/
Open Enter

Groupings

The book is cut 5 ways. Every position lands in one group of each cut, and each group selects the checks its stocks are watched on — so a stock is watched on the union of its 5 groups' checks. Change what a group watches, or move a stock between groups, and the next scan uses it. The same book is read by stock below — every position, its group in each cut, and the checks that adds up to.

In a group
83
of 83 held
Scanned
81
last run
Metrics
74
with a limit
By Financial State7 By Why We Own It10 By Position Size3 By Country9 By Business Model16 Stocks83 Limits74
1 ignored — no monitor watches these the fundamentals scan skips them, and a red Compare cell on one never becomes new or worse
IAU iShares Gold Trust Shares Duplicates the GLD position; the gold exposure is watched there. Toviya
By Financial State 7 groups · 113 names
Profitable — Little/No Dividend 53 22 carrying
Revenue growth, and whether it is accelerating fires under 0.0% 1 ×
Operating margin, year over year fires under -2.0pp 5 ×
Free cash flow conversion fires under 60.0% 7 ×
Return on equity and on assets fires under 0.0% 1 ×
Share count, year over year fires above 3.0% 2 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
+ add a check
53 stocks
CRWD 4 → FCX 4 → PANW 4 → CEG 3 → DDOG 3 → COST 2 → MSFT 2 → MU 2 → NVDA 2 → SAP 2 → AMZN 1 → ASML 1 → BRK-B 1 → GOOGL 1 → NOW 1 → PLTR 1 → SHOP 1 → TJX 1 → TMO 1 → TSM 1 → UBER 1 → WMT 1 → AAPL → ABNB → ADBE → AMAT → AMD → ANET → ARM → AVGO → AXON → BABA → CCJ → CELH → CRM → CVNA → DIS → ELF → ETN → GE → ISRG → LIN → LRCX → MDB → META → NEM → NFLX → PDD → REGN → SE → TTD → V → VRTX →
Loss-Making 8
Cash runway, in quarters fires under 4.0 quarters ×
Operating cash burn, trend fires under -25.0% ×
Gross margin, trend fires under -2.0pp ×
Share count, year over year fires above 3.0% ×
Revenue growth, and whether it is accelerating fires under 0.0% ×
Estimate revisions, 30 days fires under 0.00 ×
+ add a check
8 stocks
COIN → INTC → MRNA → NET → RKLB → SNOW → TTWO → ZS →
Dividend — Covered 28 2 firing edited
Dividend paid, direction fires under -25.0% not computed ×
Payout on EPS fires above 80.0% ×
Payout on free cash flow fires above 100.0% 5 ×
Net debt issued or repaid fires above 20.0% 2 ×
Ex-dividend continuity fires above 400 days not computed ×
Net debt / EBITDA fires above 3.50x 5 ×
+ add a check reset to spec
28 stocks
NVO 6 → TM 5 → NEE 4 → NKE 4 → DUK 3 → PEP 3 → COP 2 → INTU 2 → KO 2 → LMT 2 → MCD 2 → MS 2 → VZ 2 → BAC 1 → BLK 1 → CVX 1 → EOG 1 → HD 1 → JNJ 1 → PG 1 → RTX 1 → SLB 1 → UNH 1 → XOM 1 → JPM → QCOM → T → UNP →
Funds — no accounts 7
Return vs its peer group and vs the S&P fires under -25.0pp not computed ×
Distribution yield fires above 8.0% ×
Distribution continuity fires above 400 days not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Our position weight fires above 5.0% ×
+ add a check
7 stocks
EFA → GLD → IAU → IWM → QQQ → SPY → XSP →
Leveraged 10 2 firing
Net debt / EBITDA fires above 3.50x 3 ×
Interest coverage fires under 1.50x ×
Current debt due fires above 1.00x 3 ×
Free cash flow after interest fires under $0 1 ×
Net debt issued or repaid fires above 20.0% 1 ×
Interest expense, year over year fires above 20.0% 2 ×
+ add a check
10 stocks
VST 6 → ORCL 5 → DE 4 → CAT 2 → HON 2 → LLY 1 → SCHW 1 → HOOD → MA → MELI →
Dividend — Stretched 4 1 firing
Payout on EPS fires above 80.0% 3 ×
Payout on free cash flow fires above 100.0% 2 ×
Interest coverage fires under 1.50x ×
Current debt due fires above 1.00x 1 ×
Dividend paid, direction fires under -25.0% not computed ×
Equity issued in the period fires above 5.0% ×
+ add a check
4 stocks
SBUX 5 → ABBV 3 → PFE 2 → TXN →
Pre-Revenue 3
Cash runway, in quarters fires under 4.0 quarters ×
Operating cash burn, trend fires under -25.0% ×
Share count, year over year fires above 3.0% ×
Equity issued in the period fires above 5.0% ×
Insider transactions fires under -0.2% ×
Realised volatility fires above 100.0% ×
+ add a check
3 stocks
ASTS → OKLO → SMR →
By Why We Own It 10 groups · 83 names
Equity — Speculative - Product 0
Speculative names where a SPECIFIC product, approval, certification or contract drives the case - the question the desk asks is 'did the product happen'.
Cash runway, in quarters fires under 4.0 quarters ×
Revenue growth, and whether it is accelerating fires under 0.0% ×
Equity issued in the period fires above 5.0% ×
Insider transactions fires under -0.2% ×
Next earnings date, and surprise history fires under 50.0% ×
Realised volatility fires above 100.0% ×
+ add a check
No stocks in this group.
Equity — Speculative - Risk 0
Generally speculative companies - unproven model, financing-dependent, story-driven - where the whole company is the bet, not one product event.
Cash runway, in quarters fires under 4.0 quarters ×
Share count, year over year fires above 3.0% ×
Equity issued in the period fires above 5.0% ×
Insider transactions fires under -0.2% ×
Short interest fires above 12.0% ×
Realised volatility fires above 100.0% ×
+ add a check
No stocks in this group.
Equity — Growth - Aggressive 8 7 carrying
Owned for growth at the risky end - hypergrowth, high burn or a very rich multiple; a real at-scale business (else it is Speculative), but a lot has to keep going right.
