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  • Unlimited access to Stock FR
  • Quick and easy sign-up
  • Analyze thousands of companies in our database
†  For retail users. StockFR only. See our T&C for details.

ENHANCE PERSPECTIVE

Do not just take the word of CEOs and Wall Street analysts; reported headline figures only tell part of the story. Fundamental Reporting provides a more comprehensive perspective with its laser-like focus on what ultimately matters to shareholders.

Core Model

GROW CLIENTELE

PortfolioFR provides a refreshing perspective that can help you retain existing clients and acquire new ones. It lets you monitor stable fundamental performance so you can provide comfort and peace of mind to your clients - especially when markets are volatile.

PortfolioFR

IMPROVE RESEARCH

StockFR is the perfect research tool for portfolio managers, analysts, and investors. It allows one to directly measure and analyze fundamental performance of individual companies - including enhanced fundamental/valuation return attribution.

StockFR

SEE THROUGH THE NOISE WITH FUNDAMENTAL REPORTING

In the short-run, the market is a voting machine ... but in the long-run, the market is a weighing machine.

- Benjamin Graham (Warren Buffett's mentor)

The Fundamental Reporting model ignores headline figures that CEOs and Wall Street analysts like to report and focuses like a laser on the fundamental value ultimately created for and retained by shareholders. This results in the most comprehensive and accurate summary of fundamental performance available.

Core Model

Portfolio FR

As a financial professional, you know market prices follow the fundamentals over the long term but can deviate significantly over shorter periods. Allowing yourself or your clients to get caught up with volatile market price swings can disrupt disciplined investment processes and financial plans. Being able to monitor stable fundamental performance can provide comfort and peace of mind - especially when markets are volatile. Start using this refreshing perspective to retain and acquire more clients .

PortfolioFR

Stock FR

StockFR is the perfect research tool for equity portfolio managers, analysts, and investors. You just plug in a ticker, choose a time window, and the tool provides a simple visual summary of fundamental performance (including both operating performance as well as management impact GAAP figures miss), analytic breakdowns of fundamental growth, and a fundamental versus valuation return attribution.

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WHO CAN USE FUNDAMENTAL REPORTING

Our Fundamental Reporting tools can be used by virtually any fiduciary or professional involved in analyzing or managing equity portfolios. Advisors who would like to facilitate objective investment decisions or differentiate themselves with their client reporting should consider using PortfolioFR. Portfolio managers, analysts, and investors who research individual companies will benefit from StockFR's perspective and analytics.

HOW TO USE OUR TOOLS

Fundamental Reporting tools are delivered as a web-based software tool. You simply login to your account via your browser, enter a ticker or upload a portfolio, and Fundamental Reporting will pull back the curtain of market noise and let you and your clients monitor true fundamental performance.

Fundamental Reporting facilitates objective investment decisions by looking beyond market prices and monitoring fundamental performance directly.