Fundamentals Suite
ProSingle-name financial snapshots, custom metric graphs, live rolling beta, and peer-compare grids. Built to sit next to the chart, not in a separate browser tab.
The question is usually 'is this name actually cheap versus its peer group?' — and the answer usually requires three tools. Here it's one panel.
What you get
Key ratios, margin structure, balance sheet health, and insider-ownership for any ticker, with the last four quarters tiled against each other so the trend is obvious without opening a spreadsheet.
Pick any ticker, pick any metric — revenue, EPS, FCF, gross margin, price-to-X — and plot across time. Stack multiple tickers on the same axes for a side-by-side comparison.
Choose a target and a benchmark; get 30 / 90 / 252-day rolling beta, R², alpha, and correlation. Useful for hedge sizing and pair sizing against SPX, NDX, sector ETFs, or a custom index.
One ticker, one peer group, every metric on a color-coded grid. Green cells are better-than-peer, amber is peer-in-line, red is peer-laggard. Two seconds to the question 'does this name screen cheap?'
Upcoming earnings for everything on your watchlist, with expected move, prior surprise, and the consensus rev/EPS. Hover any row to pre-fill the FA panel with that name.
Recent insider transactions and top institutional holders as a tile. Helpful context for small-mid caps where a single 13D can change the story.
What you'd do with it
Long A / short B in the same sector. BETA tells you the hedge ratio, peer compare tells you whether the spread is justified by fundamentals, GF lets you plot the historical spread to see where it's rich.
Name prints earnings tomorrow. Peer compare flags it as 40% premium on P/FCF to its cohort. Consider the asymmetry — sizes and stops get adjusted based on what a miss would do to the multiple.
Unknown ticker hits the watchlist on a news flash. FA + peer compare + insider ownership, in parallel panels, cuts what used to be a twenty-minute detour to three.
Included with Pro ($125/mo) — that's about 1/16th the cost of an institutional desk terminal.
Common questions
A combination of industry-standard financial data providers consolidated server-side into one feed. No vendor names leak into the terminal; the data is the data.
Ratio-level updates track the last-reported period (quarterly cadence). Insider transactions and institutional filings update daily. Peer-compare metrics refresh intraday from live price where applicable.
Yes — the peer-compare panel accepts an arbitrary basket of tickers, so you can build and track exactly the peer group you care about.
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