A 36-point stock checklist, run for you.
Type a US stock or ETF. Thirty-six checks run on its filings and price, every one shown, the failed ones too.
What gets checked
| Group | What it asks |
|---|
| Quality | Is the business sound: margins, returns on capital, debt, cash flow. |
| Price | Is it cheap or dear against its own earnings and cash. |
| Momentum | Is the price trend with it or against it. |
| Wall Street | What analysts and insiders are doing. |
| Context | News and the market around it. |
Spreadsheet or this
| Your spreadsheet | PerceptFolio |
|---|
| Pulling the numbers | By hand, from EDGAR and Yahoo | Done when you type the ticker |
| Same rules every time | If you remember to | Yes, and versioned when you change them |
| Failed checks | Easy to skip | Always shown |
| Your own bars | Yes | Yes, set in Settings |
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Research software, not investment advice. It never places a trade. Help · Plans