SUMMIT RESEARCH / HELP CENTER
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Find out how to view data, explore a rating, and manage your subscription.
Need help? Write to us →Account and access
Do I need an account to view financial data?
Yes. By registering, you get a free account to view available financial data and organize your saved reports. Analyses marked as open reading can be explored from the library.
What is the difference between Free and Pro?
Free includes available financial statements, ratios from the last period, and personal tracking. Pro adds exclusive reports, historical ratios, and valuation tools when the report has a model loaded.
Where are my reports, grades, and evaluations?
In My Account, you can return to your saved companies and view your notes. When you save a custom rating, you can open it from your reports list.
I forgot my password. How do I recover access?
Use the password recovery option at login, with the email address you used to register. Also check your spam folder. If you don't receive the message, contact us using the form on this page.
Data and reports
Is the data updated in real time?
The data in the reports corresponds to the date and periods indicated in each record. They are updated when we incorporate a new version of the analysis; they are not a real-time quote.
What does N/D mean?
This means the data is not available in that report. It does not equate to zero. A company may have a written analysis but still not have all its data or a valuation model.
How do I compare data in a graph?
In Financial Data, select the metrics you want to view. You can combine available series, such as sales and net income, and hover over the points to see their values.
What changes when switching from $ to %?
In the financial statements, mode $ displays the amounts, and mode % displays their year-over-year change when comparable data is available. It does not represent the weight of each item in sales. If a valid basis is missing, N/A is displayed.
Assessment and scenarios
What can I change in the rating?
In the available models, you can adjust the assumptions, such as sales growth, margins, investment, and working capital. The projection and estimated value are recalculated with these changes.
Does my scenario change the original analysis?
No. Your scenario is personal and is associated with your account when you save it. The report's reference model remains separate from your changes.
Do all companies have the same tools?
The structure is the same, but each report shows the tools and time periods it has loaded. If necessary data is missing, the valuation may not be available.
Can I try the tool before subscribing?
Yes. The Pro demo allows you to explore an Apple valuation with the data and assumptions shown in the demo itself.
Subscription and payments
How do I hire Pro?
Go to Plans in your account and select Subscribe to Pro. The selector will show the available payment methods and their terms and conditions. Check the Plans section for PayPal availability and monthly and annual pricing.
How does the renewal process work?
You can choose a monthly or annual subscription with automatic renewal. Check your account for dates and access status. The Free account remains available when you don't have a current Pro subscription.
I paid and I'm still watching Free. What should I do?
Please verify that you are logged into the Summit account you used to start your subscription and check the status in My Account. If the payment is approved but your access is not updated, please send us your payment ID and the email address associated with your account. Do not send passwords or credit card information.
Where can I check my payments and receipts?
In the Payments section of My Account, you can view linked payments and download available receipts. A payment receipt is not equivalent to an ARCA tax invoice.
How do I stop renewing my subscription?
Check your subscription management in My Account or with the provider you paid through. If you need help canceling the renewal, use the form and provide your account email and payment method.
How can we help you?
If your inquiry concerns a report, please specify the company. For access issues, please use the email address associated with your account.
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