Equity research teams refresh the model on the print instead of the weekend after, and publish knowing every number can be traced back to the filing it came from.
A built model per name that you adjust in your own Excel, refreshed in place on the print. No migrating into someone else's template.
MD&A, press releases and transcripts beside the financials for every name you cover, so the note writes from one place.
Any number in the note is one click from its filing, so the note defends itself when compliance or a client asks.
When a filing lands the model rolls forward, so the note goes out on the day, not the weekend after.
The per-name assembly is already done, so initiating and maintaining coverage scales without more late nights.
Your write-up and your data read one corpus, so a figure is the same in the model, the note and the table.
The refresh, the traced note and the coverage math, on real output. Arrows or dots to step through.
| Line item | FY2024 | FY2025 |
|---|---|---|
| Revenue | 245,122 | 281,724 |
| Operating income | 109,433 | 128,528 |
| Operating margin | 44.6% | 45.6% |
| What used to be per-name work | On the platform |
|---|---|
| Rebuild the model for a new name | Prebuilt, cited, ready to adjust |
| Re-key the quarter after a print | Refreshed in place on the filing |
| Reconcile the note against the data | Both read the same corpus |
The add-in refreshes your model in place when a filing lands.
not the weekend afterEvery figure in the note traces to its filing, so the note defends itself.
cited to the filingThe whole file per name, prebuilt, so coverage scales without the assembly.
one fact modelYour notes and your data agree because they read the same corpus, so a figure is consistent across the desk.
The add-in feeds the new print into the model you already trust, in place.
Tell us the names and markets you follow and we will show you the desk on them.