A streamlined workflow designed by analysts, for analysts.
Simply search for a company by name or ticker. Equity Scope instantly generates a full three-statement model—Income Statement, Balance Sheet, and Cash Flow—pre-populated with 5 years of historical data sourced directly from filings.
Tailor the structure to your thesis. Reorder line items, edit descriptions, or delete rows to simplify the view. Add specialized data through three channels:
Search specific tags and import deep-filing history.
Add blank data rows for your proprietary inputs.
Integrate web scraping or REST APIs for external data.
Audit Tip: Always verify formulas for summary line items like Operating and Net Income. Adjust the logic within the formula bar if custom items were added.
Switch between common size and as reported views and use QoQ and YoY growth check boxes to analyze. Add formula rows to create performance metrics that can be used in forecasting.
Project future periods using the metrics and the drivers created in the above step. Our engine ensures that line items with formulas are calculated as soon as the dependent driver cells are populated.
If needed, export to excel. It will automatically export formulas into the spreadsheet