000,millions,USD,annual,2023
2023-12-31,balance,total_debt,30000000,millions,USD,annual,2023
2023-12-31,cashflow,operating_cash_flow,25000000,millions,USD,annual,2023

{
  "metadata": {
    "ticker": "SAMPLE",
    "company_name": "Sample Corporation",
    "source": "manual_entry"
  },
  "financial_records": [
    {
      "date": "2023-12-31",
      "statement_type": "income",
      "field": "revenue",
      "value": 100000000,
      "currency": "USD"
    },
    {
      "date": "2023-12-31",
      "statement_type": "balance",
      "field": "total_assets",
      "value": 150000000,
      "currency": "USD"
    }
  ]
}
Analysis Tips
  • Include at least 3-5 years of historical data for better analysis
  • Ensure all monetary values are in the same currency and units
  • Use standard financial field names (revenue, net_income, total_assets, etc.)
  • The system will validate your data and provide warnings for missing fields