For long-only managers

Deeper coverage without a bigger team

A long-only universe is wide, and the names at the bottom of the coverage list go stale first. Alpharepo runs one preview template across every model your team keeps in Excel, so each name carries a current comparison against consensus without the quarterly rebuild.

2x
coverage per analyst
  • One preview template across coverage
  • Sector comp sheets in 30 sec
  • Forward KPIs for the whole universe
  • 2x coverage per analyst
Where the time goes

What the quarter looks like today

The same prep, rebuilt by hand, every three months.

The coverage list goes stale at the edges

The top holdings get prepped every quarter. The long tail of the universe gets prepped when there is time, which is rarely.

One template, rebuilt per name

The preview format is the same for every company, yet it is assembled again for each one because the models live in separate workbooks.

Comp sheets are assembled by hand

A sector comp sheet means opening every model in the sector and copying the lines out, and it is out of date as soon as one model changes.

Forward KPIs are scattered

Each analyst tracks the forward KPIs that matter for their names, but there is no single place to see them for the universe.

How Alpharepo fits

Set up once, from the models you already keep

Nothing leaves Excel. The comparison against consensus, the revision history and the sector view are built from the workbooks as they are.

  1. 1

    One preview template across coverage

    Define the earnings preview once and apply it to every synced model at the same time. Every name gets the same comparison against consensus.

  2. 2

    Sector comp sheets in 30 sec

    Pick a sector and get every model in it lined up against consensus, refreshed from the workbooks as they change.

  3. 3

    Forward KPIs for the whole universe

    The forward lines your analysts already model, visible across the universe in one grid, with the internal number next to consensus.

  4. 4

    2x coverage per analyst

    With the prep set up once, the same team keeps more names current, and the names at the edge of the list stop going stale.

Questions

Questions from long-only teams

Coverage is a matter of how many models the team keeps. There is no per-name setup after the first template, so a universe of several hundred names is treated the same way as one of thirty.

Your next earnings season, prepped once

Ten minutes with your own models shows you how it fits.