1. ROBUST RELIABLE DYNAMIC EQUITY RESEARCH PLATFORM
MARKET ANALYSIS
&
EQUITY RESEARCH PLATFORM

2. Trusted partner to globally recognized organisations
WHO
HOW
WHAT
we support you?
is EquityRT?
is EquityRT?
Noteworthy clients
Global financial analysis and equity research data provider.
Providing financial market solutions for over 18 years
97% customer retention rate
Global expansion in progress – Europe, Africa & Asia
Market challenger to premium research solutions
Cloud-based financial analysis and equity research tool
Simple, intiutive and user friendly solution designed for the new age analyst
Built on modern, fast and reliable infrastructure for a pleasant user experience
Wide data coverage with innovative tools making analysis easy
24x7 SUPPORT

3. Unrivaled Coverage of Global Markets & Equity Data
More than
Market Data
Extensive coverage of global market data, Equity Price and Trading Data.
Data Source : Direct from Stock Exchanges & Morningstar
Broker Estimates
Consensus Estimates, Revisions & Recommendations from Brokers
Data Source: Factset
Indices
Global Indices and constituent breakdown
Data Source : Direct from Stock Exchanges & Morningstar
News
Company and Sector news with effective news search
Data Source: Thomson Reuters & other news sources
Global Stocks
122
Stock Exchanges
Fundamental Data
Fundamental Data in Standardised formats and As Published formats
Data Source : Direct from the company and news announcements, Morningstar
Shareholding
Ownership trading and holding details for individuals, corporations and funds.
Data Source: S&P Capital IQ
Dividends & Corporate Actions
Dividend payments history. Bonus & rights issues, splits etc.
Data Source: Direct from Stock Exchanges & Morningstar
Company Disclosures
Financial Reports, Annual Reports, Company Presentations and Company circulars
Data Source : Direct from the company and news announcements
71 950
Indices
Company Profile
Management Structures, Board structures, company subsidiaries and Dual listings. Detailed field of activity
Data Source: S&P Capital IQ
Commodities
Coverage of core commodities Agriculture, Metals, Energy.
Data Source: Morningstar
Foreign Exchange
Cross currency database with 20 years of data history providing country-based FX analysis
Data Source: Central Banks official rates
Macroeconomic
A collection of comparable cross country indicators from reputable global sources.
Data Source: (Worldbank, IMF, BIS, OECD,ECB, Eurostat, Fed)
10 000
Automated Data Checks Daily

4. Key Product Features Fundamental Analysis Shareholder Analysis
EquityRT Connect
Excel Addin
Market Cap Analysis
Alerts for News and financials
Excel
Exports
Product features have been designed with simplicity in mind.
Minimum clicks returning maximum quality insights.
Features driven by customer feedback and functionality utilization analysis.
PEER
Analysis
Company Disclosure downloads
Stock Screener
Personalised
Dashboard
News Search
Index
Analysis
Ready to use Excel Templates
Technical Analysis with News overlay
Macro data
Analysis
Currency conversions

5. Managed Innovation – Universities
EquityRT Connect
Excel Addin
Managed Innovation – Universities
Single accredited data source and models making the assessment of student output easy for lecturers.
Access to most popular models used in industry across the globe.
Improve productivity by building frequently used models only ONCE.
Simple and easy to use excel feature to create dynamically linked financial models that update automatically.
Ability to link to all data types available on EquityRT.
Ready to use pre-built dynamic excel models (templates) available to be downloaded and used.

6. Fundamental Shareholder Analysis Analysis
Company Financial available in Multiple formats
Global Standardised
Country Industry Standardised
As Published (Unique to EquityRT)
Restated Financials
Export to excel & convert to USD or EUR with a single click.
Dynamically link financials in Excel.
Annual, Interim and Pre-lim results are available.
Analyse shareholder and ownership data for individuals, corporations and funds.
See historic investment patterns of a Shareholder on a specific stock held
View all equity stocks held by a shareholder or fund. Ability to see local vs foreign investment and investments broken down by peer sector.
You are also able to view Directors and Key Executives of all companies.

7. PEER Market Cap Analysis Analysis
Ability to create your own peer groups by Country, Market Capitalization size & Peer Sector.
Select and set financial ratio parameters for your peer selection to return effective peer comparisons.
View Country averages of your peer groups
Build your own ratio charts to positions companies in your peer selection.
Analyse and understand the market size of the different peer sectors.
Deep dive the sectors using the interactive charts to see the actual companies in the peer group.
Market Cap Analysis can be done either by country or peer.
Simple to use and interactive capability

8. Contact us: