AtlasEQ company profile
AtlasEQ Data Tracker

Investment Research, Augmented.

Purpose-built for research and analytics, so you reach better decisions sooner.

01Platform

The building blocks of the platform

AtlasEQ brings together the core tools investment professionals use across the research process, each built with depth rather than breadth. These building blocks form the foundation of the platform, while the context and intelligence layers sit across them to make the entire workflow more connected and adaptive.

  1. 01 / 05

    Valuation tools

    Build the case, then test what it rests on.

    • DCF builder with assumptions pre-filled from the financials
    • Several valuation methods, compared side by side
    • Sensitivity analysis on the inputs that matter
    Explore valuation
  2. 02 / 05

    Peer comparison

    Any set of names, side by side.

    • Peer groups identified automatically
    • Comparison tables across many metrics
    • Relative valuation against the group
    Explore peer comparison
  3. 03 / 05

    Earnings estimates

    Full-year EPS estimates from our own models, each with the range it could fall in.

    • Current and next fiscal year, each with an 80% interval
    • A predictability score for how much weight an estimate deserves
    • Every past estimate kept on the record against the result
    How the estimates are made
  4. 04 / 05

    Business analysis

    Segments and geographies, broken out.

    • Clear summaries of the business and its segments
    • Revenue model broken down
    • Qualitative characteristics from official filings
    Explore business analysis
  5. 05 / 05

    Screening

    Thousands of companies, filtered by any financial metric.

    • Custom screens from the full ratio library
    • Filters you can stack and adjust
    • Results exported straight to Excel
    Explore the screener

And moreCharting, financial statements, ratios, risk, management and the data tracker, in the same workspace.

See the whole platform

02Context

AI native. Context aware.

We are building financial analysis around a new kind of intelligence: one that works alongside the analyst and develops a deeper understanding of their work over time. The workspace, its data and its intelligence are designed to evolve together.

AI native

Designed around the way analysts and AI can work together. Intelligence runs through the workspace, drawing on its data, models and analytical building blocks to participate directly in the work. The result is a system where AI can become part of how analysis is done, rather than simply another way to access information.

Context aware

Good investment work accumulates. An analyst develops views, follows companies, builds theses and revisits ideas over months and years. AtlasEQ gives its intelligence access to that evolving body of work, allowing it to develop alongside the analyst and become a more capable partner with every interaction.

03Intelligence

Methodology

We standardise financial filings into a consistent structure, apply transparent adjustments, and build forward-looking estimates on top.

Filing standardisation

Financial statements come in different formats, labels and structures. We map them into a consistent model while preserving the underlying reported data.

Raw filings: a 10-K, 10-Q and 8-K Standardised data: one line per item Adjusted data, ready for analysis

Raw filingsDifferent formats, structures and conventions

StandardisedMapped onto one consistent structure

AdjustedSystematic adjustments, ready for analysis

The Constellation

The Constellation brings together specialised, sector-specific earnings models developed through extensive research and rigorous empirical testing. Each model is validated out of sample against historical outcomes and produces a range of forward earnings estimates.

04Data

Data

Company figures are built from primary regulatory filings, not a licensed feed passed through. Macro series come from the agencies that publish them. Everything refreshes nightly.

~8,000Companies covered
~800,000Filings standardised
3.6B+Data points accessible
Up to 25Years of history

Sources include

  • SEC EDGAR
  • DART
  • FINRA
  • FRED
  • BLS
  • EIA
  • ECB
  • World Bank
and more

Every value links back to the filing, statement and period it was reported in. The source opens from the cell.

What's been built lately

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