Revenue growth, and whether it is accelerating fires under 0.0% ×
Cash runway, in quarters fires under 4.0 quarters not computed ×
Gross margin, trend fires under -2.0pp 2 ×
Share count, year over year fires above 3.0% 2 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Realised volatility fires above 100.0% ×
+ add a check
8 stocks
CRWD 4 → PANW 4 → DDOG 3 → MU 2 → PLTR 1 → SHOP 1 → UBER 1 → AMD →
Equity — Growth - Regular 35 3 firing
Owned for growth at reasonable risk - established, profitable or near-profitable growers compounding at a sane price.
Revenue growth, and whether it is accelerating fires under 0.0% 1 ×
Operating margin, year over year fires under -2.0pp 7 ×
Free cash flow conversion fires under 60.0% 8 ×
Rule of 40 fires under 30.00 6 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Return vs its peer group fires under -25.0pp not computed ×
+ add a check
35 stocks
NVO 6 → VST 6 → ORCL 5 → DE 4 → CEG 3 → CAT 2 → COST 2 → INTU 2 → MSFT 2 → NVDA 2 → SAP 2 → AMZN 1 → ASML 1 → BLK 1 → GOOGL 1 → LLY 1 → NOW 1 → RTX 1 → TMO 1 → TSM 1 → AAPL → ADBE → AMAT → AVGO → CRM → ETN → GE → ISRG → LIN → LRCX → MA → META → NFLX → UNP → V →
Equity — Turnaround 5 2 firing
Owned because recovery from damage is the case - a setback, scandal, margin collapse or fallen-angel price, and the thesis is that it mends.
Drawdown from the 52-week high fires under -35.0% 1 ×
Operating margin, year over year fires under -2.0pp 1 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Net debt issued or repaid fires above 20.0% ×
Free cash flow after interest fires under $0 ×
Insider transactions fires under -0.2% not computed ×
+ add a check
5 stocks
SBUX 5 → NKE 4 → PFE 2 → UNH 1 → DIS →
Equity — Undervalued 28 25 carrying
Owned primarily because it is cheap against intrinsic value, assets or cash flows - the case is the price, not growth or recovery.
Price to book fires above 6.00x 9 ×
Free cash flow yield fires under 0.0% 2 ×
Capital returned vs earnings fires above 100.0% 10 ×
Return on equity fires under 0.0% ×
Dividend paid, direction fires under -25.0% not computed ×
Estimate revisions, 30 days fires under 0.00 not computed ×
+ add a check
28 stocks
TM 5 → FCX 4 → NEE 4 → ABBV 3 → DUK 3 → PEP 3 → COP 2 → HON 2 → KO 2 → LMT 2 → MCD 2 → MS 2 → VZ 2 → BAC 1 → BRK-B 1 → CVX 1 → EOG 1 → HD 1 → JNJ 1 → PG 1 → SCHW 1 → SLB 1 → TJX 1 → WMT 1 → XOM 1 → JPM → NEM → T →
ETF — Sector & Thematic 2
Funds expressing a sector or theme view we may already hold through individual names.
Return vs its group fires under -25.0pp not computed ×
Return vs the S&P 500 fires under -25.0pp not computed ×
Correlation with our other holdings fires above 0.80x ×
Realised volatility, and change in it fires above 1.50x not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Position weight, and drift fires above 5.0% ×
+ add a check
2 stocks
GLD → IAU →
ETF — Broad Index 4
Broad market exposure - index and factor funds tracking the whole market or a whole size segment.
Return vs its peer group fires under -25.0pp not computed ×
Return vs the S&P 500 fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Distribution yield fires above 8.0% ×
Position weight, and drift fires above 5.0% ×
+ add a check
4 stocks
EFA → IWM → QQQ → SPY →
ETF — Country 0
Single-country funds - the country exposure IS the why. (Question open with the desk: whether operating companies also get a country CUT; this group covers the funds either way.)
Return vs the S&P 500 fires under -25.0pp ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x ×
Correlation with our other holdings fires above 0.80x ×
Distribution yield fires above 8.0% ×
Position weight, and drift fires above 5.0% ×
+ add a check
No stocks in this group.
ETF — Volatility & Hedge 1
Instruments built to lose money slowly in exchange for behaving well in a crash.
Realised decay over the holding period fires under -20.0% ×
Days held fires above 180 days ×
Position value vs the book fires above 5.0% ×
Correlation in the last drawdown fires above 0.85x ×
Realised volatility fires above 100.0% ×
Drawdown from the 52-week high fires under -35.0% ×
+ add a check
1 stock
XSP →
By Position Size 3 groups · 83 names
Equity — Large Position 20 1 firing
The biggest book positions with no sharper single rationale - owned as core exposure at a weight where being wrong costs real money. Boundary: >= 0.30% of the monitored book.
Revenue growth, and whether it is accelerating fires under 0.0% ×
Operating margin, year over year fires under -2.0pp 1 ×
Free cash flow conversion fires under 60.0% 6 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Return vs its peer group fires under -25.0pp not computed ×
Position weight, and drift fires above 5.0% 2 ×
+ add a check
20 stocks
ORCL 5 → COST 2 → MSFT 2 → NVDA 2 → AMZN 1 → ASML 1 → BRK-B 1 → CVX 1 → GOOGL 1 → LLY 1 → TSM 1 → XOM 1 → AAPL → AMD → AVGO → JPM → META → QQQ → SPY → V →
Equity — Medium Position 29 1 firing
Ordinary established holdings between 0.07% and 0.30% of the book - the middle of the book, owned as positions rather than for one sharp thesis.
