Economatica provides the information you need to perform investment research

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


Economatica provides an investment research platform for exchange listed companies in the US market. It allows you to extract value from essential financial information and achieve the best investment results.

With years of experience developing systems for investment analysis, the platform offers analysts and investors powerful analytics to support their investment strategies.

The information available include

  • 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

  • Excel Add-in

  • Charting data visualization


Cloud-based platform

  • Speed

  • Power

  • 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.

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.

Request trial

Value Reports