Scorecard workspace

The decision desk: the Scorecard leads — Piotroski's nine tests and Altman's distress score computed on as-filed annuals, each test printing the two figures behind it, revenue and free cash flow drawn as six years of bars — with the Financials Sheet and Corporate Blueprint one tab away, the chart below, and the Street's ratings over 13F ownership and insider trades on the right. Analysis with its work shown, never advice

Use it when: You have a name and you want a second opinion that is arithmetic rather than opinion. Also the fastest sanity check before you commit to a company you found somewhere else.

Not a futures board. It reads annual filings, which is the wrong clock for anything you intend to be out of by the close.

• Presets in the menu bar, under the category this desk belongs to — one click applies the whole layout, and a checkmark tracks which one is active.
• Or the command palette on Ctrl+P, which finds it by name.
• Every panel can be re-pointed at another symbol from its own header, and anything the desk does not open is in the Add Panel menu.

• 1. The nine tests first, and read the two figures printed BEHIND each one rather than the pass or fail. The score is the summary; the figures are the evidence, and the whole reason they are on the page is so you can disagree with the score.
• 2. The distress score next to it. It does not apply to banks and insurers, and it says so rather than printing one: the model was never built for a balance sheet that is mostly other people's money, so a financial gets no score instead of a wrong one.
• 3. Revenue and free cash flow as six years of bars, underneath. Direction over level: a company improving on nine tests while revenue falls is cutting its way to a good score.
• 4. Then the Street and the insiders on the right - ratings, 13F ownership, Form 4 trades - and the Financials Sheet or Blueprint one tab away when a test result needs explaining.

The tell: The combination worth stopping on is a strong, RISING score against a falling share price. Ratings follow price and the score does not, so that gap is the one place this desk disagrees with the tape on evidence rather than on vibes.

8 panels, read straight from the preset definition in the desktop build:

• Analyst Ratings (ANR — follows symbol)
• Capital Returns (dividends + buybacks — follows symbol)
• Chart
• Corporate Blueprint (structure schematic — follows symbol)
• Financials Sheet (income / balance / cash flow — follows symbol)
• Insider Activity (Form 4 — follows symbol)
• Institutional Ownership (13F/HDS — follows symbol)
• Stock Scorecard (Piotroski F + Altman Z — follows symbol)

These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side:

• Day Trading Stocks: PDT Rule & Cost Math

• All workspace presets — how docking, link groups and saved layouts work.
• Panel reference — what each panel shows, column by column.