Adding a new company to Exerica
- Go to the company investor relations website or the relevant stock exchange web site.
- Find all relevant investor publications published on a quarterly basis. Create a separate “Time Series of reports” for every separate publication series (i.e. a separate time series for press releases, another one for presentations, another one financial statements etc.) in accordance with guidelines below.
| Name | This field must include: 1) The most popular name of the company as presented on the corporate website. 2) Type of the publication in brackets (PR) = press release (Includes any publication that is released before any other publications on the reporting date. This may also be referred as ‘announcement’ or ‘results release’ on the company website) (Slides) = presentation (FS) = financial statements |
| Alias | An official name of the legal entity – can be found in the auditor report |
| Bbg Equity Ticker | Google “<company name> equity ticker” or check the relevant stock exchange website. |
| Country of domicile | Country of domicile of the reporting legal entity in accordance with the auditor report |
| Website | Address of the webpage where the publications are sourced from |
| Accounting Standard | In accordance with the auditor report |
| Consolidated | In accordance with the auditor report |
| Fiscal Year End | Change this ONLY if it is different from 31 December. Applicable to the UK and most British Overseas Territories. |
| Industry | In accordance with personal analytical judgement. There can be multiple industries the company operates in. |
| Currency | Currency of the publication series |
- Press “Save” in the Information tab to save your work
- Upload all reports for the current company instance in the respective slots in the “Reports” tab on the right hand side. In order to upload a report, you would need to copy the web-link to it, click on the respective quarter slot and click OK (all together four mouse clicks per report).
- All reports MUST be uploaded in accordance with their ASTRONOMICAL DATES regardless of when the financial year begins. For example a Q1 report for the company with the fiscal year ending 31 March would need to be loaded into the Q2 slot – exactly when the report was issued.
- Start processing of the company reports in the “Pipelines” tab (do not change any default settings in the pop-up window).
- Use “Clone” in the bottom left corner to create another ‘Time Series of reports’ for the same company.
