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.
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.
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
History — last 5 years, for context & checklist
Assumptions
Scenarios
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