Saudi Equity Screener: Building a Research Repository for a Family Office
Built a public equity screener pulling live data from Saudi stock exchanges, integrated with valuation ratios and earnings data for a family office client.
Darshan Patil
Business Analyst at Preferred Square
From their time as
Business Analyst
Preferred Square • 2024 - 2025
Overview
Darshan was part of the team that built a public equity screener for a Saudi family office client at Preferred Square. The client needed a single place to track the Saudi equity market, covering both the main TASI exchange and the NOMU growth market, with enough analytical depth to support investment decisions.
The Story
Darshan was part of the team that built a public equity screener for a Saudi family office client at Preferred Square. The client needed a single place to track the Saudi equity market, covering both the main TASI exchange and the NOMU growth market, with enough analytical depth to support investment decisions.
The screener pulled live stock price and price action data from both exchanges and integrated fundamental valuation ratios, earnings data from management calls, and third-party media feeds. The client could access all of this in one place, customized to their investment policy statement.
The tool gave the family office a structured, always-current view of the Saudi equity universe, reducing the time needed to identify and screen investment opportunities.