Revenue growth, and whether it is accelerating fires under 0.0% 1 ×
Operating margin, year over year fires under -2.0pp 5 ×
Free cash flow conversion fires under 60.0% 4 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Return vs its peer group fires under -25.0pp not computed ×
Position weight, and drift fires above 5.0% ×
+ add a check
29 stocks
DE 4 → FCX 4 → NEE 4 → PANW 4 → ABBV 3 → CEG 3 → CAT 2 → COP 2 → HON 2 → LMT 2 → MS 2 → BAC 1 → HD 1 → JNJ 1 → NOW 1 → PG 1 → PLTR 1 → RTX 1 → UNH 1 → WMT 1 → ADBE → AMAT → CRM → GE → GLD → LIN → LRCX → MA → NFLX →
Equity — Small Position 34 3 firing
Holdings under 0.07% of the book with no sharper rationale. The honest question is whether each should be bigger, smaller, or gone.
Return vs its peer group fires under -25.0pp not computed ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Average volume vs our position fires above 1.0 days ×
Days held, and return over that period fires under -10.0% 8 ×
Position weight fires above 5.0% ×
+ add a check
34 stocks
NVO 6 → VST 6 → SBUX 5 → TM 5 → CRWD 4 → NKE 4 → DDOG 3 → DUK 3 → PEP 3 → INTU 2 → KO 2 → MCD 2 → MU 2 → PFE 2 → SAP 2 → VZ 2 → BLK 1 → EOG 1 → SCHW 1 → SHOP 1 → SLB 1 → TJX 1 → TMO 1 → UBER 1 → DIS → EFA → ETN → IAU → ISRG → IWM → NEM → T → UNP → XSP →
By Country 9 groups · 113 names
United States 96 4 firing
The base case - US companies plus the US index and sector funds. This cut adds NOTHING for them: every question is already carried by the other three cuts. Stated, so the absence is a decision rather than an omission.
Nothing — stocks in this group are watched only on what their other three groups select.
+ add a check
96 stocks
VST 6 → ORCL 5 → SBUX 5 → CRWD 4 → DE 4 → FCX 4 → NEE 4 → NKE 4 → PANW 4 → ABBV 3 → CEG 3 → DDOG 3 → DUK 3 → PEP 3 → CAT 2 → COP 2 → COST 2 → HON 2 → INTU 2 → KO 2 → LMT 2 → MCD 2 → MS 2 → MSFT 2 → MU 2 → NVDA 2 → PFE 2 → VZ 2 → AMZN 1 → BAC 1 → BLK 1 → BRK-B 1 → CVX 1 → EOG 1 → GOOGL 1 → HD 1 → JNJ 1 → LLY 1 → NOW 1 → PG 1 → PLTR 1 → RTX 1 → SCHW 1 → SLB 1 → TJX 1 → TMO 1 → UBER 1 → UNH 1 → WMT 1 → XOM 1 → AAPL → ABNB → ADBE → AMAT → AMD → ANET → ASTS → AVGO → AXON → CELH → COIN → CRM → CVNA → DIS → ELF → GE → HOOD → INTC → ISRG → IWM → JPM → LRCX → MA → MDB → META → MRNA → NEM → NET → NFLX → OKLO → QCOM → QQQ → REGN → RKLB → SMR → SNOW → SPY → T → TTD → TTWO → TXN → UNP → V → VRTX → XSP → ZS →
Europe 7 1 firing
European companies and country funds (UK included). Euro and sterling swings sit inside every reported return, and most exposure is through ADRs whose data lags.
Return vs the S&P 500 fires under -25.0pp 2 ×
Return vs its peer group fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% 1 ×
Realised volatility, and change in it fires above 1.50x not computed ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
7 stocks
NVO 6 → SAP 2 → ASML 1 → ARM → ETN → LIN → PDD →
Japan 1 1 carrying
Japanese companies and ADRs. The yen dominates reported returns in both directions, and the governance-reform re-rating is a market-wide current every name rides.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
1 stock
TM 5 →
China & Hong Kong 1
Chinese and Hong Kong names. The real risks - regulatory action, ADR delisting - have no metric, so the observables are behaviour and data trust: how the name trades against its peers, and whether the numbers can still be believed.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
1 stock
BABA →
Asia-Pacific ex-China/Japan 2 1 carrying
Korea, Taiwan, India, Singapore, Australia and the region's funds. FX plus thin ADR coverage - the data-trust checks earn their place here.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
2 stocks
TSM 1 → SE →
Israel 0
Israeli companies. The geopolitical tail has no metric; what can be watched is behaviour - drawdown, volatility regime, and standing against peers.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
No stocks in this group.
Canada 2 1 carrying
Canadian companies - resource-heavy, CAD-denominated, trading tightly with commodity cycles.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
2 stocks
SHOP 1 → CCJ →
Latin America 1
Latin American names and country funds. The currency IS part of the position - BRL and MXN moves rival the equity moves.
Return vs the S&P 500 fires under -25.0pp ×
Return vs its peer group fires under -25.0pp ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
1 stock
MELI →
Global & rest of world 3
Names and funds whose country is nowhere and everywhere - global miners and shippers, commodity trusts, bitcoin. Judged on behaviour and data integrity; a country lens has nothing sharper to say.
