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Details

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stockportfolio Main Features

• Filing Alerts
  Get notified when companies you hold file a 10-K, 10-Q or 8-K, or when a health check flips.
• Full Ratio History
  19 years of gross, operating, net and FCF margins, ROE, ROA, debt and payout ratios for every company.
• Live Market Context
  Answers blend filed statements with today’s web and news when the question needs it — sources cited.
• Segments & Ownership
  Revenue by product and geography, insider activity and institutional ownership on every company page.
• Instant Health Checks
  A quality scan on every company: revenue compounding, cash conversion, dilution, dividend record — pass/fail with reasons.
• 19 Years of Financials
  Up to 19 annual years and 38 quarters per company, rebuilt from actual 10-K/10-Q filings, split-adjusted, with trend charts.
• Ask — the AI Analyst
  Ask anything about any US-listed company. Every figure comes from SEC filings, cited with its fiscal period — grounded, or silent.
• Portfolio Look-Through
  See your portfolio as one business: allocation, concentration and weighted fundamentals across your actual holdings.
• Ask About Your Portfolio
  "Is my portfolio concentrated? Which holding is fundamentally weakest?" — answered from your real positions.
• Free Screener — S&P 1500
  Screen 1,500 US companies by real filed fundamentals — growth, margins, returns, valuation, dividends. No account needed.

stockportfolio Benefits

• Hours Saved
  One question replaces an afternoon of spreadsheets and 10-K reading.
• Decades of Context
  19 years shows a business through full cycles — not just one good moment.
• Risks Spotted Early
  Concentration, dilution and deteriorating fundamentals surfaced before they hurt.
• Numbers You Can Trust
  Every figure traces to an SEC filing with its fiscal period — no made-up data.
• Institutional Depth, Retail Price
  From £9/month — a fraction of comparable research terminals.

Who should use stockportfolio?

• Portfolio Owners
  Monitor concentration, quality and new filings across actual holdings.
• Fundamental & Value Investors
  Compare margins, returns and growth across decades, not quarters.
• Finance Students & Enthusiasts
  Learn how businesses really perform, from primary-source SEC data.
• Long-Term Individual Investors
  Research quality companies with the full filing history before buying.

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