Eta Analysis

Online Research requires an EconomicInvestor.com account.

FREE: Composite Macro Risk Index Ratings (CMRI) and Economic Influence percentage (R²) for all covered stocks, funds, and indices.
FREE: Traditional Analysis (Beta+ and Performance Reports) for all covered stocks, funds, and indices.
FREE: CMRI and Beta screening for stocks.
Subscriptions are available at multiple levels for access to EconomicInvestor Climate Ratings, portfolio analysis, and additional screening features (including screening for mutual funds and filtering by Climate Ratings).

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Eta Analysis Overview

The free version of the Overview Report gives you access to the Composite MacroRisk Index and the R² measures.

Find out quickly how "The Economy Matters" for a stock, fund, index, or even your portfolio with the Eta Analysis Overview report. The report shows the Economic Climate Rating, the Composite MacroRisk Index (general economic risk), and the R² (the percentage impacted by the economy).

MacroRisk Profile

Requires at least "Basic" subscription.

This report gives you current historical (6 and 12 months ago) ratings for the general economic risk as well as the current Eta Measures showing which specific MacroRisk Factors affect the stock, fund, index, or your portfolio. You can also use this report for comparing MacroRisk Profiles side-by-side.

Economic Climate Rating Report

Requires at least "Basic" subscription.

This report gives you current and historical (6 and 12 months ago) Economic Climate Ratings for one or two stocks, funds or indices at a time.

Portfolio Profile Report

Requires at least a "Plus" subscription.

The Portfolio Profile Report is like running an Eta Analysis Overview report on all of the securities in a portfolio or buylist at once. For each security the report shows the Economic Climate Rating, the Composite MacroRisk Index (general economic risk), and the R² (the percentage impacted by the economy).

MacroRisk Factors

No subscription or account signup required! You can can see graphs of recent macro-economic activity and find out about the 18 MacroRisk Factors employed in the Eta Analysis model.

What Is Eta Analysis

Find out more about the Eta Analysis model and how Eta Analysis works.

Get the Full Eta Analysis for a Stock or Mutual Fund
with "The Economy Matters" Research Reports

"The Economy Matters" Reports are only $15 each and include:

MacroRisk Profile
MacroRisk Comparisons to other stocks and funds
The powerful EconomicInvestor Star Rating for price appreciation
Historical Economic Climate Ratings and performance