Return vs the S&P 500 fires under -25.0pp not computed ×
Return vs its peer group fires under -25.0pp not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Currency and unit sanity fires above 25.0% ×
Staleness of each input fires above 14 days ×
+ add a check
3 stocks
EFA → GLD → IAU →
By Business Model 16 groups · 113 names
Software & Internet 32 1 firing edited
Revenue growth, and whether it is accelerating fires under 0.0% ×
Gross margin fires under 20.0% ×
Rule of 40 fires under 30.00 3 ×
Stock-based comp / revenue fires above 15.0% 4 ×
Share count, year over year fires above 3.0% 2 ×
Free cash flow conversion fires under 60.0% 3 ×
+ add a check reset to spec
32 stocks
ORCL 5 → CRWD 4 → PANW 4 → DDOG 3 → INTU 2 → MSFT 2 → SAP 2 → GOOGL 1 → NOW 1 → PLTR 1 → SHOP 1 → UBER 1 → ABNB → ADBE → BABA → COIN → CRM → CVNA → HOOD → MA → MDB → MELI → META → NET → NFLX → PDD → SE → SNOW → TTD → TTWO → V → ZS →
Industrials & Machinery 6 1 firing
Revenue growth, and whether it is accelerating fires under 0.0% ×
Operating margin, year over year fires under -2.0pp 2 ×
Gross margin fires under 20.0% ×
Inventory days fires above 120 days ×
Revenue concentration by segment fires above 30.0% not computed ×
Free cash flow conversion fires under 60.0% ×
+ add a check
6 stocks
DE 4 → CAT 2 → HON 2 → ETN → GE → UNP →
Semiconductors & Equipment 12 4 carrying
Revenue growth vs its peer group fires under -10.0pp not computed ×
Gross margin fires under 20.0% ×
Inventory days fires above 120 days 1 ×
Capex / operating cash flow fires above 80.0% 1 ×
Revenue concentration by segment fires above 30.0% not computed ×
Estimate revisions, 30 days fires under 0.00 not computed ×
+ add a check
12 stocks
MU 2 → NVDA 2 → ASML 1 → TSM 1 → AMAT → AMD → ARM → AVGO → INTC → LRCX → QCOM → TXN →
Hardware & Communications 2
Revenue growth fires under 0.0% ×
Gross margin fires under 20.0% ×
Inventory days fires above 120 days ×
Revenue concentration by segment fires above 30.0% not computed ×
Free cash flow conversion fires under 60.0% ×
Estimate revisions, 30 days fires under 0.00 not computed ×
+ add a check
2 stocks
AAPL → ANET →
Banks & Lenders 2 1 carrying
Net interest income, growth fires under 0.0% ×
Net interest income / total assets fires under 1.0% ×
Book value per share, growth fires under 0.0% ×
Cost / income proxy fires above 65.0% not computed ×
Total assets, growth fires under -5.0% ×
Capital returned vs earnings fires above 100.0% 1 ×
+ add a check
2 stocks
BAC 1 → JPM →
Oil & Gas 5 5 carrying
Revenue growth fires under 0.0% ×
Operating margin fires under 0.0% ×
Free cash flow yield fires under 0.0% ×
Net debt / EBITDA fires above 3.50x ×
Capex / operating cash flow fires above 80.0% ×
Distributions vs free cash flow fires above 100.0% ×
+ add a check
5 stocks
COP 2 → CVX 1 → EOG 1 → SLB 1 → XOM 1 →
Funds & ETFs 7
Return vs its peer group and vs the S&P fires under -25.0pp not computed ×
Distribution yield fires above 8.0% ×
Distribution continuity fires above 400 days not computed ×
Drawdown from the 52-week high fires under -35.0% ×
Realised volatility, and change in it fires above 1.50x not computed ×
Our position weight fires above 5.0% ×
+ add a check
7 stocks
EFA → GLD → IAU → IWM → QQQ → SPY → XSP →
Aerospace & Defense 5 2 carrying
Unusual items and special charges fires above 2.0% not computed ×
Operating margin, year over year fires under -2.0pp ×
Receivables / revenue fires above 40.0% ×
Free cash flow conversion fires under 60.0% ×
Revenue concentration by segment fires above 30.0% not computed ×
Revenue growth fires under 0.0% ×
+ add a check
5 stocks
LMT 2 → RTX 1 → ASTS → AXON → RKLB →
Biopharma & Medical 10 1 firing
Cash runway, in quarters fires under 4.0 quarters not computed ×
Operating cash burn, trend fires under -25.0% not computed ×
Share count, year over year fires above 3.0% ×
Equity issued in the period fires above 5.0% ×
R&D / revenue, trend fires under -5.0pp ×
Next earnings date, and surprise history fires under 50.0% not computed ×
+ add a check
10 stocks
NVO 6 → ABBV 3 → PFE 2 → JNJ 1 → LLY 1 → TMO 1 → ISRG → MRNA → REGN → VRTX →
Miners & Materials 4 1 carrying
Revenue growth fires under 0.0% 1 ×
Gross margin fires under 20.0% ×
Net debt / EBITDA fires above 3.50x ×
Capex / operating cash flow fires above 80.0% 1 ×
Inventory days fires above 120 days ×
Return vs its peer group fires under -25.0pp not computed ×
+ add a check
4 stocks
FCX 4 → CCJ → LIN → NEM →
Consumer 15 2 firing
Revenue growth, and whether it is accelerating fires under 0.0% 2 ×
Gross margin fires under 20.0% 2 ×
Inventory days fires above 120 days ×
Operating margin, year over year fires under -2.0pp 1 ×
Revenue concentration by segment fires above 30.0% not computed ×
Estimate revisions, 30 days fires under 0.00 not computed ×
+ add a check
15 stocks
SBUX 5 → TM 5 → NKE 4 → PEP 3 → COST 2 → KO 2 → MCD 2 → AMZN 1 → HD 1 → PG 1 → TJX 1 → WMT 1 → CELH → DIS → ELF →
Asset Managers & Exchanges 3 3 carrying
Revenue growth fires under 0.0% ×
Revenue volatility across periods fires above 30.0% not computed ×
Operating margin fires under 0.0% ×
Capital returned vs earnings fires above 100.0% 1 ×
Price to book fires above 6.00x ×
Return on equity fires under 0.0% ×
+ add a check
3 stocks
MS 2 → BLK 1 → SCHW 1 →
Utilities & Power 6 4 carrying
Interest expense / EBIT fires under 1.50x ×
Net debt / EBITDA fires above 3.50x 4 ×
Capex / operating cash flow fires above 80.0% 1 ×
Share count, year over year fires above 3.0% ×
Payout on EPS and on free cash flow fires above 80.0% 1 ×
Revenue growth fires under 0.0% 1 ×
+ add a check
6 stocks
VST 6 → NEE 4 → CEG 3 → DUK 3 → OKLO → SMR →
Other Operating 2 1 carrying
Revenue growth, and whether it is accelerating fires under 0.0% 1 ×
Operating margin, year over year fires under -2.0pp ×
Free cash flow conversion fires under 60.0% ×
Net debt / EBITDA fires above 3.50x 1 ×
Estimate revisions, 30 days fires under 0.00 not computed ×
Return vs its peer group fires under -25.0pp not computed ×
+ add a check
2 stocks
VZ 2 → T →
Insurance 2 2 carrying
Book value per share, growth fires under 0.0% ×
Premium growth fires under 0.0% ×
Earnings volatility across periods fires above 50.0% not computed ×
Unusual items and special charges fires above 2.0% ×
Investment income / total assets fires under 1.0% 2 ×
Return on equity fires under 0.0% ×
+ add a check
2 stocks
BRK-B 1 → UNH 1 →
Real Estate & REITs 0
Operating cash flow per share, growth fires under 0.0% ×
Distributions / operating cash flow fires above 100.0% ×
Interest coverage fires under 1.50x ×
Net debt / EBITDA fires above 3.50x ×
Share count, year over year fires above 3.0% ×
Revenue growth fires under 0.0% ×
+ add a check
No stocks in this group.
