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LIVE · Jun 01, 2026
Stock research · Fundamentals

The fundamentals workspace, fully wired.

One chart. Up to 8 metrics. Quarterly, annual, TTM, or YTD. Adjusted and GAAP side by side. Timeline you drag. Currency you switch. 8-K to chart in ~28 seconds.

Open the fundamentals workspace
2010
2026
AAPL - Financial Metrics
USD $ ▾ Labels Preliminary FY Metrics: 4/8 ↓
Revenue Adjusted Net Income Adjusted EPS Operating Margin
$160B$120B$80B$40B$0
38%33%28%
95
25
124
36
95
25
94
23
102
28
144
42
111
30
31.2% 34.5% 31.0% 30.0% 31.6% 35.4% 32.3%
Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Revenue (+17.1%)
◐ ⌐ ▭ ∑ ⊟ Aa ⊏⊐ ◉ ×
Adjusted Net Income (+17.5%)
◐ ⌐ ▭ ∑ ⊟ Aa ⊏⊐ ◉ ×
Adjusted EPS (+22.6%)
◐ ⌐ ▭ ∑ ⊟ Aa ⊏⊐ ◉ ×
Operating Margin (+1.1 pp)
◐ ⌐ ▭ ∑ ⊟ Aa ⊏⊐ ◉ ×
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·

8 category tables · max 8 selections

Every metric lives in the category an analyst would file it under.

The selector grid below the chart shows 8 tables - Popular, Valuation, Growth, Profitability & Efficiency, Financial Health, Dividends & Per Share, Operating KPIs, and Raw Financials. Tap a row, it joins the chart. Tap again, it's gone. Cap at 8 metrics so the chart stays readable; switch your fifth choice for a sixth without leaving the page.

Popular

10
  • › Revenue
  • › Adjusted Net Income
  • › Adjusted EPS
  • › EBITDA
  • › Free Cash Flow
  • › Gross Margin
  • › P/E
  • + 3 more

Valuation

24

Multiples · Yields · Intrinsic Value · Company Value

  • › P/E
  • › Forward P/E
  • › P/S
  • › P/B
  • › EV/EBITDA
  • › EV/Sales
  • › EV/FCF
  • + 17 more

Growth

18

Year-over-Year · Quarter-over-Quarter

  • › Revenue YoY
  • › Net Income YoY
  • › EBITDA YoY
  • › EPS YoY
  • › Adjusted EPS YoY
  • › FCF YoY
  • › Revenue QoQ
  • + 11 more

Profitability & Efficiency

20

Margins · Returns · Turnover · Cost Management · Quality & Tax

  • › Gross Margin
  • › Operating Margin
  • › Net Margin
  • › EBIT Margin
  • › FCF Margin
  • › ROE
  • › ROA
  • + 13 more

Financial Health

22

Liquidity · Solvency · Coverage · Operating Cycle · Scoring Models

  • › Current Ratio
  • › Quick Ratio
  • › Cash Ratio
  • › Debt / Equity
  • › Net Debt / EBITDA
  • › Interest Coverage
  • › DSCR
  • + 15 more

Dividends & Per Share

13

Per-Share Data · Dividends

  • › EPS
  • › Adjusted EPS
  • › Revenue / Share
  • › FCF / Share
  • › Cash / Share
  • › Book Value / Share
  • › Dividend Yield
  • + 6 more

Operating KPIs

5

By Product · By Geography · By Segment

  • › Revenue by product (iPhone, Services, Mac...)
  • › Revenue by geography
  • › Gross profit by segment
  • › EBIT by geography
  • › Segment KPIs

Raw Financials

30

Income Statement · Balance Sheet · Cash Flow

  • › Revenue
  • › Cost of Revenue
  • › Gross Profit
  • › Operating Income
  • › Net Income
  • › EBITDA
  • › EBIT
  • + 23 more

Frequency · Preliminary · Fiscal Year

Annual. Quarterly. Trailing twelve months. Year-to-date.

Four frequencies, one click each. Plus two toggles that change what the chart shows without changing the question: Preliminary includes 8-K-only quarters that haven't been confirmed by the 10-Q yet, and Fiscal Year renders FY24 instead of 2024-09 - useful for Apple, Walmart, and anyone whose year doesn't start in January.

Notice TTM hides balance-sheet metrics (they're stock measurements, not flows). YTD hides balance sheet and income statement. The product shows an in-line warning when this happens.

ANNUAL Annual

Full fiscal years. Bars span one year each, labelled FY24, FY25.

QUARTERLY Quarterly
default

Q1-Q4 of each fiscal year. Default for fresh 8-K data.

TTM TTM

Trailing twelve months. Rolling sum of the last 4 quarters. Smooths seasonality.

YTD YTD

Year-to-date. Running cumulative for the current fiscal year.

Timeline range selector

Six presets. Two handles. Two bounds-year picks. Two date inputs.

The timeline at the top of the chart card isn't a Storybook prop - it's a full range selector. Click 5Y; drag the emerald handles to fine-tune; type a date if you know exactly what you want; narrow the bounds-year selects on either end to compress the slider to the years that matter.

From 2020-01-01 To 2025-12-31
2005 ▾
2005 2010 2015 2020 2025
2026 ▾

Presets

1Y · 3Y · 5Y · 10Y · 15Y · Max

One tap, the slider snaps. Active preset highlights emerald.

Handles

Drag · keyboard

Mouse, touch, arrow keys. ARIA-labelled with the live date for screen readers.

Bounds-year

Compress the track

Tighten the slider's universe to 2018-2024 so a small drag covers a small change.

