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Company fundamental models built and maintained by financial analysts. Includes standardized, detailed 3-statement financial models with forecasts, operating metrics, and customizable scenarios. Covers North American and European public equities.
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Not as far as we are aware.* Canalyst focuses on North American and European equities. No mention of global market (all regions asset classes) coverage. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
No information available | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
The core Canalyst offering is fundamental, detailed financial models for public companies, including full financial statements and metrics. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
No information available | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
No information available | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
No information available | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
No information available | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
No information available | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
No information available |
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
A main selling point is a library of ready-to-use, customizable financial models, including DCF and scenario analysis. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
No information available | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Canalyst platform enables screening/filtering on model outputs and database of company metrics. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
No information available | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio construction and analysis is a use case cited for the product. Users can construct custom portfolios and analyze aggregated model outputs. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
No information available | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
The models enable peer comparison and benchmarking across companies and sectors. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Users can modify models, create custom formulas, and build their own scenarios. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Canalyst advertises API access for up-to-date analytical data/model download to user workflows. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Forecasts and scenario modeling are key functions in each of the company models. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
No information available |
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
No information available | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
No information available | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
No information available | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
No information available | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
No information available | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
No information available | |
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Version Control Tracking and management of updates/edits to research documents and models. |
No information available | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
No information available | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
No information available |
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
API access is highlighted for data extraction and workflow integration. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
No information available | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
No information available | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Export options include model download to Excel (XLSX), CSV, and API feeds. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
No information available | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom workflows and API support for integration is advertised. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
No information available | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
No information available |
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Intuitive Navigation Clean user interface with logical navigation structure. |
Canalyst promotes a user-friendly, Excel-integrated interface with logical navigation. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can create custom dashboards and watchlists for tracking multiple companies and scenarios. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
No information available | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile support is stated for web access and Excel plugin on tablet/laptop, but not full native apps. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Canalyst enables custom alerts, notifications, and reporting setups. | |
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Multi-Language Support Availability of platform in multiple languages. |
No information available | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Excel/desktop shortcuts and rapid formula navigation are supported. |
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
No information available | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
No information available |
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
No information available | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
No information available | |
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Role-Based Access Control Granular user and permission management. |
User role management and permissioning is available for enterprise clients. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
No information available | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Canalyst is SOC 2 and GDPR compliant according to website. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication (MFA) is available for secure access. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy settings and controls for firm and user data are tailored for compliance. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
No information available |
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24/7 Support Access to live support around the clock. |
Support options include 24/7 online support. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Enterprise clients receive a dedicated customer success manager. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
Canalyst provides onboarding resources and tutorials in-platform. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
A detailed knowledge base and documentation are available online. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom product training for teams and individuals upon request. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Pricing and product documentation are transparent (clear product tiers/features). | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Canalyst offers modular licensing (different products/modules by need). | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Usage-based (per user, per seat) and enterprise pricing is available. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts are available for enterprise clients. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Demo and trials by request for prospective customers. |
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
No information available | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
No information available | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
No information available | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
No information available | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
No information available | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
No information available |
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Report templates and customizable outputs are available for Excel and reporting. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
No information available | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Platform usage analytics and reporting are available to administrators. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
No information available | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Data can be exported and integrated with BI/reporting tools via API or download. |
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