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Review of 10k wizard

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Service/portal name:
Source description: 10 Wizard was formed in April 1999 in Martin Zacarias, a graduate and financial analyst, and Kee King brell, a game software developer.

Recognizing the need for expanded coverage of and advanced search capabilities for the Securities and Exchange Commission (SEC) database, together the two developed proprietary software to search through the via amount of information available to the public via the SEC EDGAR (Electronic Data Gathering, Analysis, and Retrieval) tem.

Not only can the user searc by company name or ticker with 10k Wizard, but the Power Search feature also allows one to search the whole document for individual words or word phrases and use Boolean operators (AND, OR, NOT). Search returns display complete company files or specified sections.

There are several additional modules, including Alert Streaming, Portfolio Wizard IR Wizard, and Global Reports, as well as Fundamental Financial which offers 140 data points taken from the income statements balance sheet, and cash flow statement and then displayed annual, quarterly, and trailing twelve-month views.

Pricing: Base price is $150 per year, $25 per month, or $50 per quarter. For pricing information on additional modules conts 10k Wizard at

Source content: 10k Wizard is the name given to the basic package offered on this Web site.

Tabs along the top of the part link the user to seven different search mechanisms or search are Basic, Advanced, Exhibits, Corporate Actions, Profiles, Annual Reports, and Fianncials (this is an optional upgrade).

Basic searching is free and open to all. Any of the other searc option including financials, requires a subscription.

One can search from in the Basic mode, but document retrieval requires a subscripton. All the other search areas require a subscription before access.

In the Basic mode one can search by company name, ticker, CIK, words, and industry and limits by type of form group and dates.

The advanced search adds the ability to drill down as far as ZIP code or area code in searching and to limit by specific form and fiscal year end.

The Exhibits section allows one to search by the entire group or within specific exhibits. This is particularly helpful when you need to quickly find information not included in the forms, such as agreements with other groups.

Corporate Action is the section for tracking resignations, acquisitions, changes in control, and bankruptcies.

The Profile section will proide some descriptive material, a list of the latest filings, and links to filings by companies in the same industry group – here 10k Wizard is linking to a company’s competitors.

The Annual Report section supports searching, at this time, for fifty-six countries. Although annual reports are searchable, there is an added cost to purchase them.
There are five add-on modules or sections:

1. Insider Trading. In this section one can search either EDGAR or non-EDGAR filings. Searching is available by company name, ticker, word, or search form number.

One can limit by date range. It is simple to choose a data and form type and retrieve names of the people who bought, sold, or exercised an option on those days.

2. Fundamental Financials. This is an added optional module that enables comparisons across companies.

Comparisons can be obtained for seven years of annual data, sixteen quarters, or a trailing twelve months.

Ratios are provided annually and quarterly. Data is taken from income statements, balance sheets, and cash flow information in the various SEC documents. Coverage is provided for companies listed on the NYSE, AMEX, NASDAQ, and OTC.

3. Alert Service. An added module, this provides streaming service, to the desktop, for an alert list set up by the user. Each alert is linked to the full-text filing.

4. Portfolio Wizard. This service tracks large listings of financial and news resources and is most suited to analysts, brokers, and institutions with large holdings. It is interated into a company’s Web site, and the interface can be customized. This is an added module.

5. IR Wizard. This tool enables a company to integrate its SEC filings onto the company Web site, where they can be accessed by customers and investors. This is an added module.

The following search and select options can be found in the Databases menu tab:

• Databases. This section provides (1) a shortcut list to the user selection of most freuqnelty used premium databases, (Sources List: a listing of all 100+ Premium databases in Alacra each Web-enabled directly to the database, allowing for direct searches within that database, and (3) access to Alacra Directories specialized lists of all sites available in the Alacra Business Web.

Users can also select from 12 various organization types 18 business topics, 95 industries, 28 specialty directories, In geographic regions, or 204 countries.

• Apps. Containing more advanced search capabilities, this section includes the following options: Advanced Web Search Advanced Database Search, Public Company Search, Private Company Search – based on descriptive and financial data that the user selects, and Search Library – an archive of a user save searches.

Pricing: The basic $150 monthly access fee gives a single user access to all Alacra features and Premium content on a pay-per-view basis.

The pricing for access to Alacra is scalable; the more user IDs a firm subscribes to, the lower the cost per user. Additional charges are incurred as data is downloaded, on a per-article or report basis from the Premium databases.

