Equity Consulting Practice
AI-Powered Equity Analysis
A modular research platform for the full top-down investment workflow — pick a country, then a sector, then a company, then assess risk & return. Each module runs independently or chains into the next.
Module 1 — Economic (PESTEL)
Rank countries by macroeconomic & geopolitical attractiveness across 7 PESTEL dimensions with user-adjustable weights.
Module 2 — Industry / Sector
Compute CAGR, year-on-year growth, trend, and volatility per sector over a user-chosen window; pick the strongest sector for company analysis.
Module 3 — Company (ROE)
DuPont 5-factor decomposition with Macro/Micro analysis to pick a winner, then horizon-routed valuation (FCFE-DCF or peer multiples).
Module 4 — Risk & Return
CAPM-based risk decomposition (beta, systematic/unsystematic, alpha vs. SML), with Yahoo Finance live price fetching.
Module 5 — ETF Analysis
Multi-ETF comparison: Sharpe / Sortino / max drawdown, tracking error, expense ratio, holdings concentration — composite score with BUY/HOLD/AVOID verdict.