Interactive Investor Analytics Dashboard for Listed Companies

In this case study, we have presented various analyses based on quarterly results published by a listed company, that are critical for an investor or equity analyst to evaluate and understand the company better.

Besides the regular parameters such as Financial analysis (P&L, Balance Sheet, Cash-flow statements and various ratios) and Share-price analysis (Movement of price, volume and impact of news on share price provided as annotations), we have also added text analytics performed on the transcript of quarterly investor & analyst calls hosted by the company.

We have also created linkages between various line items from the financial statements and the Text analytics of the call transcript e.g. Impact of Supply chain on Costs and Profitability.

Using this dashboard, our analytics team can enable Listed Companies to make their Investor Relations section more interactive and informative.