By stock — where each position sits, and what it is watched on 83 held

Every held position, the group it sits in for each of the 5 cuts, and how many checks those groups add up to — a stock is watched on the union of its groups' checks, so the groups are the answer to which metrics it is watched on. Click a group to move the stock; click the checks count for every check, which group asked for it, and what the last scan read. Sort or filter any column from its header.

Ticker Name Financial StateWhy We Own ItPosition SizeCountryBusiness Model Checks Problems Coverage Lane
AAPL Apple Inc. 0 76.9% clear
ABBV AbbVie Inc. 3 61.9% watching
ADBE Adobe Inc. 0 81.8% clear
AMAT Applied Materials, Inc. 0 71.4% clear
AMD Advanced Micro Devices, Inc. 0 68.8% clear
AMZN Amazon.com, Inc. 1 75.0% watching
ASML ASML Holding N.V. - New York Re 1 68.4% watching
AVGO Broadcom Inc. 0 71.4% clear
BAC Bank of America Corporation 1 68.8% watching
BLK BlackRock, Inc. 1 76.2% watching
BRK-B Berkshire Hathaway Inc. New 1 60.0% watching
CAT Caterpillar, Inc. 2 81.2% watching
CEG Constellation Energy Corporatio 3 85.7% watching
COP ConocoPhillips 2 80.0% watching
COST Costco Wholesale Corporation 2 75.0% watching
CRM Salesforce, Inc. 0 81.8% clear
CRWD CrowdStrike Holdings, Inc. 4 75.0% watching
CVX Chevron Corporation 1 80.0% watching
DDOG Datadog, Inc. 3 81.2% watching
DE Deere & Company 4 81.2% firing
DIS Walt Disney Company (The) 0 76.5% clear
DUK Duke Energy Corporation (Holdin 3 70.0% watching
EFA iShares MSCI EAFE ETF 0 53.3% clear
EOG EOG Resources, Inc. 1 78.9% watching
ETN Eaton Corporation, PLC 0 78.9% clear
FCX Freeport-McMoRan, Inc. 4 83.3% watching
GE GE Aerospace 0 75.0% clear
GLD SPDR Gold Shares 0 50.0% clear
GOOGL Alphabet Inc. 1 81.8% watching
HD Home Depot, Inc. (The) 1 73.7% watching
HON Honeywell International Inc. 2 80.0% watching
IAU muted iShares Gold Trust Shares — — muted
INTU Intuit Inc. 2 77.8% watching
ISRG Intuitive Surgical, Inc. 0 62.5% clear
IWM iShares Russell 2000 Index Fund 0 53.8% clear
JNJ Johnson & Johnson 1 68.2% watching
JPM JP Morgan Chase & Co. 0 68.8% clear
KO Coca-Cola Company (The) 2 75.0% watching
LIN Linde plc 0 84.2% clear
LLY Eli Lilly and Company 1 52.6% watching
LMT Lockheed Martin Corporation 2 70.0% watching
LRCX Lam Research Corporation 0 71.4% clear
MA Mastercard Incorporated 0 87.5% clear
MCD McDonald's Corporation 2 70.0% watching
META Meta Platforms, Inc. 0 81.8% clear
MS Morgan Stanley 2 57.9% watching
MSFT Microsoft Corporation 2 81.8% watching
MU Micron Technology, Inc. 2 72.2% watching
NEE NextEra Energy, Inc. 4 81.0% watching
NEM Newmont Corporation 0 85.0% clear
NFLX Netflix, Inc. 0 81.8% clear
NKE Nike, Inc. 4 63.2% firing
NOW ServiceNow, Inc. 1 81.8% watching
NVDA NVIDIA Corporation 2 71.4% watching
NVO Novo Nordisk A/S 6 65.4% firing
ORCL Oracle Corporation 5 87.5% firing
PANW Palo Alto Networks, Inc. 4 78.6% watching
PEP Pepsico, Inc. 3 75.0% watching
PFE Pfizer, Inc. 2 61.9% watching
PG Procter & Gamble Company (The) 1 73.7% watching
PLTR Palantir Technologies Inc. 1 78.6% watching
QQQ Invesco QQQ Trust, Series 1 0 40.0% clear
RTX RTX Corporation 1 64.7% watching
SAP SAP SE 2 83.3% watching
SBUX Starbucks Corporation 5 75.0% firing
SCHW Charles Schwab Corporation (The 1 68.4% watching
SHOP Shopify Inc. 1 81.0% watching
SLB SLB Limited 1 78.9% watching
SPY State Street SPDR S&P 500 ETF T 0 40.0% clear
T AT&T Inc. 0 77.8% clear
TJX TJX Companies, Inc. (The) 1 77.8% watching
TM Toyota Motor Corporation 5 72.0% watching
TMO Thermo Fisher Scientific Inc 1 62.5% watching
TSM Taiwan Semiconductor Manufactur 1 73.7% watching
UBER Uber Technologies, Inc. 1 81.2% watching
UNH UnitedHealth Group Incorporated 1 62.5% watching
UNP Union Pacific Corporation 0 72.2% clear
V Visa Inc. 0 81.8% clear
VST Vistra Corp. 6 90.0% watching
VZ Verizon Communications Inc. 2 77.8% watching
WMT Walmart Inc. 1 75.0% watching
XOM ExxonMobil Holdings Corporation 1 80.0% watching
XSP S&P 500 MINI SPX INDEX PUT 740.00 OCT 16 2026 — — not scanned
The workbook's “every stock, regardless of cut” list — 29 items, carried for reference: this monitor runs none of them

These are the checks the desk's workbook lists for every stock whatever its cut. The fundamentals monitor does not run them — a stock is watched only on the checks its groups select, above. Where each one lives today: 23 of the 29 exist as Compare-table columns, scored on every position there; 8 are also selected by some group's six; 16 name metrics nothing computes.

