Introduction

NavStock Automatic Report Generation

Investors today are expecting a higher standard in the preparation and dissemination of investment information. They are looking for information that is accurate in content, timely in delivery, intuitive in layout and relevant to their personal interest. To meet such demands, report generation must move from being paper based towards one of personalised automation and intelligent integration. Such documents will enrich the user and build customer satisfaction and loyalty. The key to producing these documents is to match content from various sources & events, and then dynamically create personalized reports that meet the needs of the modern investor.

With this in mind, the NavStock Server has been developed, allowing the integration of price movement with events, and then dynamically producing professional, tailored reports. The NavStock Server treats each of your clients as an individual and produces reports that meet the needs of that person. Broad-based financial reports are now a thing of the past. With the NavStock Server, professional personalized reports can now be easily created online.

What is the NavStock Server?

The NavStock Server is a web-based service dedicated to the automatic creation of richly formatted reports, based on the integration of price movement and news events. These reports are created in real-time and are customized to your client’s own personal needs. The generated output can vary from single directional items to complex Adobe Acrobat PDF files. The NavStock Server is accessed via XML requests over the Internet, and does not require a physical server to be installed.

Report generation is an important process in the distribution of information. Traditionally this has been accomplished by expensive, time-consuming paper based methods. At NavStock we have done away with this method and created an advanced paperless reporting system that meets the growing expectations of your clients. The NavStock Server integrates price movement with current events to produce high-quality reports. Unlike traditional brokerage reports that are broad based and delayed in their content, the NavStock Server creates on-demand reports that are specifically tailored to your client’s investment profile. These reports can be easily generated giving the reader a concise overview of what is happing in their field of interest as well as an active snapshot of what is happening across the market in general.

The NavStock Server delivers a variety of richly formatted reports in real-time. For instance, your clients can view up to date trading information and include this within dynamically generated reports. These reports can be generated as Adobe Acrobat PDF files or sent as text to a mobile device. With real-time report generation, time-sensitive information can be delivered automatically in a professional document that is easy to read and interpret.

Access to the NavStock Server is made available via an XML interface. This allows the NavStock Server to be easily and efficiently integrated into existing systems.

Report Generation

Accurate and timely information distribution is becoming increasingly important in a competitive market. Report generation is an important part of this process. Investors are looking for better ways of receiving information relating to their interests. The NavStock Server provides a new way of creating reports that can easily be assembled and sent to your client in a matter of seconds – with your branding and layout. There is now no need to produce costly printed documents that may or may not reach the intended target audience.

Using the NavStock Server, automated reports can be generated based on price movement. This brings a new and exciting level of flexibility and service to your clients. The NavStock Server can automatically scan the market looking for stocks that are either part of a client’s portfolio, or within their area of interest. This information is then collated and presented in a concise form. Your clients will no longer have to manually scan the market looking for opportunities, they can set their particular selection criteria and let NavStock do the work for them.

As an example, reports can be built around:

• Individual Items (Stocks, Bonds, Currencies etc.)
• Grouped Items or Indexes
• Effects of Events / Announcement on Particular Items
• Summaries of Days/Weeks activities

Optional information can be added to any report allowing further tailoring. This information can be in the form of analyst’s reports or any other news that might be deemed to be pertinent.

Frequently Asked Questions [Top]

Does it work on any stock, currency or index?

It will work on most stocks, currencies or indexes that have historical and clean, continuous data.

Who can use NavStock?

Anyone providing services in the areas of stocks, indexes and currencies. For example:

• Financial Information Providers
• Financial Services Providers
• Research Firms
• Brokers
• Internet Financial Portals

Do you have any examples?

Please go to the Trial Login page and register for free or you can use the demo account if you would ust like to have a look. Just use Username demo and Password demo. You will not be able to add or remove items from the sample set.

There are a number of US and Australian stocks that are updated daily.

You can also review sample reports created by the NavStock Server:

Sample Index Summary Report (114 KB)

Sample Real-Time Report (97 KB)

Don't have the Adobe Acrobat Reader? Click the button below to download.

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