Fundamental Screens

Last modified 12:21, 18 May 2013

Fundamental Screens

Click on the Fundamental tool bar button to display links to all the fundamentals screens:

tolbutn_fundaall.png

The button contains links to both the Start Page, Stock Overview, the four Single Stock Analysis (SSA) tabbed pages as well as the Company Comparison, Company Events Calendar and Market Events Calendar pages.

Fundamentals Start Page

tolbutn_fundastartpgsmall.pngValueGain's Start Page screen can be displayed by selecting the Start Page command from the Fundamental tool button menu.

It has two sections: Pre-computed Scan Results on the left margin of the work page, and the Individual Results Display of selected fundamental data and the actual price charts for individual stocks on the right side of the work page.

Both the display of the scan results, as well as abbreviated summaries of the results of various expert's opinions, is organized in terms of Fundamental Analysis model groups, each of which is divided further into individual analyses and results based on individual Expert Models associated with each of those broad schools.

The Start Page also contains a number of links to the four Single Stock Analysis (SSA) tabbed pages as well as the Company Comparison tabbed page, Company Events Calendar tabbed page and Market Events Calendar tabbbed page.

Single Stock Analysis (SSA) Work Page

Select a stock from the Symbols list on the Fundamentals Start Page and its details will populate the tables and graphs on the right side of the work page.

That stock will also populate the tabbed pages of the Single Stock Analysis work page.

Open the work page by selecting any of the tabbed pages' icons on the Fundamentals Start Page's function bar:

The Single Stock Analysis (SSA) work page can also be opened by double left-mouse clicking on a stock in the Symbols list on the Fundamentals Start Page. This will have the dual effect of changing the current stock and opening the Single Stock Analysis work page at the Experts Analysis tabbed page.

For a full description of all methods of accessing the SSA work pages, go to the Single Stock Analysis Page overview topic.

Change Stock

The selected stock can be changed using the common Symbol Selector at the top left of the work page's function bar.

Enter a new symbol and click the Refresh button to apply that stock to all the tabbed pages of the SSA.

The SSA work page contains five tabbed pages:

Experts Analysis

The Experts Analysis tabbed page displays the results of an analysis of the selected stock by the expert selected in the Experts list on the left margin of the tabbed page.

The Experts are divided into three expert groups: Growth, Value and Income

Display all experts or only the those from a particular school using the View Group drop down menu.

When an expert is selected the following analyses will be displayed.

Experts Criteria

In the top of the tabbed page the ratios used by the expert in his/her analysis are listed along with whether the stock is Pass/Fail for that ratio.

Test Result

Click on a ratio in the Experts Criteria list and details of the result will be displayed in the pane at the lower right.

The Test Result, Value and a summary of the criteria applied by the ratio will be displayed.

Key Figures for the selected stock are also displayed, this data is part of the basic Fundamental Data used to calculate each expert's analysis. This data display is the same for each expert, and changes for each stock.

Click here to go to the Experts Analysis Page screen topic.

Financial Statements

This tabbed page displays financial statements for the selected stock.

The following Financial Statements are compiled for the currently selected stock:

  • Balance Sheet
  • Profit/Loss Statement
  • Cash Flow Statement

By default the statements show the last five years of data (when available).

The exact year or years to be displayed can also be set by the user.

Printing and Export facilities (to Excel) are also available from this tabbed page.

Click here to go to the Financial Statements Page screen topic.

Reported Data

The Reported Data page contains a list of Fundamental Data types and Analysis Ratios that use the fundamental data.

Click on a link in the Reported Items list on the left margin of the tabbed page to display a table and graph of that data for the current stock in the two panes on the right.

Click here to go to the Reported Data Page screen topic.

Ratios Analysis

The Ratio Analysis page is similar in layout to the Reported Data page but in place of a list of fundamental data types, it has a list of Ratios organized into Groups of ratio types.

Select a Group to view the ratios associated with that group.

Select a ratio from the Ratios list to view a table and graph of the result when the current Stock's fundamental data is applied to the ratio.

Click here to go to the Ratio Analysis screen topic.

Company Comparison

The Company Comparison table is included on a tabbed page in the SSA work page because the stock selected for the other SSA pages is always one of the stocks included by default for the comparison.

Users add stocks to be compared with the default stock. Any number of stocks can be added.

Select the reported fundamental data that is to be compared from the Items list by checking the box in front of each item.

Select Build Comparison Sheet in the Actions section to create a table in the Comparison Sheet in the top right hand corner of the tabbed page.

The table in the Comparison Sheet has a row for each stock selected in the Symbols pane, and a column for each reported fundamental data type selected from the Items list.

Click on a column to have its data graphically displayed in the graph in the lower right corner of the tabbed page.

To make a new or altered comparison, click Clear All to start from scratch, or add/remove new Symbols and/or select/de-select Items and click Build Comparison Sheet again.

Printing and Export facilities (to Excel) are also available from this tabbed page.

For more information, go to the Company Comparison tabbed page's topic.

Company Events Calendar

The Company Events Calendar gives a display of all company events for 3 months before, and 3 months after, the current date.

The events are arranged in groups and the calendar can be sorted by group or all events can be viewed at the same time and be sorted by date, alphabetically, etc.

Links to internet resources are also provided for some companies.

For more information, go to the Company Events Calendar tabbed page's topic.

Market Events Calendar

The Market Events Calendar display all company events for the US and Australian market one day at time.

The date required is selected using a calendar picker.

A number of helpful tools are included to sort the data.

The data is provided by Thompson Financial Street Events data type.

For more information, go to the Market Events Calendar tabbed page's topic.

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