Category: Analyst Best Practices

Selecting the best hedge fund reporting software can significantly enhance reporting accuracy and streamline complex data management tasks.

Canalyst excels in pre-built models, while Daloopa automates data extraction and delivery to enhance investment research for fundamental analysts. Find out how they compare to match your needs.

Learn more about Canalyst and various alternatives that offer comprehensive financial data and analytics solutions.

Building a financial model in Excel is a critical skill for finance professionals aiming for data-driven decision-making.

Fundamental analysis requires reliable data from financial statements, industry reports, and economic indicators to evaluate a company's financial health.

Financial modeling and forecasting in Excel are critical skills for finance professionals. Follow best practices to create accurate, reliable models.

Creating a financial model that allows for rapid adjustments is essential. Ensure efficiency and accuracy with a well-structured, clear, and functional model.

Analyzing key financial statements requires sophisticated tools to uncover insights and evaluate a company's financial health effectively.

Every analyst feels confident in Excel until earning season hits. Master these formulas to save time and improve efficiency in dissecting and creating financial models.

Young professionals & industry newcomers often struggle with fundamental financial ratios. This guide explains the crucial ratios & how to use them effectively.