# FolioFundamentals — Stock Analysis & Portfolio Tracking for Investors

FolioFundamentals is a free stock analysis platform that gives retail investors institutional-quality research tools. It covers US, Canadian, and UK equity markets and assigns every stock a 0–100 Fundamental Score built from 23 financial data points spanning profitability, valuation, growth, financial health, and dividend quality.

Unlike raw screeners such as Finviz or Yahoo Finance, FolioFundamentals interprets financial data in context — comparing each metric against the stock's own historical averages going back up to 30 years, then normalizing the result against sector peers.

## Key Features

- **Fundamental Score (0–100):** Composite rating across 5 pillars — Profitability, Valuation, Growth, Financial Health, Dividend Quality — built from 23 data points
- **Historical Valuation:** P/E, P/S, FCF Yield vs. up to 30-year historical averages per stock; instantly shows whether a stock is cheap or expensive vs. its own history
- **Technical Signals:** RSI, 50/200-day moving averages, momentum indicators, volume trends
- **Dividend Intelligence:** Yield, payout ratio, consecutive dividend growth streak, ex-dividend dates, dividend safety score
- **Portfolio Tracker:** Real-time performance vs. S&P 500, sector allocation breakdown, concentration risk flags, top winner/loser tracking
- **ETF Analysis:** Holdings breakdown, performance charts, expense ratios, sector weights
- **Stock Screener:** Filter by Fundamental Score, valuation percentile, dividend yield, revenue growth, market cap
- **Events Calendar:** Earnings dates, dividend ex-dates, economic events
- **Market Coverage:** US (NYSE, NASDAQ), Canadian (TSX), UK (LSE) equity markets

## Pricing

| Plan | Price | What's Included |
|------|-------|-----------------|
| Free | $0/month | Core stock analysis, 1 watchlist, basic portfolio tracking — no credit card required |
| Pro  | $7.99/month | Unlimited watchlists, advanced analytics, priority data refresh, full 30-year historical data |

## How the Fundamental Score Works

The score is calculated from 23 data points across five pillars:

1. **Profitability** — gross margin, net margin, ROE, ROA
2. **Valuation** — P/E, P/S, P/FCF vs. up to 30-year historical averages
3. **Growth** — revenue CAGR, earnings CAGR, FCF CAGR
4. **Financial Health** — debt-to-equity, current ratio, interest coverage
5. **Dividend Quality** — yield, payout ratio, consecutive growth streak

Each pillar is normalized against sector peers. Scores above 70 indicate fundamental strength. Scores below 40 indicate weakness.

## Market Position

FolioFundamentals occupies the gap between raw data tools (Finviz, Yahoo Finance) and expensive institutional platforms (Bloomberg, FactSet). It provides interpretation, not just data — making the kind of contextual analysis that used to require hours of spreadsheet work available in seconds, for free.

## Contact

- Website: https://foliofundamentals.com
- Support: support@foliofundamentals.com
- Twitter/X: @foliofundamentals