The information of WONDA with the formatting and
analytical power of Microsoft® Excel
 

 
The WONDA Vantage add-in for Microsoft Excel gives investment professionals the ability to look at expanded WONDA data from a whole new vantage point. Users can build powerful reports, graphs, custom screens, financial models, and custom calculations within Excel, powered by William O'Neil + Company's proprietary Premium Financials database.



 Expanded WONDA Data Linked to Excel

Automatically update your spreadsheet with the latest market data

All WONDA data refreshes daily within Excel, and is automatically updated with each change of a ticker symbol, ensuring that your reports and models always reflect the latest information. Simply refresh your spreadsheets to capture changes in the market. Avoid rebuilding and updating spreadsheets and let WONDA Vantage automatically keep your information fresh.

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 Access to the Premium Financials Database

More detailed fundamental data

WONDA Vantage gives you access to WONDA's Premium Financials database, including four times more detailed data from company financial statements, annual and quarterly cash flow statement data, and industry specific financial data. Premium Financials data is also available within WONDA, accessible in custom screens, custom data blocks, the O'Neil Resource Center, and fundamental graphs. The Premium Financials database is automatically entitled within WONDA when you subscribe to WONDA Vantage.

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 Leverage the Excel Platform

Utilize all of Excel's functionality with WONDA data

WONDA Vantage makes it easy to input WONDA data into your Excel Spreadsheet, allowing you to fully leverage the power and flexibility of the Excel platform. All of Excel's functionality can be applied to WONDA data, including conditional formatting, custom functions, macros, scenarios, and versioning.

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 Custom Reports & Models

Analyze and display your WONDA data exactly as you want it

WONDA Vantage helps you build compelling reports and models, giving you even more power to summarize exactly the data you need, and display it the way you want. Utilize WONDA Vantage to:
  • Create in-depth single-company models
  • Compare valuations for peer groups
  • Analyze and present portfolio holdings
Build your spreadsheets using either a simple and intuitive wizard interface or by directly keying in formulas and custom calculations.

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 Stock Screening

Intuitive interface to find the stocks that fit your exact investment strategy

WONDA Vantage provides a simple but sophisticated method of searching through thousands of securities to find a workable subset that fits your exact investment strategy. Easily discover new stocks by utilizing an intuitive and powerful screening interface that includes:
  • And/or statements
  • Nested statements
  • Over 10,000 available data items
  • Ten years of historical data
  • Text and numeric information
  • And much more...
Build your spreadsheets using either a simple and intuitive wizard interface or by directly keying in formulas and custom calculations.

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 Quality Service and Support

A library of ready-to-use "one-pager" templates and models, and a team of specialists to assist you

Get started quickly with our growing list of preset "one-pager" report templates, easily modifiable to fit your exact needs. WONDA Vantage also includes a number of preset financial model templates, giving you a head start on some of your most complex spreadsheets. Your Account Executive can put you in touch with our professional team of Account Specialists who are trained in the uses of Excel, financial concepts, and our proprietary Premium Financials database. Not only can they help you get going with WONDA Vantage from day one, but they will be a constant resource for you any time you need help.

Report Templates
  • Profitability
  • Leverage
  • O'Neil Ratings
  • Liquidity and Efficiency
  • Dupont Identity
  • Comparison
Financial Model Templates
  • Discounted Cash Flows
  • Dividend Discount
  • Adjusted Present Value


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View your WONDA data from a whole new vantage point!

To learn more, contact your Account Executive today! 800-545-8940 institutionalservices@williamoneil.com

© 2005 William O'Neil + Company, Inc. All rights reserved. All screenshots are for illustrative purposes only.