More Mutual Fund Research Now in Your Portfolio
Get more of our mutual fund research from your Portfolio page(s).
Kyle Guske II
Tutorials
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More ETF Research Now in Your Portfolio
Get more of our ETF research on your portfolio page(s).
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More Stock Research Now in Your Portfolio
Get more of our stock research from your Portfolio page(s).
Kyle Guske II
The New Paradigm for Fundamental Data
We’re excited to launch our new data offerings & API platform.
Kyle Guske II
A New Paradigm for Fundamental Data & Research
Learn why we developed the unrivaled subject matter expertise needed to bring you the best in fundamental research.
David Trainer
We’ve Updated our Terms of Use
We updated our Terms of Use, effective immediately, to help us serve all of our clients better.
Kyle Guske II
Improvements to Our Models & Data Offerings
We are excited to announce enhancements to our quarterly and Trailing Twelve Month (TTM) models as well as our Average Invested Capital calculation.
David Trainer
Get Sector Data with Our Updated API & Excel Add-In v1.1
Easily embed our sector & industry ratings and metrics into your workflow with the latest version of our API and Excel Add-In.
Kyle Guske II
New Feature: Excel Add-In
Do you wish you had the ability to create custom dashboards, tables, and charts using our trusted fundamental research? Now you can!
Sam McBride
Top Firms Rely On Us For Proper Diligence On Fundamentals
Many of the top firms in the world rely on our research to fulfill the fiduciary duty of care.
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GDPR Reminder: We’ve Updated our Privacy Policy
To help comply with GDPR consent requirements, we’ve updated our Privacy Policy.
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New Service: Sector & Industry Ratings & Analyst Commentary
We now provide Sector and Subsector ratings to our Unlimited and Institutional members. Clients access these ratings by clicking the Ratings tab and, then, clicking on “Sectors”.
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New Service: Filings Calendar for 10-Ks & 10-Qs
Get the latest on when and if companies have filed their 10-Ks or 10-Qs within the last two weeks or the next two weeks. Track the status of our analysis of the filings as...
Kyle Guske II
New Feature: Dividend Yield for ETFs
We now provide the Dividend Yield for ETFs. Clients can view this important metric in the following locations
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New Feature: Ratings Expansion in the Stock, Mutual Fund & ETF Screeners
Unlimited and Institutional clients can now view ratings details directly from the Stock and ETF/Mutual Fund Screeners just as they can on the My Portfolio and Ratings pages.
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New Feature: Get Details for Stocks in Model Portfolios
Unlimited & Institutional clients can now view the ratings and adjustments details for all tickers in Model Portfolios
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New Feature: More Details for ETF Ratings
Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.
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Dividend Yield: Explanation & Calculation
The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.
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Extending Our Diligence to Dividends
We have extended the unrivaled level of diligence that our Robo-Analyst technology provides on earnings quality to our analysis of dividend data.
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Update Your Email Preferences More Easily On the Dashboard
You can now update your email preferences from the Dashboard page.
Kyle Guske II