EVIDENCE BEFORE CONVICTION
Find your next
better question.
Explore businesses. Understand the numbers. Build your own conviction.
THE RESEARCH DESK
Companies worth a closer look
Scores describe historical financials, not expected returns. Missing inputs remain unranked.
Your research starts here
Search a company or scan 30 established US businesses.
Every figure comes from a published SEC filing.
Your watchlist
Saved on this browser. Refresh a company to check its latest filing data.
Paper portfolio
An investment journal using your manually entered prices. No real orders are placed. Prices are not automatically updated.
| Company | Recorded | Shares | Entry | Current mark | Change | Action |
|---|
NO BLACK BOX
Know what the score means.
Folio is a financial research screen, not a forecast or a tested investment strategy. A score of 80 does not mean an 80% chance of making money.
Four equal components
- Growth: 50 + twice annual revenue growth in percentage points.
- Profitability: four times annual net profit margin in percentage points.
- Cash generation: four times operating cash flow / revenue in percentage points.
- Balance sheet: 100 minus total liabilities / total assets in percentage points.
Each component is capped between 0 and 100. The overall score is their simple average, rounded to the nearest whole number. All four components must be available to rank a company.
Dates and comparability
We use full-year US GAAP facts from 10-K filings. Duration facts cover 330–380 days and must match the revenue period; comparison revenue must end approximately one year earlier. The newest filed value for each annual period is used, so restatements may change older values. This is not a point-in-time backtest dataset. Banks, insurers and other unusual accounting structures may not be comparable.
What is not in the score
Valuation, current share prices, momentum, news, forward estimates, management quality and sector adjustments are not included. Annual financial data can be old. Missing tags or company-specific accounting extensions can leave gaps.
Privacy and storage
Your watchlist and paper journal stay in this browser's local storage. Export your journal to keep a backup. SEC data is cached on the server for up to 24 hours. This initial version has no cloud sync, automatic trading or proven market-beating record.
Read about the SEC data source ↗