Financial Genome Description

Financial Genome     

Create your Analysis

Familiar Excel Environment

The Financial Genome application is a powerful, Microsoft Excel Add-In designed to make financial modeling and analysis easier and faster. Financial Genome is implemented in Microsoft's Visual Basic for Applications.

• You create Financial Genome projects the same way you create conventional Excel workbooks

• You use Microsoft's Excel familiar, standard user interface to perform financial analysis.

• You use a convenient tool bar or analysis menu to do your financial analysis.

• You can instantly display definitions and relationships for any term or statement.

• You are free to use Excel's many features for data manipulation and formatting.

• You format and print Financial Genome statements just like conventional Excel worksheets

• You can insert charts and graphics anywhere you want

• Once you have built your model in Financial Genome, you can convert it to a standard Excel workbook <New Feature

Intuitive Ribbon Interface and Wizards

An intuitive ribbon interface integrated with Excel 2007 guides you through the steps in creating a project or modifying the database, statements, and/or time period definitions. There are wizards for all of the major steps. The ribbon interface also makes it easy to jump to any statement in different open projects, and to switch between Financial Genome and standard Excel. The ribbon interface is accessible anytime Financial Genome is active as an Excel add-in.

• Create a new project

• Identify and connect to a data source

• Set up the time range

• Decide if you want to include projections 

• Select the financial statements and financial terms needed

• Retrieve and display data

• Iterate, if modifications are necessary

Click here to view an image of the ribbon interface. 

Pre-structured, Customizable Statements 

Financial Genome's built-in customizable statements provide four different views of your data: an accounting view, a business performance view (ratios), a forecasting (projection) view, and an economic view (economic profit and cost of capital - Consultant Edition only).

• The accounting view includes an Income Statement, Balance Sheet, Cash Flow Statement and Statement of Changes in Shareholders' Equity

• The business performance view includes a Ratios Statement (a  systematic collection of standard business ratios) and a Business Performance Analysis (a Dupont ratio tree - Consultant Edition only)

• The forecasting view provides tools to set up and implement a financial forecast

• The economic view includes a NOPAT Analysis, Capital Base Analysis, Cost of Capital Analysis and Economic Profit Analysis (Consultant Edition only)

You can edit (customize) the built-in statements using Financial Genome's tools, or create your own statements - never having to write formulas!

Free-form, Ad Hoc Analysis Functionality

Built-in knowledge sets Financial Genome apart from similar applications.  Unlike "hard-wired" templates, you are free to insert any combination of terms onto a statement. You are free to rearrange financial terms on your analysis statements, change time periods (but not the time period unit), perform automatic summaries, format data, and use many of the other functions Excel provides.  

Powerful features allow you to "alias" (rename) terms, "duplicate," "itemize," and manipulate terms in other useful ways. You can generate fully customized statements and analyses. You can supply new data for terms and override data obtained from the original data file.  When you rearrange your analysis, the data associated with your terms move with the terms wherever you place them in your analysis statements. If you want to revert to the original data in the data file, Financial Genome will restore those original values, no matter where a term has been placed in an analysis.  

All knowledge accompanies the terms; there is no need for you to enter formulas into worksheet cells. You always have access to Excel’s many features (formatting, charting, printing, etc.). 

Data Access and Mapping with GenomeLink 

Besides allowing you to enter data directly on statements you select, Financial Genome assists you in connecting to your Excel data file and retrieving the necessary data for your analysis.  

With GenomeLink (FGPro and Consultant Edition only), you can map your database terms to Financial Genome's built-in terms. Thereafter, data access and retrieval is automatically performed.  In Financial Genome Pro the mapping to QuickBooks file is performed automatically. If required data are missing, Financial Genome will indicate this and you can manually input the necessary data. 

You always work with an intermediate, dynamic data set ("Input Sheet") that updates as you change your analysis. Financial Genome will save user input, but can restore overridden data from your data source, leaving your data base unchanged. Financial Genome indicates the data source by displaying each in a different color.

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