AtlasEQ Documentation

AtlasEQ is a desktop terminal for fundamental equity research. It covers company financials, ratio analysis, valuation modeling, peer comparison, charting, macro tracking, and screening.

This documentation explains what each part of the app does and how to use it.

The main areas

AtlasEQ is built around four areas. Each one has its own section in these docs, linked below. Open a company in the Equity Dashboard, follow markets and the economy in the Tracker, filter the universe in the Screener, or run the numbers in Tools.

• Equity Dashboard Financials, ratios, valuation, and peers for one company.

• Tracker Macro, market, and climate data with a release calendar.

• Screener Filter the company universe on the fundamentals you choose.

• Tools Financial calculators for valuation, bonds, and options.

Where the data comes from

Company fundamentals are built from official regulatory filings: SEC EDGAR in the US, AMF in France and Europe, and SEDAR in Canada. They are presented in a standardized structure so different companies and jurisdictions line up for comparison. Pricing comes from real-time market data, and the Tracker uses public economic, market, and environmental datasets. See Data Sources for the full breakdown.

New to AtlasEQ

Start with Installation & Sign-in to set up the app, then read Searching & Navigating to learn how to open a company and move between views.

More topics

• Settings: account, preferences, updates, and about.
• Messages: in-app messaging with other users and the AtlasEQ team.
• Data Sources: where every figure comes from.
• FAQ: answers to common questions.

This documentation is still being written

We add and revise these pages over time. If something is missing or unclear, email info@atlas-eq.com.