 | | |  |  |  |
|  | |
| Empowering Investors |  | |  | At a glance access to latest main financial markets Analysis and News: - Find the Tactical and Markets graphs and download the Reports, - Find the Bonds and Swap curve ( EUR/CHF/USD) graphs and download the Report, - Find the News flow of theScreener Equities latest update rating and directly access to the analysis |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Last Update |  | |  | Access to the dashboard of the Stocks module: - Find the recent stocks search - Find the latest arbitrage of the different Investment profiles (In/Out) - Find the latest Transactions of theScreener's portfolio and the Customized portfolios - Access to the Database change ( In/Out) and download the 6 months history |
 | Access to the world Equity Coverage map with the latest Upgrades and downgrades |
| |
 |  |  |  |  |  |
|
|  | |
| Screener |  | |  | Access to Equity theScreener search engine: - Select Fundamental, Technical & Risk criteria - Select static and dynamic key parameters - Create personal filters and find theScreener portfolios filters details - Create Alerts to receive the updates |
 | Access to the result of the search engine ( More than 6,000 Stocks covering more than 58 Indexes and 18 Industries in the database ) with the overview analysis: - Access to the details of Stocks analysis ( Reference Industry / Charts /Checklist / Peers / Alternatives / Historical / Current holding - Add to a watchlist and/or a personal portfolio - Download individual PDF Reports in 6 different languages |
| |
 |  |  |  |  |  |
|
|  | |
| Watchlists |  | |  | Track Personal Watchlists for Stocks through theScreener's Analyses |
| |
 |  |  |  |  |  |
|
|  | |
| theScreener's Portfolios |  | |  | Track theScreener's Portfolios: - Analyst driven, Dividend play, Low risk, Technical momentum... |
| |
 |  |  |  |  |  |
|
|  | |
| Personal Portfolios |  | |  | Track Personal Portfolios with Transactions: - Buy/Sell Stocks, Cash in, Dividends, ... |
| |
 |  |  |  |  |  |
|
|  | |
| Portfolio Reports |  |
|
|  | |
| Alerts |  | |  | View Alerts for Stocks, Industry Group Aggregates, Bonds, Funds, Watchlists or Personal Portfolios |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Screener |  | |  | Access to World Equity Indexes Overview : - Overview of the 58 Indexes from Bottom-up Analysis methodology ( aggregation engine) - Find Indexes per Geographic zone - Select and rank Indexes per fundamental and technical analysis, Risk evaluation, and key ratios - Download PDF Index Report - Download PDF Market Report |
 | Access to the Index Components: - Overview of Index components - Rank Index components per key ratio ( Perf Ytd, Market Cap, Stars evaluation, Risk Zone, Lt P/E, LT Growth, Dividend, Volatility, Global Evaluation, and Tactical Trend) - Download the PDF of individual Index Components |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Screener |  | |  | Access to Industries search engine from Bottom up Analysis methodology ( Aggregations) : - Select General criteria such as Market, Currency, Group, Sector, and number of stocks - Select Fundamental, Technical & Risk criteria - Select static and dynamic key parameters - Create personal filters and find theScreener dynamic Industries screening ( Bear Market factor / Momentum) - Create Alerts to receive the updates |
 | Access to the result of the search engine ( 18 Industries in the database, with 592 sub-category industries ) with the overview analysis: - Access to the overview of the Search in a detailed list - Access to the details of Industries analysis with the Checklist, charts, Historical analysis, Risk Map, and Comparison graphs - Add to a watchlist to follow the Industries evaluation update - Download PDF Reports of the selected Industry |
 | Create Alerts |
| |
 |  |  |  |  |  |
|
|  | |
| Alerts |  | |  | View Alerts for Stocks, Industry Group Aggregates, Bonds, Funds, Watchlists or Personal Portfolios |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
|  | | |  |  |  |
|  | |
| Screener |  | |  | Access to Bonds Search Engine: - Multi parameters search Engine ( Currency, Country Type of Bonds, Coupon, Issued Amount, Maturity date ) - Select Search per static and dynamic analysis ( Price, Duration, number of years to maturity) , and dynamic Risk evaluation ( Risk Zone, Swap spread, Yield to maturity) - Create Personal filters and alerts |
 | Access to the result of the Bonds search engine with the overview analysis: - Listing of Bonds with information about Risk Zone, Maturity date, Price, YtM, Swap spread and Duration - Add to watchlist the result of the search - Access to latest analysis of each Bonds, with Key indicators and information about latest liquidity |
