Click a company to open it in the calculator with its latest price. Click a column header to sort. Add companies by saving valuations on the Calculator tab.
Portfolio what you actually own
Fair value, Moat and Penny come from your saved valuations — value a holding on the Calculator tab and save it to fill them in. Holdings sync with your account. A holding on a Canadian exchange (.TO) is in Canadian dollars: its cost is in C$ and its price comes from the US listing, converted at the Bank of Canada rate.
Charts
Price
Compare — pick 2 or 3 saved valuations
Green marks the most attractive value in each row; Typical is the usual range for established US large caps. Prices are live when available; fair values use each company's own saved assumptions.
Screener
The Penny & Moat map
Scans about 160 established companies plus your watchlist, one Finnhub lookup each (about 3 minutes on the free plan), and remembers the results for a week. Prices come from your watchlist when fresh, otherwise from Finnhub's latest P/E, so they can be a day old. Click a company to value it in the calculator.
Fair value here is a starter estimate (marked ~) built from each company's own growth and multiples history, discounted at a rate set from its beta, and it feeds the Penny Score and the map. For companies you have saved, your own fair value is used instead.
Earnings calendar
Dates, timing and estimates come from Finnhub, and companies can move their report dates. The calendar covers US-listed companies, which includes Canadian
companies with a US listing, such as RY and ENB; companies listed only on the TSX aren't in the free data. Click a company to open its valuation.
Insider buying
Open-market purchases by officers and directors, from SEC Form 4 filings. Insiders sell for many reasons (taxes, diversification, planned sales),
but they buy with their own cash for one: they think the shares are cheap. Two or more insiders buying close together (a cluster) is the strongest signal.
Option exercises, grants and gifts are left out. Click a company for every trade.
Look up a company
Every insider trade for one company over the last 12 months.
New valuation
Company
Try
History — last 5 years, for context & checklist
Assumptions
Adjust the market inputs
Risk-free is today's 10-year Treasury yield. The premium is the extra return investors expect from stocks over it; 4–6% is the usual range. Beta, from Finnhub, is how strongly the stock has moved with the market: above 1 asks for a higher return, below 1 a lower one.
Scenarios
Quick view
Thesis notes
Projected value scenario value vs. today's price growing at your target return
Scenario results
Reverse DCF — what is the market pricing in?
Sensitivity — base-case value by growth & discount rate
Price at or below buy priceBelow fair valueAbove fair value
Track record by fiscal year · hover a bar for that year