The Analytical Engine

PDCalc has been designed to integrate and automate the operations involved in the creation, calculation and maintenance of financial- and market-related models and their associated metrics.

This industrial strength analytical engine, developed in .NET and SQL Server, is tightly integrated with the fundamentals and market data series included in the PacificBase Dynamics' (PBD) back-end. However, in-house (e.g., analysts’ forecasts) and third-party data series (e.g., intraday market data) may also be combined with PBD’s data series to create additional metrics.

Moreover, PDCalc may be used as middleware between the underlying content and PBD’s or proprietary end-user applications. These processes may be further automated by using PDCalc’s batch module.

The PDCalc Analytical Engine includes an easy-to-use and powerful analytical editor which can be used to create, calculate and maintain both standard and proprietary metrics. This editor includes the following features:

The ability to create metrics across all industry sectors with a single formula (e.g., Return on Equity ratio for all TOPIX companies). By contrast, single sector based metrics may also be created (e.g., Return on Equity ratio for all Non-Financial Companies within TOPIX).
The ability to set, on a per variable basis, precise raw data (i.e., how to treat Null values within a given formula), calculation (e.g., division by zero values) and output conditions (e.g., whether negative results are calculated, or set to zero or Null values) to customize and control data manipulation and results.
The ability to create formulas for the following types of data series: Latest, 3-Month Quarterly, Interim, Annual and Trailing-Twelve-Months (TTM).
The ability to create, maintain and run infinite number of company and metric portfolios. This function may be also automated by using PDCalc’s batch module.

PDCalc Analytical Engine Versions:

PDCalc Versions	Standard	Admin
Default, Pre-Defined Financial Metrics	Read/Copy Rights	Full Administrative Rights
User-Defined Financial Metrics	Included	Included
Across-All-Sectors or Single-Sector Metrics	Included	Included
Underlying Fundamentals and Market Data Series	“As Reported,” 3-Month Adjusted Quarterly and Calculated	“As Reported,” 3-Month Adjusted Quarterly, Calculated and CDS (when available)
Periodicity of Metric Formulations	Latest, 3-Month Quarterly, Interim, Annual and TTM
Custom Data Series (CDS) Module and Excel Add-in	Optional	Included
Batch Processing Module	Optional	Included