Check Family The workbook's trigger Where it lives today
Price vs 50-day and 200-day average Price & trend price crosses below the 200-day, or the 50 crosses below the 200 Compare · Price & movement · vs 200-day avg
Drawdown from the 52-week high Price & trend read in the stock own volatility — 20% is 4.3σ for RQI and 0.9σ for VKTX Compare · Price & movement · Off 52-week high in Funds — no accounts's six in Equity — Turnaround's six in ETF — Sector & Thematic's six in ETF — Broad Index's six in ETF — Country's six in ETF — Volatility & Hedge's six in Europe's six in Japan's six in China & Hong Kong's six in Asia-Pacific ex-China/Japan's six in Israel's six in Canada's six in Latin America's six in Global & rest of world's six in Funds & ETFs's six
Realised volatility, and change in regime Price & trend above 1.5x — the stock has started behaving differently Compare · Price & movement · Volatility regime nothing computes it
Return over 5d / 30d / 90d / 180d / 1y Price & trend read against the stock own volatility, never a flat number Compare · Price & movement · 1 month nothing computes it
Return vs its peer group Relative performance more than 25pp behind the group Compare · Vs its group · vs its peer group, 3m in Equity — Growth - Regular's six in ETF — Broad Index's six in Equity — Large Position's six in Equity — Medium Position's six in Equity — Small Position's six in Europe's six in Japan's six in China & Hong Kong's six in Asia-Pacific ex-China/Japan's six in Israel's six in Canada's six in Latin America's six in Global & rest of world's six in Miners & Materials's six in Other Operating's six nothing computes it
Return vs its sector Relative performance more than 25pp behind the sector on no surface today
Return vs the S&P 500 Relative performance behind by more than 20pp Compare · Vs its group · vs S&P 500, 1y in ETF — Sector & Thematic's six in ETF — Broad Index's six in ETF — Country's six in Europe's six in Japan's six in China & Hong Kong's six in Asia-Pacific ex-China/Japan's six in Israel's six in Canada's six in Latin America's six in Global & rest of world's six
Gap to peers, and whether it moved Relative performance the gap widened more than 10pp — the change is the event Compare · Vs its group · vs its peer group, 3m nothing computes it
Its group vs other groups Relative performance the whole area is being repriced Compare · Vs its group · vs its peer group, 3m nothing computes it
Estimate revisions, up vs down 30d Expectations net negative, or a sharp swing from positive Compare · Expectations · Target raises - lowers, 30d nothing computes it
Consensus EPS, now vs 30 days ago Expectations a cut of more than $0.05 on a base above $0.50. Percent change off a near-zero base is noise Compare · Expectations · Target raises - lowers, 30d nothing computes it
Analyst rating changes Expectations two or more downgrades in 30 days Compare · Expectations · Downgrades, 180d nothing computes it
Price-target changes Expectations a cut of more than 10% Compare · Expectations · Price-target change nothing computes it
Revision breadth vs the peer group Expectations more than 30pp below the group Compare · Expectations · Target raises - lowers, 30d nothing computes it
Next earnings date Events & calendar within 5 trading days — known volatility on a known date Compare · Expectations · Days to earnings nothing computes it
Beat rate and median surprise Events & calendar beat rate below 50%. Median not mean — one freak print distorts an average Compare · Valuation & sentiment · Earnings beat rate nothing computes it
Ex-dividend and pay dates Events & calendar a scheduled date passes with no payment Compare · Capital & payout · Days since ex-dividend nothing computes it
Splits and corporate actions Events & calendar a split inside 400 days — it breaks every price and dividend series crossing it on no surface today
Insider transactions Ownership & positioning net selling above 0.5% of market cap, or any cluster of buys Compare · Valuation & sentiment · Insider net, 180d in Pre-Revenue's six in Equity — Speculative - Product's six in Equity — Speculative - Risk's six in Equity — Turnaround's six
Short interest and days to cover Ownership & positioning above 10% of float with more than 5 days to cover Compare · Valuation & sentiment · Short interest Compare · Valuation & sentiment · Days to cover
Position weight, and drift Our position drifted more than 1pp without a decision Compare · Capital & payout · Our position size in ETF — Sector & Thematic's six in ETF — Broad Index's six in ETF — Country's six in Equity — Large Position's six in Equity — Medium Position's six
Unrealised P&L and cost basis Our position context, not a trigger Compare · Position & data · Unrealised P&L nothing computes it
Weight of its group in the book Our position above 15% — concentration accumulates at group level Compare · Vs its group · Its group's weight nothing computes it
Days held, and return over that period Our position held over a year with a return behind its peer group in Equity — Small Position's six
Average volume vs our position size Our position more than 1 day of average volume Compare · Valuation & sentiment · Days to exit
Coverage - checks that could actually run Trust in the data below 50% — that is a data problem, escalated as one on no surface today
Staleness of each input Trust in the data fundamentals older than 7 days, or statements older than 120 in Europe's six in Japan's six in China & Hong Kong's six in Asia-Pacific ex-China/Japan's six in Israel's six in Canada's six in Latin America's six in Global & rest of world's six
Currency and unit sanity Trust in the data a percentage outside plausible bounds, or a currency mismatch in Europe's six in Japan's six in China & Hong Kong's six in Asia-Pacific ex-China/Japan's six in Israel's six in Canada's six in Latin America's six in Global & rest of world's six
Peer cohort size Trust in the data below 3 — no comparison is possible, so none is shown Compare · Vs its group · Peers to compare with nothing computes it
What each metric is, and the limit it fires at 74 metrics

Every metric the engine can measure, in plain words. The same definition appears when you hover any check above that asks about it. A limit belongs to the metric, not to the group asking about it — so this is the only place one is edited, and a change here moves every group that watches it. At the limit is inside it: a metric where higher is better fires strictly under its limit, one where lower is better fires strictly above.

