Fundamentals Research
Hear the thesis. Then pressure-test it with the data.
Search any supported ticker. Get the company profile, 20 years of statements, valuation ratios, peers, growth, DCF — sourced from our ingested database, not a slow third-party widget.
- 20 years of statements
- Annual + quarterly
- Peer + sector context
- DCF + valuation zone
Every great trade idea sounds smart in a chat. Then comes the data.
A 30-second peer comparison kills most theses.
Including the ones you wanted to believe.
Most retail tools show ratios but not history.
ratiofolio shows you what changed and when.
The screener is the inverse of FOMO.
You don't react to one ticker — you find the basket that matches your rules.
The engine
Built for the questions you ask after every community post.
Community sparks the question. These tools give you the honest answer — from your own data.
Profile, ratios, statements, growth, DCF — one page.
Search → instant dashboard. Company header, key ratios, income / balance / cash flow tabs, Piotroski score, growth series, and DCF valuation.
Investor and above.
Inside the product20 years of statements. One toggle.
Switch between annual and quarterly views and re-fetch instantly. No subscription gymnastics to read a 10-year revenue chart.
Investor and above.
Don't analyse a company in a vacuum.
Competitor analysis surfaces directly inside the dashboard, so the multiple you're looking at always has context.
Investor and above.
Build the filter once. Run it across the universe.
Combine relational rules, candlestick pattern sets with lookback, and classification sets. Evaluated database-native — no client-side scans.
Investor and above.
Inside the productMove tickers through a process, not a sticky note.
Each row enriched with quote, market cap, P/E, P/FCF, dividend yield, and DCF-based valuation zone. Status: watching → researching → ready → passed.
Investor and above.
Inside the productSave your screener as a Strategy. Reuse it forever.
Promote a screener session into a Strategy → Playbook → Setup bundle. Every future ticker you find is pre-tagged for your TradePad.
Full Stack (strategy bundles).
Inside the productThe worked journey
Twelve minutes. One ticker. Three filters.
In the creator's community
A video lesson: "3 European industrials trading below P/FCF 12 with rising ROIC."
You ask: “Could I find more like these?”
In the Screener
You build: country = DE OR FR OR IT, sector = Industrials, P/FCF TTM < 12, ROIC TTM > 12%, RSI(14) > 50. 17 results.
In Fundamentals
You click into three of them. Two pass DCF valuation zone. One has a Piotroski score of 8. You add them to a researching watchlist.
Plans
What you get on each plan
Community entry stays free. Upgrade only when your own data gets useful.
Free
Join any community
- Browse company names in community posts
- Read teaser cards
- No direct screener / fundamentals access
Investor
€14.99/mo · €9.99/mo yearly
- Full Fundamentals dashboard
- Annual + quarterly statement switching
- Market Screener (relational, pattern, classification AST)
- Watchlists with valuation zones
Full Stack
€34.99/mo · €29.99/mo yearly
- Everything in Investor
- Save screener bundles as Strategy → Playbook → Setup
- Reuse screening rules in your trading workflow
- Publish trade ideas built from your screens
Boundaries
What Fundamentals Research is not
- Not a prediction engine. We surface fundamentals; we don't promise price targets.
- Not a recommendation service. DCF and valuation zones are tools, not advice.
- Not a vendor proxy. All fundamentals are pre-ingested; the page does not call third-party APIs on every load.
FAQ