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

Leader in the segment

Indispensable for selecting, building and managing equity portfolios

A leader in the segment for more than 30 years due to its wide range of information, resources and high data reliability, the Economatica platform is present in most stock brokerages. It is an indispensable tool for analyzing historical bases in the stock market and asset rental (BTC). Fundamentalist and technical analysis on a single platform saves time and routine. Being able to produce daily, weekly, monthly, quarterly reports, etc., with a very low investment of time and very high quality, is what makes Economatica the most reliable and secure platform on the market.

Specific solutions

The most used and preferred platform for investment brokers

Cross-checking primary data

By cross-referencing primary data from agencies that operate with official information (B3 and CVM), we consolidate a reliable and complete base that can be accessed and used by a wide range of tools available in the Economatica System.

The platform allows analysts and investors to adequately visualize the data they wish to research, making it possible to extract information for creating reports, carrying out analyses and assembling various templates (slides, graphs, updates, etc.).

Complete analysis

The system makes it possible to carry out analysis of both sectors and the companies that make them up. Users of the platform have access to information such as profitability, debt and capital structure indicators, etc.

The platform offers the most comprehensive stock analysis tools on the market, such as Valuation (DCF), Portfolio Optimization (Markowitz) and Par Traiding (Long and Short).

Reports

The system has reports previously designed according to current standards and accepted by analysts from the most renowned players in the market.

Screenings: daily behavior of stock market indices, dividends, credit, stock market indices, BTC and others;

Charts: price trends, ratios and fundamentalist indicators, market and others;

Slides: summaries of the performance of companies in the financial and non-financial sectors, BTCs (loan contracts), credit, company comparisons, etc.

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 advanced analysis

Precise information, resources and data in one place.