Metric What it is Fires Limit Good at Asked by
1 month nothing computes it
chg_1m · %
 The share price move over the last month. nobody
1 year
chg_1y · %
 The share price move over the last year. ETF — Volatility & Hedge
Book value/share growth
bvps_growth · %
 Growth in book value per share against a year ago. For a bank or an insurer this is the compounding scorecard, where a single quarter of earnings says much less. Banks & Lenders, Insurance
Capex / op cash flow
capex_over_ocf · %
 How much of the cash the business generates is going straight back out into plant, equipment and other capital spending. Miners & Materials, Oil & Gas +2
Capital returned vs earnings
capital_returned · %
 Dividends and buybacks together, against net income — whether the company is handing back more than it earns. Asset Managers & Exchanges, Banks & Lenders +1
Cash runway
cash_runway_q · qtrs
 How many quarters of cash are left at the current rate of burn. It is only computed for a company that is actually burning cash. Biopharma & Medical, Loss-Making +4
Checks that could actually run
coverage_pct · %
 How many of the checks this stock’s groups select could actually run, out of all of them. Absence is not calm: a stock almost nothing can be measured on is a data problem, not a clean bill of health. nobody
Correlation in the last drawdown
corr_drawdown · x
 The same correlation against the rest of the book, measured only through the book’s own worst drawdown — whether it actually diversified at the moment that mattered. ETF — Volatility & Hedge
Correlation with the rest of the book
corr_book · x
 How closely its daily moves track the rest of the book, with the stock itself taken out of the comparison. High means we own the same bet twice. ETF — Country, ETF — Sector & Thematic
Cost / income proxy
cost_income · %
 Total operating expenses against revenue. For a bank or a lender it stands in for the cost-to-income ratio. Banks & Lenders
Current debt vs cash
current_debt_vs_cash · x
 Debt falling due inside a year against the cash on hand to meet it. Dividend — Stretched, Leveraged
Days held
days_held · days
 How long the position has been on the book, counted from the oldest lot we still hold. ETF — Volatility & Hedge
Days since ex-dividend nothing computes it
days_since_exdiv · days
 How long since the shares last went ex-dividend — whether the distribution is still being paid at all. Funds & ETFs, Dividend — Covered +1
Days to cover
short_ratio · days
 How many days of ordinary trading it would take short sellers to buy their positions back. nobody
Days to earnings nothing computes it
days_to_earnings · days
 How many days until the next scheduled earnings report. nobody
Days to exit
avg_vol_days · days
 How many days of ordinary trading it would take to sell the whole position: our share count against the average daily volume of the last three months. Equity — Small Position
Dividend yield
dividend_yield · %
 The annual dividend as a percentage of the share price. Funds & ETFs, Funds — no accounts +2
Dividends paid, vs the year before
dividend_change · %
 What we were actually paid in dividends over twelve months against the twelve before it. This is the direction of the payment, which a yield cannot give: a yield rises when the price falls. Dividend — Covered, Dividend — Stretched +1
Downgrades, 180d nothing computes it
downgrades_180d · cnt
 How many analysts have cut their rating over the last six months. nobody
Earnings beat rate nothing computes it
beat_rate · %
 How often the company has come in ahead of the earnings estimate across its recent quarterly reports. Biopharma & Medical, Equity — Speculative - Product
Earnings volatility nothing computes it
earnings_volatility · %
 How much reported earnings swing from one period to the next. Insurance
Equity issued
equity_issued · %
 New shares issued during the period, against what the whole company is worth — dilution, sized against the company rather than quoted as a raw number. Biopharma & Medical, Dividend — Stretched +3
Estimate revisions, 30d nothing computes it
est_revisions_30d · cnt
 Analyst earnings estimates raised minus estimates lowered over the last thirty days. Consumer, Hardware & Communications +11
FCF after interest, $m
fcf_after_int · $
 Free cash flow left after the interest bill is paid — the cash the business keeps once the lenders have been. Leveraged, Equity — Turnaround
FCF conversion
fcf_conversion · %
 How much of reported profit turns into actual free cash. A wide gap is where the accounting and the cash part company. Aerospace & Defense, Hardware & Communications +7
Free cash flow yield
fcf_yield · %
 Free cash flow as a percentage of what the market values the company at. Oil & Gas, Equity — Undervalued
Gross margin
gross_margin · %
 What is left of each sale after the direct cost of producing it. Consumer, Hardware & Communications +4
Gross margin, trend
gross_margin_trend · pp
 The change in gross margin against the same quarter a year earlier, in percentage points. Loss-Making, Equity — Growth - Aggressive
Insider net, 180d
insider_net · %
 Insider buying less insider selling over the last six months, against the company’s market value. Grants, gifts and option exercises are deliberately excluded: only money actually put in or taken out counts. Pre-Revenue, Equity — Speculative - Product +2
Interest coverage
interest_cover · x
 How many times over operating profit covers the interest bill. Real Estate & REITs, Utilities & Power +2
Interest expense, YoY
interest_exp_yoy · %
 The change in the interest bill against a year ago — what the debt costs as it reprices. Leveraged
Inventory days
inventory_days · days
 How many days of sales are sitting in inventory. Consumer, Hardware & Communications +3
Its group's weight nothing computes it
group_weight · %
 How much of the book sits in this stock’s group — concentration read at the group rather than at the single position. nobody
Live mark vs the broker mark
price_disagreement · %
 How far our own live valuation of the position sits from Custodian’s mark. A large gap is almost always a currency or a unit being wrong rather than a real disagreement about the price. Asia-Pacific ex-China/Japan, Canada +6
Net debt / EBITDA edited
net_debt_ebitda · x
 Debt less cash, measured in years of earnings before interest, tax, depreciation and amortisation. The standard read on how levered a company is. Miners & Materials, Oil & Gas +5 reset
Net debt issued
