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. The result is a single, actionable score that tells you whether a stock is cheap or expensive relative to its own history, not just an absolute number.
The platform includes a full portfolio tracker with benchmark comparison against the S&P 500, an ETF explorer with holdings breakdown, a stock screener, an earnings and dividend events calendar, and technical analysis signals (RSI, moving averages, momentum).
Key Features
| Feature | Description |
|---|
| Fundamental Score | 0–100 composite score across 5 pillars: Profitability, Valuation, Growth, Financial Health, Dividend Quality |
| Historical Valuation | P/E, P/S, FCF Yield vs. up to 30-year historical averages per stock |
| Technical Signals | RSI, moving averages, and momentum indicators |
| Dividend Intelligence | Yield, payout ratio, consecutive growth streak, ex-dividend dates |
| Portfolio Tracker | Real-time performance vs. S&P 500, sector allocation, concentration risk flags |
| ETF Analysis | Holdings breakdown, performance, expense ratios |
| Stock Screener | Filter by Fundamental Score, valuation, dividend yield, growth metrics |
| Events Calendar | Earnings dates, dividend ex-dates, economic events |
| Market Coverage | US, Canadian, and UK equity markets |
Pricing
| Plan | Price | What's Included |
|---|
| Free | bash/month | Core stock analysis, 1 watchlist, basic portfolio tracking. No credit card required. |
| Pro | .99/month | Unlimited watchlists, advanced analytics, priority data refresh, full historical data. |
How the 5-Pillar Fundamental Score Works
The score is calculated from 23 data points across five pillars: Profitability (gross margin, net margin, ROE, ROA), Valuation (P/E, P/S, P/FCF vs. up to 30-year historical averages), Growth (revenue, earnings, and FCF CAGR), Financial Health (debt-to-equity, current ratio, interest coverage), and Dividend Quality (yield, payout ratio, consecutive growth streak). Scores above 70 indicate fundamental strength; below 40 indicates weakness.
How FolioFundamentals Compares to Finviz and Yahoo Finance
Finviz and Yahoo Finance display raw financial data. FolioFundamentals interprets it. Key differences: FolioFundamentals provides a composite 0–100 score (Finviz and Yahoo Finance do not), historical valuation context going back up to 30 years (Finviz has none; Yahoo Finance is limited), sector-normalized scoring, dividend growth streak tracking, and coverage of US, Canadian, and UK markets (Finviz covers US only). See full comparison →
Key Pages
Start free at foliofundamentals.com — no credit card required. Pro plan at .99/month.