Making research easy for Institutional Investors

Fast and easy access to accurate financial market information and insights

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

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.

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.

Generate Investment Ideas

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

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.

Take control of your Model Portfolios

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

Leading the coverage of Emerging and Frontier markets

Emerging and frontier markets have tremendous opportunities for growth that are not often available in developed markets. More and more investors are looking at ways to analyze these markets and pick out opportunities however data remains a huge challenge.

At EquityRT we have a dedicated and focused effort to source, sort and refine data from Africa and other emerging markets. Our trusted users in these markets also play a huge part in helping us understand the data being generated. With these efforts in place, we can confidently offer unrivaled coverage of these markets.

It’s all about Experience

Application Feature highlights

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.

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.

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.

Analyse Industries

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

Benchmark a stocks key fundamental metrics against its industry peers.

Don’t miss out. Experience EquityRT now.

In the news

EquityRT and Axeed Announce Strategic Partnership

EquityRT and Axeed Announce Strategic Partnership

Integration between the axeed Solutions and the EquityRT Platform to empower investment professionals in Switzerland and Europe. EquityRT and axeed have joined forces to equip investment professionals with state-of-the-art analytical tools and unrivalled global...

Achievements we are proud of

YEARS OF EXPERIENCE

%

CUSTOMER RETENTION RATE

DISTINGUISHED CUSTOMER SUPPORT

AUTOMATED CHECKS & VALIDATION PROCESSES

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

User friendly 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. ILSE BOTHA

Professor: School of Accounting

College of Business & Economics

University of Johannesburg

User friendly 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. ILSE BOTHA

Professor: School of Accounting

College of Business & Economics

University of Johannesburg

User friendly 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. ILSE BOTHA

Professor: School of Accounting

College of Business & Economics

University of Johannesburg

Whether you specialize in Buy-side, Sell-side, Economic or general company research… we have the solution for you

Experience

Explore and experience our innovative investment research solutions which have been specially designed to be easy to use, accessed anywhere and priced right.

Adapt

Here at EquityRT, we pay careful attention to what’s happening around us and consistently adapt our service and offerings to meet our customers changing needs.

Advance

In life we learn from our experiences and our ability to adapt is what defines our progression. Why should this be any different in business?

Giving Sell Side teams the speed they need….
and the coverage they don’t have.

EquityRT Stock Screening

Stock Screening

Easy to use Stock Screening allows quickly screen over 122 000 stocks to find that perfect stock pick

Market Trends & Stock Signals

Smart analysis techniques to show you how the market players are buying and selling stocks.

Estimates and Recommendations

Detailed estimates and recommendations of companies and industry sectors.

Financial Health Benchmarks

With a single click see how your selected company’s key financial ratios stacks up against its peer in local and global markets

Helping you to find the right stocks for your portfolio

 

Peer analysis

Peer Analysis

Generate investment ideas by analyzing how peer companies perform in various markets.

Fundamental Analysis

Fundamental Analysis

Evaluate real business value with in-depth historical financial analysis.

Track Performance

Keep track of performance of your stocks with the latest market data

Fund Sector Holdings

Look through the eyes of fund managers and see how funds are invested in the various industry sectors

Build your network and collaborate

 

We put you in control to build your network and start collaborating.

Create, upload, manage and share content with your network contacts in a few easy steps. Pull together the efforts of various teams creating transparency and getting everyone on the same page.

All the economic data you need in one place

 

We have done that hard work and connected to the major local and global sources of economic data.

39 000 economic indicators from

220 countries at your fingertips

 

United States
+1 917 267 8595

India
+91 83558 95695

South Africa
+27 10 745 22 94​

Switzerland
+41 (0) 58 680 21 31

Turkey
+90 212 285 49 85

Poland
+48 22 428 39 53

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