Creating Financial Ratios, Regressions and Equations
Use Verdant Analysis to create sophisticated ratios, regressions and equations using data from financial statements, the market, beta and macro-economic data.
Do it for free using Analysis Templates and build everything yourself.
Alternatively, use Analysis Models and just get the results - no building required. See your ratios, regressions and equations applied to your portfolios instantly.
Financial Models (Coming Soon)
Financial Models incorporate multiple financial ratios, regressions and/or equations.
An example of a Financial Model.
Examples of the independent ratios, regressions or equations that make up Financial Models.
Financial Models can be general in focus, such as a suite of value investing ratios or all of the liquidity ratios. Alternatively, they could be industry related, such as a series of equations specific to Resource, Tech, or Consumer Staples.
Screening Securities (Coming Soon)
Security screens are the natural outgrowth of Financial Models.
Build models in order to identify stocks with specific characteristics. Find the "best" stock in a group. Find the "worst".
Financial models can be augmented with our rating system. Set up the criteria on each element of the model and then sum the results.
The summed result provides an instantaneous snapshot of how the securities compare to each other when they're put through the financial model.
Exporting Financial Statements into Excel
The name says it all - if you want to work with full financial statements in Excel, then this is the fastest and easiest way to get them there.
When exporting statements, choose the statement (income statement, balance sheet or cash flow statement) and the time period (Y is most current year, Y-1 is last year, Q is most current quarter, Q-1 is last quarter, etc.).
Read-Only Financial Statements
Verdant Analysis Statement Export!
Transact (Coming Later)
Our passion is helping you consistently achieve investment excellence and our means to accomplishing this is to provide revolutionary new tools that enable powerful financial analysis.
An important component of this journey is to be able to learn from each analysis and subsequent buy/sell decision. In other words to reflect and ask, "what went well, what could be improved upon?"
To that end, our vision includes integrating a transaction platform into our solution so you can observe the complete cycle and ultimate results of your analyses: from the embryotic idea, to the purchase and/or sale decision and its outcome.
We offer two tools to help you test your investment ideas and measure your results: Backtest and Forecast.
Backtest (coming soon)
Backtesting is primarily for testing security screens against historical information. We are going to be building this feature shortly and for competive reasons we're keeping it underwraps for now.
Forecast records the performance of a security vis a vis the market (using the risk adjusted return, or alpha) and as well as calculating the annualized return.
Measure for portfolios (coming soon)
We are going to be offering measurement statistics on full portfolios and each security in them in the near future. The information set will be rich, covering both return and risk elements.