Contents
Note: This is an additional Upgrade Plan that can be added to your Core Plan. If interested, please call your Client Success Manager to discuss additional costs.
1. Accessing and Navigating Advanced Reporting
Go to Analyse → Advanced Reporting.
Select the report you want to explore.
See the image below for instructions
2. List of Reports
See the image below for available reports
Registry Analytics
Who is driving changes in my share price?
This report has the capacity to tell you the following information:
Liquidity: Who is responsible for the liquidity of your company, and who makes up the majority of your trading volume.
Shareholder Influence: The proportion of shareholders, holdings and volume by registry cohort.
How much of each cohort traded in the period
How active investors traded
How price sensitive is my registry?
This report has the capacity to tell you the following information:
Price Sensitivity: The proportion of shareholders who will reach a profit at different share price points.
Shareholder View: Shareholders unrealised P/L and break-even price below to get a sense of the minimum price growth they may be holding out for.
How has my company performed recently?
This report has the capacity to tell you the following information:
Registry Movements: seeing if you're gaining or losing shareholders on your registry.
Registry Movements: Understanding how existing holders are trading as an indication of sentiment.
Contactability: How contactable are your shareholders via the hub, email or phone?
Volumes and Unmarketables: whether investors traded more or less volume last week?
Volumes and Unmarketables: How many unmarketable shareholders do I have now?
Engagement: How many investors are visiting my investor hub, and how have they engaged with recent newsflow.
Charts: a visual representation of signups, downgrades and exits.
Noteworthy Movements: Which shareholders are entering, exiting or changing their registry position at this time.
How do retail investors differ from non-retail?
This report has the capacity to tell you the following information:
Overview: Understanding how many of your shareholders are considered "retail", as well as their typical holding length and value.
Noteworthy Movers: which retail and non-retail accounts hold high ranks within your registry. Including those who have upgraded, downgraded or exited.
Shareholder list: A list of your non-retail and retail shareholders.
Tell me more about my high net worth investors.
This report has the capacity to tell you the following information:
Aggregate Statistics:
High Net Worth Overview: how many HNWs you currently have on your registry, as well as their type and average holding.
Contactability: How many of your HNW shareholders can you engage with and by what method.
Trading Behaviour: the typical trading profile of a HNW investor on your registry?
Engagement: How engaged are HNW investors on the hub and via email?
All High Net Worth Overview: Contactable high value investors you should know.
Recent Movements: Recent trading behaviour by HNW shareholders, ordered by largest movement.
New HNW Shareholders: HNW investors on your registry who have been identified by InvestorHub over the past 90 days.
HNW Leads: Self-nominated HNWs with no linked shareholdings.
To what extent are investors day trading?
This report has the capacity to tell you the following information:
Day Trading Overview: Understanding day trading activity in the registry, who's doing it, how often, and to what extent this has accounted for volume.
Threshold Sensitivity: seeing the presence of day trading at different time windows (days)
Day Trader Table: the shareholders who have recently entered and exited your stock within a very short window.
Is the stock price above or below recent average?
This report has the capacity to tell you the following information:
VWAP (Volume-Weighted Average Price): average price investors paid over a defined period, adjusted for trade volume.
Marketing Analytics
What channels are driving my engagement?
This report has the capacity to tell you the following information:
What channel is performing: the number of total clicks, unique visitors and total link signups.
Medium Performance: which medium (ie. email, socials etc) drives most traffic to your hub, culminating in sign-ups.
Source Performance: the true source (ie Linkedin) of your traffic, and a subset of a chosen medium.
Campaign Performance: which specific campaigns within those channels have yielded the best results.
Website Performance: see which hub pages are attracting website viewers attention.
How are my hub members responding to my content?
This report has the capacity to tell you the following information:
Investor Sentiment form survey responses: how many announcements & updates have investors have responded to via survey.
Aggregate Survey Responses: understand the sentiment of investors from survey responses.
Which Newsflow is resonating: which particular news releases have impacted investor sentiment.
How are my email campaigns performing?
This report has the capacity to tell you the following information:
Overall Email Performance: how many emails have you sent and how often have investors opened and clicked through to the Hub.
Email Campaign Performance: how your individual email campaigns performed compared to the above average open & click rate.
3. Adjusting parameters
Most reports will come with adjustable parameters such as date ranges to generate results you are looking for
See the image below for instructions
Use these dashboards to inform your communication strategy, identify trends, and support board reporting.
You're ready to use Advanced Reports
If you are unable to find the report that you’re looking for and require a report that is tailor-made to your needs, then contact your Client Success Manager and we can discuss your report requirements.