Análise fundamentalista e técnica: a importância do analista e do progresso tecnológico no processo de análise de investimentos

Abstract

This paper explores fundamentalist and technical analysis and the importance of the analyst and technological progress in the investiment analysis process, given the importance of the financial market in the process of optimal allocation of resources in the economy. To do this, through a bibliographic research, based on a narrative and integrative review, a descriptive analysis of the main aspects of each one of the investment analysis techniques was carried out. With emphasis, from the perspective of fundamentalist analysis, the analysis of economic scenario and the importance of accounting information, and from perspective of technical analysis, the main graphs and indicators and the importance of technology. In addition, the analyst's relevant role and technological progress were explained as significant factors for sucess in the successful implementation of techniques in investiment analysis. A brief approach has also been made regarding artificial intelligence and the advent of robot investor technology and how such technology has revolutionized the way we operate in the market and contributed to the effectiveness of the techniques. The discussion showed that balance and complementarity are the key to sucess in implementing investiment analysis methodologies, as well as the analyst and technology mutually contribute to optimizing the results achieved.