The Quarterly results update will have the following steps

1. An excel file which will be tracking which results have come out. For that
all we need is a list of all the companies for which the latest quarter is
getting updated in the ACE Equity database. The excel file should have an
hourly scheduler to find out what all results have been updated and only
the new results updated should be run in the analysis sheet as the
previous one would have already been done.

2. Once a companys results are out as indicated from the above sheet, the
name and the code of the company should be automatically inserted in
the quarterly analysis template and a new file is created with a specified
name format which includes the name of the company

3. The analysis template then will automatically calculate all the values
according to the new format and update all the relevant formulas and put
them the output format.

4. From the output format there is an intelligent document creation that

captures most of the relevant points and put it either in a word document
or within excel only we can create a page which is basically the analysis of
the result but automatically created.

5. The file is then automatically closed and mailed at an email address

Other aspects of the quarterly results

1. The company might have segmental numbers for which there is a

separate analysis template. There has to be an automatic pop up if
there are segmental numbers and the mail has to go to the analyst that
the numbers are out and the segmental numbers need to be input in a
fixed format and those numbers are then automatically updated in the
analysis format.
2. For the first time, all past numbers will be inserted because ACE
doesnt allow for us to take the segmental data using the excel add in
but the data can be taken in an export to excel format. The excel need
to be refined and then the refined data is what will be used for the final
output.

Another aspect of the quarterly result is comparison of the company

numbers with the industry numbers.

For this we will have to maintain columns for the Industry, Sub-industry
and sub-sub industry. There will be default inputs but the defaults can be
changed. Once the result of a particular company comes, the result is to
be compared with all the companies with in the sub-sub industry that have
come out with the results. The reason to do this is to study the numbers
with industry numbers. As of now, this is done by me by only observing
the numbers of all the companies separately

Flexibility

Different Industries has different kind of requirement for quarterly analysis

so over a period of time, different templates will be created which will be
an add-on to the existing templates. For eg. For IT companies, Number of
employees and USD/INR rate is an important quarterly input but these
inputs are manual in nature. Just like for segmental, we are creating
manual input from the analysts, similarly manual input for these items
should also be possible. The ideal is that once we are able to take one
company at a time, we can simultaneously create our database so that the
future data can come straight from database and the industry wise
manual inputs are also getting stores straight in the database
The key here is that the analyst should only be able to put the numbers
but is unable to view and tamper with the output sheet.
Also the current format is not applicable to Banking Companies