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Investment Management
Financial Advisory & Wealth Management
Economic Research & Academia
Investor Relations & Corporates
Consulting & Advisory Services
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Redefining Research Excellence
for Investment Professionals

EquityRT simplifies investment research by giving you a complete financial data platform that lets you research, build and test investment strategies before taking the plunge.

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Trusted by leading organisations across the globe

Everything institutional investors need in one platform

Turn information into insights

Easily conduct investment research with access to a rich coverage of financial market data, up to date fundamentals, latest company earnings, stock estimates, funds data and much more.

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Boost productivity with automated analysis

Save time and improve your productivity with a range of intuitive analysis tools from advanced charting, online custom data grids to a robust excel addin.

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Generate Investment Ideas

Detailed sector analysis, peer comparisons, shareholder analysis and flexible stock screening helps you easily identify the best investment opportunities.

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Build and Backtest your Investment Strategy

With EquityRT unique Strategy Builder you can design your custom fundamental based investment strategy and backtest its effectiveness in a few clicks.

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Take control of your Model Portfolios

Setup and monitor and track the performance of your model portfolios with ease.

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Don’t miss out. Learn more about EquityRT now.

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It’s all about Experience

Investment research just got easier and faster

Next generation of intuitive financial analysis tools that do the heavy lifting for you.

Strategy Builder and Backtesting

EquityRT’s unique algorithm uses fundamental ratio rankings, weightings and country positions to score stocks and build your investment strategy.

Backtest your strategy and assess it success before making an investment.

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Advanced Charting

Enhanced charting capabilities enables you to charts any data type from daily market data to fundamental or economic data.

Build and chart custom formulae easily.

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Model Portfolio

Setup your model portfolio and monitor its performance through a series of visually insightful dashboards giving you information on your portfolio volatility, asset and sector allocations.

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Analyse Industries

Gain insights into industry sectors and peer stock performance and estimates.

Benchmark a stocks key fundamental metrics against its industry peers.

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In the news

The North American Financial Information Summit (NAFIS) 2024

The North American Financial Information Summit (NAFIS) 2024

May 16, 2024 |

EquityRT was proud to be an Associate Sponsor of the 2024 event. The North American Financial Information Summit (NAFIS) 2024, organized by Waters Technology, is a premier event in the financial industry. This took place on May 16, 2024, in New York, bringing together...

Achievements we are proud of

25

Years of Experience

97%

Customer Retention

24 x 7

Distinguished
Customer Support

10k

Automated Checks &
Validation Process

Exceptional support

EquityRT is an essential tool in our daily work providing our team with access to
a broad global financial database. Besides the data coverage and the tools, we
are very happy about fast response time of the EquityRT team who is always
ready to provide us exceptional support.

Rareș Iclenzan
Financial Analyst
Banca Transilvania Financial Group

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:53:20+00:00

Rareș Iclenzan
Financial Analyst
Banca Transilvania Financial Group

EquityRT is an essential tool in our daily work providing our team with access to a broad global financial database. Besides the data coverage and the tools, we are very happy about fast response time of the EquityRT team who is always ready to provide us exceptional support.

Go the extra mile

EquityRT has designed their information to suit our specific organisational
needs. I also appreciate that they are always willing to go the extra mile by
assisting our group with specific research at any given time.

Carol Hutcheons
Group Knowledge Centre / Head Knowledge Centre
Standard Bank

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:54:37+00:00

Carol Hutcheons
Group Knowledge Centre / Head Knowledge Centre
Standard Bank

EquityRT has designed their information to suit our specific organisational needs. I also appreciate that they are always willing to go the extra mile by assisting our group with specific research at any given time.

User-friendly and comprehensive database

EquityRT is a user-friendly and comprehensive database coupled with
excellent and efficient customer service. It is a useful tool for analysis as
well as a research companion.

Prof ILSÉ BOTHA
Professor: School of Accounting
College of Business and Economics | University of Johannesburg

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:55:53+00:00

Prof ILSÉ BOTHA
Professor: School of Accounting
College of Business and Economics | University of Johannesburg

EquityRT is a user-friendly and comprehensive database coupled with excellent and efficient customer service. It is a useful tool for analysis as well as a research companion.

We are happy that we made the switch to EquityRT

EquityRT’s web based platform is easy to use and contains a wealth of
information with regular new additions. Data usage is also quite low which
makes the platform ideal when working from home. We are happy that we made
the switch to EquityRT.

Muneer Ahmed
Equity Analyst and Deputy Head of Research
Prescient Securities

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:57:20+00:00

Muneer Ahmed
Equity Analyst and Deputy Head of Research
Prescient Securities

EquityRT’s web based platform is easy to use and contains a wealth of information with regular new additions. Data usage is also quite low which makes the platform ideal when working from home. We are happy that we made the switch to EquityRT.

A trial of this product is recommended

EquityRT represents a comprehensive yet expanding product offering which is
supported by a responsive customer and service helpdesk. For participants in
the financial services industry, a trial of this product is recommended.

John Arron
Head of Research
Aluwani Capital

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:58:28+00:00

John Arron
Head of Research
Aluwani Capital

EquityRT represents a comprehensive yet expanding product offering which is supported by a responsive customer and service helpdesk. For participants in the financial services industry, a trial of this product is recommended.

Relevant information a portfolio manager needs

EquityRT brings in one place all the relevant information a portfolio
manager needs to make timely and researched decisions. What makes it
different is its focus on European companies, enabling reliable comparison
between our local listed companies and their peers.

Elena Uleia
Broker
Prime Transaction SA

EquityRT Financial Data Research Platform reviews
5
2020-10-21T17:15:27+00:00

Elena Uleia
Broker
Prime Transaction SA

EquityRT brings in one place all the relevant information a portfolio manager needs to make timely and researched decisions. What makes it different is its focus on European companies, enabling reliable comparison between our local listed companies and their peers.
5
6
EquityRT Financial Data Research Platform reviews

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