Estimize

Overview

Estimize is a financial data platform that crowdsources earnings and economic estimates from a diverse community of analysts, including buy-side and sell-side analysts, fund managers, academics, and individual investors. Estimize aims to provide a more accurate and timely consensus on earnings and economic forecasts compared to traditional Wall Street estimates.

Features

1. Crowdsourced Estimates: Aggregates earnings and economic forecasts from a wide range of contributors, providing a comprehensive view of market expectations.
2. Earnings Estimates: Detailed earnings per share (EPS) and revenue estimates for thousands of publicly traded companies.
3. Economic Indicators: Forecasts for major economic indicators such as GDP, unemployment rates, and non-farm payrolls.
4. Consensus Data: Provides a consensus estimate that reflects the average of all submitted estimates.
5. Historical Accuracy: Tracks the historical accuracy of individual contributors and the overall consensus, helping users identify the most reliable sources.
6. Data Integration: Integration with various financial platforms and tools for seamless data access and analysis.
7. Visualization Tools: Advanced data visualization tools to analyze trends, compare estimates, and track forecast accuracy.
8. API Access: API for programmatic access to Estimize data, enabling integration with custom applications and trading strategies.
9. Community Insights: Insights and analysis from the Estimize community, offering diverse perspectives on market expectations.
10. Alerts and Notifications: Customizable alerts and notifications for updates on earnings estimates and economic forecasts.

Key Components

• Earnings Estimates: Aggregated earnings per share (EPS) and revenue forecasts for a wide range of companies.
• Economic Forecasts: Predictions for key economic indicators, contributed by a diverse group of analysts.
• Consensus Estimates: Average of all submitted estimates, providing a comprehensive market expectation.
• Historical Data: Access to historical estimate data for backtesting and analysis.
• Contributor Rankings: Tracks and ranks contributors based on the accuracy of their forecasts.
• Data Visualization: Tools for visualizing estimate trends and comparing forecasts across different time periods.
• API: Programmatic access to Estimize data for integration with trading platforms and analytical tools.

Integrations

Estimize integrates with various financial platforms, data providers, and analytical tools to enhance its usability. Some notable integrations include:

• Trading Platforms: Compatibility with trading platforms like Bloomberg, Reuters, and others for seamless data access.
• Financial Analysis Tools: Integration with tools such as Microsoft Excel, MATLAB, and R for advanced analysis and visualization.
• APIs: Provides APIs for custom integrations and automated data retrieval.
• Third-Party Applications: Support for various third-party financial applications and services to extend functionality.

Community and Support

Estimize provides extensive support through detailed documentation, user guides, and a dedicated support team. Users can also access a range of educational resources, webinars, and community forums to share insights, ask questions, and receive assistance from other contributors and Estimize experts.

Use Cases

• Individual Investors: Utilized by individual investors for making informed investment decisions based on diverse market expectations.
• Institutional Investors: Provides institutional investors with comprehensive earnings and economic forecasts to inform trading strategies and portfolio management.
• Quantitative Analysts: Supports quantitative analysts in developing and testing trading models using crowdsourced estimate data.
• Market Researchers: Enables market researchers to conduct in-depth studies and analysis of earnings trends and economic forecasts.
• Financial Advisors: Helps financial advisors to develop data-driven investment strategies and provide informed advice to clients.

Estimize’s unique crowdsourcing approach, combined with its robust data visualization and integration capabilities, makes it an ideal platform for traders, analysts, and investors seeking accurate and timely market forecasts.