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Felix - How to Guide

A guide to Felix tools.

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11 Lessons (33m)

Show lesson playlist
  • 1. Felix Content Library

    03:34
  • 2. Felix Learning Pathways

    04:30
  • 3. Felix Learning Topics

    04:10
  • 4. Felix Courses

    02:51
  • 5. Felix Sector and Transaction Models

    01:17
  • 6. Felix Live Webinars

    01:54
  • 7. Felix Curated Data

    02:32
  • 8. Felix Company Tear Sheet

    03:25
  • 9. Felix Comps Builder

    02:03
  • 10. Felix Filings and Annotations

    06:14
  • 11. Felix Table Extraction

    00:42

Felix Filings and Annotations

  • Notes
  • Questions
  • Transcript
  • 06:14

A guide to Felix Filings and Annotations.

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Transcript

Now let's go and take a deeper dive look at the filings. The first thing to notice is that we have highlighted the latest 10K and the latest 10Q filing. And next, for each of these filings, we've got the relevant press release related to that filing. And you can pull out the income statement, balance sheet and the cash flow statement and you can just pop that into Excel. So the really nice thing here is that this is helping analysts find information, showing them which of the latest filings, showing them that there's a press release related to that filing and the ability to pull out the key financial statements. So let's jump into a 10K filing. And you can see here if I click on sections, I've got a really helpful tool for me to navigate through the documents. If I click on income statement here, you can see it jumps me directly to the income statement. I can also extract the income statement. So I can just copy this table and I can paste it directly into Excel. And it comes in on an unformatted basis. I can, if I want, keep the styles, I can also go to the notes of the financial statements. So I can come down here and I've got the lease note, so it's really easy to navigate. I can go to the income tax note as well. And I can download these tables too. So let's say I go to the lease note and I want to pull in operating lease costs into my model. That 139 million, if I save that, what it will do is it will copy that number, but not only will it copy the number, it will also copy the URL link. So this means that copies the number and I can click on the number and it will jump me to that place in the filing where that comes from. Also, I can see the annotations that I made in this filing and I can rename them. So instead of some generic number, I can say that this is actually operating lease costs for 2022. And that's much better than just having a number. And I can search my annotations too. So let me go back to Kellogg and pick a filing with a lot of annotations in. And I can see here that I've got a lot of annotations. Now the nice thing is that I can keep this filing to myself and if I sent this Excel sheet to anybody else, they will be able to click on that number and see the underlying filing, even if they don't have a Felix subscription. However, what I can also do is I can share this whole filing on a review only basis. I can just copy this link and I can say to somebody, click on that link and you'll be able to see my annotations in this filing. Or I can share the link on an edit basis. And that means anyone with a Felix subscription can come into that link and they can make their own annotations. And you can see here in this case we have Joseph Howard has made the annotations and I can jump to it and you can see it's a slightly different color than my annotations. So this is a great showing tool. And imagine you have completed a trading comparable and you want to hand over your analysis to somebody else. It's easy to do because you can share the whole filing. And this annotation tool is available not just in the 10Q and 10K filing, but in all the press release filings and any regulatory news filings. So you can see here my annotations, I've got annotation under this press release here too. If you've made a lot of annotations like I have, I can go to my annotation dashboard. And the annotation dashboard shows you in the data order of the annotations being created. All the annotations that I've made, and you can see I've made a lot of them,.

But sometimes I want to actually sort it by company. So if I choose company, you can see here I made all these annotations to AMC entertainment holdings. I'm just gonna pop out this because I've made 15 annotations and I can click on one of these annotations and it will jump me directly to that annotation. So this is a really great collaboration tool, but also record of all the analysis that I have done. But it doesn't just cover US companies. If I go to BP Plc, which is a UK company, you can see that I've got the latest filings and the regulatory news service on the right, and I've got a share price and consensus estimates, and I can jump into a filing for BP. And you can see here, I can extract a table and I can also create annotations too. So this works not just for US companies, but also UK and many other European and even some Asian companies too. Felix is an incredibly powerful learning tool, but also productivity tool that will help you do your work faster. Not only that, all this is available on your mobile device, both the learning content and the analyzing content. And if I go into one of the videos, you'll see that all the videos are designed to fit easily into mobile devices, an elongated rectangle that easily fits in your phone screen. So Felix is a great tool both at the beginning of your career and and as you progress through your career as well.

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Further Help
  • Felix How to Guide walks you through the key functions and tools of the learning platform.
  • Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
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  • Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
  • Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
  • Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
  • Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.