As usage of our Excel Add-in continues to grow, we’ve added new features and measures to facilitate better analysis. Here’s everything we’ve rolled out so far.
Since its release in mid-2024, our Excel Add-in has become a must-have tool for many of our clients. This year, the number of clients using the Add-in has surged by a massive 470% (Jan - Dec 2025), marking a breakthrough year for the product.
The appeal of the Add-in is obvious - it enables clients to pull data points directly into their own models and execute future updates automatically whenever new reporting is available. Though it doesn’t include the native analytical tools and auditing features available exclusively in our web-app, it saves analysts hours in manual model maintenance with minimal disruption to their established workflows.
In this piece, we’ll round up all the improvements from the past year and introduce all the current features and functions that make our Excel Add-in the success that it is.
Updates in 2H25
As usage has grown throughout the year, we’ve rolled out several updates and enhancements in 2H25 to improve performance and deliver more seamless data integration. Though this is obviously just one part of our overall engineering and development effort in 2025, the success of the Add-in means we are now delivering additional enhancements on a similar cadence to our web application.
Major updates in 2H25 delivered two new command functions to the Add-in, both designed for specific use cases following direct feedback from our clients. These new functions - Cognitive Credit Reporting Dates (CCRD) and Cognitive Credit Equivalent Periods (CCEP) - are explained in more detail below.
Additionally, we expanded our ever-popular Help Center to include detailed support documentation and guidance when using the Excel Add-in, as well as a library of Downloadable templates. These templates have proved to be a hit with our users, greatly accelerating the initial build and integration of our data into your own models.
Commands of the Excel Add-in
In case you’re new to the Add-in, data streaming is actioned through a series of customizable commands. At the beginning of 2025, five core commands were available:
| Command | Description |
| Cognitive Credit Company Property (CCCP) | Pulls summary meta data from any issuer within our coverage |
| Cognitive Credit Data Point (CCDP) | Pulls data points from a specific issuer to your model |
| Cognitive Credit Data Sheet (CCDS) | Pulls all values from the first worksheet of an issuer model. |
| Cognitive Credit ID (CCID) | Convert a Company Ticker to its unique Company ID for use in other commands. |
| Cognitive Credit Reporting Dates (CCRP) | Associates earnings publication dates and period end dates with underlying reporting periods |
This year, we have introduced 2 additional commands to help facilitate more efficient analysis:
- Cognitive Credit Equivalent Period (CCEP)
- Cognitive Credit Reporting Dates (CCRD)
Below is a brief introduction and explainer to these new commands.
NEW: Cognitive Credit Reporting Dates (CCRD)
Our newest release for 2025 introduced the Cognitive Credit Reporting Dates (CCRD) command, enabling users to pull accounting period end and key reporting dates (preliminary, financial, earnings presentation) for a specific company.
Like many of our commands, this can be used dynamically in combination with others. Specifically, the Cognitive Credit Reporting Periods (CCRP) can be used to pull in available reporting periods (e.g 3Q25, 2Q25) for a given Company. In the example shown below, CCRP has been configured to return the 8 most recent Interim periods available. Once a new period is available, the spreadsheet will refresh to include the new period. CCRD can then be used below CCRP to retrieve the accounting and/or reporting dates you are interested in.
These two functions can be used in isolation or run at the top of your custom model using CCDP or CCDS to build out the fundamental data similar to below. You can also assign calendar periods to the fundamental data and understand when each period was released to the market.
New: Cognitive Credit Equivalent Periods (CCEP)
Released in 3Q25, the Cognitive Credit Equivalent Periods (CCEP) returns the closest reporting periods to a calendar date for a given company. This aids top down analysis when comparing companies which do not have the same year-end dates. It can also facilitate comparison between quarterly and half yearly reporters on an LTM basis.
As seen in the below video, CCEP can be used in isolation or nested within Cognitive Credit Data Points (CCDP) to return fundamental data for chosen calendar dates. For example, when comparing two quarterly reporters which have December and March year-ends respectively, 1Q25 periods for each company will not correspond to the same underlying calendar period.
CCEP allows you to compare periods with the same (or as close as you define) period end dates, ensuring your comparative analysis is as effective as possible by aligning seasonal trends.
Available with all subscriptions
We’re continually adding more measures to our Add-in, allowing clients to stream more data directly into their own models and further enhancing their analysis. We’re also actively working on a future major update to the add-in which we’ll release more details about in due-course.
The Add-in is available as standard with any active subscription, giving you and your team the option to leverage all the native analytical tools and auditing features exclusively available in our app and stream our data directly into your own models.
To see it in action or get help populating your existing models, request your demo today.
