Traceable SEC Financial Statements, Deterministic Valuation & Audited Excel Modeling
Explore every capability engineered into Soliqra—from 15-year normalized SEC EDGAR statements, FIG commercial banking ratios, and 5-step DuPont decomposition to 5-year FCFF DCF valuation and live Microsoft Excel 365 custom functions.
1. SEC Statement Normalization, 5-Step DuPont, Cited AI & Audited Excel
Institutional-grade financial research capabilities across the U.S. SEC universe with strict Decimal arithmetic and direct filing citations.
Universal 15-Year SEC EDGAR Statements
Instant switching across 3Y, 5Y, 10Y, and 15Y annual (10-K) and quarterly (10-Q) Income Statement, Balance Sheet, and Cash Flows for both Corporate Non-Financials and FIG Commercial Banks (NIM, CET1, Efficiency Ratio, ROTCE).
5-Step DuPont, Solvency & Cash Flow Engine
Algebraic 5-step DuPont ROE decomposition (Tax Burden, Interest Burden, Operating Margin, Asset Turnover, Leverage), ROIC, Altman Z-Score, Piotroski F-Score (0–9), and working capital cash conversion cycles.
Phoebus AI Evidence Synthesis & 10-K Citations
Strict separation between deterministic math and LLM explanation: Phoebus AI synthesizes MD&A disclosures and footnote passages with mandatory SEC accession numbers and zero numerical invention.
Multi-Sheet Institutional Excel (.xlsx) Workbooks
Download formula-driven 7-sheet OpenXML workbooks featuring live Excel formulas (SUM, AVERAGE), 3-Layer SEC XBRL citations, and pre-export cell-by-cell verification (1,010+ audited cells).
2. Intrinsic FCFF DCF Modeling & Microsoft Excel 365 Live Sync
Unlock intrinsic DCF cash flow valuation, WACC sensitivity matrices, and the Microsoft Excel 365 Live Ribbon Add-in.
5-Year FCFF DCF & WACC Sensitivity Matrix Engine
Evidence-anchored 5-year unlevered free cash flow (FCFF) valuation engine seeded directly from historical SEC statements and Form 8-K management guidance ranges.
- ✓ CAPM Cost of Equity & After-Tax Debt WACC Builder
- ✓ Gordon Growth & Exit Multiple Terminal Value
- ✓ 5×5 WACC vs. Terminal Growth Sensitivity Matrix
Microsoft Excel 365 Live Ribbon Add-in & Sync
Stream verified SEC fundamentals, DuPont ratios, and segment disclosures directly into Excel Desktop (Windows/Mac) and Excel on the Web using custom functions.
- ✓ Live
=SOLIQRA(),.HISTORICAL&.DUPONTUDFs - ✓
=SOLIQRA.SEGMENT()&.CONSENSUS()arrays - ✓ One-click Freeze to Values & SEC Citations (Zero
#NAME?)
3. Institutional-Grade Account Security, Workspace Privacy & Data Integrity
Built from day one to institutional security standards—protecting your account credentials, proprietary research assumptions, and exported financial models.
Authenticator MFA & Exclusive Single-Session Protection
Protect your analyst workspace with standard authenticator Multi-Factor Authentication (MFA) and exclusive single-session governance that prevents unauthorized concurrent session access.
Strict Workspace Isolation & Research Confidentiality
Your selected tickers, custom DCF & WACC inputs, and Phoebus AI research prompts remain strictly private to your account and are never used to train external AI models.
Deterministic SEC Lineage & Sanitized Workbooks
Every metric is computed using exact Decimal arithmetic from primary SEC EDGAR filings, and every .xlsx export undergoes automated pre-delivery formula and structural verification.
TLS 1.3 / AES-256 Encryption & PCI-DSS Level 1 Checkout
All network traffic and stored data are encrypted in transit (TLS 1.3) and at rest (AES-256), with all payment processing isolated via PCI-DSS Level 1 certified checkout infrastructure.
Platform Capability Comparison Across Tiers
Compare the exact features, quotas, and modeling capabilities included across our active research tiers.
| Research & Valuation Capability | Free Research Evaluation ($0) | Core Fundamental Research | Advanced Valuation & Excel Suite |
|---|---|---|---|
| U.S. SEC Issuer Coverage | 2 Confirmed U.S. Tickers | All ~3,000+ U.S. SEC Issuers | All ~3,000+ U.S. SEC Issuers |
Universal 15-Year SEC EDGAR Historical Statements (10-K & 10-Q) |
Latest 3 Fiscal Years | ✓ Full 15-Year + Quarterly Depth | ✓ Full 15-Year + Quarterly Depth |
| 5-Step DuPont, Solvency, Margins & FIG Commercial Banking Engine | ✓ Included (2 Tickers) | ✓ Unlimited Across Universe | ✓ Unlimited Across Universe |
| Phoebus AI Evidence Synthesis & 10-K Footnote Citations | 15 Trial Queries (Evaluation Pool) | ✓ Full Monthly AI Allowance | ✓ Expanded Pro AI Allowance |
Multi-Sheet Institutional OpenXML Excel (.xlsx) Workbooks |
3 Audited Exports / Company | ✓ Unlimited Audited .xlsx Exports |
✓ Unlimited Audited .xlsx Exports |
| 5-Year FCFF DCF & WACC Sensitivity Matrix Engine | — | — | ✓ Included in Advanced Tier |
Microsoft Excel 365 Live Ribbon Add-in (=SOLIQRA) & Real-Time Sync |
— | — | ✓ Included in Advanced Tier |
| Authenticator MFA, Exclusive Session Protection & Zero-Training AI Privacy | ✓ Institutional Standard | ✓ Institutional Standard | ✓ Institutional Standard + Add-in Auth |
Ready to start researching U.S. public companies?
Evaluate two U.S. issuers in our complimentary trial or subscribe to an active research tier.