Optimization of the fundamental analysis process

The diploma thesis is focused on the problematics of equity investment of small investors. Due to the availability of a large amount of data that is difficult to process, as well as the seemingly complex issues of equity investing, retail investors may be tempted to abbreviated approaches, often bordering on speculation, instead of being an investment. The first goal of diploma thesis is to compare the various ways of investing in the stock market, as well as stock investing to other investment opportunities. The author of the diploma thesis is of the opinion that the right approach to equity investing is long-term investing. Since the main element of long-term investment is fundamental analysis, the second goal is focused on defining the procedure and content of fundamental analysis. The third, main goal, is to create a tool to support long-term investment. The purpose is to support the investor and simplify the process of fundamental analysis, not to decide for him. The tool obtains data on the analysed company, then processes it, calculates financial indicators and displays the results so that they are not only clear and understandable for the beginning investor, but also allow a high degree of individualization of outputs for the needs of more experienced investors. As part of the development of the tool, a data analysis was also performed, which includes the creation of author’s own scoring model for evaluating the quality of joint-stock companies. The author's contribution is not only in explaining why equity investment should be approached with a long-term investment strategy, but also in explaining how to implement this approach, including providing a tool to simplify this process. The created tool is intended for the needs of individuals who are in no way limited in its use or modification.