Companion mobile app for Fundamentalist, a web‑based stock and portfolio analysis platform for existing subscribers
Companion mobile app for Fundamentalist, a web‑based stock and portfolio analysis platform for existing subscribers. Existing Fundamentalist account is required.
30+ Years of Historical Financials
• 30+ years and 120+ quarters of history
• Revenue segments by product and geography
• Key financial ratios and metrics
• Year-over-year and TTM comparisons
Peer Comparison
• Side-by-side peer comparisons
• Industry-based default peer group
• Customizable peers
• Historical and forward estimates comparison
5-Year Projection Calculator
• Bear, Base, and Bull scenario modeling
• Auto-populated with analyst estimates
• 5-year revenue CAGR projections
• Implied return calculations
Earnings Calendar & Transcripts
• Comprehensive earnings calendar
• Full earnings call transcripts
• AI-generated summaries and highlights
• Historical transcript archive
Complete Portfolio Intelligence
• Real-time profit & loss tracking
• Sector and industry exposure breakdown
• Position sizing and concentration analysis
• Privacy mode for presentations
Market Index Analytics
• Historical P/E ratio tracking
• Multiple index coverage
• Statistical analysis and percentiles
• Long-term trend visualization