# About FolioFundamentals

## Mission

FolioFundamentals exists to democratize institutional-quality stock analysis for retail investors. Historically, the tools that help investors understand whether a stock is truly cheap or expensive — contextual valuation, 30-year historical comparisons, sector-normalized scoring — have been locked behind Bloomberg terminals and FactSet subscriptions costing thousands per month.

FolioFundamentals makes this analysis free and accessible to any investor with an internet connection.

## What FolioFundamentals Does

FolioFundamentals is a web-based stock analysis and portfolio tracking platform. It covers US, Canadian, and UK equity markets. Its core product is the Fundamental Score: a 0–100 composite rating built from 23 financial data points across five pillars — Profitability, Valuation, Growth, Financial Health, and Dividend Quality.

The platform does not just display raw numbers. It interprets them in context: comparing every valuation metric against the stock's own historical averages (up to 30 years back), then normalizing each score against sector peers. A P/E of 22x means little in isolation. Knowing that the same stock averaged 15x over the past decade — and that peers currently trade at 18x — tells an investor something actionable.

## Who It's For

FolioFundamentals is built for long-term, fundamentals-focused retail investors:

- **Dividend investors** who track yield, payout ratios, and consecutive dividend growth streaks
- **Value investors** who want to compare current valuations against long-term historical averages
- **Growth investors** who analyze revenue CAGRs, earnings trends, and FCF acceleration
- **Portfolio managers** who need to track holdings against the S&P 500 benchmark and monitor sector concentration risk

## What Makes It Different

| Capability | FolioFundamentals | Finviz | Yahoo Finance |
|---|---|---|---|
| Composite 0–100 fundamental score | Yes | No | No |
| Historical valuation (up to 30 years) | Yes | No | Limited |
| Sector-normalized scoring | Yes | No | No |
| Dividend growth streak tracking | Yes | No | Partial |
| Portfolio vs. S&P 500 benchmark | Yes | Limited | Yes |
| US + Canadian + UK coverage | Yes | US only | Yes |
| Free plan | Yes | Yes | Yes |
| Pro plan price | $7.99/mo | $24.96/mo | $24.99/mo |

## Pricing

- **Free Plan:** Core stock analysis, 1 watchlist, basic portfolio tracking. No credit card required.
- **Pro Plan:** $7.99/month. Unlimited watchlists, advanced analytics, priority data refresh, full 30-year historical data access.

## Contact

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