EquityRT Help
Financials

EquityRT provides Balance Sheet, Income Statement, Cash Flow and Footnotes of the listed companies in the stock markets. You can easily analyze financials of different countries and markets using a base

In the financials screen, you can review the financials of the selected security and compare the figures within the periods.

You can review the Balance Sheet, Income Statement, Footnotes and Cash Flow Table if available of the selected security together with main ratios to give you a quick understanding.

Financial tables are standardized using a consistent method across the board.

The screen displays securities and periods which are being compared, End of Period information, Balance sheet FX rate, Income Statement FX rates, Cash Flow FX Rate which were used to convert the financials of the selected securities to the selected currency.

The original PDF files of the financials and footnotes can also be accessed from this screen.

Besides Financials screen, you can use the Financial Comparison under the Peer menu in order to compare figures of two or three companies according to your preference. You can select first security in the upper right corner field and the second and third securities which will be used for comparison in the combo-box mentioning “Select Security”.

Please keep in mind to select securities which can be compared within the same template such as industrial, banking or insurance.

Cumulative (M), Quarter (Q), Interim (H):

You can list quarters consisting of cumulative, quarterly and semi-annual by selecting M, Q and H respectively. More detailed information about the format of the quarters can be found in Date Selection help page.

Currency:

Default currency is the one which you selected in the Tools>Options window. You can select different currencies from the list for further analyses.

When you change the currency from local to any other foreign exchange, you can also review FX rates used to convert the figures for each period and table type.

Period:

You can select all consecutive periods of the announced financials or only End of Year fýgures. You can choose between 4 up to 40 periods.

Template:

You can choose between the common template used by selected securities or Industrial (Comparison) and Banking (Comparison) templates.

You can also distinguish between Consolidated (Cons.) and Stand-alone financials (Solo) if appropriate. The template abbreviation model is specifying the type of the template (Banking, Industrial or XI_29), the country of the template (RU, PL, RO) and the accounting standard (For Example, IFRS or RAS (Romanian Accounting Standard)).

Coefficient:

You can choose to view the financials with the 1, thousand or million coefficient. For example, if you choose 1000 as coefficient, the financials will be divided by 1000 and shown this way.

Restated:

The latest announced by company figures will be shown.

Ascending:

You can filter quarters in Ascending and Descending order according to your preference. The default is Ascending which means the latest period will be displayed in the right-hand column.

TTM & Ratios

If you would like to see the trailing 12 months financials, you choose the TTM option and to review the main ratios next to the company’s financials, you should choose "Ratios" option.

 

FOR MORE OPTIONS USE FINANCIALS ON YOUR WORKSPACE

From the Financials icon on the toolbar, as an addition to the above-mentioned features, you will have chance to select unlimited number of equities within this screen in case you want to compare their figures.

You can switch between the Stock Exchanges to have the complete list of the securities traded, sector, indices or banking to review certain group of securities.

 

See Also