Private banks e wealth management - Economatica | A powerful investing platform for reaching the top.

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The indispensable platform for selecting, building and managing portfolios.

The Economatica platform allows users to carry out numerous simulations to optimize portfolios with the possibility of inserting restrictions according to the most varied profiles. It is possible to evaluate fund managers using a variety of indicators and parameters, and to explode fund portfolios. We can also carry out fundamental analysis using a wide range of financial information from reliable primary sources, as well as analyzing the asset rental market (BTC).

Specific solutions

Less doubt, more knowledge and more certainty to support your analysis.

Portfolio optimization

This tool applies the Markowitz model to a chosen set of assets to find the portfolios (with or without restrictions) with the best risk-return ratios, i.e. the portfolios that belong to the so-called "efficient frontier".

The number of assets for constructing Markowitz curves is unlimited. The model allows quantitative or qualitative restrictions to be inserted at various levels of priority.

Fund rankings

We can generate fund rankings with quantitative trading data (equity, funding, premium over benchmark) and/or with allocation filters by asset profile (X% allocation to variable income assets, fixed income, credit, foreign investment, etc.), the latter considering the explosion of fund portfolios up to the last position.

Portfolio simulation

This function allows you to simulate investment portfolios in financial values or percentages, as well as creating customized composite benchmarks.

Possibilities

More ease, intelligence and depth to base your analysis on

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, carry out 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 portfolios

The indispensable platform for selecting, building and managing portfolios with greater confidence.