Top-down equity research, end to end.
Country → sector → company → risk → portfolio. Adjustable weights, AI narratives and exportable reports across the whole workflow.
The method
Top-Down Equity Research — End-to-End
Five stages, narrowing from the macro environment to a sized position. Run them in sequence for a full research file, or open any one on its own — each stage produces an exportable output the next stage can start from.
- 01
Country
Which markets are worth investing in at all?
→ A ranked country shortlist
- 02
Sector
Which industries inside them are strengthening?
→ Sector growth and stability
- 03
Company
Which businesses earn their cost of capital?
→ ROE decomposition and value
- 04
Risk
Is the return paying for the risk taken?
→ Beta, alpha and volatility
- 05
Portfolio
How should the positions sit together?
→ Allocation and diversification
The markets today
All exchanges →Retrieving live index levels…
The modules
Every stage above, plus the two reference modulesPESTEL Analysis
Evaluate how Political, Economic, Social, Technological, Legal and Environmental factors influence a company, industry or country’s investment environment. This analysis helps investors understand external opportunities, risks and long-term market conditions.
Industry Analysis
Compare sector growth, momentum and volatility to identify which industries are strengthening and which are losing ground. This helps investors focus company research on the sectors with the best risk-adjusted prospects.
Fundamental Analysis
Evaluate a company’s financial performance, profitability, balance-sheet strength and long-term value to support investment decisions. Combines a quantitative DuPont ROE and valuation model with a qualitative AI review of the annual report.
Risk & Return
Identify the market, systematic and stock-specific risks that could affect an investment, and measure whether its return has compensated for them. Helps investors size positions and judge whether a holding is earning its risk.
ETF & Portfolio Analysis
Review diversification, concentration, tracking accuracy and risk-adjusted performance across funds to help optimise an investment strategy. Helps investors see whether a fund is delivering the exposure and efficiency it promises.
Investment Dictionary
Look up any investing term used across the platform, explained in plain English. Helps investors read research and financial statements with confidence, whatever their level of experience.
Global Stock Exchanges
A directory of the world’s major stock exchanges. Open one to see how it works — what it lists, when it trades, which indices track it, what today’s strongest performers are doing, and what an investor needs in order to trade there.