Intrinsic value, quality of the accounts, dividends, prices and corporate actions, gathered on one sheet, over ten years of history.
No advice, no promise of return: the tool lays out its calculations and says when the data falls short of a conclusion.
Each screen starts from a question one actually asks before buying, and works it through with data that can be checked.
A band of intrinsic value, the margin of safety it leaves against the price, and the assumptions taken, laid out one by one.
+34% of margin of safety
Financial soundness and quality of the accounts, brought down to readable scores, each explained in plain words on hover.
Positions, payments and gains. Dividends and share splits are detected then offered for recording.
Each sheet gives a reasoned verdict, and says plainly when the data falls short of one.
A screener ranks the shares followed on discount, financial soundness or yield, and keeps the ones that clear your thresholds.
Growth, return on capital, debt, cash, dividends, peers, projections: one page per subject, not a wall of figures.
Watchlists, portfolios, earnings releases and news tied to the company, sorted by relevance.