Article and report download fees can be viewed during search sessions, allowing the user to track spending for individual projects.

The forty-five thousand Web sites indexed in Alacra Directories provide a lot of excellent, free, Internet-based information that is easily accessible before the researcher begins tapping into the Premium databases.

The fee for an article or report section depends on the database. For example, a single article from Business & Industry might cost $3.50 to download, whereas a single section of a Datamonitor report might be $100.

Users have the option of purchasing as little or as much text as they wish from the various databases to suit their research budget.

Most premium database providers inAlacra offer subscription access to their databases, where the user or firm pays a fixed rate (monthly or annual fee) for the content and is not charged per download.

Alacra does a considerable amount of custom development and applications for large customers, and in those cases there are also development and custom site fees.

Source content: A user can search within Alacra in a variety of ways:
(1) enter keywords (Web syntax only) on the home page to search across all Alacra premium content and the Alacra Business Web simultaneously,

(2) search the one hundred Premium databases individually via a custom search screen from the Databases menu or search all or a subset of Premium content using the Advanced Database Search in Apps,

(3) perform Boolena searches across the Alacra Business Web (forty-five thousand business-information-only Web sites specially chosen and evaluated for business relevance and reputation) using the Advanced Web Search, and

(4) search for public and private companies and any relevant content using the Public Company or Private Company Search in Apps.

The Web sites and database provide a mix of public and private companies, and U.S. and international resources.

The Premium database menu is available in an alphabetical line as well as a category list. Alacra content categories are Company Profiles and Financials, Deal Information, Earnings Estimates Economic Data & Analysis, Executives, Filings and Documents Investment Research, Investment Risk Models, Market Research Mutual Fund Research, News, and Share Ownership.

The categories capture information relevant to a broad mix of business applications: finance, marketing, strategic planning, research, and competitive intelligence.

The Premium database sources present a broad range of content, representative of those used by business and research professionals. Some of the Premium databases available for searching include the following:

• Company Profiles and Fundamentals. Barra Beta Books, Data monitor, Dun & Bradstreet, EDGAR Online, Gale Company Profiles, Hoover’s Company Profiles, Mergent, Multex, ICO Information Limited, Nikkei, Thomson Financial Disclosure ValueLine, Graham and Whiteside, Harris Infosource, idExec Corptech DealInformation: Mergerstat, TF Joint Ventures, TF Mergers and Acquisitions, TF New Issues, TF Venture Economics (Firms and Funds), M&A Monitor

• Earnings Estimates. Multex Global Estimates, Nelson Consensus Estimates, I/B/E/S First Call

• Economic Data. Economist Intelligence Unit (EIU), Datamonitor Country Profiles, Quest Economics

• Market and Investment Research. Datamonitor Industry Profiles, Economist Intelligence Unit Country Analysis, Freedonia Market Research, Gale Market Share Reporter, Harris Industry Reports, TableBase, Moody’s Global Credit Research

• Mutual Fund Research. Weisenberger

• News. ABI/Inform, Bussiness & Industry, Business and Management Practices, EBSCO, Factiva (by subscription only), NewsEdge, Reed Business Information, Nexis (by subscription only)

• Share Ownership. TF Ownership Data (institutions), TF Ownership (securities), TF/Carson (funds/institutions and secruties), Vickers Stock Research (funds/institutions and securities)

Those familiar with Factiva will likely find the Alacra Premium database search interface nearly identical to the stand-alone product. Here, too, searchers are able to preselect language, industry, date, region, and news subject from convenient pull-down menus.

Shows search results for General Motors within Factiva. Note how article titles, dates, and sources make it easy for users to get the data they need.

Likewise, the Alacra Premium Business & Industry database search page interface is nearly identical to the stand-alone version.

In Business & Industry, searchers may choose keywords, company, concept terms, industry, SIC codes, and sources to narrow the scope of a search.

Show examples of a search in the Alacra Premium database Nikkei, Japan’s leading financial data vendor.

The searcher sees the cost for an individual financial report and the option to download the data in Excel. Note the general form for a search in Nikkei for manufacturer (in this case, Toyota), as well as the data options available, costs for each, and the Excel do retrieval format page.

Source evaluation: Overall, Alacra is an excellent source of one-stop shopping for the business-intelligence researcher.

It provides a broad range of excellent premium databases and Internet resources and the ability to track and control search costs.

Alacra contains fairly simple search tools suitable for everyone from the generalist to the seasones researcher.

