Investment Analyst - What do you look for
Discussion
Well, I'm kinda guessing this might be the right forum for this. Hopefully I chose right!
I am working on a project at the moment that (at a very high level) will aim to deliver a dashboard of metrics and data to an investment Analyst to aid in investment decisions. This is a theoretical project, rather than a real one.
I need to get an idea (again at a high level) of what sort of metrics an Investment Analyst at a firm would look for when making an investment decision.
Google tells me quite a bit, but I'm not sure how valid it is in the real world, I seem to be able to bring up lots of theory. But in practice, if you were (or are) and investment analyst, what do you look at and research before you make your decision? I realize this could be a very open ended question, but think of this coming from the view of a a dashboard or series or measures / metrics.
Any advice would be much appreciated!
I am working on a project at the moment that (at a very high level) will aim to deliver a dashboard of metrics and data to an investment Analyst to aid in investment decisions. This is a theoretical project, rather than a real one.
I need to get an idea (again at a high level) of what sort of metrics an Investment Analyst at a firm would look for when making an investment decision.
Google tells me quite a bit, but I'm not sure how valid it is in the real world, I seem to be able to bring up lots of theory. But in practice, if you were (or are) and investment analyst, what do you look at and research before you make your decision? I realize this could be a very open ended question, but think of this coming from the view of a a dashboard or series or measures / metrics.
Any advice would be much appreciated!
Ayahuasca said:
You are building a system to help investment analysts, but you come to an internet forum to find out what investment analysts might need?
You are not hoping to make a living from your product are you?
Market research surely... finding out what your prosepctive market wants/needs.You are not hoping to make a living from your product are you?
Go to something like yahoo finance open a quote on any major share.
list every piece of data shown, not values, just each name.
The analyst puts in the values relevant to what his manager has told him to select
So the first task would be to create company size so the guy can select >50m <200M etc etc.
Sector choices, Consumer Disc, Consumer Staples, Utilities, Banking or finance
Ability to select by P/E or exclude by P/E Sector PEs vary by sector, Banks very different to Biotech
The list is endless.
Are you seriously going to do this?
Financial institutions give access to their customers to these things. I have used one. To use it well one needs a lot of Market savvy, which I guess an analyst would have, because if you just play with them you either end up too many results or zero.
The object is create a short list that can then be further analysed.
So....the more criteria you allow the the analyst to control the more refined the short list becomes.
Mammoth task good luck.
list every piece of data shown, not values, just each name.
The analyst puts in the values relevant to what his manager has told him to select
So the first task would be to create company size so the guy can select >50m <200M etc etc.
Sector choices, Consumer Disc, Consumer Staples, Utilities, Banking or finance
Ability to select by P/E or exclude by P/E Sector PEs vary by sector, Banks very different to Biotech
The list is endless.
Are you seriously going to do this?
Financial institutions give access to their customers to these things. I have used one. To use it well one needs a lot of Market savvy, which I guess an analyst would have, because if you just play with them you either end up too many results or zero.
The object is create a short list that can then be further analysed.
So....the more criteria you allow the the analyst to control the more refined the short list becomes.
Mammoth task good luck.
ReaperCushions said:
I am working on a project at the moment that (at a very high level) will aim to deliver a dashboard of metrics and data to an investment Analyst to aid in investment decisions. This is a theoretical project, rather than a real one.
More info needed.I am an investment analyst.
Unless your name is Michael Bloomberg, it's going to be tough to add much value, to be honest.
That's why he gets to charge $5,000 a month or whatever outrageous price it is now.
You need to specify exactly which type of investment analyst you are going for - and WHY?
Some guy day-trading FX won't want any of the ROIC, PE, EV/EBITDA type metrics that I look at, for example.
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