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​Equity Research (ER)

Template for Microsoft Office 365 | SharePoint Online 2013 (E1-4)



The Equity Research (ER) application template for Microsoft SharePoint Online 2013 | Microsoft Office 365 (E1-4) plans helps groups organize the research performed on publicly traded equities.  The site allows investment groups to collaborate by uploading documents such as annual and quarterly reports and offering web-based discussion capability.  The site also facilitates tracking the price paid for an each equity and the number of shares purchased.  Links to the company web-sites can be added and a serveral Web-Parts provide publicly available industry and company news from different sources.

Action items for the team can be tracked and assigned to a team member who uses the system to categorize each task by the equity being researched.  For each equity, a summary page can be viewed, which lists any shared documents, ongoing discussions, tasks or links that are related to the equity under discussion. In the current version we've added the ability to update stock data within the equity to the latest data provided by Yahoo! Finance including; Earnings per share, Change Percent Change, Ask, Last Trade Date, Average Daily Volume, Ask Realtime, Bid Realtime, Book Value, Change, Change Realtime, After Hours Change Realtime, Dividend Share, EPS Estimate Current Year, EPS Estimate Next Year, EPS Estimate Next Quarter, Days Low, Days High, Year Low, Year High, and Volume.

Sample Activities Performed in this Template:

The following examples show the various ways Net2xs anticipates this template will be utilized in a typical organization.  If you wish to add additional features, please ask your IT provider to research Microsoft SharePoint Designer 2013 or contact and ask for a quote for customization of the Equity Researchapplication template.

  • Entry of equities information:  The site enables teams to enter information on the equities being researched, includingan Symbol, Stock Exchange, Shares Purchased, EPS and Total Market Valuation.  The site also allows for entry of links to a company’s web-page or other external site such as research, opinions or quarterly reports.
  • Management of Research Activities:  The primary functionalty of the site is to help teams manage the process of researching equities and organize the results.  Team members are able to upload documents and ‘link’ them to a particular equity.  A Task list function is also included to help teams manage the activities that must be undertaken to properly analyze the information on publicly traded equities.  As with the document’s, tasks are categories by the equity that is being researched.
  • Discussion Management:  The site also includes the capability to centrally host discussions regarding a particular equity.  Members can suggest discussion topics, again categorized by the equity being discussed.  Other members can then reply to the message, which is viewable by all other members of the team.  Users also have the capability of viewing the discussions through an RSS reader such as the one provided in Microsoft Office Outlook 2010.  When a reply is added, Office Outlook 2010 synchronizes with the site, providing a direct link to the discussion to simplify the process of entering a reply.


Site Lists and Libraries:

The following lists and libraries are included in this template.

  • Documents:  This library hosts the documents uploaded by the team that pertain to the entities under research.
  • Announcements:  A user created listing of announcements that are visible to site visitors.
  • Equities:  A full listing of the equities under research and their related information.
  • Links:  Provide a link to the equity website or research related to the equity.
  • Tasks:  A listing of tasks, their owners and which equity the task is related to.
  • Research Discussion:  Hosts discussions on equities including replies.


The “Equity Research” Solutions Template Net2xs_ER.wsp was designed specifically for compatibility with Microsoft SharePoint Online | Microsoft Office 365 Enterprise Plans. This Application Template is loosely based on the Microsoft “Fab40” Template of the same name to provide similar functionality in a Microsoft SharePoint Online | Microsoft Office 365 Enterprise environment. Some customization and workflows may be necessary for approvals and compatibility with your companies’ permissions/user groups. Most workflows and “Views” have already been configured generically.


About Microsoft SharePoint Online for Enterprise:

Microsoft SharePoint Online for Enterprises Service Description – Microsoft SharePoint Online is a Microsoft Office 365 service for businesses of all sizes. Instead of installing and deploying Microsoft SharePoint Server on-premises, any business can now simply subscribe to SharePoint Online to provide their employees with an enterprise grade solution for creating sites to share documents and information with colleagues and customers.

More Information:

Microsoft SharePoint Online for Enterprises Service Description

Microsoft Office 365 for Enterprises Support Service Description


How to purchase:

Our Templates can be purchased via PayPal by clicking the “Buy Now” button. Once the payment has been confirmed, we will email you the wsp file for the template(s) you’ve purchased. Please, contact if you have additional questions prior to purchasing or after (e.g. if you need help installing or setting up your first Template site). Customizations and additional workflows are available at an additional cost.


SharePoint Online | Office 365 Enterprise:
​Microsoft SharePoint Online 2013 (E1-4)
​Microsoft Office 365 Enterprise Plans
​Knowledge of SharePoint Designer 2013
​Perfect for companies new to the Office 365 Environment
​Ready to be uploaded to your Solutions Gallery
​Activated as a site template in minutes
​Document templates compatible with Microsoft Office 2013
​Ready for customizations and workflow additions
Installation Instructions
Template FAQ's


The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious.  No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended or should be inferred.
This document is for informational purposes only. Net2xs MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.


​Template Information: ​
​File Name:Net2xs_ER(2.1.7).wsp​
​Title:​Equity Research
​Updated:5/27/2015 1:15pm
​Version:​Version 2.1.7
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