AutoBanker
Dashboard Statements Analysis Rankings Market Share Query Screener
Page
1 · Find line items
Pick a statement, including retired pre-IFRS-17 ones so an item and its older equivalent can both be charted, then click a page below to open it and tick the values you want — same as picking fields in a Field Group.
2 · Periods
to
3 · Series in this analysis
Drag to reorder — the order carries into both the table and every chart. Drag a series onto a chart card to add it there.
4 · Calculated field
Reference series by the letter shown beside each one. Supports + − × ÷ and brackets — e.g. (A - B) / C — plus PRIOR(x) for the previous period's value, e.g. an average-equity ROE: B / ((A + PRIOR(A)) / 2). Pick Percentage to have the ratio shown ×100 automatically (write the plain ratio, not ×100 yourself) — pick Number if the formula already produces the figure to show as-is. A period where any referenced series has no value stays blank. Click the ✎ beside an existing calculated field to edit it.
5 · View
6 · Charts
7 · Export
Data, live editable Excel charts, and a sources sheet.
1 · Rank by
Statements shown are for Banks — switch the universe picker top-right to rank a different entity type. Search or pick a statement, then click a page below to open it and tick the value you want to rank every company by.
2 · Period & basis
Pick a line item first.
3 · Over time
Trends the current top companies across every available period, on the same calendar basis.
4 · Export
The full ranking, with folding rows: it opens on the same top companies selected above — each expanding to its own period history — and the rest of the table collapsed under them.
Universe: Banks
Saved indexes
1 · Companies
Saved benchmarks
1 · Line items in this benchmark
2 · Add line items
Search or pick a statement, then click a page below to open it and tick the values you want — same picker as Analysis.
1 · Index
2 · Benchmarks
3 · Basis & periods
Pick an index and a benchmark first.
4 · Excel layout
Includes a Sources sheet listing every line item's DPA and every company id.
Screener — Banks
Add at least one criterion first.
Criteria — every row must be true for a company to match ("and", not "or")
Line itemStatementComparisonValue
Add a line item
Pick a statement, then click a page below to open it and tick a value to add it as a criterion.
Results
Market Share Analysis is available for Property & Casualty only.
Dashboard not yet available for this industry group.
Revenue
Applies only to bars before 2022 (pre-IFRS 17 written premiums). 2022 onward always shows Total Insurance Revenue.
Profitability
Work in progress
ROE
Capital Waterfall
Work in progress
Regulatory Capital (MCT)
Book Value
Revenue
Profitability & Credit
Work in progress
ROE
Changes in Equity
Work in progress
Capital Ratios
Book Value