Coverage
Unlock capacity with templates that populate themselves
Monthly or quarterly portfolio reviews, credit committee one pagers and central research system inputs for PM access / review – all of these have associated time redundancies. As a result, analysts have less time to stay on top of market movements and evaluate new opportunities.
Access several pre-designed and editable templates available with our Excel Add-In that allow your teams to instantly spread headline numbers across all holdings. Conduct risk reviews and create one-pagers that can be auto-populated simply by changing the ticker.
Additionally, our API can stream our data directly into your central research system, eliminating the need for analysts to do this work manually.
Reduce time redundancies
Give valuable time back to your team to help them stay on top of market movements
Unlock greater capacity
Spend more time screening for new opportunities and generating actionable ideas
Our data, your models
Stream our fundamentals directly into your Excel model with minimal disruption to your workflow