| |
 |  |  |  |  |  |
|
|  | |
| Watchlists |  | |  | Track Personal Watchlists for Bonds through theScreener's Analyses |
| |
 |  |  |  |  |  |
|
|  | |
| Alerts |  | |  | View Alerts for Stocks, Industry Group Aggregates, Bonds, Funds, Watchlists or Personal Portfolios |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Last Update |  | |  | Access to the dashboard of the Funds module: - Find the recent Funds search - Find the snapshot funds tool to find easily the funds per Asset class and subcategory - Access to the Database change ( In/Out) and download the 6 months history |
 | Access to the world Funds Coverage map with the latest Upgrades and downgrades |
| |
 |  |  |  |  |  |
|
|  | |
| Screener |  | |  | Access to Funds Search Engine ( More than 15 000 funds analysed ): - Multi parameters search Engine ( Currency, Profile, Promoter, Investment zone, Fund Size, ETF, authorised distribution countries ) - Select Search per static and dynamic analysis ( Global Evaluation, Stars, Alpha, Information ratio, Tracking Error, Sharpe Ratio, Performances) - Select Search per Risk evaluation ( Risk Zone, Bear market factor, Bad news Factor, Volatility, Beta and Correlation) - Select Search per dynamic technical measures ( Move of Asset value, Tactical trends, theScreener Oscillator, Medium term, RSI and MACD Signals) - Create personal filters and alerts |
 | Access to Funds Search results with overview indicators: - Overview of search results with Key indicators ( Asset Class profile, Area, Nav in Currency, Fund size, Stars evaluation, Risk zone, Perf, Volatility, Global evaluation, and tactical trends) - Download the PDF report of the selected funds - Access to the analysis details of the selected funds with Benchmarks, Interactive charts, Checklist, Peers, alternatives, Historical analysis - Add the selected funds in a watchlist to receive alert and update - Download the PDF report in 4 languages |
| |
 |  |  |  |  |  |
|
|  | |
| Watchlists |  | |  | Track Personal Watchlists for Funds through theScreener's Analyses |
| |
 |  |  |  |  |  |
|
|  | |
| Benchmarks |  | |  | Access to the Benchmarks search engine: - To get an overview analysis of funds per asset class / subcategory and multi criteria |
| |
 |  |  |  |  |  |
|
|  | |
| Alerts |  | |  | View Alerts for Stocks, Industry Group Aggregates, Bonds, Funds, Watchlists or Personal Portfolios |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Weighted Allocation |  | |  |
Spot Opportunities and Warning Signals when considering
an Investment in a Specific Group or Country.
|
| |
 |  |  |  |  |  |
|
|  | |
| Preferences |  | |  | Customize and Select Default Views: - Portfolios, Charts, Alerts, ... |
| |
 |  |  |  |  |  |
|
|  | |
| Support |  |
|
| |  |  |  |
|
|
 |
| |  |  |  |
|  | |
| Account |  | |  | Access to the Drive Dashboard: - Access to all accounts created with the main details Number of positions, Assets, Profile, VAR, Risk Exposure, and alerts - Define the Account listings related to Alerts ( Positions /Profile / Systemic) - Find shortcuts to directly access to Analysis, charts and download the PDF Report - Access to account uploading tool from CSV files |
 | Access to Account overview: - Find Analysis and Charts of Strategy, Allocation and simulation - Access to the uploading CSV tool and the Box for adding new positions - Find the details of alerts and the appropriate alternatives per asset classes - Download the PDF Report of the Account |
| |
 |  |  |  |  |  |
|
|  | |
| Cash |  | |  | The Drive module to create tailor made accounts, with multi parameters, target Asset value, defined Investment Profile, defined Investment rules, maturity - Access to overview results in term of Risk, - Get the simulation over the selected maturity - Access to the proposition with details selected positions in asset class and the available alternatives - Create the account |
| |
 |  |  |  |  |  |
|
|  | |
| Admin |  | |  | The Drive Dialogue box to define: - The Investments Profiles rules per asset class - The Investment rules per type of holding (Direct /Indirect) - The links for CSV Upload - The Alerts thresholds related to Initial profile and reference profile |
 | The Drive Dialogue box to define: - The Investments Profiles rules per asset class - The Investment rules per type of holding (Direct /Indirect) - The links for CSV Upload - The Alerts thresholds related to Initial profile and reference profile |
 | The Drive Dialogue box to find - The Asset yields and volatilities per asset class and Currency |
| |
 |  |  |  |  |  |
|
| |  |  |  |
|
|
 |
|  |