Frequently Asked Questions

Re. Analytics FAQs: Empowering Informed Investment Decisions

Unveiling the Efficiency and Expertise Behind Re. Analytics

Q: How does Re. Analytics ensure accurate and up-to-date information?

A:  Unlike freemium or basic paid services, Re. Analytics leverages the expertise of dedicated analysts.  They meticulously review each SEC filing, ensuring you receive the most accurate and current data for analysis. This surpasses the limitations of automated tools and avoids the exorbitant costs of high-end financial terminals (Bloomberg, FactSet, Eikon) that can reach $25,000 annually.

By investing in human expertise, Re. Analytics empowers you, the retail investor, with the same high-quality information used by professionals, at a significantly lower cost. Additionally, our analysts expertly navigate the complexities and formatting variations within SEC filings, guaranteeing you receive accurate, well-organized data for immediate use.

Q: How quickly can I receive my Re. Analytics workbook?

A: We understand the importance of timely information. Here's a breakdown of our blended delivery times for each tier:

Q: What are the differences between the Starter, Investor, and Analyst tiers?

A: We offer a range of services tailored to your investment needs:

Starter: Ideal for investors seeking a quick financial snapshot. It includes 5 years of historical data, key financial ratios pre-calculated, and interactive exploration tools for further analysis.

Investor: This comprehensive workbook builds upon the Starter features and offers additional insights:

In-Depth Transcript Analysis: Our analysts meticulously review quarterly transcripts to identify potential red flags, industry headwinds, and emerging trends.

SEC Filings Scrutiny: We go beyond financials, scrutinizing SEC filings to pinpoint hidden risks and areas of concern.

Industry-Specific Insights (where applicable): Gain a deeper understanding of your chosen sector with data points tailored to the specific industry (e.g., aircraft order backlog for aerospace).

Customizable Dashboard (Basic): Personalize your data viewing experience with a basic level of customization options.

Analyst: Our most comprehensive tier is designed for active investors seeking the deepest level of analysis. This tier will offer expedited delivery (details to be announced) and additional features, including:

Advanced Analyst Support: Gain access to dedicated analysts for personalized guidance and assistance in interpreting complex financial data.

Advanced Visualization Tools: Explore data with industry-leading visualization tools for a more intuitive understanding.

Choose the tier that best suits your investment goals and timeline. 

Re. Analytics offers a reliable and efficient solution for retail investors seeking high-quality financial data analysis.  Our commitment to expert human review and user-friendly deliverables empowers you to make informed investment decisions.

Q: Do I need any financial background to use your workbooks?

A: Our workbooks are designed to be user-friendly, with clear visualizations and pre-calculated ratios. However, some basic financial literacy can be helpful in interpreting the data. We recommend checking out our online glossary (link if available) for key terms, or consider exploring introductory financial resources available online.

Starter Tier FAQs:

Q: Is the Starter workbook enough for long-term investment tracking?

A: It can be a good starting point, but for in-depth analysis, consider the Investor tier.

Investor Tier FAQs:

Q: How in-depth is the transcript analysis in the Investor workbook? 

A: Our analysts meticulously review quarterly transcripts for the Investor tier. This analysis focuses on identifying key themes, potential red flags, and emerging trends discussed by company management. This information can provide valuable context for understanding a company's future prospects.   


Q: What kind of information is included in the SEC filings scrutiny? 

A: We scrutinize SEC filings to pinpoint potential hidden risks or areas of concern that could affect a company's future, such as undisclosed liabilities, upcoming regulatory changes, or management team changes. 

Q: Is my Re. Analytics workbook tax-deductible?

A: Yes!  In many cases, investment analysis fees are tax-deductible. It's always best to consult with your registered tax advisor for personalized guidance.

Q: What screen size is optimal for viewing my Re. Analytics workbook?

A: For optimal viewing, we recommend using a 24-inch or larger screen. This reflects the screen size used by our analysts during data compilation, ensuring you experience the workbook exactly as intended.

Q: I'm having trouble opening the workbook.

A: To access the full functionality of the workbook, ensure you download the file from your email and then open it in Excel.  Downloading the file prevents it from opening in Google Sheets with limited editing capabilities.  Your Re. Analytics workbook comes fully unlocked for your analysis and customization.

Q: Do you offer your workbooks in other languages?

A: Currently, Re. Analytics workbooks are only available in English.

Q: Why is some data missing for a specific period?

A: Our workbooks reflect the most current information available in the latest SEC filings.  If data is missing for a particular period or item, this indicates it was not included in the company's official filings.

Q: Which exchanges do you cover?

A: Currently, Re. Analytics focuses on US-listed companies across all industries and sectors.

Q: Do you provide investment advice or recommendations?

A: No, Re. Analytics empowers you with the tools and information you need to make informed investment decisions.  Our focus is providing the most accurate and current data from SEC filings, allowing you to conduct your own analysis.

Q: Where is Re. Analytics registered?

A: Re. Analytics is based and operated in the United States. We are a subsidiary of Sierra Capital Investment Fund, headquartered in Perth, Western Australia.  Therefore, all pricing is listed in Australian Dollars (AUD).

Re. Analytics offers a reliable and efficient solution for retail investors seeking high-quality financial data analysis.  Our commitment to expert human review and user-friendly deliverables empowers you to take control of your investment journey.

The information provided by Re. Analytics workbooks is for informational purposes only and should not be considered investment advice. We recommend consulting with a qualified financial advisor before making any investment decisions.


The Bluebird Fund: Unveiling a Realm of Distinction

A haven for the discerning investor, the Bluebird Fund embodies exclusivity, meticulous selection, and unparalleled access. This FAQ section delves into the essence of the Bluebird Fund and the exceptional opportunities it offers.

Q: What is the Bluebird Fund?

A:  The Bluebird Fund, managed by Sierra Capital Investment Fund, represents a prestigious investment opportunity reserved for a select group of qualified individuals.  Membership is not for the taking; it's meticulously curated through a rigorous screening process overseen by Sierra Capital's esteemed executives.

Q: What are the benefits of membership in the Bluebird Fund?

A: Beyond the undeniable prestige associated with membership, the Bluebird Fund offers a unique blend of advantages:

Q: How do I become a member of the Bluebird Fund?

A: Membership in the Bluebird Fund is by invitation only.  Sierra Capital Investment Fund executives identify potential members through a comprehensive screening process, seeking individuals who demonstrate exceptional financial acumen, aligned values and a commitment to long-term investment strategies.

The Bluebird Fund represents more than just an investment opportunity; it's a gateway to a community of like-minded individuals who share your dedication to financial excellence.