Web platform
Economatica Platform
Robust and accurate historical data for sound and secure decisions.
Unify fundamental research, fund analysis, indicators, Excel and data delivery on a single, consistent base to support research, risk and internal reporting.
When each team uses a different data source, the firm spends more time reconciling spreadsheets than making decisions. Start with the problems, not the tools.
Is my analyst consolidating financial statements by hand?
Copy-paste from earnings releases, CVM filings and legacy spreadsheets eats 2 hours a day. The Economatica base comes standardized, in a consistent historical series.
Is my VaR looking at the same prices the front office sees?
When risk, trading and back office consume different feeds, the committee debates numbers, not decisions. Data Feed + Terminal help standardize sources and reduce divergences across teams, according to licenses and integrations.
How do I run attribution without killing the spreadsheet?
Brinson, Fama, sector, asset, every PM wants a different cut. Platform, Add-in and Data Feed support analyses and calculations; APIs deliver consistent data to support the calculation in Excel or in your own system.
Do my allocator-ready materials go out on closing day?
Monthly reports, factsheets, peer comps. Platform and Add-in enable report exports and templates and custom deliveries for your clients.
Can my database survive a 5-year review without reprocessing?
Adjusted prices, corporate actions, events. Economatica has 40 years of traceable history, with documented sources for back-test and internal review.
You don't have to buy every product on day one. Start where it hurts the most, and the stack grows organically as the team relies on the Economatica base.
From 7 a.m. to market close: a senior analyst leans on the proprietary base five times before the committee wraps. Each touch is a different piece of the catalog.
The analyst reads an overnight summary: material facts, guidance, rating changes, all classified by ticker.
News API · TerminalThe screener filters 400 companies by multiples and profitability; runs sector comps and pulls 10 years of series.
PlatformThe analyst pulls financials directly into Excel using ECO functions, validates the income statement and runs valuation scenarios.
Excel Add-inThe risk team ingests adjusted prices into its own system via Data Feed, recalculates VaR and sector exposure.
Data Feed + APIsSales generates the monthly factsheet with peers and attribution automatically; the committee closes the day with the same numbers.
Platform · PDFIt's not a closed bundle: you build the stack around the bottleneck that's burning. Most clients enter through Platform + Add-in and add Data Feed and APIs as the internal system matures.
Research, screener, comps and reports, the analyst's research room for fundamental work.
Native functions that pull the Economatica base directly into your valuation spreadsheet.
Live quotes, watchlists and news alerts for traders and the desk.
Raw base into your data lake, CSV/JSON delivered by FTP or email, ready for ingestion.
Long-only, long-short, pension and multi-strategy managers, different strategies, the same data backbone behind every decision.
We used to spend 6 hours a week just reconciling financial statements. Today the analyst starts with the model, not the spreadsheet.
Economatica became the single source of truth between research, risk and sales. The committee no longer argues about which number is right.
Our stack is Platform + Add-in + Data Feed. We moved from manual work to a flow that runs on its own all the way to the monthly factsheet.
Book a call and design with our team the right Economatica stack for research, risk and sales.
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