PANARAY Mobile vs Structured Products

PANARAY® Mobile is a global equity research platform designed exclusively for institutional investors. It's highly visual workspace translates dense blocks of data into graphics to help money managers spot opportunities with efficiency. The Symbol view uses our Datagraph™ format, which combines the most essential technical and fundamental equity data in one view. This format takes on an array of advanced capabilities in PANARAY that are not available on any other kind of stock chart. The Lists view offers an organizational hub that allows money managers to sort and filter lists of equities based on handpicked criteria. In the Groups view money managers can anticipate and monitor changes in sectors globally, with a Rotation Graph that confirms existing trends and illuminates emerging ones, worldwide or by select geography. With PANARAY Mobile, institutional investors can: • Access industry-leading stock charts with a wide range of fundamental and technical data points you can customize • View deep fundamentals in a sliding tab that includes a company’s current and historical financial statements, such as income statement, balance sheet, cash flow statement, and ratios report • See sectors, industry groups, or equities plotted on an animated Rotation Graph that presents a six-week visualization of performance trends across various geographic regions and countries • See three sets of forward estimates as part of the earnings line, with an animated “rewind” of past earnings performance to speed analysis • Evaluate margin expansion using the revenue line to creates an overlay of revenue-per-share and earnings-per-share data • Strengthen buy and sell decisions using pattern recognition, which visually highlights classic chart patterns that signal key technical activity in a stock • Review the extent of buying and selling within a company on the insider transactions line and see its effect on price and volume • Manage lists (create, duplicate, rename, mark as a favorite, share) and edit list contents • Find new investment ideas from an array of PANARAY Lists, some of which are global theme lists curated by O’Neil Equity Research • Use NASDAQ Basic real-time prices for U.S. equities • Tap and hold on the Datagraph to reveal the Track Price tool, which displays price, volume, and pattern recognition details • Email, print via AirPrint™, or save charts as an image PANARAY Mobile is available to institutional investors only by contacting a representative at William O’Neil + Co. at 800.545.8940. Visit our website at williamoneil.com. Some features not available on the iPhone app. William O’Neil + Co. is a Registered Investment Advisor providing independent research and consulting services to institutional clients, including banks, investment advisors, hedge funds, insurance companies, corporations, and mutual funds.

Structured Products are pre-packaged investment strategies based on a single security, a basket of securities, options, indices, commodities, debt issuance or foreign currencies. The Structured Products app allows to understand the risk profile of Structured Products with models usually only available to professional investors. Functionalities everaging open sources libraries - Leveraging open-source derivatives pricing libraries - Privacy: all calculations are made on your phone - Generate redemption amount at maturity - Simulate historical product behaviour - See the impact of different parameters on the value of Structured Products Asset Types - Equity, Exchange Traded Funds - Foreign Exchange Spots - Crypto Asia region Structured Products available (more coming) - Equity Linked Note - Fixed Coupon Note - Twin-Win Autocallable Note - Dual Currency Deposit Europe region Structured Products available (more coming) - Reverse Convertible - Phoenix Autocallable