Data & Methodology
Transparent data sourcing from SEC EDGAR and industry-standard calculations.
Data Sources
All financial data is derived from SEC EDGAR filings (10-K, 10-Q, 8-K). We do not use estimated or projected data for fundamental metrics.
| Data Type | Source | Filing |
|---|---|---|
| Income Statement | SEC EDGAR | 10-K (Annual), 10-Q (Quarterly) |
| Balance Sheet | SEC EDGAR | 10-K, 10-Q |
| Cash Flow Statement | SEC EDGAR | 10-K, 10-Q |
| Price & Volume | Market Exchanges | Real-time / EOD |
| Dividends | Company Filings | 8-K, Press Releases |
Update Frequency
SEC filings processed within 24 hours. Price and technicals refreshed daily.
Quarterly Financials
Within 24 hours of SEC filing
Annual Financials
Within 24 hours of 10-K filing
Stock Prices
Daily (end of day)
Technical Indicators
Daily recalculation
Screening Metrics
Daily refresh
Calculation Methodologies
All metrics use standard, published formulas from renowned investors.
Piotroski F-Score
9-point quality scoring system based on Joseph Piotroski's academic research
- Profitability (4 pts): ROA+, OCF+, ROA improving, Accruals
- Leverage (3 pts): Debt↓, Liquidity↑, No dilution
- Efficiency (2 pts): Gross margin↑, Asset turnover↑
Graham Net-Net (NCAV)
Deep value formula for stocks trading below liquidation value
- NCAV per Share = NCAV ÷ Shares Outstanding
- Buy when Price < 67% of NCAV
Owner Earnings (Buffett)
Warren Buffett's preferred measure of true earnings power
- Cash owners can extract without harming business
- More conservative than reported earnings
Relative Strength Rating
Momentum ranking (0-99) based on price performance
- Weighted 3, 6, 9, 12 month returns
- Ranked against all stocks
- 90+ = Top 10%
Intrinsic Value (DCF)
Discounted Cash Flow with three scenarios
- Base: 10% discount, historical growth
- Bear: 12% discount, growth÷2
- Bull: 8% discount, growth×1.5
Quality Assurance
- Automated validation on all SEC data
- Cross-referencing between financial statements
- Anomaly detection for outlier values
- Daily metric reconciliation
- Version history for all data
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