Quarter ticks

Year labels

Every quarter is a tick. Years auto-rotate up to 70° so the labels fit.

Per-metric controls

Eight controls per metric. None of them in a modal.

Each metric on the chart gets its own row beneath the canvas with eight inline controls. No "Edit chart" dialog. No round-trip. Click the icon, see the chart respond.

◐

Color

Pick from 20 swatches or paste a hex. Per stock-metric in comparison mode.

⌐

Line

Render this metric as a line. Default for margins, ratios, growth.

▭

Bar

Render as bars. Default for revenue, FCF, net income.

∑

Statistics

Overlay avg / median / min / max as horizontal reference lines. Each with its own colour.

⊟

Separate axis

Move this metric to its own Y axis. Margins on % scale, $ on dollar scale.

Aa

Labels

Show data labels. Interval (every / every 2nd / 1/3 / 1/4), rotation 0-90°, font size 8-18px.

⊏⊐

Value caps

Clip outlier spikes (COVID, write-downs) so the rest of the series stays readable.

◉

Visibility

Hide without removing - selection survives, just not rendered.

Color palette

20 swatches · paste a hex for the 21st

One palette across legend chips and pill popovers - learn it once, use it everywhere. Pick from the grid or paste any hex; the reset link strips back to the per-metric default.

#3B82F6 · #6366F1 · #8B5CF6 · #A855F7 · #D946EF · #EC4899 · #F43F5E · #EF4444 · #F97316 · #F59E0B · #EAB308 · #84CC16 · #22C55E · #10B981 · #14B8A6 · #06B6D4 · #0EA5E9 · #64748B · #A3A3A3 · #FFFFFF

Currency selector

Issuer's currency on top. Yours below.

Apple reports in USD. Toyota in JPY. CD Projekt in PLN. The currency selector pins the reporting currency at the top of the dropdown, then offers your popular currencies (EUR, GBP, PLN, JPY, CHF...) and the rest below. Every dollar bar re-bases to the chosen currency at the historical FX rate for that period - not today's rate.

Example · AAPL · Q4 FY24

Revenue (USD, reporting)
$94.93 B
Revenue (EUR @ 2024-09-28)
€85.21 B
Revenue (PLN @ 2024-09-28)
zł 364.7 B

Adjusted & GAAP, side by side

Both bases. Neither overwrites the other.

The product carries two parallel EPS / Net Income series. Trailing P/E uses GAAP. Forward PEG uses non-GAAP. The library has both as separate, first-class metrics - so you don't have to flip a toggle to get one or the other; you just pick the metric you mean.

MetricFY25BasisUsed by
GAAP EPS $6.13 GAAP Trailing P/E numerator
Adjusted EPS $7.42 non-GAAP Forward PEG growth rate
EBITDA $135.9 B GAAP EV / EBITDA
Adjusted Net Income $112.4 B non-GAAP Owner-earnings yield

Pipeline · EDGAR -> AI -> validators -> chart

8-K filed at 4:01 pm. Your chart is fresh by 4:01:28.

Most platforms get fundamentals from quarterly digests that arrive the next day. We watch EDGAR. The moment a covered ticker files an 8-K, the parser pulls revenue, EPS, segment splits, and guidance into structured fields - validated, unit-aware, ready to plot. The A freshness notice appears at the top of the chart card the moment newer data lands.

  • Post-split scaling. When NFLX did its 10-for-1, our validator flagged the 1000x unit drift and re-derived the basis before it hit your chart.
  • Q4 back-derived from FY. Issuers report Q1-Q3 plus a full year. We back-derive Q4 cleanly so the quarterly view doesn't blank.
  • Preliminary toggle. 8-K-only quarters are flagged. Untick the box to see only 10-Q-confirmed history.
  • Banner with refresh. When the chart you're looking at goes stale, a non-modal banner asks one question: refresh now, or dismiss.
  1. 1

    8-K filed at SEC

    +00:00

    Issuer submits the 8-K earnings package. EDGAR opens for the ~10,000 tickers we cover.

  2. 2

    Poller catches it

    +00:08

    Our EDGAR poller picks up the new filing within seconds of acceptance.

  3. 3

    AI extraction + validators

    +00:18

    LLM pulls revenue, EPS, segment splits, guidance into structured fields. Validators catch unit drift, post-split scaling, and missing Q4 (back-derived from FY).

  4. 4

    Chart updates · webhook fires

    +00:28

    The new quarter lights up. The freshness banner appears for anyone with that ticker open. Bloomberg is still parsing the PDF.

Beyond a single ticker

Layer symbols. Save a session. Hand off a chart.

01

Multi-stock comparison

Layer NVDA, AVGO, AMD on the same chart at /charting. One pill per stock x metric. Each gets its own colour. Toggle a stock-metric off without losing the rest.

NVDA Revenue AVGO Revenue AMD Revenue
02

PNG and SVG export

The download icon in the header opens a dialog with PNG and SVG export, scale options, and a transparent-background toggle. Title, legend, metric pills - everything renders 1:1.

PNG · 2x SVG
03

Per-stock persistence

Your metric selection, frequency, currency, and timeline are saved in your browser per ticker. Open AAPL tomorrow and everything is exactly where you left it.

Defaults: Revenue, Net income, EPS, Operating margin

Fundamentals · live data from EDGAR + your broker

Bring institutional fundamentals to your investing.

Start free. Type any of the ~10,000 tickers we cover - every surface on this page is in your workspace the moment you finish signing up.

Open the fundamentals workspace