VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Equity research platform built around “Fundamentals Analyzer Software Tool” charts. Offers two tiers (Basic vs. Premium) with U.S. and Canada coverage (~18,000 tickers) and an optional International add-on (~80,000 tickers). Premium unlocks advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and full valuation metrics. New users can trial the service free for 7 days.
Key features
- Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks.
- Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight.
- Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios.
- Analyst Scorecard shows how accurate past analyst estimates have been for the selected company.
- Full financial statements (income, balance sheet, cash flow) available in Premium, with up to 20 years of annual data and 20 quarters of quarterly data.
- FUN Graphs (Financial Underlying Numbers) display per-share or absolute series such as liquidity and profitability ratios.
- Fiscal Fitness module charts 12 key ratios to assess company health, viewable annually or quarterly.
- Stock screening tool with both historical and estimate-based metrics. Premium users also get access to preset screens.
- Portfolio tools: Basic supports up to three simple portfolios; Premium expands to advanced portfolios with XIRR calculations, income tracking, diversification stats, transaction logging (with buy/sell dots on charts), and CSV import/export.
- Broker Connections allow Premium users to sync brokerage accounts for daily updates, counting toward advanced portfolio limits.
- Charts allow dynamic windows of 2–20 years, with fundamentals data going back two decades for U.S. and Canadian equities.
- Dividends and payout ratios integrated into charts; all valuation graphs support total-return perspectives.
- New users receive a 7-day free trial on either plan.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.