Investor relations - Economatica | A powerful investing platform for reaching the top.

monitor the company against the market

Essential for informing and interacting in depth with your shareholders

The Economatica platform has all the necessary tools for the investor relations department to be able to better evaluate market data and carry out sectoral or benchmark analyses. With it, it is possible to obtain information that allows the company's performance in the market to be monitored, as well as providing the team with well-founded arguments to support the relationship with its publics, both internal and external.

Specific solutions

Less doubt and more certainty to support your analysis.

Financial evolution analysis

By extracting information such as: data from financial statements, a history of relevant facts, capital structure and profitability indicators, equity value price and trading volume, among others, it is possible to carry out analyses that allow the company's performance to be assessed against the sector's average.

Analyses of sectoral financial performance can be carried out on more than 5700 listed companies in the main Latin American countries and the USA.

Resource allocation

The tool makes it possible to identify, within the funds' portfolios, the evolution of the allocation of resources of all types of assets issued by companies and allocated in the fund industry, such as: debentures, shares (including shorted positions), term deposits, among others.

Investor Relations executives have access to the tool from anywhere in the world via the Cloud platform, and can access the updated reports within 5 minutes of Bovespa releasing the daily price bulletin or within 30 minutes of the release of the ITR's and DFP's to the CVM.

Valuation tool

The system provides a Valuation Tool (DCF) validated by market professionals in which, based on pre-defined parameters, it is possible to include data that will be calculated to project the target price of a share/company.

It is also possible to graphically visualize the sensitivity curve, according to the variables of each component of the discounted cash flow.

POSSIBILITIES

More ease, intelligence and depth to support your analysis

The tool that revolutionizes data

A powerful Data Mining platform, constantly fed with information, which allows the user to manipulate a large volume of data, create insights, make advanced simulations, generate reports, compare assets to support analysis, project scenarios and make better decisions.

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INFORMATION IS POWER

Everything Economatica brings you

Easy access

Economatica is a fast, sophisticated and user-friendly web platform for fundamental and qualitative investment research. The platform can be accessed from any computer or tablet connected to the Internet, facilitating interaction with the analyst and their client. Your reports, slides and analyses are in the cloud, available to you at any time.

Customization

A powerful reporting system that allows you to create customized company/industry tables and risk & performance portfolios that can be easily distributed internally or to clients.

Analytical modules

The Discounted Cash Flow (DCF), Markowitz portfolio optimization and Long and Short modules, among others, have been designed following the highest international academic recommendations, as well as the experience of market professionals.

Historical series

The modules on Discounted Cash Flow (DCF), Markowitz portfolio optimization, Long and Short, among others, were designed following the highest international academic recommendations, as well as the experience of market professionals.

Data export

The Discounted Cash Flow (DCF), Markowitz Portfolio Optimization, Long and Short and other modules have been designed following the highest international academic recommendations as well as the experience of market professionals.

Indispensable for communicating

An essential platform for informing and engaging in depth with your shareholders.