Vision Upload Format: CompanyProfile

Vision Portfolio Management Application Layer: Application

| Headstart Applications | 

Application: CompanyProfile

 

Summary:

The CompanyProfile application is used to provide summary information about a company with links to more in depth information. The summary includes basic information about the company, financial highlights, and the list of securities issued by the company.

Inputs:

Position Form Id Description 
1  id  Id of the company 
2  -  Id of currency override 

Analysis:

  • The id must reference an existing Company instance.
  • The display includes four sections:
    • 1. Basics - basic information about the company including alternate ids
    2. Relationships - basic classifications of the company including country, industry, sector, and universe memberships
    3. Financial Highlights - latest fiscal dates and data
    4. Securities - list of securities issued by company

Key Data Feeds:

Related Reports:

Sample Usage:

     Interface ApplicationWS runWith: "CompanyProfile", "DELL" ;

Sample Input:

Enter Company: 
Date:
Currency:

Sample Output:

    Company Profile For: DELL COMPUTER CORP COM

    Data As Of: 1/15/1999 --- Currency: United States Dollar

    --- Basics ---
    Primary Id:  24702510
    Primary Security:  DELL COMPUTER CORP COM
    Ticker:  DELL
    Cusip:  24702510
    Base Currency:  United States Dollar
    Fiscal Year End:  2 
     
    --- Relationships ---
    Country:  United States
    Industry:  Computers/Office Automation
    Sector:  Technology
     
    --- Highlights ---
    Latest Fiscal Yr:      01/31/1997
     ... Sales:        7,759.00
     ... Assets:        2,993.00
    Latest Fiscal Qtr:      10/31/1997
     ... Sales:        3,188.00
     ... Assets:        3,921.00
    Latest End-of-Month:     11/30/1997
     
    --- Securities in Company ---
    24702510 DELL COMPUTER CORP COM