Welcome to Sankify

You're about to discover a faster, more intuitive way to understand company financials. In just five minutes, you'll go from zero to generating your first Sankey diagram—a visual representation of how money flows through a company's income statement.

No finance degree required. No complex setup. Let's get started.

Step 1: Enter a Ticker Symbol

On the Sankify homepage, you'll see a search bar prominently displayed. This is where your journey begins.

What's a Ticker Symbol?

A ticker symbol is the abbreviated code used to identify publicly traded companies. For example:

**AAPL** = Apple Inc.
**MSFT** = Microsoft Corporation
**TSLA** = Tesla, Inc.
**AMZN** = Amazon.com, Inc.
**NVDA** = NVIDIA Corporation

How to Search

Click the search bar or start typing immediately
Enter either the ticker symbol (like "AAPL") or the company name (like "Apple")
Select your company from the dropdown suggestions
Press Enter or click the company name

That's it! Sankify will immediately begin fetching the company's financial data directly from SEC filings.

Pro Tip

Not sure of the ticker? Just start typing the company name. Our search auto-suggests matching companies, so you don't need to memorize symbols.

Step 2: Select a Time Period

Once you've selected a company, you can choose which financial period to visualize.

Available Time Periods

Sankify offers two types of financial periods:

**Quarterly Reports (10-Q)**

Q1, Q2, Q3 for each fiscal year
Shows three months of financial activity
Great for tracking recent performance and trends

**Annual Reports (10-K)**

Full fiscal year results
Comprehensive yearly overview
Best for understanding the big picture

How to Switch Periods

Use the dropdown menu near the top of the visualization to select different periods. You can switch between:

Different quarters within the same year
Annual vs. quarterly views
Historical periods going back several years

When to Use Each

**Quarterly**: Tracking recent trends, earnings season analysis, comparing sequential performance
**Annual**: Year-over-year comparisons, understanding overall business structure, long-term analysis

Step 3: Understanding the Visualization

Now for the exciting part—the Sankey diagram itself. Here's how to read it.

The Flow Structure

A Sankey diagram shows financial flows from left to right:

**Left Side: Revenue Sources**

Total revenue enters from the left
Different revenue streams appear as separate flows
Width represents the dollar amount

**Middle: Costs and Expenses**

Cost of goods sold (COGS) branches off first
Operating expenses (R&D, Sales & Marketing, General & Administrative) follow
Each cost category has width proportional to its size

**Right Side: Profits**

Gross profit (Revenue minus COGS)
Operating income (Gross profit minus operating expenses)
Net income (after taxes and interest)

Reading the Diagram

The width of each flow tells the story:

**Wide flows** = Large dollar amounts
**Narrow flows** = Smaller amounts
**Converging flows** = Money combining (like multiple revenue sources)
**Diverging flows** = Money splitting (like costs being deducted)

Color Coding

Different colors help distinguish between:

Revenue streams
Cost categories
Profit levels

Hover over any section to see the exact dollar amounts and percentages.

Interactive Features

The diagram isn't just for looking—you can interact with it:

**Hover** over any flow to see detailed values
**Click** on segments for more information
**Zoom** in and out for different detail levels

Step 4: Exporting Your Diagram

Created a visualization you want to keep or share? Sankify makes it easy.

Export Options

Look for the export button (usually in the top-right corner of the visualization). You can export your Sankey diagram as:

**PNG Image**

High-resolution image file
Perfect for presentations and reports
Maintains visual quality at any size

**Share Link**

Direct URL to the visualization
Anyone with the link can view it
Great for team collaboration

Best Uses for Exports

**Presentations**: Drop the PNG into PowerPoint or Google Slides
**Reports**: Include in investment memos or analysis documents
**Social sharing**: Post insights on LinkedIn or Twitter
**Team discussions**: Share links in Slack or email

What You've Learned

Congratulations! You now know how to:

**Search** for any public company using ticker symbols or names
**Select** quarterly or annual time periods
**Read** Sankey diagrams to understand financial flows
**Export** visualizations for presentations and sharing

Next Steps

Now that you've mastered the basics, here are ways to go deeper:

Compare Companies

Try visualizing competitors side by side. For example:

Apple vs. Microsoft (tech giants)
Tesla vs. Ford (automotive)
Netflix vs. Disney (entertainment)

Notice how different business models create different flow patterns.

Track Trends Over Time

View the same company across multiple quarters or years. Watch how:

Revenue streams evolve
Cost structures shift
Margins expand or compress

Explore Different Industries

Each industry has unique financial characteristics. Explore:

**Tech**: High R&D spending, strong gross margins
**Retail**: Thin margins, high volume
**Manufacturing**: Significant COGS, capital intensity
**Services**: High labor costs, recurring revenue

Common Questions

Why don't I see data for some companies?

Sankify pulls data from SEC filings, so we cover companies that file with the US Securities and Exchange Commission. Some smaller companies, international firms without US listings, or very recently IPO'd companies may not have complete data yet.

How current is the data?

Data updates as companies file with the SEC. Quarterly reports typically appear within 45 days of quarter end, and annual reports within 60-90 days of fiscal year end.

Can I see historical data?

Yes! Use the time period selector to access several years of historical filings.

You're Ready

That's everything you need to start exploring company financials with Sankey diagrams. The visual approach makes patterns obvious that would take much longer to spot in traditional financial tables.

Go ahead—search for a company that interests you and see what the money flow reveals.

Quick Start Guide: Create Your First Sankey Diagram in 5 Minutes