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

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Indispensable for selecting, building and managing variable income portfolios

The Economatica platform is used by the most important consultancies to prepare sector studies, monitor the history of fundamental indicators and carry out valuation and company analysis. Its many features make it possible to create customizable reports and personalized benchmarks to support the most diverse types of studies and recommendations.

Specific solutions

The most used and preferred platform for consultancies

Coverage

The Economatica platform offers information on financial statements and indicators, the market and historical series of stock prices for more than 5700 companies active in Brazil, Latin America and the USA. The US database includes all companies in the world that issue ADRs.

In addition, the platform provides the historical series of companies that have gone public (up until the moment they ceased publication), which makes it possible to carry out sectoral evolution analyses with organizations that have already gone public, such as: Telebras, Arcelor and Unibanco, for example.

Evolution analysis

Analysis of the evolution of sector ratios such as Betas, Capital Structure, ROE, EBITDA, Debt, among others.

The historical inflation series available in the system allow the analyst to evaluate the performance of companies individually or in inflation-adjusted values, from any information in the financial statements.

We can also carry out analyses taking into account exchange rate variations, whether in dollars or euros.

Add-in

Economatica's "Add-in for Excel" is an application that allows you to access the database on Economatica's servers directly through Excel (without using the Economatica system's proprietary interface). It allows you to generate customized slides using all the information the system offers in record time. Performance and competition reports are automatically updated in Excel.

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 consultancies

The Economatica platform is used by the most important consultancies.