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PEERSET MODULE

A Peer Set is a group of companies selected on some purposeful parameter. You can create any

number of Peer Sets from over 35,000 companies’ list in Capitaline. Once you create the Peer Set, you

can view Fact Sheet / Balance Sheet/Profit & Loss, Cash Flow and run Screeners on the Peer Set.

Thus, you save time in viewing the individual companies at one place in one stroke. A Peer Set may be

created in the following situations (this is not a comprehensive list):



A Bank may create a Peer Set for all companies financed by it to monitor their performance.



A Broker may create several Peer Sets, one for each one of his client's.



A Mutual Fund may create Peer Sets of its investments for continuous monitoring.



A Company may create a Peer Set of its vendors to track their solvency ratios.



An Auditor may create Peer Sets of various companies to study how each one of them present its

figures.



A Management student may create a Peer Set of companies on whom he/She is preparing a

project report.

How to create new Peer-Set:

Select Peer-set in first combo-box & New Peer-Set in Second Combo-box. After this Peer-Set Add form

will come.

Peer-Set Add Form:

In Peer-Set Add Form in first Combo-box select Company/ Industry/ House/ Index/ Existing Peer-Set/

Etc. and in second Combo-box Enter Company Name or Select Industry/House/Peer-Set/Index. Than

in below box match companies will come, then move the companies you want in peer-set in right box

and save. Use single arrow to move individual/ set of companies or use double arrow to move all

companies in list. After Selecting companies in right box click on save than enter peer-set name and

select Add to create new peer-set or select existing peer-set and Overwrite/ append the companies in

existing one. To delete existing peer-set select & use delete button.

Peer Set- Fact Sheet:

A Peer set Fact Sheet gives aggregate details of all companies falling within

the particular group. It provides important key financials [Sales, and NP], share price information

[Price and P/E] and quarterly sales, PAT and TTM figures in one single screen for the Peer set.