QuickFINANCIAL Suite

QuickVALUATION

• Take a deep dive on any stock
• 20 years of financial statements
• Robust proprietary valuation and metrics
• Scenario analysis

QuickSCREEN

• Screen 20,000 companies in North America
• Proprietary (and more informative) variables
• Traditional variables
• Multiple time frames

QuickPORTFOLIO

• Track all portfolios and watchlists
• Alerts buy and an sell signals
• Monitor performance
• Track themes
• Track sectors

QuickFINANCIAL Suite

• QuickVALUATION – Our flagship product
• QuickSCREEN – Proprietary and Traditional Variables
• QuickPORTFOLIO – Track multiple portfolios

QuickVALUATION Level 1

• Getting data
• Interpreting CFIRR and Capital Growth
• Understanding the valuation breakdown
• Understand scenarios and valuation
• Back tests

QuickVALUATION Level 2

• Reverse engineering
• What do look for
• Turn our black box into a clear box
• Dive into financial statements
• Dive into calculations

QuickSCREEN Level 1

• Navigation
• Load pre-made screens
• Exporting data to Excel
• Learn data categories
• Understand screening vs. displaying
• Build and save you own screen

QuickSCREEN Level 2

• Learn the data structure
• Learn the difference between growth and change
• Learn how to get data from multiple time frames
• Build complex screens
• Get bulk data for research

QuickPORTFOLIO

• Track multiple portfolios
• Track multiple variables
• Get insights
• Get alerts on new quarters