Analyst Workbench

Custom workbench views for analysis of individual companies


 

On a single screen an analyst can view information from across the system

 The workbench allows an analyst to see and easily access all the research actions that map to their specific workflow, investment philosophy and team process

 

Cross-sectional views

Leveraged insight

 
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Configure Workbench so it works for you

Example sections include:

 

 
 

Stock characteristics

Summary financials 

Financial ratios

Valuations

Analyst Notes

Scorecards

Company Excel models

Upside or downside to analyst valuation estimate

Upcoming company specific events

Recent meeting notes

Current investment thesis summary

Follow-up list for each company

 

Contact us to learn more

To learn  more about how Calibre can help,  please contact us via the form below

 
 

Why Calibre?

At Calibre we have been helping asset managers with their research and investment processes for almost 20 years. Our expertise is used and trusted by top-tier fund managers because we are a proven solution that they have worked with over time.