Please suggest any cheaper alternative resources to CapIq that I can subscribe to. No longer in banking and investing my own PA now. Don’t feel like shelling out the 12k+ annual cost. I don’t have access to stuff that was invaluable to me before when I was in banking: CapIq / FactSet / Alphasense for analyst reports.
My main objective here is to see financial projections, consensus estimates, and other high level financial data that I’ll use to guide my investment decisions. Happy to also pay someone for logins (if that’s allowed, disregard if not).
Thanks in advance all.
paying for logins prob won't work. You're probably going to have to pay for a platform like yahoo finance and get analyst reports that way. There isn't much of a middle ground between high end retail investor information (subscription based as well), and what the banks use.
Thanks, was hoping there was another more reasonably priced resource in between yahoo finance and the stuff banks use, but I guess not. Also did not know that yahoo finance has a subscription option that offers analyst reports.
Check out Atom Finance and Finbox
Depends on the bank cuz a lot have made two factor authentication a big thing, but for like 50% of them you can register a computer and as long as you don't clear cookies the login is good for like 6 months. Some of them you don't even need two factor after authenticating the IP address that initial time. It's def doable and you don't need research from 18 banks.
Alphasense login also doesn’t have 2 factor and would solve all the research subs in one fell swoop since obv. all the portals are linked up to it
Yahoo Finance is free I think
Market screener
If you're mainly concerned about financial projections and estimates etc. you may have difficulty. I think the barebones version of Thomson Reuters Eikon may be worth looking into?
For sellside research reports, yeah I'm not sure how to get them since they're technically free to bank clients, which is literally every buyside seat on earth so they're broadly available and ubiquitous to any of your friends who is on the buyside. And they will have website logins to each sellside bank so it's very easy for them to download on their personal computer and send to you. No watermarks even for a lot of the bank research. If you have a good buddy in a seat they can share the logins with you or send you stuff. With sellside research since it's free and given by the banks - not a subscription bought by the fund, it's not like there's an in-house compliance feature tracking those. In general too I don't think CapIQ is super strict with tracking IP logins and timstamping pings, and they wouldn't bring the issue to their fund (like Bloomberg is fucking impossible).
Other than that I'm not really sure what CapIQ and Market Intelligence provides anymore since I rarely used it for banking too somehow - maybe I did my analyst stint wrong or something lol. Now I'm used to using Bloomberg for all that stuff you mentioned though.
I would honestly just think about how necessary it even is to trade your PA. Are you trying to call quarters and trade around heavily like you are at a Citadel or something? Odds are if you're still in some sort of finance you've got heavy trading restrictions anyways.
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