net_debt_issued · %
 Debt raised less debt repaid over the period, against the debt already outstanding. Dividend — Covered, Leveraged +1
Net interest income / assets
nii_over_assets · %
 Net interest income against total assets — what a lender earns on the balance sheet it carries. Banks & Lenders, Insurance
Net interest income growth
nii_growth · %
 Growth in net interest income. For a bank this is the closest thing it has to revenue growth. Banks & Lenders
Off 52-week high
off_52w_high · %
 How far the price sits below its own highest point of the last year. Funds & ETFs, Asia-Pacific ex-China/Japan +13
Oldest input this scan read
data_age_days · days
 The age of the oldest input this scan read for the stock. A name whose data quietly stopped updating looks calm precisely because nothing is being measured any more. Asia-Pacific ex-China/Japan, Canada +6
Op cash flow/share growth
ocfps_growth · %
 Growth in operating cash flow per share against a year ago. Real Estate & REITs
Operating cash burn, trend
ocf_burn_trend · %
 Whether operating cash flow is improving or deteriorating against the earlier part of the year. Biopharma & Medical, Loss-Making +1
Operating margin
operating_margin · %
 What is left of each sale after all the costs of actually running the business. Asset Managers & Exchanges, Oil & Gas
Operating margin, YoY
op_margin_yoy · pp
 The change in operating margin against a year ago, in percentage points. Aerospace & Defense, Consumer +7
Our position size
position_weight · %
 How much of the whole book this one position is. Funds & ETFs, Funds — no accounts +7
Payout on EPS
payout_on_eps · %
 The dividend as a share of earnings per share. Utilities & Power, Dividend — Covered +1
Payout on FCF
payout_on_fcf · %
 The dividend as a share of free cash flow — the harder of the two tests, because cash is what actually pays it. Oil & Gas, Utilities & Power +2
Payout on op cash flow
dist_over_ocf · %
 Distributions paid against the cash the business actually generated from operations. Real Estate & REITs
Peers to compare with nothing computes it
peer_count · cnt
 How many other holdings sit in the same peer group, and therefore whether a comparison against that group means anything at all. nobody
Price to book
price_to_book · x
 The share price against the book value of the company’s assets. Asset Managers & Exchanges, Equity — Undervalued
Price-target change nothing computes it
pt_change · %
 The change in the average analyst price target. nobody
R&D / revenue
rd_over_rev · %
 How much of revenue goes into research and development. nobody
R&D / revenue, vs a year ago
rd_over_rev_trend · pp
 The change in research spending as a share of revenue against a year ago, in percentage points. A company cutting research is changing strategy. Biopharma & Medical
Realised volatility
realised_vol · %
 How much the share price actually moves, annualised from a year of daily returns. Pre-Revenue, ETF — Volatility & Hedge +3
Receivables / revenue
receivables_over_rev · %
 Money owed by customers against revenue — sales booked but not yet collected. Aerospace & Defense
Return on assets
roa · %
 Profit as a percentage of everything the company owns. Profitable — Little/No Dividend
Return on equity
roe · %
 Profit as a percentage of what the shareholders have put in. Asset Managers & Exchanges, Insurance +2
Return per year held
ret_per_year_held · %
 The unrealised return on the position, spread over how long we have held it. Only computed once a position is old enough for the number to mean anything. Equity — Small Position
Revenue growth
revenue_growth · %
 Growth in revenue against a year ago. Aerospace & Defense, Asset Managers & Exchanges +17
Revenue growth vs peers nothing computes it
rev_growth_vs_peers · pp
 Its revenue growth against the growth of its peer group, in percentage points. Semiconductors & Equipment
Revenue volatility nothing computes it
revenue_volatility · %
 How much revenue swings from one period to the next. Aerospace & Defense, Asset Managers & Exchanges +4
Rule of 40
rule_of_40 · n
 Revenue growth and operating margin added together. The software test: a company may buy growth with margin or margin with growth, but the two together should still clear a bar. Software & Internet, Equity — Growth - Regular
Share count, YoY
share_count_yoy · %
 The change in shares outstanding against a year ago. Rising means the existing holders own less of the same company than they did. Biopharma & Medical, Real Estate & REITs +7
Short interest edited
short_pct_float · %
 The share of the freely traded stock that has been sold short. Equity — Speculative - Risk reset
Stock comp / revenue
sbc_over_rev · %
 Stock issued to employees as pay, against revenue — a real cost of running the business that never shows up as cash going out. Software & Internet
Total assets, growth
total_assets_growth · %
 Growth in total assets against a year ago. For a lender this is whether the balance sheet is expanding or shrinking. Banks & Lenders
Unrealised P&L nothing computes it
unreal_pnl · %
 The unrealised gain or loss on the position against what we paid for it. nobody
Unusual items
unusual_items · %
 One-off charges and gains against revenue — how much of the reported result is not the ordinary business. Aerospace & Defense, Insurance
Volatility regime nothing computes it
vol_regime · x
 How the stock’s current volatility compares with its own normal — whether it has moved into a rougher regime than usual for it. Funds & ETFs, Asia-Pacific ex-China/Japan +11
vs 200-day avg
vs_200d · %
 Where the price sits against its own 200-day average. nobody
vs its peer group, 3m nothing computes it
rel_group_3m · pp
 How the stock has done over three months against the other holdings in its peer group. Funds & ETFs, Miners & Materials +16
vs S&P 500, 1y
vs_sp500 · pp
 How the stock has done over a year against the S&P 500, in percentage points. Funds & ETFs, Asia-Pacific ex-China/Japan +11
Worst one-day price jump
price_cliff_ratio · x
 The largest unexplained one-day jump in the stored price history. Real splits are already adjusted for, so a cliff that survives means the history is wrong — which silently distorts every return measured through it. nobody
Yield vs its 5y avg
yield_vs_5y · x
 The current dividend yield against its own five-year average. A yield far above its own history is usually the price falling rather than the dividend rising. nobody
Static demo · synthetic data · read-only  ↩