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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
STOCKS
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
Create Portfolio Reports
Alerts
View Alerts for Stocks, Industry Group Aggregates, Bonds, Funds, Watchlists or Personal Portfolios
MARKETS
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
Industries
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
BONDS
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
FUNDS
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
Tools
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
Contact Us
DAN
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