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Analyst Main Page

Most important tutorial pages

A guide planned and recommended especially for freelance analysts who are new to Valuatum Platform and will start making analysis. This guide includes everything from registrating as an analyst until ready analysis.

Freelance Analysis Step-By-Step Guide


In case you are starting with an empty model with a completely new company Step by step guide has more complete guidance for you. It has all the essential things in doing analysis with Valuatum Platform (with Valuatum Excel Model).

Empty Model Step-By-Step Guide


Help - Questions & Answers

General

How can Excel models be integrated into your system? (link is to Product section)
What is the role of Excel model in Valuatum Platform? (link is to Product section)
How the platform would help the generation of (pdf) research reports?
How share prices are updated to platform / where they come from?

Excel model related

Where to start when inputting a new company to the Excel model?
What information/figures has to be inputted in the Excel model (at minimum)?

How to change year in the Excel model?
How to change quarter in the Excel model?

How to make changes to the Excel model?
How to convert an old Excel model to a new model base?

Share prices and number of shares in Excel
How share prices are updated to platform / where they come from?

How to adjust share splits in the Excel-model?

See also

Step by step guide
Excel manual

Updating model from Excel to database

What has to be done before Excel model can be transfered to database?
There was an error during the update to database, what should I do?
How to get the latest numbers from Excel to ValuViews pages?

Updating ValuViews pages (e.g. Company Views)

How to get the latest numbers from Excel to ValuViews pages?

Other administration in Valuatum Platform

How to insert new users?
How to insert and modify industries and companies?
How a company's ticker/ISIN-code is inserted/modified?
How to publish a new pdf report?

Other administrator's instructions - Admin tutorials


Submit a new question. We will answer it within 24 hours by e-mail.

 

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