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Terminal Economatica
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The Economatica platform is fed continuously with the latest market data and enables the user to easily process, identify, and capture large amounts of data, comparing assets and building simulations with ease and efficiency. All these features contribute to widen your scope and provide support for deeper analyses, reports and insights while optimizing your team’s time and resources.
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Efficient, powerful and user-friendly. Economatica has all of the tools essential for investment analysis in a simple-to-use interface.
100% of the data for the funds industry and exchanged-listed companies is obtained from primary sources such as Exchange Commissions and Stock Exchanges in all the markets covered by Economatica.As-reported financial statements for Latin America companies going as far back as 1986. 100% coverage of all US companies, ADRs, and ETFs traded in the major stock exchanges. All of this to ensure that you have the information that’s essential to your analysis.
All the tools you need to interpret the financial landscape, create value and be a step ahead, are found in the Economatica platform.
Generate customized templates filtered by numerous quantitative or qualitative metrics designed to meet custom-defined criteria. Example: find stocks with average daily volume of over $5 million, volatility below 30%, dividend yield above 4%, and companies with a return on equity above 15%.
Optimize existing portfolios – determine the more efficient buy/sell operations to improve the Risk x Return characteristics of the portfolios. Efficient frontier – apply the Markowitz model to a set of stocks, bonds and/or funds to find the portfolios with the best Risk x Return relationships. Constraints – define constraints over the portfolio composition in the efficient frontier, setting conditions on max/min weights of each fund, or each fund manager, etc.
The 40,000 monitored pair can be filtered for finding pairs within the same sector, shorted securities whose borrowing fee is below 2%, highly liquid securities, etc. Also, screening for Beta Neutral or Cash Neutral pairs is an option.
Generate reports using our Excel Add-in, customize them with your company’s identity, all while accessing information from primary sources for stocks, funds, and thousands of other securities. Easily build comparables for peer securities. Create customized factsheets to present to clients, with your company’s identity.
Access the data without copying between applications, manage fund reports, market multiples, and create customized templates with great ease and flexibility.
Access and track data at the speed of the digital transformation.
Using the Data Feed, you have instant access to thousands of data points from financial markets, backed by the credibility of a firm with 30 years of experience. The Data Feed offers complete flexibility to filter for any data you desire. Economatica Data Feed brings about not only evolution, but revolution in technology.
Speak to one of our experts.
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