1. “The market IS our lab rat”
Equities Lab
“The market IS our lab rat”

2. What's the problem? "Individuals run into rat holes when trying to invest"
Most professional money managers are great at sales – not great at investing
You lose money to overhead and fees
Using Money managers
As a type of investment, mutual funds have badly underperform the rest of the market for 20 years.
Invest in Mutual Funds
Better then any of the other options but …
Very correlated with the overall market.
Can be subject to the Ponzi effect.
Invest in ETFs
Despite very good tooling, most day traders do not make money.
Takes a large investment of time.
Day Trading
Reading news has been proven harmful to investing performance (Tversky, Montier, et al)
No way to understand ideas behind the recommendations, beyond reading the sales spiel
Following News

3. What's wrong with the current tools
What's wrong with the current tools? "In other words, why are we special?"
To our knowledge, every competitor has one (or more) of the following Achilles's heels ..
Crippled Scope
If you only know the price, P/E, and Market Cap of a company, it is very hard to do any meaningful analysis on it!
(To be fair, most of these tools were actually designed for day traders, not fundamental investors)
Limited UI
Can take forms to run a simple back test
Only supports very simple queries (“PE” > “50)
Limited (if any) tools to visualize your data
No way to monitor your investments
Bad Data
Survivorship bias
Companies that went bankrupt simply disappear, so strategies that pick high risk companies all look great… because the losers are not included
Restated earnings
Companies restate earnings all the time, these tools then use those restated earnings. That would work great… If you had a crystal ball and could know in 2011 what the earnings will be restated as in 2012!

4. Equities Lab's Data "Somebody fed us too much cat food"
14,000 stocks
200+ fields per company in the present
Going back each year and each quarter to 2003
3+ Terabytes of data if fully expanded
Point in time data
No survivorship bias
Catch companies restating their numbers
Financial statements and more
Cash flow
Income statements
Balance sheet
Price data
Zip code, number of employees, etc…
Fast Data Access
Custom number format
Column based layout
Efficient data storage using OS memory maps

5. Equities Lab’s UI “The cat’s meow”
Intuitive monitoring of current investments
Flexible expression editor finds the stocks you want to buy
Powerful visualization tools allow you to easily analyze the market