Compare · Financial Intelligence Terminals
Massari vs S&P Capital IQ
Massari delivers decades of primary SEC filings with 1-click line coordinate audit trails, comprehensive Asset Analysis, an institutional portfolio risk engine, a proprietary screener, Fund X-Ray look-through, the Massari Excel Add-In, and a broad range of native MCP tools.
The Core Friction with S&P Capital IQ
Capital IQ is built for investment banking pitchbooks and private market transactions, forcing public equity desks to navigate bloated databases while lacking instant line coordinate filing audits.
Workflow Pain Points & The Massari Solution
How Massari replaces manual friction, disconnected tooling, and compliance audit risk with source-linked intelligence:
Paying for private equity and M&A transaction databases when only covering public equities.
Dedicated US public equity workstation with universal coverage across 19,000+ securities.
Focused equity workflow with zero database clutter.
Document audit links open external viewers without sentence-level coordinate highlighting.
1-click line coordinate audit trails in raw 10-K/10-Qs on web and inside Excel.
Instant audit verification on every reported financial metric.
Before vs. After: Workflow Transformation
Comparing traditional legacy workflows with Massari's source-linked financial architecture:
| Workflow Dimension | Legacy / S&P Capital IQ | Massari Workstation |
|---|---|---|
| Market Focus | Private market and pitchbook database | ✓Dedicated US public equity research and portfolio workstation |
| Portfolio Risk & Tail Analytics | Basic portfolio tracking | ✓Multi-layered Risk Engine: Historical VaR, Expected Shortfall, CVaR 95/99%, Kurtosis, Block Bootstrap |
| Audit Lineage | Detached document links | ✓1-click sentence coordinate highlighting in raw SEC filings |
Comprehensive Asset Analysis: Deep Ticker Intelligence & X-Ray
Every public company in Massari is organized across deep analytical modules with complete click-to-source traceability:
Performance & Risk
Trailing returns (1Y, 3Y, 5Y, 10Y), Sharpe, Sortino, Calmar ratios, lifetime max drawdown, and factor beta vs SPY.
Valuation
Forward multiples with dynamic ratio equations expanding to the four underlying quarterly SEC filings.
Modeling
Interactive DCF inputs, valuation sensitivity tables, and algorithmic forward operating models in web & Excel.
Financials
Decades of standardized 3-statement models (Income, Balance Sheet, Cash Flow) with 1-click line coordinate audit.
Revenue Sources
Segment, product, and geographic revenue breakdowns reported directly by the filer with historical restatement tracking.
Company KPIs
Company-specific operating metrics, unit economics, and volume drivers verifiable to underlying disclosures.
Peer Comparison
Forward multiple comps, peer benchmarking matrices, revenue growth cohorts, and sector rankings.
News & Events
Material SEC Form 8-K disclosures, corporate developments, and earnings calendar synchronization.
Ownership
13F institutional manager history (distinguishing exits from missing filings), top-10 concentration, and insider net dollar flow.
Management
Executive leadership track records, board governance profiles, and executive compensation data.
Institutional Portfolio Risk & Tail Analytics Suite
Massari delivers institutional risk depth beyond simple simulations with multi-dimensional stress testing and benchmark comparisons:
Value at Risk (VaR) & Expected Shortfall
VaR & ShortfallOne-day worst-case loss estimates comparing Portfolio vs SPY Benchmark across Historical VaR (95%), Parametric VaR (95%), and Expected Shortfall (Conditional VaR beyond threshold).
Tail Risk & Higher Moment Analytics
Tail Risk & MomentsDistribution shape and extreme single-day outcomes: Skewness (distribution asymmetry), Excess Kurtosis (fat-tail risk), CVaR 95% & CVaR 99%, Worst Day, and Best Day session extremes.
5,000-Path Empirical Block-Bootstrap
Empirical BootstrapResampling historical return blocks (1D, 1W, 1M, 1Q) to preserve volatility clustering. Computes P(loss), Median CAGR, Median Max Drawdown, and P5-P95 percentiles for Max DD, CAGR, and Sharpe.