The Alacra Build a Book is a great tool for quickly compiling gdata resources into an easy downloadable business package, allowing the searcher to include Web site data or the user’s own resources.

The menu selections for Databases, Build a Book, and Apps are intuitive to use. Alacra will require some time and practice, particularly for the novice researcher unfamiliar with the power of the Premium databases.

The Build a Book feature requires some back-and-forth usage before creating a book becomes second nature, and the service seems a bit slow when loading documents during the book-building phase.

Nevertheless, the final PDF documents is e-mailed to the user fairly quickly and proves to be an excellent basic business-briefing package for updated news and financial information, particularly for public companies.

According to an Alacra representative, most Premium databases are updated independently of one another through direct feeds/data files delivered to Alacra by the content provides.

Frequency of updates might vary from daily to annually; details about frequency of updates for each premium provider are available from the Help link.

Clicking on Help for the current pass from any search screen will display the help for that particular page.

Each Alacra customer account is assigned an account manager who is responsible for training all new users, informing use of enhancements and changes to the service, and providing ongoing training and technical support throughout the terms of the contract.

Customer service desks in New York and London are available seven days a week, Monday through Friday, from 8:000 8:00 p.m., and Saturday and Sunday from 9:00 a.m. to 5:00 pan. (EST and GMT). There are no fees associated with customer or technical support.

Source value rating: All of the data source reviewers were asked to rate each source on the basis of the following eight categories, using “10” as the highest rating and “1” as the lowest (“80” being a perfec score):

1. Relative cost-to-value:   8
2. Relative timeliness of data:   8
3. Relative comprehensiveness of data:  8
4. Ease of use:     7
5. Search options available:   7
6. Level of support services:   8
7. Level of training offered:   7
8. Amount/kinds of special services offered: 7
Total Rating:     60

Source reviews:
“Alacra: Snazzy, Upscale and a Feature-Filled Model.” The Information Advisor: A Monthly Newsletter. Find/SVP 14, no. 5 (May 20002). “We really liked this product – it is both very powerful, because of its excellent content, and incredibly simple to use.

It’s also a good example of how an automated system can be used to improve the search process. . . . Our only complaint is that Alacra was sometimes slow to construct our book.

And, while not really a complaint as much as a caution, it can be tempting to think that using Alacra means you are covering all your business research bases. . . . But if you want news and financials for public firms, Alacra is an excellent product.”
Kassel, Amelia. “Tales of a Servhers’ Life: A Comedy of Errors or a Test of Patience?” Servher, September 1, 2002.

“I was pleased to locate information about venture capital firms financing the company in question in the Thomson Database . . . . Our only complaint is that Alacra was sometimes slow to construct our book.

And, while not really a complaint as much as a caution, it can be tempting to think that using Alacra means you are covering all your business research bases . . . . But if you want news and financials for public firms, Alacra is an excellent product.”
Kassel, Amelia.

“Tales of a Searchers’ Life: A Comedy of Errors or a Test of Patience?” Searcher, September 1, 2002.

“I was pleased to locate information about venture capital firms financing the company in question in the Thomson Database. . . . Only this source carried dollar amounts and dates of each round’s funding.

To access this database, I used Alacra (formerly. Xls, formerly PortalB), which may constitute the only pay-as-you-go avenue available for this database, although Alacra itself is a subscription aggregator requiring an active account.

I recommend Alacra because of its unique sources such as this one (Thomson Financial Securities Data/Venuture Economics’ Venture Capital Financing), not available from other transaction-based vendors.”

Tudor, Jan Davis. “Alacra: Cheerful Willingness, Readiness or Promptness?” Searcher, January 1, 2003. “One reason why I’ve become a fan of the service is because it was developed for the Internet, making it not only a dependable system, but also a breeze to use technically.

I appreciate the broad range of databases available, the ability to download much of the information directly into spreadsheets (hence the former name, .xls), and finally – it has one of the best customer support teams around . . . . [T] he new Alacra has done a good job of balancing the needs of the researcher of various levels by developing a streamlined interface that users can navigate in a number of different ways.”

Useful tips
• Become familiar with the thousands of organizational, business type, and specialty Web sites in the Directories tab for business-related information free of charge.

• Go through the Sources List link in the Databases tab and learn about the various Premium databases in Alacra and the most suitable search application for each.

• Experiment with building a book to learn how this tool works (i.e., cost, various database sources, etc.) before working on a project dealine.


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