HOW WE HELP

Economatica provides the information you need to make better investment decisions

with a user-friendly platform that helps you analyze securities.

Economatica is a Fintech company, which offers an SaaS-based investment research platform for companies listed on US exchanges (AMEX, NASDAQ, and NYSE). It allows you to extract value from essential financial information and achieve the best investment results. With over 30 years of experience developing systems for investment analysis, the platform also offers long-term history data for statistics and projections.


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The information available includes

  • Quarterly financials

  • Company history

  • Corporate actions

  • Daily share prices

  • Number of shares

  • Financial ratios

  • Trading ratios

  • Technical indicators

One simple and complete solution

  • Screening

  • Pair trading analytics

  • Time series

  • Company valuations

  • Portfolio optimization

  • Reporting

  • Import and export data functions

  • Charting and data visualization

Cloud-based platform

  • Highest security standards

  • Speed

  • Updated instantly throughout the day

  • Reliability

SOLUTIONS

Economatica is specialized in handling financial information.

Its platform rapidly organizes and systemizes data for all company stocks, ADRs and ETFs listed on the major US exchanges.

Screening

Find actionable investment ideas based on your criteria, access metrics and add your own.

You can create customized comparable tables – after defining the list of securities to be examined, you can create columns for any data available in the database. The Economatica platform also allows you to filter by any criteria, such as 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%.

Portfolio Optimization

This tool allows you to operate a sophisticated yet easy-to-use optimization algorithm.

- Generate efficient frontier: apply the Markowitz model to a set of stocks to find the portfolio with the best risk return ratio.
- Define portfolio constraints: specify market neutral, beta neutral or long/short, or define your own constraints, i.e., dividend yield, P/E, ROE, etc.
- Set requirements for holdings and sector weights
- Generate a correlations matrix to evaluate risk

Pair Trading

Our pair trading tool makes statistical arbitrage easier.

You can define your investment universe and constrain potential pairs by volatility, sectors, correlations, and many other variables. The system will analyze the range of long/short possibilities. The module offers a back test feature, allowing you to determine gain or loss for a certain period.

Reporting

Create customized reports using previously selected industry data.

Generate factsheets and charts on your fund or the companies you cover. Export reports and data in a variety of formats: PDF, TXT, XLS, or XLSX.

PLATFORM

Economatica offers a cloud-based investment research platform for equity and portfolio analysis

with the flexibility to meet your unique needs.


WHY US

Why choose Economatica?

Economatica empowers investment professionals to make financial decisions on demand.

Can be deployed in minutes

Can be deployed in minutes

Economatica is a sophisticated, easy-to-use web-based investment research platform for fundamental and quantitative research. And it’s fast.

Customizable factsheets

Customizable factsheets

A reporting system that allows you to create customized company/industry factsheets, or portfolio risk & performance reports that can be easily distributed internally or to your clients. 

Advanced analytic modules

Advanced analytic modules

Not all platforms offer the range of advanced analytic modules we do and certainly not at our pricing levels - pair trading, discounted cash flow valuation, portfolio optimization, etc.

Import data history

Import data history

Import your own historical pricing series for countries and asset classes not covered in the system and use the intelligence built into the platform to analyze these securities.

Export data quickly

Export data quickly

You can export data fast and easily, including .pdf, .xls/.xlsx, and .txt formats. 

High speed processing

High speed processing

Economatica runs on the Cloud and it’s supported by high-performance computers. Data is updated instantly, ensuring you have access to the timeliest information available.

Quality post-sales service

Get support from a real expert during customer onboarding. In addition, you may request further training and instruction at any time.

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PRICING

All you need at a price you can afford.

Deep quantitative analysis tools of all US securities listed on AMEX, NASDAQ, and NYSE.

Yes.  This includes ETFs and ADRs. 

Financial, technical, trading and user-defined ratios

Yes

Pair trading analytics

Yes* user filters system for trading opportunities
with user-defined criteria.

Time series

Yes

Quality assurance

Over 30 years of industry experience. A team with over 50
analysts specialized in the US market and seven Latin American markets.

Pricing data

Daily

Dividends data

Daily

Corporate action data

Daily

Updates to database

Intraday

Import user-defined data

Yes

Import historical pricing series

Yes

Requires knowledge of special formulas?

No

Excel plug-in

Yes

Contract period

One-year minimum term that auto-renews

Portfolio optimization

Yes*

Discounted cash flow valuation

Yes

* offered separately for a fraction of base subscription

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Complete this form to schedule a one-on-one demonstration with one of our experts.