Rolling Volatility Regimes & Tear Sheets
Volatility RegimesHistorical annualized volatility tracking vs SPY over custom timeframes (1M to MAX), plus 1-click institutional PDF risk tear-sheets and client proposal export.
Technical Feature-by-Feature Comparison
A granular comparison of data archives, modeling integrations, and analytical tooling between Massari and S&P Capital IQ:
| Capability | Massari | S&P Capital IQ |
|---|---|---|
| Primary SEC Filings Archive | ✓Decades of primary SEC filings with 1-click line coordinate audit | Extensive filing database with source document viewer |
| Portfolio Risk & Tail Analytics | =VaR (95%), Expected Shortfall, Skewness, Kurtosis, CVaR 95/99%, Rolling Vol & Block Bootstrap | Portfolio factor analytics & index weighting |
| Asset Analysis & Ticker X-Ray | =Comprehensive analysis (Financials, Revenue Sources, KPIs, Peers, Ownership, Risk, Modeling) | Deep company financials, multiples & screening database |
| Institutional Screener & Proprietary Metrics | =Proprietary screener (Yield health, Factor R², Insider flow, 10-K text, 19,000+ tickers) | Capital IQ Screening tool |
| Fund X-Ray (Look-Through & Overlap) | =Complete ETF look-through, reverse stock ownership & pairwise overlap | Portfolio factor analytics & index weighting |
| Spreadsheet Integration & Export | =Massari Excel Add-In and Native Excel Export capability (No additional charge) | Capital IQ Excel plug-in (CIQ formulas) |
| Private Market & M&A Data | —None (Dedicated focus on public equities & ETFs) | ✓Deep private company financials & global M&A transaction databases |
| AI Model Context Protocol (MCP) | =Broad range of native read-only MCP tools included natively (No additional charge) | Available via enterprise AI connectors |
Key Reasons Desks Choose Massari
Public Equities & Portfolio Focus vs Private Market Databases
Capital IQ is built for investment banking pitchbooks and private market transactions. Massari focuses exclusively on public equities, comprehensive asset analysis, proprietary screening, Fund X-Ray look-through, comprehensive SEC filing audits, and the Massari Excel Add-In.
Institutional Portfolio Risk & Tail Analytics Suite
Decompose portfolio risk with Historical VaR (95%), Parametric VaR (95%), Expected Shortfall, Skewness, Excess Kurtosis, CVaR (95% & 99%), Worst/Best Day extremes, Rolling Volatility vs SPY, and 5,000-path empirical block-bootstrap Monte Carlo simulation.
Comprehensive Asset Analysis & Deep Ticker X-Ray
Single-ticker institutional depth: Performance & Risk, Valuation equations, DCF & Operating Modeling, Primary Financials, Product/Segment & Geographic Revenue Sources, Company KPIs, Peer Comparisons, News & Filing Events, Institutional & Insider Ownership, and Management Governance.
Proprietary Multi-Asset Screener
Screen 19,000+ securities across an institutional universe of metrics, including proprietary Distribution Sustainability (ROC vs true yield), Macro and Thematic Factor sensitivities (ranked by R² variance explained), Net Insider flows, and primary 10-K business text search.
Fund & Portfolio X-Ray
Unpack ETF baskets to reveal true underlying company holdings, perform reverse stock lookups, track portfolio builds, and export client-ready diagnostic tear-sheets.
Click-to-Source Lineage Across Comprehensive SEC Archives
Every metric in Massari is auditable directly to its exact line coordinate in primary SEC Form 10-K, 10-Q, and 8-K filings.
Frequently Asked Questions
Is Massari an alternative to CapIQ for public equities?
Yes. For public market equity research, comprehensive asset X-Ray analysis, universe screening, portfolio auditing with Fund X-Ray, valuation modeling, and SEC filing audits, Massari provides all necessary tools with complete click-to-source traceability.
Upgrade Your Equity Research Workflow
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